Ended up understanding things well enough to start
I decided to invest in the software after spending some time exploring their onboarding materials and trials. The initial setup required me to piece together several bits myself, especially concerning the dialer configuration and how the database integrated with my existing workflows. The training materials were well-produced, but occasionally I found gaps that forced me to experiment on my own. Despite some ambiguity, the process of signing up and managing invoices was straightforward and ran without major hassles. Support was available but noticeably reactive rather than proactive, so I mostly relied on self-navigation. Over a few days, I got the hang of how automatic updates might alter certain features and adjusted accordingly. Though there was no hand-holding throughout, the experience led to a reasonable level of competence with the software tools. While the calling tools and dialer were quite useful, setting the precise flow for my sales work required some trial and error. Ultimately, it’s functional and does what I anticipated, but the need to figure things out independently might not suit everyone perfectly.