Missing clearer instructions for quick next use
Overall, I found the software fairly user-friendly and the access steps logical. Signing up and navigating the dashboard was quite straightforward, and the database setup went smoothly for the most part. However, when I first tried the calling and dialer features, I was a bit unsure how to maximize their functions efficiently. I had to reach out to support because the instructions weren’t detailed enough for someone trying it solo for the first time. That interaction really helped, but it showed me that without that assistance, I might struggle again next time. The auto-updates were nice and made sure I always had the latest version, but the training material could do with clearer, more step-by-step guidance especially for advanced features. I might end up needing help again when I dive into more complex workflows. On invoicing and payment, the process was smooth and hassle-free. So apart from the small gap in detailed help for the more technical calling tools, the software is solid and reasonably easy to get started with for regular use.