Had to figure out almost everything myself, not what I hoped
Before purchasing the software and training, I hoped the pre-sale communication would walk me through most of what I needed to know. On the plus side, the initial information was available online and the sign-up process was fairly straightforward. However, once I started trying to set up my remote workflow, I realized a lot was left for me to figure out on my own. The instructions assumed prior knowledge I didn’t have, and I found the onboarding and training materials insufficient for my level. While the dialer and database features seemed promising, I struggled to integrate them without more direct guidance. Telephonic support was available, but responses were slow and often didn’t directly address my specific configuration questions. The automatic updates sometimes introduced changes without clear notices, adding to confusion. Invoicing and payments were mostly hassle-free, but that didn’t compensate for the overall burden of figuring out most steps by myself. In the end, the experience didn’t match my expectations of a guided onboarding and troubleshooting process, leading me to conclude that this product did not work well for me personally.