Setup was smooth but no ongoing reminders
When I signed up for the software, the initial setup was straightforward enough in terms of configuration and linking my database to the dialer. This was mainly a one-time process, which I appreciated since I didn’t want to keep repeating the same steps. However, I noticed that there was no ongoing guidance or automated check-ins to help me optimize the use of the calling tools over time as my workflow evolved. The automatic updates did little to address this gap either—they seemed to focus more on bug fixes than suggest any workflow improvements. The invoicing and payment process was clear and efficient though, and telephonic support was timely when I needed help with minor issues. Overall, while the setup itself didn’t demand continual intervention, ongoing support for adapting the software to my changing workflow was somewhat lacking, which is why I rated it four stars instead of five.