Setup was partly smooth, partly a bit tricky
When I first signed up and started the onboarding, I noticed some steps needed just one-time inputs, like adding my contact details and setting up the dialer tool. That felt straightforward and didn’t require constant changes, which I appreciated. However, when it came to managing my database and updating client information, it seemed like an ongoing effort. The software automatically pushes updates, but I still found myself going back regularly to input new leads and manage call notes manually. The training materials were helpful for understanding the initial setup, but I did have to spend extra time figuring out how ongoing database management would fit into my daily routine. Also, the calling tools worked well most days, but sometimes the dialer needed a quick restart to connect properly. Overall, I’d say the one-off setup was simpler than I expected, but keeping the system updated and effective in the long run requires commitment and regular work. It’s definitely a mix of easy startup and continuous involvement, so I’m still figuring out how to balance that efficiently in my workflow.