expected a smoother process but got some back and forth
I went into the sales and pre-purchase part expecting a pretty logical flow given that the software promised remote workflow help. But honestly, the steps were a bit all over the place. On one hand, signing up and setting up the calling tools was straightforward and happened quickly, which I liked. On the other hand, the training seemed to come before I had fully grasped the database features, which threw me off a bit. I thought the process would be more streamlined so that each step builds on the previous one, but instead I found myself going back and forth between modules. Although the invoicing part was clear and the automatic updates functioned well, the order of things did impact how smoothly I could get started with daily tasks. So, all in all, the workflow wasn’t exactly what I expected but wasn’t a total deal breaker either.