Frustrated by the order of steps during sign-up process
From my experience, the sales and pre-purchase steps seemed out of logical order. I felt a bit confused because the way the sign-up and payment process was structured didn't flow naturally. For instance, I was prompted to pay before I could fully understand how some features like the calling tools and database integration would work in practice. This meant I had to guess whether the software would fit my needs, which wasn’t ideal. Also, the training and onboarding materials came after payment, making me wish there was a better chance to explore the setup beforehand. While the invoicing was straightforward once I paid, the sequence of events left me hesitant at points and detracted from the overall clarity. I think rearranging the order to allow clearer previews or training prior to payment would make the whole process smoother and less stressful for new users.