Had high hopes but ended up figuring out everything on my own
I expected a much more guided onboarding process when I signed up for the software and training, but in reality it was left mostly up to me to figure out how to use the database and calling tools effectively. The training sessions felt thin and lacked hands-on demonstrations, which I thought would be more structured. The invoicing and payment flow was simple but I struggled with the dashboard controls as I didn’t receive much support initially. I had hoped for clear step-by-step onboarding that would walk me through setting up workflows, but I had to search through help documents instead. This level of self-navigation was frustrating compared to other platforms where onboarding is more interactive. Ultimately, the outcome was that I felt underprepared after sign-up and had to spend extra time learning the software by trial and error, which was not what I expected from the purchase experience.