The sign-up process, that's the only thing that worked smoothly
Looking back, I have to say the whole experience with the sales and pre-purchase steps was quite frustrating. Most of the time, I felt like I had to figure things out on my own because the information provided during the initial onboarding was minimal and not very clear. There was very little guidance about how the software would integrate into my workflow or what kind of setup was required from my end, which made the entire sign-up feel more like a guessing game than a smooth process. However, I will give credit where it's due—the sign-up process itself was straightforward. The invoicing and payment setup worked without any major problems, which was a relief after the confusing start. Still, I wish more detailed information about the database features and calling tools was explained before purchase. It would have saved me a lot of time and frustration trying to make sense of how to fully utilize the dialer and automatic updates later on. Overall, I ended up spending more time working things out myself than expected, which was disappointing when I hoped the onboarding flow would be more supportive.