Had to figure out quite a bit myself before things clicked
Hey, I wanted to share how the whole pre-purchase and onboarding felt from my side. Basically, I had to do a good chunk of the work myself. The initial sales info was okay but didn't go into all the specifics about how the software manages database features or the calling dialer tools. So, I ended up spending time on the training modules, which were useful but somewhat generic. The best part was the automatic updates—they usually happen seamlessly, which I liked since I don’t want to manage that manually. But I feel they could have provided a more guided demo or walkthrough early on. After signing up, the invoicing and payment steps were smooth, no hassle there. Just that I wish the support had proactively explained how telephonic assistance works during different stages. Overall, it took around a week to really get a handle on everything, which is fine but I expected a bit more hand-holding at the start so I wouldn’t be left guessing much.