Surprise was mostly about what didn’t quite fit
Before purchasing, my expectations were centered around a smooth setup that would fit seamlessly with my existing remote work routine. The sign-up process was straightforward and the invoicing clear, which I appreciated. However, I found that certain aspects of the software’s call dialer and database features didn't align perfectly with how I like to organize my work. For instance, the automatic updates sometimes introduced changes I wasn’t prepared for, which interrupted my flow briefly. On the other hand, the telephonic support was helpful and responsive when I needed clarification. Training materials were okay but could have been a bit more detailed given some of the features' complexity. I was pleased that payments and billing didn’t require much attention, so that part of the process met my expectations well. Overall, I feel the product does accomplish much of what I wanted but surprised me by not matching my way of working fully, which means I continue adapting my process slightly around it.