3 out of 53 of 5Verified customerSales and pre-purchase
Sales process had some surprises beyond my expectations
When I initially looked at the sales and pre-purchase materials, I thought this software would come with neatly packaged training and an easy step-by-step onboarding flow, which it mostly did. However, I was surprised by how much I had to figure out on my own, especially around optimally using the dialer and database features. Some parts of the training were helpful but felt a bit rushed in explaining certain details. The invoicing and payment setup matched what I expected, and the automatic updates worked well. Overall, the product mostly matched the promises, yet I found I needed to invest extra effort to get everything configured just right for my workflow.