Mostly straightforward but expected more hand-holding
Going into the WFHI sales and pre-purchase process, I expected a more guided approach since the product seemed complex. I thought the invoicing and sign-up would be a bit more streamlined, perhaps with more personalized help. Instead, much of it was self-service and I had to figure a lot out myself, especially about using the dialer and database features effectively. Training materials were available, but initially, the amount of navigation between them felt overwhelming. That said, the platform itself works well once you get set up, and the telephonic support helped clarify some of the steps. So overall, the entire experience felt like a mixed bag — the software is fairly solid, but the early stages require a bit more patience and self-driven research than I had imagined.