Feeling confident but one step felt off
I really felt the onboarding process was mostly smooth and the steps made sense in their order. Signing up led promptly to training materials, and then to setting up the dialer, which was intuitive to access. The database feature came next, and it fit well with how I wanted to track client interactions. I did notice though that the automatic updates popped up a bit unexpectedly right after I was comfortable with the software. It wasn’t a major problem, but it interrupted my flow. Telephonic support was easy to reach, and they answered quickly which helped a lot when navigating the initial setup. Payment and invoicing steps were straightforward and didn’t cause any confusion, which is appreciated. Overall, I'd say the sequence worked well but maybe just a heads-up before the update process would make it even better. Having a clear roadmap from pre-purchase steps through to fully operational use kept me confident. The balance of training alongside practical use definitely felt thoughtfully designed.