It worked mostly, but some things were confusing
In the end, I was able to get the basics set up, so the outcome was satisfactory. The training materials covered most of what I needed, but some instructions were not as clear as I would have liked. For example, the explanation about how the dialer works with the database felt a bit vague at times. That caused some hesitation when I tried to make calls and track them properly. On the other hand, the onboarding videos and telephonic support were fairly helpful and responsive, which made things easier to figure out. The software itself ran smoothly during daily use, and automatic updates rarely interfered. Payment and invoicing also went without major issues, which relieved some stress. So, while parts of the explanation could be clearer, the available resources did a decent job overall. I’m mostly happy with the final result even if the path to get there wasn’t always simple or direct.