Got what I needed mostly on my own
Honestly, the entire sales and pre-purchase process left me doing quite a bit of figuring out myself. There was some guidance available but mostly I just navigated the sign-up and onboarding steps at my own pace, reading through what each part meant and how the database and calling tools worked together. The training materials helped somewhat but felt like something I'd need to revisit often since they didn't break down everything completely. So it wasn’t a fully guided handholding experience as such. Luckily, the software itself had automatic updates, so the back end was taken care of in real time without any interruption. Invoicing and payments were straightforward once I understood how it all linked with my account. What I liked was that I didn’t feel trapped or rushed; instead I could learn and adapt as I went along. So in the end I managed to get what I needed without waiting on anyone or needing rush help. Definitely worked out, although I’m sure others might want more direct support initially.