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WFHI review

Training was smooth but could improve initial database setup

4 out of 54 of 5Verified purchaseTraining and onboarding

Training was smooth but could improve initial database setup

The onboarding process began with a clear introduction to the software, which matched my initial expectations well. I appreciated that the training sessions walked me through each feature one by one, starting with how to use the dialer and calling tools effectively for daily workflows. Setting up the database was supposed to be straightforward, but I found this stage took longer than anticipated because the templates did not fit my particular needs perfectly. This required some trial and error and extra consults with telephonic support, who were polite and helpful but sometimes slow to respond. Automatic updates during this period didn’t cause interruptions, which was a plus. Sign-up and payment went through without issues, and the invoicing was clear and timely. Overall, the experience felt organized and efficient, with the biggest snag being that initial database configuration which slowed me down compared to the rest of the onboarding steps. Once past that, I felt ready to use the software comfortably.

Vishal MadhavanNagaland, 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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