Order of steps setting up was mostly clear and logical
I found that the software onboarding flow was set up in a mostly sensible order. First, the sign-up and payment steps were clearly laid out, and invoices arrived promptly, so I was never left wondering about the financial side. Access to the calling tools and dialer came early in the process, which helped me get hands-on soon enough. The database feature was introduced next, integrating well with my workflow once I got used to it. The automatic updates seemed to happen in the background without disrupting my workflow, which I appreciated. One small reservation is that the training sessions could have been introduced a bit earlier so I could better understand the software features as I accessed them. Otherwise, the step-by-step experience didn’t feel disorganized or overwhelming. Overall, I think the sequence worked well but could be slightly more intuitive in when the training is provided.