The pre-purchase process needed more patience than I expected
I had used several different remote workflow tools before trying this software, expecting something straightforward. However, the sales and pre-purchase experience felt overly complicated. It wasn’t very clear how the software's features would exactly integrate into my existing workflow, despite multiple communications. The onboarding information was provided, but I felt I had to chase numerous details myself rather than being guided smoothly. The explanations about the training and the dialer features didn’t feel as thorough or hands-on as I hoped. While the support team was polite, the overall effort from sign-up to understanding how the database feature works demanded more persistence than I anticipated. I will say the invoicing and payment process was fairly straightforward, so that was one part that didn’t add to my frustration. I was hoping for a smoother, less time-consuming start, but it took a bit more work to get to grips with what the software could do.