Setup took longer than expected but got going
Signing up and getting started took longer than I thought it would, mainly because the initial flow had several steps that required attention to detail. The invoicing system was understandable but demanded careful input before proceeding, and any mistakes meant revisiting earlier screens. Training content was available but not instantly tailored to my pace, so I took extra time learning the calling tools and how to use the database effectively. I appreciated that updates happened automatically, but on some days the software felt sluggish right after an update, which slowed down my workflow. Support was accessible and helped when I called, but my calls were brief and to the point without much hand-holding. After several days of intermittent use, I finally felt comfortable with the dashboard layout and dialer features. While the overall process was thorough, the initial setup did feel drawn out beyond what I expected for remote workflow software. Nevertheless, I am now able to use most features off my own accord, which is a relief. My verdict: the onboarding and purchase process was clear but slower paced than I would have preferred, and I recommend keeping some spare time reserved during sign-up and initialization. Once you push past that, the software runs smoothly and supports the needs of running remote workflows quite well.