sales team put the cart before the horse
The sales and pre-purchase steps for WFHI software were a bit confusing and out of sequence, in my experience. I was eager to get started but found that the guidance on which modules to select and how to align the software with my workflow was unclear. Instead of a smooth progression from sign-up to onboarding to training, it felt like being tossed pieces of a puzzle without the picture to refer to. The invoicing process was okay, and I appreciated the automated reminders about payments, which were helpful to keep me on track. However, the most frustrating part was that I had to figure out database setup and dialer configuration largely by myself before support picked up my call. The automatic updates on software seemed to sometimes create unexpected changes that weren’t well communicated. I would have preferred if the order of introducing me to tools and onboarding steps had been more logical and better paced.