Suitable for self-starters, not for those needing full guidance
The training and onboarding process provided with the software involved a lot that I had to figure out on my own. It didn’t give a fully detailed step-by-step guide, so anyone who prefers hand-holding or full clarity upfront might find it challenging. The initial sign-up and invoicing portions were straightforward enough, which helped somewhat. However, when it came to understanding the calling tools, dialer features, and managing the database, there was limited training material. Automatic updates occurred periodically, but their impact wasn’t always clearly explained. Telephonic support was available but often required persistent effort to get substantial answers. This setup would suit someone who is comfortable learning by experimenting and resolving issues independently. Conversely, those who expect comprehensive, structured guidance are likely to be disappointed. Therefore, I think it depends largely on your learning style and willingness to troubleshoot as you go rather than expecting complete onboarding support.