Not sure if the steps really made sense, to be honest
Talking through the sales and pre-purchase process with WFHI was a bit of a mixed bag for me. The sign-up came easily enough, but after that, some steps in setting up the workflow seemed out of order, making me question if I’d missed something or if the sequence was designed that way intentionally. It started with confirming basic details, but then I had to jump into deeper configuration before completing what felt like fundamental onboarding pieces. This back and forth made me pause and think aloud if things could have been more streamlined. The calling tools and database features felt solid once everything was set, but getting there felt like a bit of a maze. Additionally, invoicing and payment set-up were easy enough, yet the overall onboarding flow didn’t give me a very confident first impression. I’d tell a friend it works, but it took some patience and a few calls to support before I felt fully comfortable navigating the system. So, it’s usable but there’s room to make the process clearer and less jumpy, from my perspective.