Figuring it all out mostly on my own
The sales and pre-purchase experience was a mixed bag. Much of what I needed to know about the software and training wasn’t thoroughly explained upfront, so I ended up working out many details by trial and error during onboarding. While the sign-up and invoicing were straightforward and didn’t cause delays, the information provided before purchase felt insufficient. The calling tools and database features became clearer only after spending time using them, and the automatic updates sometimes brought unexpected changes without advance notice. Support was available but wasn’t proactive in offering explanations before I had to ask. I wouldn’t say the whole process was frustrating, but it definitely required a fair amount of self-initiative to get everything running smoothly. So, the experience felt like I was figuring out quite a bit on my own, which might not suit everyone. It worked out in the end, but I wish there had been more guidance earlier on.