The database feature stood out, but not in a good way
Before I got access, I was expecting the software to allow fast and intuitive workflows, especially in managing client data through the database. Unfortunately, the reality fell short. The database was clunky and didn’t align well with the type of remote workflows I wanted to set up. Accessing information was slower than I anticipated, which really interrupted my productivity. The calling tools, though, did work decently, connecting calls without major issues. However, I found that the dialer had limited customization options compared to what I’d hoped for. The automatic updates occasionally changed the interface unexpectedly without prior warning, which required me to spend some extra time relearning. The onboarding and training material helped somewhat, but could have been more detailed on the nuances of the software’s features. Payment and invoicing went smoothly, so that part was at least acceptable. The telephonic support, while polite, wasn’t especially helpful in solving my issues quickly. Overall, the software did not fully meet my expectations for a seamless remote workflow tool.