Missing basic clarity day to day
Honestly, the day-to-day handling of the sales info and pre-purchase steps was disappointing at best. The system seemed all right at first sign-up but once I started using the calling tools and database, features behaved inconsistently. Sometimes the dialer would hang during calls and support responses could be slow or just not solve the recurring issues. I kept hoping updates would fix these bugs, but the automatic ones felt random and once actually interrupted my workflow with unforeseen changes. Also, the invoicing and payment reminders felt lackluster, with missing alerts or unclear invoices. It’s like they didn’t fully think through how the software would be used daily. I can’t say there was nothing good—some parts of the training were okay and the initial onboarding was clear enough. But for ongoing use, I found that workflow management was often glitchy and support rarely provided a lasting fix. So overall, I feel something important was missing in the product’s everyday reliability and clarity.