Mixed feelings about the sales experience
Initially, I expected the sales and pre-purchase process to be very straightforward with plenty of guidance from the team. However, in reality, I found myself working out most of the finer details solo. The sign-up and invoicing stages went well but lacked any proactive explanations or recommendations about the software's features that might best suit my workflow. On the positive side, the automatic updates were clearly explained and seemed to be an improvement over other platforms I have used. The database feature integrated nicely once I figured out the setup, but it took more trial and error than I anticipated. The calling tools were functional, but I had hoped for a more in-depth demo as part of onboarding, which did not happen. Comparing this with other services, this one seemed to lean on the customer to self-educate more than I expected. I appreciate that the payment process was transparent and invoicing had no glitches, which made part of the overall experience straightforward. Still, I would've preferred a sales or onboarding process with more active assistance to avoid confusion during the early days. The experience felt somewhat disjointed — neither fully hands-on nor fully hands-off but somewhere awkwardly in between.