I've gone through the sales and pre-purchase process with this remote workflow software, and honestl

I've gone through the sales and pre-purchase process with this remote workflow software, and honestl

I've gone through the sales and pre-purchase process with this remote workflow software, and honestly, it's a bit tiring to say I figured out so many parts on my own. When I first signed up, I was hoping the onboarding would be a lot more straightforward, but I found myself navigating the software settings, the database setup, and the call dialer configuration mostly without much direct guidance. The training materials were there, sure, but some things felt like they needed more step-by-step explanation or hands-on examples, which I had to find through trial and error. Even calling support was something I tried later in the process rather than at the start, so I might have missed clarifying points early on. I keep explaining to people that while the software looks promising, you really need some patience and willingness to work things out yourself before it clicks. The updates happen automatically, which helps, but even that didn’t always mesh well with my initial database setup, so there was some manual fixing involved. Overall, I ended up making it work, but it wasn’t as plug-and-play as I initially thought it would be.