Sign-up was smooth; database features stood out most
My expectation before purchasing was that the software would be easy enough to start using and generally handle the key remote workflow processes smoothly. The sign-up and invoicing process definitely met my hopes—it was straightforward and hassle-free, which gave me confidence right away. However, when I moved on to testing out the database feature, that really stood out as both a strong point and a place where I encountered some challenges. It’s powerful and matched what I was looking for, but sometimes syncing data across devices wasn’t seamless which could slow me down. The calling tools and dialer worked decently but didn’t feel particularly enhanced or different from what I’d used before. So overall, while it delivered on the basics well and had clear advantages in the database area, there are still some rough edges that kept it from feeling entirely polished compared to my expectations going in.