Thought I’d get more guidance, ended up figuring most myself
I came in expecting a guided sales and onboarding experience, but honestly, I had to work out a lot of the details on my own. The sign-up was basic, and while I got some emails, the actual process to understand what features would suit me best was pretty sparse. I did like that the payment and invoicing system ran smoothly, which was the one part I can say was fine. But when it came to using the calling tools or managing the database, I found myself digging into the software without much pre-purchase explanation. The training materials were there, but I had to spend extra hours figuring out which parts were relevant to my needs. The dialer worked mostly okay, though it wasn’t always intuitive to set up for different workflows. Overall, I feel the sales process could be a lot more upfront instead of making buyers do the bulk of the figuring out after signing up. I think with better initial communication, the onboarding might be a lot less frustrating.