Lack of clarity and guidance left me unsure
I went through the sales and pre-purchase process expecting clear guidance on the next steps needed, but I found it somewhat lacking. The initial sign-up was fine, but after that, I wasn’t entirely sure what to do when I faced some technical questions about the calling tools and database interface. The training available was helpful to a point, but some information was missing that I think would have made subsequent use much easier. Because of that, I’m certain I will need to rely on help again in the future to fully understand some parts of the software and how updates might affect my workflow. Telephonic support was available but not as proactive as I had hoped when it came to anticipating common issues. The invoicing and payment system worked without fault, so the transactional side did its job. Overall, if clear step-by-step assistance and proactive support are important to you, this process might feel incomplete and require ongoing help from your side.