Setup took around a week but ongoing is more hands-off
I went through the sales and pre-purchase process for the software and training. The initial setup required roughly a week's time to get everything configured and understand the essential workflows. Most of the onboarding steps involved entering personal and workflow-specific data into the database feature to customize the calling tools and dialer setup. After the first week, ongoing usage became much more straightforward, as the software updates automatically, and the dialer worked continuously with little need for manual adjustments. I observed that while the initial setup was a one-off, the continued engagement mainly involved monitoring and making occasional adjustments to keep the workflows efficient. Sign-up and invoicing processes were clear and systematic, with payments processed smoothly through the portal. Telephonic support was available when needed but not always required beyond the setup phase. In summary, the upfront investment of time was significant, but once established, the system tended to operate with minimal daily intervention. This balance between initial setup and ongoing use is important to consider when evaluating whether to commit to the platform.