Onboarding fell short on speed and clarity
My experience with the training and onboarding process was disappointing mainly due to the extended time it took to get fully operational. Initially, I anticipated a structured flow that would allow me to start utilizing the software quickly after sign-up, but that was not the case. Much of the setup required extra time because of unclear guidance or missing steps in the instructions. The training proved uneven—it covered some topics well but left critical areas insufficiently explained. For instance, integrating the call dialer with the database took longer than expected because the onboarding did not address it clearly. Additionally, automatic updates occasionally caused small interruptions without notifying me in advance, which meant troubleshooting without support. Although telephonic support was available, they could not resolve many set-up questions efficiently due to the insufficient documentation provided. The invoicing and payment steps at least followed a sensible sequence, allowing me to complete administration without major hurdles. However, the overall slowness and lack of comprehensive onboarding preparation created a negative impression. It felt like a crucial opportunity to support new users was missed here.