Setup was more self-driven than expected but manageable
When I signed up, I thought the training and onboarding would be mostly hand-holding, with step-by-step guidance covering everything in detail. While the initial modules did provide clear instructions on software basics like using the dialer and managing the database, I found myself working out quite a few aspects on my own, especially around how automatic updates interacted with my set preferences. Some details about invoicing and the daily call logs were also left for me to figure out over time rather than being explained upfront. That said, I did have access to telephonic support, which was helpful when I encountered issues that weren’t covered in the training. Having to self-navigate pushed me to learn the software quicker and get familiar with its nuances. If I needed to go through this setup again, I would do it, knowing now that I’d have to be proactive and patient. The experience was different from what I initially expected but not bad — just more independent and less guided than anticipated.