setup was straightforward but ongoing learning needed
I found the initial setup of the software fairly quick and fairly one-off in nature. The invoicing and payment section was clear, and I didn’t have to repeat any steps once I completed onboarding. However, getting used to the dialer and database functionality required ongoing learning and some regular tweaking over several weeks. The training materials were helpful but didn’t cover every little change that came with automatic updates. It meant occasional adjustments to workflows which wasn’t a big deal but did require attention. Overall, the effort was moderate; initial onboarding was pleasant and the continuing optimization kept me nicely engaged.