Only the initial walkthrough felt a bit out of sync
Overall, my experience with the sales and pre-purchase process was quite positive, but one thing did stand out as slightly off. Right from signing up, the sequence seemed mostly sensible: first there was a clear sign-up step, then the invoicing and payment details came next, and the training was introduced finely after I had access to the software. The onboarding flow helped in getting a grip on the calling tools, the dialer, and how to use the database feature effectively in my workflow. However, the very first walkthrough felt a bit rushed and somewhat lacking the context I was hoping for. Rather than focusing immediately on the features I needed most, there was a bit too much general information upfront, which delayed getting to the points relevant to my remote workflow setup. This lack of targeted guidance at the start made me pause, even though the subsequent sessions and automatic update explanations were smoother. The support calls helped resolve most clarity issues quickly, which was a relief. The payment processing and invoicing worked smoothly, which was appreciated, though the early impression of the presentation order made me wish for a more tailored introduction. Still, the overall sequence once past that initial step was logical and allowed me to steadily set up everything I needed without too much stress.