It took quite an effort, not sure it was worth the switch
When I first compared this software to what I was using before, my initial impression was mixed. The sign-up and invoicing flows were somewhat familiar, which made those parts easier to handle, but the database features seemed less intuitive than the previous system. Setting up the dialer took longer than expected, and I spent a fair amount of time figuring out some labels and configurations that I thought should have been simpler. The training was okay but felt less comprehensive in certain areas that I needed, which made me rely more on trial and error. Automatic updates happened regularly but sometimes altered elements I was just getting used to. While the telephonic support was professional, I felt there was some disconnect when explaining my issues, which cost me more time. Overall, it was an effort to switch over, and I’m uncertain if this will be better in the long term given the adjustment required. Perhaps with more tuning, the software could meet my needs better, but right now I’m unsure it’s worth the extra work involved.