Not quite what I expected but usable
I had used remote workflow platforms before, so I was expecting WFHI to have a similar approach especially around sales and pre-purchase discussions. The sales person seemed knowledgeable but didn’t answer all my doubts about how the database feature would sync with my current system, something my previous provider handled more seamlessly. On the plus side, the invoicing and payment process was smoother than what I'd dealt with earlier, which was a relief. Initially, the onboarding felt more complicated but as I got used to the calling tools and dialer, it became manageable. I wanted something that fit right out of the box and this wasn’t completely there, but I still gave it a shot to see if the support and updates might make it better. Looking back, I’m neither fully satisfied nor totally disappointed – it just needs some tweaks before I could consider it fully as good as my old setup.