Setup took longer than expected but support was solid
The sign-up and onboarding took a bit longer than I initially thought it would, mainly because setting up the dialer and linking the database to my workflow was a detailed process. There was one particular moment when I was stuck on configuring automatic updates for the first time, and the telephonic support team stepped in promptly. They walked me through the steps patiently and fixed the issue there and then. Beyond that point, most of the setup tasks felt one-off rather than requiring ongoing attention, which helped me get comfortable with the tools provided. The priority assistance made all the difference during that hiccup in the beginning. Afterward, using the software daily felt more seamless with quick calls managed efficiently through the dialer and data syncing automatically as promised. I found the invoicing process straightforward, and payments went through without hassle. Although the initial time investment was longer than expected, the smooth support experience reassured me that once setup was done, the workflow would be much easier to maintain. Overall, this one part of the onboarding was the critical moment for me to fully start using the platform confidently.