Getting started took some effort, but it balanced out
Before purchasing, I spent a fair amount of time reviewing the software and training options. Initial sign-up and payment were straightforward but it took a couple of days before I had access to all the tools I wanted to use. The onboarding training was comprehensive, though I had to put in effort understanding how the database and dialer fit my workflow. Some waiting was involved as sessions were scheduled with limited slots. But once I was up to speed, the calling tools worked smoothly, making making follow-ups much easier. I appreciate that updates are handled automatically, so I did not have to manually manage versions. While there was some initial effort and a bit of waiting involved, it wasn’t excessive and was okay given the system’s features. Overall, though it took some patience and persistence, the process made me prepared enough to use the software confidently for remote workflows. The invoices and payments were processed without issues, making the setup hassle-free on the billing side as well.