The dialer setup was surprisingly simple
Finding what I needed in the onboarding was mostly straightforward, although the database setup took a bit of digging. The training modules were arranged clearly, making it easy to pick and choose topics or tools relevant to my work. One part that stood out was the dialer integration—it was much easier to understand than I anticipated. The calling tools performed well during my initial week of use. However, I would’ve appreciated slightly clearer explanations on invoicing and payment procedures to avoid any confusion. Overall, the onboarding was decent with one key strength in the dialer setup that made using the software less frustrating than I expected. The automatic updates didn’t change much from day to day, so I mostly just focused on learning the core features. For a mostly smooth start, I’d give it four stars because the invoicing could be a bit clearer.