Takes a while to start, good for patient users
The initial process to get started with the software and training was not exactly fast. It took some time before the onboarding was fully functional and I could start exploring the calling tools integrated with the database feature. Throughout this setup period, I noticed regular automatic updates, some of which required me to adjust workflows or take additional steps. The sign-up and invoicing were done as explained, but there was a bit of lag before all pieces were aligned and working smoothly. So this might not suit someone who wants to jump in immediately and get everything done quickly. If you are willing to be patient and take time with the onboarding, you could find the system useful in managing remote workflows eventually. It’s a solid fit for those who are okay with a longer setup rather than instant use, and less suited if speed is your prime concern.