Took longer than I hoped but found what I needed in the end
When I first started looking for a remote workflow solution, I thought I could find everything quickly. The WFHI software's site has a ton of options and training info, so it did take me a bit longer than I expected to get my head around what was available. On the bright side, once I dove in, the onboarding flow was pretty straightforward, better than some competitors I've checked before. The dialer tool seemed robust and the database feature matched what I wanted to manage client info efficiently. One thing I must circle back to is the payment process; it was surprisingly simple once I got through signing up. However, I do wish the initial guide was a bit clearer on what the software includes upfront—it took some searching to piece that together. Still, telephonic support was helpful when I reached out, and I appreciated the automatic updates ensuring I was always on the latest version. Overall, I’d say the slightly longer time to find the right info was worth it for how usable the software turned out to be.