Clearer descriptions on sales material would help
I found the sales and pre-purchase process with WFHI to be a mix of helpful and confusing. On the positive side, the sign-up and invoicing steps were straightforward enough, and I appreciated that payments were confirmed promptly. However, the way certain features were described in the brochures and online didn’t always match the on-screen labels in the software. For instance, some terms regarding the database and calling tools felt vague or overlapping, which left me guessing about what exactly I was getting before purchasing. The training modules helped clarify these points, but I would have preferred if more precise terminology was used up front to set expectations better. Similarly, I noticed some parts of the onboarding flow referenced functions that weren’t immediately obvious in the dashboard, delaying my full understanding. On balance, I’m grateful for the support available during setup, but clearer wording would have made the whole experience smoother and less of a trial and error process. It’s something to consider if you're comparing alternatives.