Sales experience needs some streamlining but good overall
Compared to other tools I've used, the sales and pre-purchase process with this software required a bit more effort initially. The sign-up and invoicing steps weren't overly complicated, but I did find myself consulting support to clarify some billing details. The onboarding flow was helpful and walked me through necessary steps, but it wasn't as immediate or intuitive as I'd experienced elsewhere. Despite that, the calling tools and database worked well once everything was set up. I liked that automatic updates didn't interrupt my workflow, which was a refreshing change from previous platforms. Overall, it took more time than I'd hoped to feel fully ready, but once past the initial hurdles, it felt like a solid system.