Order of information felt off, missing clearer step guidance
Thinking about the pre-purchase and sales process, I feel like there was something missing in how the steps were presented. When I first registered and went through sign-up and invoicing, everything was relatively easy to manage. But after that, the onboarding and training didn’t follow a clear logical order as I had hoped. I expected a more gradual introduction that would help ease into the various software features, especially the calling tools and database, but instead, it jumped around between topics which left me unsure of what to focus on first. The automatic updates seemed helpful in theory, but they occasionally introduced changes that weren’t explained well upfront. Customer support was available, but I wasn’t always confident that I was receiving guidance in the most sensible progression, which made me wonder if some preparatory instructions were missing from the early stages. I did appreciate the telephonic support for answering specific queries, but I think this could be better if the overall flow of training and sales were smoother, more sequential. I’m still using the software, which suggests it’s workable, but I would feel more comfortable if the whole process felt less fragmented and more clearly connected from sign-up right through to active software use.