Took me quite a while to figure things out before buying
I wasn’t exactly sure what I was getting into when I first found out about the software, and honestly, a fair bit of the detail I had to figure out myself. The sales and information materials were okay but didn’t really map everything out fully, which meant I ended up spending quite some time on their site and forums trying to understand what features I needed or even how the onboarding process would go. That’s not a huge problem, but if you’re short on time or want more direct guidance, it might be a bit frustrating. I kind of circled back a few times to the same questions because some things weren’t that clear upfront. Things like how the database would integrate or how the dialer system works in practice were a little fuzzy until I got into the demos. Once I was inside, most of it made sense, and I did appreciate the training sessions they offered early on though that took some time to get scheduled as well. Looking back, if they had been a bit clearer during the initial sales process about what to expect and the setup time needed, that would have been great. The invoicing and payment process was straightforward enough and didn’t hold me up. So while it took longer than I thought, I’m pleased with what I’m using now, just wish the beginning weren’t so slow to piece together.