The whole process felt like a jumble, not a smooth ride
When I first started considering this software, the sales process gave me mixed signals. To begin with, the questionnaire I was asked to fill out seemed disconnected from any real introduction to the software capabilities. Next, they had me go through a demo that showed some nifty features, but it felt more like a generic showcase than something tailored to my business needs. After that, I was pushed towards signing up rather quickly, which left me feeling rushed. The payment options appeared next, but they were a bit confusing because different plans were presented without clear explanations of what benefits each included. Trying to find out detailed answers, I reached out to support but got delayed responses that didn’t quite clarify my doubts. The onboarding guide that arrived after signup was helpful in parts, but some steps were out of order, making the initial setup more complicated than necessary. On the plus side, once I figured out how to navigate the database feature, it was decent for organizing client info. Overall, the sales and pre-purchase journey lacked coherence and felt more like a checklist rather than a well-thought-out path for someone new to remote workflow software. I wish they had more logical sequencing in their steps so that users understand exactly what they're getting and how to start off without confusion.