Support guided me well but order of steps was a bit off
The support and assistance I received after signing up were generally good and helpful, but I personally felt that the sequence of steps could have been arranged in a more logical way. When I started using the software, the onboarding flow suggested one path to set up the database and calling tools, but I found myself needing to loop back because certain integrations only became clear after completing later training modules. The telephonic support was quite responsive and I appreciated the priority assistance when I reached out with questions, but I think a small adjustment to the order of introducing features could save new users some repeated effort. Payment and invoicing were handled smoothly with clear invoicing and online payment options, so no issues there, which was a relief. Automatic updates worked fine and did not interfere. I would say if I were to explain this to a friend, I would tell them the software and support are good overall but be prepared for a little bit of going back and forth between steps, which was my main reservation. The help team was patient and capable though, and after some navigating the system felt intuitive, so the experience wasn’t bad, just not completely streamlined. In summary, good support but the training and setup steps could be arranged better.