Impressed by the mostly one-off setup, with a bit ongoing support needed
Overall, I feel pretty good about how much of the setup was a one-time task versus things I have to keep managing. The onboarding and training modules covered everything I needed upfront, which meant I could start using the dialer and database without too many adjustments later. Most of the automatic updates seem to happen behind the scenes now without my involvement, which is a real relief. That said, there remains some ongoing learning and fine-tuning required, especially if I want to take advantage of new features or improve my workflow. Telephonic support has been handy to get over small bumps during these ongoing phases. I like that the billing and payment processes only needed attention once each period, so they don't distract from daily use. The sign-up was seamless and the initial training really set me up well, so I feel confident that the setup effort paid off quickly, even if I'll still be tweaking things here and there. That blend of solid one-off setup combined with manageable ongoing tasks leaves me feeling mostly satisfied with the process so far.