Onboarding took some effort but manageable
I spent a couple of days going through the onboarding process and training modules. At first, setting up the dashboard and connecting the calling tools was a bit confusing, as some instructions weren’t entirely clear. The database feature also required some trial and error to fit into my workflow properly. However, the training videos helped explain the workflow software in decent detail. I did reach out for help when I got stuck, and the telephonic support was polite and gave me the answers I needed, even if it took a bit longer than expected. The system has automated updates which sometimes reset a few settings, meaning I had to adjust things again, which was frustrating. Overall, while it did take effort and a few bumps along the way, I feel I could handle most of it now. Next time I onboard someone else onto the system, I might ask for help earlier to save some time. The invoice and payment process was fairly straightforward, which helped keep things on track. So I would say the experience was mixed; some parts worked well and others needed more patience.