Smooth invoicing but dialer setup needed a few retries
Compared to the other remote workflow tools I'd previously used, this one simplified the sales and pre-purchase phase a lot. The sign-up process was straightforward and the invoicing worked cleanly without errors or delays, which was a definite plus. Setting up the dialer and connecting it with the contact database took more time than expected, and required a few attempts because of connectivity glitches. The onboarding training was well structured but lacked some advanced tips I found useful elsewhere. Also, the software's automatic updates generally happened without interrupting workflow, which I appreciated. On balance, the improved invoicing smoothness outweighed the dialing hiccups. Support was mostly helpful, although not always immediately reachable. Given my past experience, this offer does a good job streamlining administrative parts but maybe could enhance the calling tools a bit. It’s functional, just needs minor tweaks in the telephonic system setup to make it as reliable as the billing side.