Took longer than I thought, but got there in the end
Honestly, it took me a bit more time than I expected just to find the specific features I was looking for in the software. I was hoping the onboarding would be more intuitive, but some parts were quite straightforward and others felt a bit all over the place. The dialer was easy enough to use once I figured out where it was in the dashboard, but getting there took a few tries and a couple of calls to the support team. On the plus side, the database feature is quite robust and it eventually fit into how I wanted to organize my contacts and workflows. The automatic updates didn’t disrupt anything important, which was a relief. Signing up and invoicing went pretty smoothly, no issues there. I appreciated that the training videos were there because they cleared up a few questions I had as I navigated around, even though it took multiple sessions to get comfortable. Overall, I’m on the fence: the system works well once you know where to go, but getting there wasn’t exactly quick or seamless. So I’d say if you have patience to spare, this might be worth it, but don’t expect lightning-fast setup.