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WFHI review

some bits were clear, others required figuring out

4 out of 54 of 5Verified purchaseSoftware and access

some bits were clear, others required figuring out

I found the software useful overall, but there were parts I really had to work out for myself. The onboarding guided me through basic stuff like setting up the dialer and the database, which was nice. But when it came to customizing certain features to fit my workflow, there weren’t always clear instructions. So I spent extra time experimenting with the dashboard and call tools to get them just right. The automatic updates were a good feature, updating smoothly without extra input, so that was convenient. Payment processing was straightforward, though I did have to double-check a couple of invoice items, as the layout wasn’t always intuitive at first glance. Support was okay but mostly I relied on trial and error. In short, the good side is it works well once you get the hang of it. The downside is that initial self-navigation can be a bit confusing and takes patience. Overall, I appreciate it but wish onboarding was a little more detailed for advanced options.

Vijay DamleAssam, IndiaExperience: Published:
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The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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