Expected smooth sales flow but got something different
Having used other remote workflow software before, I expected the sales and pre-purchase experience with WFHI to be relatively straightforward and user-centric. Initially, I thought the onboarding steps would be in a clear, logical order to help setup easily. However, when I went through the process, some stages felt a bit disjointed compared to what I’m used to. For example, training modules popped up before I fully grasped the software features, and the call dialer setup came later than expected. The sign-up process and invoicing were simple enough, fitting what I had anticipated. I also noticed automatic updates happening smoothly behind the scenes, which matched other software experiences. One good point was the database integration which actually helped maintain my contacts better than previous solutions I tried. So, while parts of the workflow didn’t align with my initial expectations based on prior tools, there were useful elements that worked well and made me consider sticking with it.