Pre-purchase clarity was mixed; had to figure many things myself
When I first signed up for the software and training package, I found that while the sign-up and invoicing processes were straightforward, much of the workflow management aspects required me to figure out on my own. The training materials provided gave a good overview but lacked details on some critical features like advanced calling and database configuration. It meant I spent extra time experimenting with settings rather than simply following clear guidance. However, once I learned those details, the software performed reliably and matched my practical needs in managing remote workflows without major issues. The automatic updates did not interrupt my work and the calling tools, including the dialer, were quite user-friendly after some trial and error, which was reassuring. The support team was available but mostly during standard business hours, so that occasionally slowed down resolving questions. Overall, while the product did the job, I expected a bit more hand-holding or clearer instructions before purchase because it took me some effort to get everything running the way I wanted.