Surprisingly, some things I had to figure out myself!
Honestly, when I first signed up, I thought it would be super straightforward, but I ended up figuring out quite a few things on my own. The sales and pre-purchase stuff was mostly clear, though the website didn't provide much hand-holding. I had to dig through the FAQs and a couple of demos to really understand how the calling tools and dialer work and how the database integrates. The invoicing and payment process was pretty smooth, which was a relief! What surprised me was how much of the workflow setup and training I had to take charge of, instead of being gently guided step-by-step. That said, I did appreciate the casual support calls where I could ask questions, but a little more upfront walkthrough would have helped, especially around automatic updates and how they affect access. Overall, I’m happy with the product and the flexibility it offers, but a slightly clearer pre-purchase explanation or simpler onboarding could have saved me some time and head-scratching. Still, it’s good to know I can figure things out eventually.