Thought it’d be straightforward, actually had to tweak a few things
Before buying, I thought that the software and the onboarding training would be a smooth match to what I expected based on the info I read online. The database and calling tools seemed pretty standard and well explained, so I figured it’d just work out of the box. But when I started using it, I noticed some things were not exactly as straightforward. For instance, configuring the dialer needed a bit more trial and error than I thought, and toggling between the database filters was slightly less intuitive than I hoped. The training covered these areas well but sometimes felt a bit rushed for my pace. That said, the payment and invoicing processes were easier than expected, with clear labels and automatic updates making it manageable. Overall, I’d probably take the plunge again if I needed software and wasn’t in a rush, but I’d now enter knowing it takes some patience and getting used to all the settings.