In the end, the process worked out for me
I wasn’t sure about the setup order at first and messaged my friend to vent about the zigzag from signing up, to database, then suddenly dialer tools, but ultimately it made sense once I got used to it. The training felt a bit disjointed but after a couple of days I could follow most of it fine. The calling tools worked well across the week, and the automatic updates didn’t disrupt my flow much. Payment was straightforward too, the invoices came cleanly and support was easy to reach. It’s not perfect or super fast but honestly it did what I needed with only some minor hiccups that I guess are normal with any new software.