Mostly figured things out, but sign-up instructions could be clearer
When I decided to try out the WFHI software, I didn't expect the sales process to be completely hand-holding because honestly, that’s not how these things usually go. What stood out most was how much I had to figure out on my own. The initial sign-up was straightforward enough, but certain aspects, especially around the database setup and getting the calling tools ready, required me to dig through the training materials and occasionally get back to support. I went through the onboarding flow reasonably fast, but some of the training content was either too generic or didn’t exactly line up with what I needed. The dialer integration was fine but expected a bit more guidance. I’ve had to explain my situation to the support team a couple of times, and while they’re generally helpful, I felt I was repeating myself more than I liked. In any case, it all came together eventually, but I wish the sales team could have been clearer about what to expect during the setup. The highlight was for me the invoicing process, which did stand out for its clarity and smoothness compared to the rest of the journey I navigated.