I signed up expecting the sales and pre-purchase information to be pretty straightforward, but I was

I signed up expecting the sales and pre-purchase information to be pretty straightforward, but I was

I signed up expecting the sales and pre-purchase information to be pretty straightforward, but I was surprised by how much I actually had to figure out on my own. While the initial sign-up process was smooth, once I got into the software itself, some features weren't clearly explained. For example, setting up workflows and integrating the database with my existing contacts took more trial and error than I anticipated. On the positive side, the invoicing system worked without any hiccups, which helped me keep track of payments easily. However, I felt there wasn’t enough guidance upfront about the calling tools and how to best utilize the dialer for outreach purposes. Automatic updates ran quietly in the background, which was nice because I didn’t have to manage them myself. What threw me off a bit was the lack of clarity in the onboarding tutorials; I had to spend extra time watching different videos and searching through the support pages. The telephonic support was available, but it took a while before I could reach someone who could answer my questions completely. Overall, while some parts of the experience were quite functional and met expectations, the need to independently troubleshoot and explore features without sufficient initial guidance was a bit frustrating. I think a more comprehensive pre-purchase overview or clearer onboarding steps could really help users get started more confidently.