3 out of 53 of 5Unverified experienceSales and pre-purchase
Setup mainly one-off during sign-up step
The main thing that stuck out was how much of the setup was done at the start. Once I'd signed up and installed the software, most configuration happened just then, especially connecting the dialer and database. However, ongoing adjustments were minimal, which was both good and bad. On one hand, I didn't have to spend time fussing daily with settings, but on the other, I lacked flexibility when I wanted to tweak parts of the workflow over time. The payment and invoicing parts were handled smoothly during sign-up with no further need for intervention. Training was basic and required only once, so that part was mostly a single event. So, I’d say the process favors upfront setup rather than continuous customization.