Mixed feelings because the setup was partly one-off and partly ongoing
When I first signed up for the software, I noticed that a significant part of the setup was indeed one-off, like configuring my login details and customizing the main dashboard. That part worked smoothly and didn't take too long to get through. However, the ongoing setup, particularly related to managing the database and keeping calling workflows aligned, required continuous adjustments. Sometimes automatic updates would change things subtly, requiring me to revisit parts of the setup that I thought were finalized. The onboarding training covered the basics adequately but didn't fully prepare me for this continued maintenance. The dialer feature was mostly reliable during calls, but I occasionally had to tweak settings to fit workflows introduced later. I appreciated that telephonic support was available when I reached out about these ongoing issues, though the resolution sometimes felt delayed. Invoicing and payment processes were straightforward and did not add any complications. Overall, it was not a bad experience, but I had hoped the setup would be less ongoing after the initial onboarding. This meant spending more time managing the tools than I initially expected, which added to my workload. Still, it’s useful software for handling remote workflows, even if it involves continuous attention beyond the one-off setup phase.