Responsive Onboarding, But Could Include More Follow-Up
The onboarding and training process with this software was generally responsive and helpful. Whenever I had questions during the initial setup, the people assisting me were quick to reply and seemed knowledgeable about the features. This gave me confidence as I worked through learning the calls dialer and how the database feature was structured. However, one thing I found missing was a more structured follow-up after the initial onboarding sessions. Once the training wrapped up, I didn’t receive regular check-ins or updates tailored to help me improve further or resolve subsequent issues I encountered. This left me sometimes figuring out small nuances on my own or seeking help again. The automatic updates to the software are useful and don’t disrupt workflows, and the invoicing and payment process was straightforward and clear. Still, I think a little more ongoing engagement after the onboarding phase would be valuable to solidify understanding and make the transition smoother. All in all, while the initial training and support were quite positive, I find myself wishing the process extended to cover some of the real-world challenges I faced later in the setup. With that adjustment, I believe this platform can become even easier to adopt for new users like myself.