Would I do this onboarding again? Honestly, maybe yes, maybe no
I've been through the training and onboarding process a few times now, so I feel a bit tired of explaining how it went. The software itself is pretty solid and helpful for setting up remote workflows, no doubt. The onboarding was mostly fine; I found myself waiting sometimes between steps, especially when the system needed to update or sync. There was a good bit of repetition, particularly around the calling tools training, which felt like covering the same ground more than once. That said, the database feature introductions were clear and useful for my daily use. The telephonic support during onboarding was responsive, but sometimes the sequence of steps felt a bit off-timed, making me impatient at points. I appreciate the automatic updates working silently in the background; they kept things running smoothly. Invoicing and payment parts were straightforward, which was a relief. Overall, the process was effective but felt like it could be trimmed down in repetition areas. Would I do it again? Given the training's usefulness, probably yes, but I’d hope the waiting and repeated explanations are minimized next time.