Who this software might work well for, and who maybe not
I found using the software itself relatively straightforward, though I’m not entirely confident I would be able to manage everything solo again without some support. The interface for accessing calling tools and the database is quite user-friendly, and the automatic updates run quietly in the background, so I didn’t have to worry about manual installs or interruptions. During initial training and onboarding, the instructions were clear, and the telephonic support was ready when I had questions, which I appreciated. However, I feel this setup might be better suited for someone who's comfortable with tech or has some prior experience in remote workflows, as there were moments when I needed extra help to get certain features working the way I expected. The sign-up and invoicing process was smooth enough, though a few parts felt a bit rushed. Overall, it’s good software but possibly better if you don't mind occasionally calling support; I might need that myself again if I go back to it.