Smooth database sync was great, dialer setup was a bit slow
When I first signed up, the onboarding process felt mostly smooth with one or two steps that took a bit longer than I expected. The training modules were clear, especially the parts about managing the database and using the calling tools. One thing I really appreciated was that the software updates happened automatically without any disruption; that saved me from manual interventions frequently. The dialer setup took a little effort—it wasn’t as intuitive as the rest, probably because it involved linking contacts and configuring call settings just right. However, once that was done, making calls and tracking outcomes became seamless. Most of the setup was one-off, like database integration and initial dialer settings, but I did have to revisit some parts occasionally to refine the preferences. The telephonic support was friendly and helpful during that adjustment phase, which made the process less frustrating. Signing up and managing invoices through the portal was straightforward with clear labels and prompt email notifications. Overall, I’d say it’s mostly straightforward, with just a minor hiccup around dialing configurations that made me pause briefly but was manageable with the available guidance.