Finally Got It But Took Some Effort
At the beginning, I found the setup to be somewhat opaque. I had to do quite a bit of experimentation on my own to understand how the database linked with the dialer, especially because the onboarding flow provided pointers but left some integrations unclear. There was a point where I questioned if I missed something during training or if the software itself expected users to figure out key elements. That moment of clarity came after I spent time trialing calls alongside database entries, which made me realize the potential for real productivity once I got the hang of it. While the sales and sign-up process was clear enough, and invoices were straightforward to handle, actual usage demanded patience and a willingness to explore features by trial. Support was helpful when contacted, but I didn't like having to reach out for things I felt the training could have preempted. Overall, the experience was neither streamlined nor frustrating enough to give up on; it landed somewhere in the middle. I feel this product would suit those who are comfortable working things out themselves but might challenge users expecting step-by-step hand-holding from the outset.