Missing clear guidance when things fell apart
I signed up to understand their remote workflow training and onboarding, hoping a smooth start would set me up well. Initially, the platform's setup seemed straightforward, and the introductory tutorials were okay enough to get going. But when I hit several issues, like the dialer and database syncing late in the first week, the lack of clear troubleshooting steps left me stuck. There was some telephonic support, but responses felt generic and slow, which didn’t help resolve my problems quickly. I appreciated that automatic updates didn’t break existing workflows, and that was a small plus in an otherwise frustrating experience. However, the onboarding process didn’t adapt well when things went wrong; I found myself repeating calls without substantial new assistance. The invoicing and payment process was smooth, thankfully, but once I was actually inside the software, I felt the help was missing when it mattered most. Overall, the software and training have potential but seriously lack the robust guidance needed when unexpected technical challenges appear.