Decent offer but required a bit of figuring out on my part
The sales and pre-purchase phase was somewhat straightforward, but I had to spend some time figuring out a few of the finer details by myself. Most of the essential aspects concerning sign-up, invoicing, and the usage of calling tools were available, but the information was not always presented in the clearest way. I found the training and onboarding materials helpful, though not always comprehensive enough to avoid trial and error. Automatic updates improved the software incrementally, which was a positive. Telephonic support provided answers, but often after waiting on hold, which broke my workflow a bit. The database feature aligned well with how I intended to organize client data, though I had to adapt slightly to the processes WFHI suggested. Overall, the platform worked as expected, but some self-driven exploration was necessary on my end to maximize its potential. The sales experience ended without surprises, which is positive, but I didn’t feel fully guided throughout. In summary, the system is functional and fairly well designed, but it assumes users will invest effort beyond just following the initial documentation and support to get comfortable with it.