Sales process was okay but missed some essential features I needed
Having used other remote workflow software in the past, I approached WFHI’s sales and pre-purchase process with some expectations. The sign-up went fine, and the initial demo covered most of the basics I was curious about. There was one particular moment, though, when I asked about integration capabilities with my existing CRM, and I felt the response lacked depth and certainty, which left me slightly hesitant. The sales representative was polite and answered other questions clearly, but when it came to detailed tech compatibility, the answers remained vague. Compared to my previous experiences, where product specialists were more upfront about limitations, here I felt like some vital info was missing. The invoicing and payment steps were clear, but overall, the process lacked the confident thoroughness I was hoping to find. Not bad, but I would have appreciated more detailed insights into the software’s limits before committing to the purchase.