Overall good setup with manageable ongoing steps
I found the sales and pre-purchase process with WFHI generally positive. The initial discussions and information sharing were helpful in understanding what the software could do, which helped set realistic expectations. Most of the setup felt like a one-off task. The onboarding flow was quite smooth and the training materials were clear enough to guide through the first weeks. That being said, I did notice that some ongoing customization or adjustments were necessary depending on how you want to integrate the software into your specific workflows, so it’s not completely hands-off after the initial setup. I did appreciate the database feature as it seemed quite useful for managing contacts and updates, but it's also an area where I saw room for more user-friendly customization. My only reservation was regarding the frequency of some updates, which sometimes felt a bit intrusive if they happen right in the middle of heavy workflow days. Overall, I think the process balances initial effort with ongoing tweaks pretty well, and for what I needed, it was a solid choice without too many surprises.