3 out of 53 of 5Unverified experienceSales and pre-purchase
Ended up figuring out most of it on my own
The sales and pre-purchase information covered the basics but left many details unclear, so I had to experiment quite a bit to get the software to work as desired. Initial setup instructions were helpful for database configuration, but integration with calling tools required additional research from my side. Training was decent but assumed a level of prior knowledge about remote workflows. The step-by-step guide didn’t fully address all the nuances of the dialer features. Invoicing and payment flows were straightforward once I reached them, but overall, I felt like most of the learning happened by trial and error. My outcome was usable software, but it took more self-direction than I anticipated.