The order of steps worked okay, but with some hiccups
For setting up their software, the initial sales and pre-purchase steps seemed mostly logical, though not perfect. I started with signing up and was pleased that the invoicing and payment components were handled efficiently without surprises. After that, the onboarding instructions were clear enough to get me to the point of using the dialing system and database feature. However, there was a bit of a disconnect when it came to the training flow. I felt like some topics were introduced too early without enough background, which caused a little confusion. The automatic updates felt helpful overall in keeping the software current, though I did notice a few changes that weren't fully explained right away. On the positive side, the telephonic support line was responsive enough to clarify most doubts. So, if I were to explain to a friend, I’d say the system works fine but expect to get used to some quirks during the early days.