The onboarding and sales process was quite smooth, which was a relief considering how many steps the
The onboarding and sales process was quite smooth, which was a relief considering how many steps there are to understand before fully launching into the software. What really went well was the telephonic support—I found the team patient and clear, especially when I needed guidance about the dialer and integrating my database. Having someone walk me through features and handle my questions made me feel reassured that help would be available again without hesitation if I needed it. The software itself is user-friendly, but sometimes I still find nuances about automatic updates or invoice details that require clarification. So far, the invoicing and payment steps are handled well, but I wouldn’t say they’re totally effortless; I appreciate knowing support is there if I get stuck. Overall, I feel comfortable with the process but aware that as I use more features I might lean on assistance again, which honestly I’m fine with because the team’s approach has been pleasant. The support’s willingness to patiently handle queries really took the pressure off during the pre-purchase and onboarding stage, and I expect I’ll reach out if I need further clarifications down the line.