Missing a Clear Start Point
The support was generally responsive, and I’m satisfied that I got most of the help I needed soon enough to begin using the software. It took a little while to set up my database and dialer, and the onboarding training covered the main features clearly. I appreciate how the telephonic support team was able to answer my questions quickly. However, it was not a smooth start overall because some of the initial setup instructions were not exhaustive enough. There wasn’t a single clear first step that guided me properly through the process, which led to some confusion in the beginning. The software updates happened automatically, which kept everything current without extra effort from me. That aspect worked well and reduced maintenance. Still, the documentation or training could have been more concise and targeted to give a faster ramp-up. Invoicing and payments went fine with no surprises, but I did expect to spend less time figuring out the basic workflows. Overall, it’s working out now, but the lack of an obvious starting point slowed me down unnecessarily.