What I missed was clear onboarding guidance and proper training
The onboarding and training experience did not work well for me because I ended up having to figure out most of the features by myself without much guidance. The initial training sessions were very brief and didn’t cover the calling tools or dialer in sufficient detail for me to use them confidently. The database functionality was explained in a hurried way that left me uncertain. Because of this, I spent a lot of time searching for answers on my own or trying to explore the software through trial and error, which was frustrating and inefficient. Automatic updates appeared randomly and without explanation, which sometimes disrupted my workflow instead of helping me. I attempted several times to contact telephonic support for clear instructions but was often put on hold or got only basic information that didn’t fully address my concerns. The payment and sign-up process was the only part that felt straightforward. Overall, the significant lack was comprehensive onboarding and training that would prepare me properly. Without that, I couldn’t trust the software enough to use it productively and felt quite let down.