Setup felt split between one-off stuff and constant tweaking
Honestly, I’ve explained this stuff about the sales and pre-purchase process many times, but it still wasn’t crystal clear how much of the setup was a one-time thing versus how much upkeep I’d need to do ongoing. Signing up was straightforward, invoicing worked fine, and the initial onboarding gave me a pretty good feel for the software and the dialer. The moment I grasped how automatic updates would roll out and affect my database syncing, I thought I was set. But in the weeks following, there were various small configurations needing attention—like fine-tuning calling lists in the database feature and updating the dialer settings. The support was helpful when I needed a nudge, but it was a bit tiring juggling initial setup against continuing adjustments. I’m not sure if that’s just part of the territory with WFHI or something they might streamline later. For now, the balance between one-off setup steps and recurring maintenance feels like something every user has to figure out for themselves.