Ideal for self-starters who prefer figuring things out
I’ve been using the software and it’s clear that it suits people who like to dive in and explore on their own. While the onboarding was decent, a lot of the finer points were left for me to discover personally, especially around the dialer features and database setup. The automatic updates keep the tool fresh, but they don’t usually explain what’s changed in detail, so it really helps if you enjoy tinkering and exploring new functions yourself. The training sessions offered some helpful guidance but didn’t cover everything, so if you want step-by-step handholding, this might not be perfect for you. However, if you’re comfortable with trial and error, the sign-up, invoicing, and payment processes are well structured and efficient. Telephonic support is available but felt more like a backup rather than a frontline learning resource. All in all, I think this product works well for someone who’s proactive and curious; for those wanting a fully guided experience, it might be a bit challenging but definitely manageable with patience.