Onboarding was fine but could be reordered better
Let me just say the training and onboarding steps follow a pretty standard pattern but honestly, it felt a little out of order for someone like me who's been dealing with this stuff a while. So the initial sign-up was straightforward, and from there the software introduction was clear enough. But then I found some training modules a bit too early before I fully understood the actual workflow setup, which made parts of it confusing. I ended up having to circle back to earlier steps a few times, which was a hassle. The call dialer training made sense after I had used the software for a couple of days, but they introduced it sooner than I would’ve liked. Still, the step-by-step guidance was helpful, even if repetitive. I think they could improve the flow by putting the basic setup and database introduction earlier, then move to the advanced features like calling and dialer. Overall it wasn’t a bad experience, just feels like they've got a rigid system that doesn’t account much for the user’s starting point. If I explained this to a friend, I’d say it’s 'good but needs some tweaks to feel more intuitive and avoid backtracking'.