Good start, poor step order
The initial steps in signing up and understanding the software were quite straightforward, which was a positive. However, as I progressed into the onboarding process, I felt the order of steps was less logical. For instance, I was prompted to familiarize myself with calling tools before fully accessing the database feature, which led to confusion since I did not have all the information I needed readily available. The training and telephonic support were accessible, but because the steps seemed out of order, the assistance sometimes addressed problems I had not yet encountered. On the plus side, automatic updates did not disrupt my work and invoicing was handled smoothly. The payment process was clear as well. Still, the mismatched pacing made me question the efficiency of the flow. A more sensibly sequenced introduction to the software's components would have improved my experience. Overall, I encountered both helpful aspects and frustrating order issues that affected my confidence in the setup process.