It took longer than I expected to get on board
Honestly, the training and onboarding process took far longer than I initially anticipated, and I doubt I would avoid needing help if I were to start again. My feeling right from the start was that the steps were not fully adapted to someone stepping into remote workflow software for the first time. While the training sessions included a lot of helpful information, the pace or complexity made me rely heavily on support calls for clarifications, which slowed down my progress. The onboarding flow felt somewhat fragmented — moving from the database feature to dialing tools and then switching back to managing invoices was not the most intuitive progression. I appreciated that support was available by phone, but it sometimes required lengthy explanations to get past the smaller stumbling blocks. Automatic updates didn’t really ease this either as they brought occasional changes that I didn’t fully grasp before getting back to work. Although the training included several modules, I feel a more streamlined onboarding, where each step builds more clearly on the last, would have reduced confusion. So while I am grateful for the help available, it’s clear to me that I would still expect to contact them for assistance if I took this product up again, especially early on.