Onboarding was more about long-term habit than a quick fix
So if I had to explain my setup experience to a friend, I’d say it was a decent balance between one-off and ongoing tasks. Initially, there’s some one-time stuff like creating your user profiles and configuring the database that obviously doesn’t repeat every week. That’s pretty standard, and their training sessions laid it out clearly enough that I could go through it step by step. But what actually requires continuous attention is how you manage calls with the dialer and interact with leads throughout your workflow. Those habits take time to build up and aren’t just set-it-and-forget-it. The automatic updates also help keep the software up to date without needing manual intervention, which is a relief. Telephonic support feels like a safety net rather than a constant necessity, so you don’t get dependent on it. The invoicing and payment processes were straightforward, so no complaints there. Overall, it’s less about instant setup and more about growing accustomed to the tools over several weeks, which is a trade-off I didn’t mind because it’s a solid system.