Surprisingly much setup was ongoing, not just a one-off
I had expected the onboarding process to be a one-time effort, but to my surprise, much of the setup turned out to be ongoing. Initially, the training sessions focused on getting the basic software configuration right and using the dialer effectively. That part was actually fine and fairly straightforward. However, as I progressed, the training revealed that certain database customization and workflow integrations required constant tweaking to keep things running smoothly. This maintenance was something I wasn’t warned about beforehand. It felt like I was continually adjusting settings weekly rather than completing a setup phase and moving on. The automatic updates sometimes helped by adding minor features but also occasionally changed settings unexpectedly, leading to more adjustments on my end. The support team was reachable by phone, and while they were polite, the guidance I received was often too general to resolve my detailed questions about ongoing configurations. Overall, while the initial setup wasn’t difficult, the ongoing nature of the tasks was unexpected and made me reconsider how much time I could dedicate to this platform continuously. On the plus side, invoicing and payments were smooth and clearly communicated, which was one less thing on my mind.