Setup had some one-off tasks but ongoing steps lacked details
My experience with the pre-purchase and initial setup was somewhat mixed. The sign-up and payment process was straightforward and more or less one-off, so that part didn’t require ongoing effort once completed. The invoicing system worked predictably and didn’t cause any issues, which was a relief. During onboarding, I noticed that a few important tasks, like connecting the database and configuring the dialer, required a fair amount of one-time setup. However, after that, ongoing use of the software seemed less clear in terms of what new or repeated tasks would be necessary. Training helped with the initial setup, but I found that for the day-to-day workflow management, there wasn’t enough guidance about maintaining or updating features regularly. Automatic updates seemed to happen in the background, but I wasn’t sure how much involvement was needed on my part to keep everything running smoothly after the initial configuration. Support was reachable mostly by phone and email, but not always promptly. I felt like something was missing in ongoing training resources or check-ins to keep users aware of evolving tools or best practices. The first part of the setup was well supported as clear one-off phases. The rest seemed to require more effort or learning that wasn’t fully covered in my experience.