The moment it sometimes clicked and sometimes didn’t
When I first started exploring the software, I compared it a lot with what I had used before. The sign-up was fairly straightforward, and invoicing was automated nicely, which saved me some time. However, I didn’t find the initial onboarding as smooth as I expected; some features took a while to understand, and the calls via the dialer were a bit glitchy at times during the early days. On the other hand, their training sessions helped me get the basics down, especially using the database feature to manage contacts. I appreciated that the software updated automatically, so I didn’t have to constantly check for new versions. But the telephonic support was hit or miss—the first time I called, I got clear answers, which was encouraging; on the next occasion, it took longer than expected to get any resolution. Overall, I’d say the software isn’t the slickest or the fastest, but it has some useful elements once you get the hang of it. It felt like a balance between something too complicated and something that just barely met my expectations. I might keep testing it out but with cautious optimism.