Used it daily, but it could use better reminders
After getting through the sales and pre-purchase info, I finally started working with the software day to day. Honestly, it mostly performed well — the calling tools are stable, and updating the client database is pretty straightforward. The automatic updates rolled out smoothly without causing disruptions, which was nice because I didn’t want downtime in my workflow. However, I found the onboarding training could have been clearer on some ongoing updates and features. For instance, I sometimes missed when new changes were added because there weren’t enough reminders or highlighted notes in the dashboard. That lack of proactive communication about daily updates left me feeling like I had to hunt for information frequently. Apart from that, invoicing and payment steps remained consistent, and telephonic support was helpful when I needed it. So while I’ve had a good overall experience and would continue to use the tools, more frequent and detailed day-to-day updates would definitely improve things for me.