Ended up figuring out pre-purchase details myself
I found that most of the sales and pre-purchase process required quite a bit of self-guided discovery rather than thorough explanations provided upfront. Initially, I believed I would receive detailed guidance on setting up the dialer, database, and software features during onboarding. However, I realized that learning curves were higher because many steps and system behaviors were left to figure out on my own. That said, after putting in the effort, I could work out the invoicing, payment flow, and even how automatic updates roll out without disrupting my workflow. The training content was comprehensive but somewhat generic instead of tailored to exactly what I needed. My conclusion is positive overall since I managed to get things running properly but would have appreciated more proactive explanations from the start. It felt like a mixed experience, where clarity came late because I had to do most of the legwork myself.