The order of steps in setup surprised me a bit
When I started using the software, I expected a more streamlined sequence because generally, such platforms guide you through each step logically. However, I noticed the onboarding process had some unexpected jumps — first, I was setting up my profile, then suddenly prompted to explore calling features before fully completing earlier steps. It made me pause and rethink my approach, adjusting on the fly to figure out how everything fit together. The database loading took some time but overall worked decently, and it felt that maybe putting invoicing setup earlier would have saved some confusion. On the positive side, the software did provide helpful automatic updates and the telephonic support was available when I needed clarifications. Despite the unusual step arrangement, it still got me operational and the support made up for any confusion I had.