The onboarding process mostly matched what I expected
Before signing up, I had a clear idea of how the tool would function based on the info and demos provided. The sign-up and invoicing processes were cleanly organized and did not surprise me. The initial access to the software and database was also fairly intuitive, which met my expectations. However, once I began active use, some features did not fully align with what I had anticipated. For example, the dialer tool occasionally lagged, which I hadn't expected from prior descriptions. The training offered was helpful but left me wanting for more detailed coverage on advanced functions that I initially thought would be included. I found the automatic updates helpful in some ways but also introducing changes that adjusted my workflow. So, while the onboarding and sales process mostly matched what I expected, several small gaps emerged over time. Overall, I would rate it as good but not perfect in meeting my initial hopes.