Overall smooth but a small hiccup handled professionally
I was quite happy with the process overall; everything went mostly smoothly from signing up to using the software. However, there was a slight issue with the invoicing feature where my first invoice didn't reflect the correct plan details. When I reached out for help, they were responsive and clarified the situation quickly over the phone. The team explained the cause clearly and assured me it was resolved. Although it was a minor inconvenience, I appreciated that it was handled promptly without much waiting. The pre-purchase training gave me a solid foundation to use the calling tools and database efficiently. My only reservation was the initial confusion with the billing labels that could have been clearer from the start. Apart from that, navigating the onboarding steps was intuitive, and automatic updates didn’t disrupt my workflow. In summary, the experience felt competent and reassuring despite that brief hiccup.