When it finally started making sense
I started with the training hoping to get up to speed quickly. The onboarding materials were straightforward enough, but I found myself stuck at the step where we had to set up the database integration. It took a few days to fully understand how to organize the contact data since the examples given were quite general. The calling tools training helped me get a feel for the dialer interface, although it wasn’t immediately intuitive how to add call notes. However, after completing a couple sessions, I got the hang of navigating the software and using features like automatic updates without interrupting workflow. The support team was reachable for questions, but response times varied, which made me wait longer than expected at times. The invoicing and payment processes went smoothly, with clear sign-up instructions and an easy-to-follow online form. Overall, it was a mixed experience; certain parts such as the onboarding videos were helpful while other points, particularly the initial setup of the database, could have been clearer and faster to work through. I think the moment it clicked was when I stopped needing to refer to manuals for every small action and finally could use the software with less hesitation. Until then, the phase felt slower and a bit more frustrating than I expected.