Expected clearer pre-purchase info than I actually got
I went into this expecting the sales process to set all my expectations straight, but it wasn’t entirely clear at first exactly what was included and how the onboarding flow would go. I’m still trying to piece together some details about how the training fits with the software features. While the sign-up and invoicing parts were easy enough to complete, I had to guess a bit about how calling tools and the database could actually support my working style. They did explain the basics well enough over telephonic support, though sometimes I felt the answers were a bit rushed. On the plus side, the automatic updates happen smoothly without disrupting my workflow, which is good. I think if the initial sales communication had been more detailed, I would have felt more confident in setting things up from the start. Ultimately, it’s positive but not perfect.