Fabulous day-to-day usability, but where was the intuitive guide?
I ended up loving how the software performed over multiple days of use because it kept running smoothly and responded well to my daily workflow. It was easy to maintain the rhythm once I got into the swing of things, and the automatic updates seemed to improve things subtly without interrupting me. However, something was missing at the outset. There wasn't a detailed interactive guide to ease me into the entire workflow, so I found myself fumbling more than I expected on some features until I could explore on my own. The calling tools and dialer were reliable and seamless throughout the week, and the database feature neatly fit into how I organize people. Signing up and invoicing happened fairly cleanly, and the telephonic support was approachable when I did have questions, though I rarely needed them after the initial few days. Over time, I settled into a steady pace that felt efficient, but I do wish there had been more handholding early on to speed up learning the software’s nuances. Still, overall it worked so much better than a first impression suggests, making me glad I chose it.