You missed a clear step here
You promise a smooth onboarding but the order of steps was frustratingly off. When I signed up, the initial instructions told me to set up the calling tools before my profile was fully configured, which just didn’t make sense. I ended up wasting hours trying to connect the dialer to the database feature that was only available later. Your training sessions didn’t give any heads-up about this sequence, so I was left guessing what to do next. It felt like each part depended on features that weren’t active yet, which meant a lot of backtracking. The automatic updates sometimes reset settings unexpectedly without explaining why, adding to confusion. Telephonic support was okay, but even they seemed unsure about the correct workflow order. The invoicing and payment process went smoothly, at least. If you had a clear, step-by-step onboarding flow that coordinated software activation with training, it would help users a lot. Right now, I’m often pausing work until I figure out what step comes next. The app has potential, but missing this sensible order makes the whole experience unnecessarily harder.