Figured out most on my own, outcome was okay
Before purchasing, I expected the sales process to guide me through every step more thoroughly, but I found I had to figure out quite a bit myself about the software and its capabilities. The pre-purchase training materials were helpful but could not cover every nuance, especially how the calling tools integrate with the database feature. On the plus side, this independence forced me to understand the workarounds and build a workflow matching my own daily schedule. That said, I wished the onboarding flow included more tailored explanations rather than broad modules, as some of the database automation was a bit complex. The invoicing and payment process went smoothly enough, although it felt a little detached from the overall software ecosystem—like a separate step that didn't fully align with other user experience parts. Despite these gaps, automatic updates were seamless and resolved many minor hiccups without me needing support quite often. Ultimately, while it meant a bit more effort on my part upfront, the final result was a workable setup that I’m satisfied using for now.