Onboarding order was disappointing
I started with the onboarding process hoping it would be straightforward, but the sequence of steps felt rather confusing. At first, I expected the initial training modules to cover the essentials clearly, but instead, they jumped around different features without a logical progression. Setting up the dialer before understanding the database feature seemed backward, as I wasn’t clear on how to organize my contacts effectively. There was an update midway that didn’t notify me well, which added to the confusion since some screens looked different and I had to guess where to go next. The telephonic support did offer some help, but I noticed the advice wasn’t aligned with the onboarding flow I was struggling through. It felt like the training and onboarding were designed without considering the natural workflow of a new user. Payment and sign-up went smoothly enough, and I appreciated that, but the lack of coherence in training overshadowed that initial ease. Overall, the software’s features have potential, but the way they introduced them was not sensible for someone trying to get things running quickly. I had to rely a lot on trial and error and did not feel guided properly through essential steps in order. The process needed to be much more intuitive, or at least offer a clearer roadmap for newbies.