Frustrated with much of the setup being repeated
I had expected the initial setup to be a bit time-consuming but planned on it being mostly a one-off hurdle. Unfortunately, the onboarding and training process felt more like ongoing commitment than a clear starting point. Rather than a straightforward initial setup, I found myself repeatedly going over the same materials and parts of the dialer and database features to really get comfortable, which was frustrating when I had hoped to be fully operational much sooner. The training sessions seemed to cover foundational content, but in practice I needed extra help calls and repeated advice from telephonic support to handle day-to-day issues. Payment and invoicing processes were less of an issue, but even then, the sign-up steps didn’t feel as smooth as they might have been, adding to my dissatisfaction. Overall, I found the experience less efficient than anticipated—too much ongoing attention required just to keep things functioning, which left me feeling annoyed and uncertain. This product didn’t match my hopes of a set-and-forget workflow software, and I’m quite discouraged about continuing at this stage.