Steps made some sense
Honestly, the signup and sign-in steps felt straightforward at first, and the initial onboarding about importing data into the database was clear enough to follow. However, some parts threw me off, like the order of setting up the dialer after database syncing – it seemed backward since I wanted to test calls early on. Also, the training videos didn't align perfectly with how the software appeared during setup, which was confusing. On the bright side, invoicing was handled smoothly right after payment, and the automatic updates didn't disrupt my workflow much. Calling tools worked okay during my trial week but had glitches when updating client info from the database. Support was reachable but sometimes slow to answer, not what I expected for quick help. So overall, the flow had mixed moments: some sensible parts, but others could definitely use better sequencing or clarification. I’m not unhappy, just felt a bit of back and forth that slowed me down along the way.