Straightforward steps but needed more clear order
The sales process was mostly clear but somewhat could have been organized better. Initially, I had to sign up and provide details which was expected. Then the invoicing came next logically, and the payment gateway worked fine without issues. However, the training invitation and software access were not immediately synchronized. It was a bit mixed whether I should complete the training first or directly explore the dialer and database features. The onboarding flow required me to jump back and forth between modules which made me pause a couple of times. I appreciated how the support team was available to guide me through those steps, but the whole sequence felt less streamlined than ideal. Overall, I managed to get through the pre-purchase process with manageable effort but would say it took some patience to figure out the actual order of actions. Once I got going, it all lined up fine though—it just wasn’t as linear as I’d have preferred. I think simplifying the sales and onboarding steps further could improve the experience for new users significantly.