Good overall but missed some key features compared to older tools
Having used several remote workflow management tools before trying this one, I approached this purchase with set expectations. The sign-up process was quick and the invoicing transparent, which was a positive change from my previous experiences where payments sometimes got complicated. This software’s interface is clean and the dialer integration offers smooth call handling. However, I noticed that the database feature lacks some advanced filtering and tagging options that I found quite useful in other software. While the automatic updates keep the system current, there is no much visible change in terms of feature additions over the months I have used it. The training and onboarding materials were sufficient to get started, though I had to put in some effort exploring beyond what was provided. On the support front, telephonic assistance was polite and responsive when I reached out, but not extensively proactive. Compared to older tools, this one feels more streamlined but somewhat limited in customization, which is a downside if you have very specific workflow needs. The calling tools worked reliably during active hours with minimal downtime, which was important to me. All in all, the software covers the essentials well but I was hoping for a richer feature set to match or exceed what I was used to. It’s a solid platform, just missing a few capabilities that could make it stand out more in a crowded market.