missing a clear step-by-step flow was frustrating
I tried to use the software but the sales and pre-purchase process lacked a clear, step-by-step guide, which made things confusing from the start. It felt like I was jumping between various modules without a cohesive plan, which was especially challenging as I tried to understand the calling tools and database features. The onboarding steps seemed out of logical order, making it hard to get fully set up. One small positive is that the support team was responsive by phone when I reached out. However, the overall experience was frustrating, and the lack of a straightforward process made it difficult to feel confident that I was using the software properly or making the most of the training. Honestly, I expected a more guided approach to help me through the payment, sign-up, and invoicing steps, but that clear roadmap was missing. This gap really stood out to me as the biggest downside throughout my experience.