Onboarding lacked clarity in some steps
I worked through the training and onboarding process with the software and found that by the end, I was somewhat confident with the basic functions but less so with advanced features. The training sessions were well organized overall, but I noticed some gaps in how the tasks were explained. Specifically, the sequencing of certain onboarding steps did not feel intuitive, so I had to revisit some modules more than once to understand them. The dialer and database tools were introduced straightforwardly, but a clearer demonstration on how to integrate them effectively would have been helpful. Automatic updates happened behind the scenes, which was fine since it did not disrupt usage. I also appreciated the simple invoicing and payment flows, which got me started without confusion. By the time I finished the onboarding, I felt capable of handling routine workflow but not equipped for troubleshooting or customizing the platform. I would have preferred more detailed hands-on training to build better confidence in the software.