Finding settings easily helped but search tool needs work
Using the software regularly over several weeks, I found that locating the features I needed was generally straightforward. The main dashboard is neatly organized which helped me quickly access the calling tools and the database without wasting time. The automatic updates do a good job of adding improvements without much interruption, so I could keep working without hassle. Also, invoicing was easy to find and generate through the menu system which saved me having to contact support repeatedly. However, one thing that didn’t work so well was the search function within the software. Sometimes when I tried to search for specific contacts or data entries in the database, the results were inconsistent or didn’t show up as expected. This slowed down my workflow a bit and I had to rely on browsing manually. It would be great if the search tool became more robust in future updates. Aside from that, the telephonic support was responsive when I needed help navigating these options. The sign-up and payment processes were simple and transparent, which made getting started less stressful. Overall, I would say the ease of finding key features was very good, but a small area like search could be better, which would make the experience even smoother and more efficient.