Setup was a mix of quick fixes and ongoing support
I found that the onboarding setup of the software involved both clear one-off steps and some things that required ongoing input. The initial sign-up and training were quite straightforward, and I managed to get the calling tools and database features running quickly. However, some parts, like automatic updates and telephonic support, felt like they required maintenance throughout my use rather than just a one-time setup. For example, while the updates mostly worked automatically, occasionally manual intervention was needed when something didn’t apply correctly. Similarly, support was helpful but often reactive, meaning I had to reach out multiple times for different small issues. The invoicing and payment process was quick and didn’t cause much trouble, so that part felt like one completed task. Overall, this felt like a fairly typical experience with software, where some elements are easily set up once, and others require ongoing attention. I’d tell a friend that it’s manageable and a decent balance between initial training and continual communication.