Not a sequence I would follow again
My expectations going into this were that the support team would guide me step by step in a sensible order, especially with onboarding and usage of the calling tools and dialer. Instead, it felt like steps were a bit jumbled. I expected to handle sign-up and billing clearly before moving onto database integration and training, but the process led me to jump around different features without clear guidance. Compared to similar platforms I have tried before, this felt disorganized. Telephonic support was polite but often redirected me with no clear answers, and the updates they pushed seemed to come without much explanation, complicating my workflow further. Billing and payments were also confusing because I didn’t receive straightforward invoicing details upfront. While the software itself has potential, the support processes need a more logical order for someone new. After going through this, I doubt I would go through the same sequence again if given a chance. I prefer a more stepwise approach to reduce frustration and avoid uncertainty in each phase.