More guidance during sales would have been helpful
Looking back on the sales and pre-purchase process, I was generally satisfied but noticed a few gaps that could be improved. The team was polite and willing to answer questions, which helped me understand most of the software's functions like the dialer and database management. However, there was a significant portion where I had to figure out technical details by myself, especially around how the calling tools integrate with my existing workflow. The documentation was somewhat limited, and while the onboarding process covered basics, it didn’t go deep enough in certain areas I was interested in. On the plus side, signing up and receiving invoices was straightforward, and the communication remained consistent throughout. Still, I think a bit more detailed guidance before purchase, particularly related to setup complexities, would have made my decision easier. Overall, I see the value but feel the experience could be smoother if a stronger focus was placed on walking clients through all steps rather than expecting them to navigate by themselves.