Onboarding felt solid but with one memorable flaw
Looking back on the onboarding and training process, I can say it mostly matched what I expected. The initial sign-up and invoicing steps were clear, and getting the software set up didn’t take long. The training videos and documents covered the basics well and gave me a decent overview of the dialer and database features. However, one thing that stood out was how I needed extra time to figure out some of the workflow automation details on my own. That part wasn’t as intuitive as I thought it would be. Still, the telephonic support was ready to help when I reached out, which made the experience feel reassuring by the end. Overall, the process gave me a good foundation, though there was a gap between expectations and actual ease around some advanced software features.