Training and onboarding: not so easy to navigate
I found the overall training and onboarding experience to be somewhat lacking in ease of use. While there were materials provided, finding exactly what I needed at different stages was harder than I expected. The modules weren't always clearly linked or logically placed, and sometimes I felt I was searching continuously to reach the right part of the training. The onboarding flow didn't fully match the descriptions given during sign-up, so my expectations weren't quite met. I will say the database feature explanations were okay once I located them, and the dialer tutorial was decent. But the automatic updates and their impact on workflow weren't clearly communicated at first, which led to some confusion. Support over the phone answered a few of my questions, though getting through sometimes took time. The invoicing and payment parts were fine and straightforward, which was a relief amid other small frustrations. Overall, I didn't find the process very intuitive, and it made getting comfortable with the software more challenging than it needed to be. My verdict is simply that it's not as easy to find and follow the onboarding and training as one might hope.