Expected a more seamless process than what was delivered
Having used other remote workflow tools before, I expected a more seamless sign-up and onboarding experience from this software. The process started well enough, with clear instructions and a straightforward invoicing system. The dialer and calling tools worked as advertised during my initial trial period, and the database feature integrated nicely into my existing workflow. However, the automatic updates sometimes introduced changes that were not well explained in advance, which led to confusion during daily use. On the training front, the materials were informative but lacked the depth I was used to from other providers, which meant I had to spend additional time figuring some features out independently. Telephonic support was generally helpful but sometimes slow to respond, which conflicted with the more immediate assistance I was hoping for. While the experience met most of my needs, it did not quite live up to the smoother, more intuitive setup I anticipated based on my previous software usage. It’s a mixed bag, balancing ease against a few unexpected stumbling blocks.