Pretty smooth overall but I still had to figure out many things myself
When I first signed up, everything seemed straightforward, but as I went through the onboarding, I realized I had to work out a bunch of stuff on my own, especially around setting up the dialer and getting the database to sync properly with my workflow. The sales process itself wasn’t pushy, which I really appreciated; it felt like they were providing info and not trying to force me. However, the training materials sometimes assumed prior knowledge that I didn’t have, so I ended up spending extra time Googling certain terms and features. That being said, the software updates were pretty seamless and they didn’t disturb my workflow, which was a relief. I think a little more guidance during sign-up or onboarding would make a big difference because otherwise you’re kind of left to figure out the details yourself. But overall, I liked how the process felt casual yet professional. I’m happy with the purchase and just hope future updates include better tutorials or maybe a dedicated onboarding guide.