Felt pretty smooth, especially during the dialer setup
I really felt that the overall process flowed well from step to step; an early highlight for me was how smoothly the dialer setup went, which gave me a lot of confidence. The rest of the onboarding maintained that pace, although it was a bit hard to keep track of everything during the database feature training because the explanations were sometimes a bit brief. However, even with that small gap, I never felt lost thanks to the clear support calls that helped me fill in missing pieces of information. They seemed to present the automatic updates in a sensible order as well, which helped keep me up to date without feeling overwhelmed. The payment and invoicing parts were fairly straight-forward too, which made completing each step satisfying. So overall, the sense I got was one of a thoughtfully arranged onboarding experience, making me comfortable using the software early on and minimizing typical new-user hiccups.