Ended up figuring a lot myself but got some useful insights
When I signed up for the software, I had certain expectations that most of the process would be straightforward. However, while the initial sign-up and payment steps were relatively smooth, I soon realized that a significant portion of figuring out how to use the dialer and database features required my own experimentation. The documentation helped, but some labels and workflows weren’t as intuitive as I hoped. On the plus side, automatic updates kept the software current without me needing to intervene, which was convenient. The calling tools worked reliably most days, although I sometimes had to resolve sync problems between the dialer and the database myself. Telephonic support was available, but I generally found the response times a bit slow for urgent queries. Overall, I appreciate that the training videos covered core usage, but they didn’t quite prepare me for the occasional troubleshooting I faced. Because of that, if you are someone who values hand-holding and step-by-step guidance, you might find this experience somewhat mixed. Still, it’s not without merit, and after spending some time learning by trial and error, I was able to get a functional workflow going.