Pre-purchase process was somewhat as expected
Before purchasing, I had certain expectations based on the initial communication and demo provided. Signing up was relatively straightforward, and the invoicing process was clear and efficient, which matched what I hoped for. The onboarding flow, however, took more effort than I anticipated; it wasn't as smooth and required several follow-ups with support. The training was generally helpful, but I found some gaps in how the calling tools were explained. Also, the database integration worked well with my existing workflow, which was a pleasant surprise. Although automatic updates kept the software current, the daily telephonic support was inconsistent in timeliness. Overall, the experience required more active engagement on my part than expected to get everything running well. Still, the core features aligned with what I wanted initially, just needing a bit of patience with the process. I wouldn’t say it was seamless but close enough to recommend with some caution.