Good info but more guidance needed on setup
I expected the pre-purchase sales info to cover most of what I needed, but I actually had to figure out quite a bit on my own. The digital database and calling features sounded straightforward, but it took a significant amount of trial and error during onboarding to get workflows working how I wanted. I wish there had been more direct walk-throughs or examples sent along with the basic training. To be fair, the responsive support helped when I finally reached out, which balanced the experience somewhat. Also, while invoicing and payment processes seemed smooth once I engaged with them, they weren't explained in detail initially. Overall, the system has potential but requires a certain level of self-starting effort that wasn’t emphasized early on. I think it might suit people who like to explore independently rather than those wanting a fully guided introduction right at the start.