Simple steps mostly, but order could be better
When I first looked at the platform before buying, I found the sequence of sales and pre-purchase interaction mostly sensible, if a bit stretched out. The initial walkthrough gave a sufficient overview of the software and its features like the calling tools and database setup right away. However, signing up and invoicing came quite late in the process, which felt odd since I needed to know payment terms early. The pre-purchase support was helpful but sometimes too casual or delayed in responding. The software demo was clear and functional but could use some formatting to be more straightforward for new users. Overall, I told my friend this system makes sense but they could streamline the steps and get you invoicing upfront instead of near the end. Still, for what it offers, it’s pretty decent and once onboard, the order of tasks settles down. I’d say expect some minor fuss but it’s manageable and nothing too complicated.