Not the right fit if you want a straight simple flow
I found the sales and pre-purchase steps somewhat disjointed and not exactly in a straightforward order. There was one moment when I was trying to understand the product features during sign-up, but the next step expected me to configure database settings which felt premature. For someone who is new to remote workflow software, this could be confusing or off-putting since the setup sequence didn’t flow naturally. It wasn’t clear if the training would come first or the calling tools be tested before making further commitments. Payment and invoicing were straightforward once I got that far, but it was the initial onboarding and explanation steps that didn’t suit my style at all. I guess if you prefer a more guided, step-by-step approach with less jumping around, this won’t be the best experience. On the other hand, if you can navigate some ambiguity and don’t mind figuring out things in a non-linear order, it might still work. For me, the sequence caused some uncertainty that dampened my impression early on before I could see real benefits.