Dialer integration worked okay but software felt clunky compared to before
I’ve used other remote workflow platforms before, and honestly, this one felt a bit different in ways I’m still figuring out. The dialer integration with the database kind of worked fine; calls connected alright and I could see client details pop up. That part was smooth and I guess handled well technically. But the overall software interface was less intuitive for me compared to what I’m used to. Some menus seemed buried or labeled in ways that didn’t quite click right away, and the onboarding steps felt longer, with some waiting on updates that made me wonder if I had missed something important or was just slowed down by the system. It wasn’t outright bad, but it lacked that flow and speed that I personally prefer. I’m also unsure about standalone training because parts of it seemed repetitive but other parts skipped details I needed. Maybe I just need more time with it, but as a newcomer transitioning, it felt like a bit of a step backward in usability and access speed.