More confusion than clarity in the onboarding order
I had expected the sales and sign-up process to follow a logical progression, but unfortunately it felt quite jumbled. Usually, when you buy software, the steps to access training and start using core features occur in sequence, but here I found myself jumping around between sections. For example, I completed payment and thought I was ready to start with the dialer, only to realize I was missing access to some database features that were locked behind another stage. The invoicing details came through before I fully understood how to use the software, which felt out of place. Compared to other products I've used where the flow is streamlined and clear from the outset, this felt like a scattershot approach that caused avoidable delays. I grant the support team tried to help over the phone, but even that wasn’t enough to prevent some irritation. My outcome was that I managed to start using the software but only after spending more time figuring out the proper sequence than I would have liked.