Good for self-starters, maybe tough if you want hand-holding
I went into the sales and pre-purchase discussions hoping to understand if this software would suit my needs for running remote workflows efficiently. The sales team was informative enough, but some of the finer details I needed were a bit glossed over. The sign-up and payment process went smoothly, and the onboarding materials were generally helpful. However, I feel that someone who really values detailed hand-holding or has less experience with similar software might find the flow tricky to navigate initially. The training sections were okay but sometimes felt a little rushed or out of sync with my pace. Given that, I suspect I might still want to turn to support for help in the future to grasp certain functionalities like the dialer or database features more fully. For those who like to explore independently, this might work well, but if you prefer more step-by-step assistance, it may not be the ideal fit. I can see myself returning to the support team a bit as I get deeper into using the platform day to day.