Onboarding was mostly clear but could have included more details
The sales and pre-purchase steps I went through were generally in a sensible order, giving me a good overview of what the software could do and how to get started. Signing up was easy enough, and I received the invoice quickly, which made payments simple. After that, the onboarding process introduced me to the calling tools and the dialer, plus the database feature, and those parts worked well in practice. However, I noticed that while the big picture was clear, some of the smaller details weren't covered thoroughly. For example, I expected more guidance on how automatic updates might affect ongoing calls or database entries, but that was only touched on briefly. Also, although telephonic support was available, I felt like a dedicated walkthrough of how to best integrate their platform with existing workflows would have been helpful. So while the framework of steps made sense, I think what was missing was a bit more hands-on or practical examples during onboarding. That would have saved some time in figuring out how to apply everything effectively. Still, the process wasn’t confusing and gave me a decent structure to start using the software.