It was a slow and steady grind
I ended up spending quite a bit of time on support calls, trying to get clarity on various issues. The communication wasn't as quick or transparent as I hoped, which made the whole process a bit exhausting. Despite that, I will say the telephonic support team did manage to explain some of the more complex software features clearly enough. My confidence level was moderate at best by the time I wrapped up the onboarding, partially because progress felt painstakingly slow. The ongoing updates to the software seemed to change things without clear notifications, so I had to adapt repeatedly, which added to the effort I had to put in. Overall, navigating the database and the dialer functionality required patience and multiple attempts to understand properly. The invoicing and payment processes were straightforward enough, and that was a relief amidst the rest of the workflow hiccups. I am not entirely sure I'd recommend this if someone needs swift assistance and uncomplicated onboarding, but it functions if you are willing to put in the extra time. So, while the experience was predominantly taxing with only a few bright spots, I ended up with a working setup and some grasp of the system's potential.