When It Finally Clicked, Mostly
Signing up and getting started with the software was mostly straightforward, but it took me a while to really understand how to integrate my database with the calling tools effectively. The onboarding process didn't guide me through every step, so I had to figure out some parts myself, especially around setting up the dialer to suit my workflow. Once I grasped these details, things became much smoother and the automatic updates worked well, keeping the software current without me needing to intervene. The invoicing and payment flow was clear and painless, so no complaints there. My only reservation is that the training could have been a bit more detailed in explaining those key integrations upfront. Overall, I'm satisfied with how practical it turned out, but I do wish the initial onboarding had less guesswork.