Setup was okay but missing ongoing guidance
I found the initial software setup to be fairly straightforward, with the onboarding process walking me through the main features like the call dialer and database setup. However, after that initial stage, there didn’t seem to be much ongoing guidance or personalized help to assist with adapting the software into my daily workflow. It felt like once you’re past the first few steps, you’re expected to figure out the rest on your own. I would have appreciated some follow-up training or check-ins to help iron out any ongoing hiccups, especially as the automatic updates sometimes changed aspects without clear explanation. The sign-up and payment process was simple enough, and the invoicing system worked as expected, so no problems there. Still, missing that continuing support made me hesitate to fully commit to relying on the software for everything, since I wasn’t sure how to deal with any future issues without reaching out repeatedly. So, while the one-time setup was fine, the lack of ongoing engagement was definitely a downside for me.