Not for beginners or those wanting a smooth start
I honestly thought this software would line up with what I was told in the sales call, but my experience was quite different. I went in expecting something straightforward, especially for managing remote workflows, but it just didn’t work out. The pre-purchase information seemed promising but didn’t reflect the actual onboarding process, which was confusing and not intuitive at all. The calling tools and dialer features did not perform as expected, often freezing or failing to connect properly, which was frustrating. The database was clunky and didn’t fit into my workflow the way I anticipated, making me question if it suits anyone who prioritizes simplicity. I also encountered issues during invoicing and payments, where the process was far from seamless, adding to my dissatisfaction. Support wasn’t very helpful over the phone, leaving me feeling quite frustrated with the whole experience. This might still be useful for more tech-savvy people who can work around these issues, but I definitely wouldn’t recommend it to someone looking for an easy start or expecting smooth operation out of the box. I’ve explained this before but the mismatch between expectation and reality really stood out for me, and it’s been tiresome.