missing detailed pre-sale guidance
I approached the sales process hoping for clear guidance on how the software would fit my unique workflow, but I found myself piecing together a lot of information on my own. The basic details about sign-up and payment flow were covered well enough, but when I had questions about the database features and how the calling tools might behave in real scenarios, the answers were somewhat vague. The onboarding promises seemed a bit optimistic because the training wasn’t as hands-on as I expected, so there was an element of trial and error involved that I didn’t anticipate. I could tell there was potential in the software, but having a clearer pre-purchase walkthrough would have helped set my expectations better. Overall, I felt I was partially supported but also left to figure out the finer points by myself, which made me cautious about diving fully in without more detailed help upfront.