Got the core setup done smoothly
So I found the pre-purchase info a bit thin on details but managed to piece things together on my own without much trouble. The sales process didn’t overwhelm me, which was a relief, and the sign-up was fairly quick. Invoices arrived without confusion so I could track payments easily. Once I started using the dialer and database it fit well into my workflow, although a few features needed exploring through trial rather than upfront explanation. The onboarding training materials were available but I wish there was more hand-holding to understand some software nuances fully from the start. Overall, I’m happy with the outcome since it’s functioning as I hoped, though the journey could’ve been smoother with clearer upfront guidance. Still, the reliability of automatic updates ensured my software stayed current without much fuss. The only hassle I faced was sometimes figuring out best ways to use the database effectively due to limited examples in training. Still, the team was there to provide telephonic support promptly when required. So the net result? I got my remote workflow up and running in decent time, with some figuring out along the way but no major headaches.