Order of steps left much to be desired
You really need to rethink the sequence of your onboarding and training steps. While the individual parts, like the calling tools and database, seem fine, putting users through a scattered order of actions made everything confusing. Getting started should be simple and logical, but your current process felt disorganized. For example, I had to figure out the dialer before fully understanding the database feature, which didn't make sense in my workflow. On the plus side, the payment and invoicing system worked smoothly and without any hitches, so I'll give you credit there. But it’s hard to ignore how the rest felt like a jumble. If you can fix this order issue, it might become more user-friendly, but right now I struggle to recommend it because of how the steps unfold.