Onboarding felt smooth except the database setup
The training and onboarding process mostly covered the basics effectively. I appreciated that the initial tutorials explained the dashboard well, helping me get started with the dialer and calling tools without feeling overwhelmed. However, when it came to the database feature integration, I found that I had to figure out quite a bit on my own. There was limited guidance on how best to organize my contact lists or customize the fields to fit my workflow. It wasn't a major blocker, but it meant some trial and error before I could optimize my usage. Overall, the onboarding was efficient and taught me the essentials to work remotely using their software, but I wish the training had included more detailed examples or step-by-step walkthroughs for the database setup specifically. The automatic updates did not disrupt my work, nor did I face issues with the software's calling tools once I got through the initial learning curve. I also found the telephonic support offered at priority levels useful when I hit minor bumps. The sign-up and payment process were straightforward and transparent as well. So while it was mostly positive, a bit more hands-on guidance around database configuration would have made my start completely smooth.