It all felt a bit muddled, frankly
I wasn’t exactly thrilled by how the pre-purchase process went for me. I was hunting around for info on the different software capabilities, eager to know how the database and dialer would interact because that’s key for me, but it was slow going. The site tried to help with some guides but the search didn’t find exactly what I needed, and some parts of the invoicing process were vague enough to make me pause. I guess one thing I’ll say positively is that the sign-up steps weren’t difficult when I finally got there, but getting to that point took longer than I expected. It felt like the flow could have been clearer, especially for someone new to these kinds of remote workflow tools. I found myself second-guessing if all features I want are included or if I need to pay extra. Overall, I think the process needs some smoothing to really help people decide with confidence, otherwise it’s easy to wander around unsure if you’re making the right call.