Getting started took its time — some moments good, some slow
When I signed up and started using the software, I found that actually accessing the dashboard took longer than I imagined. One specific moment that stood out was when I first tried to use the dialer — it did not connect immediately and required a few tries. After that, the workflow with the database was more manageable, though initially a little unclear how to fully integrate calls and data. The automatic updates seemed to work fine but didn’t speed things up much at first. The invoicing process after sign-up was straightforward, but I felt like I was navigating some steps alone because the onboarding training didn’t cover a few practicalities. Telephonic support eventually helped clarify things, though the wait wasn’t always short. So while the software could be powerful, it took a fair amount of effort and patience to get it fully operational as I wanted.