Felt like I had to figure out most things myself
The whole sales and pre-purchase experience was kinda confusing because I found myself doing more of the research than expected. They provide some info about the software and training but it wasn’t always clear how the onboarding would go until after I signed up. I was hoping for more detailed guidance on how to use the call tools or manage the database from the start. The invoicing process was okay I guess, but it took me a bit of time to understand exactly when payments were due and how the automatic updates would work. The support was helpful once I called but I wished the initial sales interaction gave me a clearer idea. I ended up spending quite a bit of time figuring things out on my own before I felt comfortable with their service. I’m not sure if this is normal for most people but it was a bit overwhelming for me at times. I would tell a friend that while the software looks good and the support is fine, you’d better be prepared to do quite a bit of learning and problem solving yourself too.