Less hand-holding than I expected, better for self-starters
Initially, I thought the onboarding and training would have more guided support, but it turned out I needed to work out a lot by myself. While the training materials are comprehensive, they expect users to figure out some features, like the call database and the automatic updates process, without detailed explanations. I expected more telephonic support for technical questions, but I noticed the responses were generic and sometimes delayed. So, compared to my past experiences with other software which provided step-by-step telephonic instructions, this one demands greater self-reliance. However, if you are already somewhat familiar with remote workflow software, this approach might be less cumbersome. The signup and invoicing processes were straightforward, but real-time assistance was limited. Overall, the effort needed to become proficient was fairly high, but that may suit those comfortable figuring things out on their own rather than expecting ongoing personal guidance.