Ended up having a workable setup, though onboarding could flow better
Reflecting on my experience after several weeks, I find the software ultimately met my needs for managing remote calls and client data effectively. The onboarding process guided me through the essential steps, but I noticed some instructions seemed out of logical order which caused momentary confusion. For instance, I expected to configure the dialer before diving into the database setup, but the sequence suggested otherwise, leading to some back-and-forth in settings. Despite this, once configured, the automatic updates helped keep the software current without manual intervention. Access was reliable for the most part, and I appreciated how the training material was available to revisit at my pace later. While the initial sequence could be smoother, the outcome was a functional system supporting my workflow as intended, which I value greatly.