Good feeling but setup had its quirks
I was quite satisfied after going through the initial sales and pre-purchase phase with the software and training. The setup process demanded a significant upfront effort, especially in organizing the database and configuring the dialer settings. This one-time setup felt a bit time-consuming but was necessary to tailor the system to my workflow. However, once everything was in place, day-to-day operations seemed considerably smoother. The software’s automatic updates helped keep things running without much intervention, which I appreciated. Invoicing and payment processes were also clear, which made the financial administration straightforward. What I found a bit limiting was that although the main setup required one-off effort, some aspects, like ongoing database management and dialing system updates, still needed my attention regularly. So there’s both a fixed setup phase and maintenance involved over time. The training provided good coverage, but some parts felt generalized, requiring me to explore features independently to better align with my specific needs. Overall, I feel the balance is positive: the sales and onboarding gave me control, though there is ongoing work to keep the system effective. It’s mostly good, with just the small caveat that you don’t just set it up and forget it entirely.