Finding payment options was smooth but training wasn’t clear
I was mostly okay with the sales and pre-purchase process. The sign-up and invoicing parts were pretty easy to manage and I could find payment options without much hassle, which was a relief. But when it came to training, it was a mixed experience. The onboarding flow seemed straightforward at first, but some of the training materials didn’t quite explain the software’s calling tools in enough detail for me to feel confident using them right away. I found myself needing to call Customer Support a couple of times to understand how to best use the dialer and database features, which slowed down my progress a bit. On the positive side, calling support was nice and ready to help, and the automatic updates didn’t disrupt my workflow. So while the sign-up and payment setup went well, the training could definitely be improved with clearer guidance.