When I first decided to sign up, I expected a guided process right from the start, but honestly, I w
When I first decided to sign up, I expected a guided process right from the start, but honestly, I was left to figure out many details by myself. The initial registration was fairly straightforward, but once I accessed the dashboard, it was not obvious how to use the telephonic support or even where to find certain features like the dialer or database. The training materials were there, but they felt disorganized and repetitive without clear prioritization of steps. I spent quite some time trying to set up workflows according to what I thought was needed, but I realised later that I missed several basic steps because the onboarding flow didn’t walk me through them explicitly. Paying the invoice and keeping track of the money side was transparent enough, but I had to ask multiple times before I understood how automatic updates worked and how often they occurred. For someone who prefers a hand-holding approach, this software might be frustrating, as it somewhat assumes you already understand certain technical nuances. I think it would suit those who have previous experience managing remote workflow tools and can navigate more complex setups without training spoiling. However, if you want a service that really guides you hand-in-hand through each step and provides simple onboarding, this product might not be the best fit.