I found the sales and pre-purchase process mostly straightforward, but I did have to figure out quit

I found the sales and pre-purchase process mostly straightforward, but I did have to figure out quit

I found the sales and pre-purchase process mostly straightforward, but I did have to figure out quite a bit on my own before feeling comfortable. The onboarding documents were clear but left some gaps, especially about using the calling tools and database effectively. I liked that the initial setup explained the basics, but the part about the dialer required me to experiment a little more than I expected. Also, the invoicing and payments process was a bit hidden in the interface until I explored deeper, which slowed me down. For anyone who’s pretty self-sufficient and enjoys learning by doing, this might be a good fit, but if you prefer more step-by-step guidance up front, it might not suit you as well. I did wonder if a more guided introduction or a clearer roadmap before buying would be helpful, as I was initially hesitant to commit without understanding the workflow fully. Overall, the software and training offer a solid foundation but expect to put in some effort yourself to get the best out of it.