The moment it mostly clicked, with a bit of waiting
When I first started the sign-up and sales process, I noticed that the repetition of some basic questions in the onboarding calls was a little more than I expected. It wasn't a real issue, but the waiting around on hold between different steps took a bit longer than I hoped. Still, what clicked for me was when I finally got a clear overview of the software's main features and how the training modules would be delivered. That made the whole earlier waiting seem worth it. The invoicing process was pretty straightforward, and I liked that everything was automated for updates. Overall, I'd say the flow was smooth enough but had a small hiccup with some redundancy and lag during initial communications. The dialer part wasn’t shown at this stage, so I can’t comment on that yet, but the database feature walkthrough during one of the training sessions was helpful. I think a bit more streamlining of the pre-purchase waiting times would push my experience to perfect, but I’m happy with what I got so far.