Training and onboarding: here’s the verdict
You provide a decent training program that helps new users understand the basics of managing remote workflows using your software. The onboarding process was straightforward enough, making the initial signup and database setup relatively simple. I found the dialer system functional, though it sometimes lagged, and the calling tools required some getting used to. However, I am not entirely confident in my mastery of all features yet, and I suspect I will need to reach out for help again down the line, especially when it comes to utilizing the full capabilities of the database and automations. The invoicing and payment steps were also clear, and updates to the software happened mostly smoothly without interrupting my workflow. The telephonic support was reachable but not always immediately responsive, which could become an issue if urgent assistance is needed. Overall, the onboarding and training experience left me feeling cautiously optimistic—the essential functions were introduced well, but additional help will likely be required as I progress to more complex tasks.