Figured out the best setup myself, and it worked
The pre-purchase materials gave me a general sense of what to expect, but I ended up figuring out most of the workflow myself after signing up. The software offers a lot of features, but it wasn’t always clear how all of them fit together initially. As a result, I spent some time playing around with the dashboard, the call tools, and the database before settling on my preferred setup. There isn’t a lot of hand-holding through that process, so I think the outcome depends on how much the user is willing to explore. In the end, I managed to customize the workflows to suit my needs and the ongoing support was there when I asked. It’s not a plug-and-play experience but with patience, you can find what works best. So ultimately, I got a functional system that supports my remote work, even if it took some self-guided discovery.