Expected more clarity on integration
When I first signed up, I thought the software would seamlessly match the remote workflow I had in mind. The onboarding flow was okay, but it didn't quite align with what I'd anticipated. For instance, the calling tools worked decently, and I could navigate the dialer with moderate ease. However, the database feature didn't integrate into my existing process as expected; it felt a bit clunky and less intuitive than promised. On the other hand, automatic updates happened regularly without disruption, which I appreciated. The invoicing process was straightforward, and payments went through without issues, so that's a definite plus. Telephonic support was available, but sometimes I had to wait longer than I'd hoped, which dampened the experience. Overall, some features met my expectations, like the training materials that covered the basics adequately, but others left me wanting more. The software partially matched my pre-purchase expectations but left significant gaps, especially in customization and workflow alignment, that I wasn't prepared for when I started.