Decent mix, neither fully smooth nor completely off
I started the onboarding process with a lot of hope, especially focused on the training modules since I wanted a smooth setup for managing remote workflows. Initially, it felt straightforward—certain setup steps like configuring our calling tools seemed like a one-time effort, almost intuitive. But once I moved beyond the basics, I realized that some aspects did require ongoing adjustments, like maintaining the database to reflect real-time client info or waiting for automatic updates to settle in. I wasn’t sure if this balancing act was due to the software design or maybe my approach. The initial sign-up and invoicing were clearly laid out, which was a relief, and I appreciated the telephonic support, but its availability felt a bit patchy for iterative questions. So overall, I’m neither fully convinced nor disappointed. It’s helpful, but it could have been smoother in certain phases, especially the part where I needed to keep revisiting some of the steps. Given that, I’d say it’s a reasonable start but not entirely seamless for ongoing remote work setup.