Sales process took some effort, but mostly met expectations
I went into this expecting a fairly smooth sales and sign-up process based on some initial emails and the overview on the WFHI website. The actual effort to get through all the stages – from signing up to understanding how the training and software would fit my work style – was definitely a bit more hands-on than I thought. They have a lot of features packed in, especially around the calling tools and database management, so it took time to get my head around it all before I could say it matched what I expected. The onboarding wasn’t as plug-and-play as I hoped, but the training materials and telephonic support did lighten the load as I made progress. The invoicing and automatic updates worked fine without much issue. I feel like I ended up with a solid understanding of what the product offers though it did take a good chunk of time and effort on my part. The experience was mostly positive, with some minor surprises about how much learning was involved up front.