Expected was full guide, got mostly guesswork
When I first started the training and onboarding with the software, I thought there would be clear steps laid out for everything. Instead, I found I had to figure out a lot on my own, especially with integrating the calling tools and using the dialer effectively. The initial instructions were somewhat vague, and I expected a more detailed walkthrough but mostly got basic guidelines. I did appreciate that the database feature was accessible, but how to fully utilize it wasn’t clear from the start. Telephonic support was available but sometimes not available instantly, so I had to try and solve issues by myself. Sign-up and invoicing process was straightforward as I had expected. Overall, the balance between what I thought I would get and actual was disappointing. I feel the training should have been more thorough and less reliant on self-learning. The updates were automatic which at least made sure the software was current without my intervention. It was usable, but I expected a little more guidance and less effort to figure it all out on my own.