Missing some clear guidance before buying
Before purchasing the software, I went through their sales process which had some useful information but not everything was clearly laid out. I had to figure out quite a bit on my own about the onboarding flow and how the calling tools worked. There wasn't a detailed demo or walkthrough that explained how the database feature integrates with the rest of the software, which made me spend extra time learning. The sign-up and invoicing were pretty standard, but I think upfront clarity on the features and what is included in the training would have helped. Automatic updates happen silently, which is good, but knowing the schedule in advance might be useful. Telephonic support is available, but before buying I wished I knew how responsive or helpful they typically are. Overall, I managed to get things set up but the lack of explicit pre-purchase explanation meant extra effort on my side.