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WFHI review

Verdict: Mostly straightforward but needed some figuring out

4 out of 54 of 5Verified purchaseSales and pre-purchase

Verdict: Mostly straightforward but needed some figuring out

Working with the WFHI platform for setting up remote workflows mostly went smoothly, but I did find that I had to work out some parts by myself. The onboarding process was fairly guided, but certain aspects, like customizing the database fields and navigating the dialer settings, weren’t fully spelled out in the initial training. I spent some time exploring the software interface to understand where to input client info and how to trigger calls through the dialer correctly. The automatic updates gave me confidence that features were kept current without manual interventions, which simplified maintenance. On the positive side, the sign-up and payment process was quite transparent and efficient, and the invoices arrived promptly, giving me clear records for my accounts. Telephonic support was accessible, though occasionally I found myself repeating some basic details before reaching the actual assistance, which was a slight frustration. I appreciated the priority assistance option as it reduced the waiting time compared to standard support. Overall, while the core features delivered well, I felt that more step-by-step guidance upfront would have cut down the trial and error period. Still, once settled in, I found the workflow smooth enough to keep me productive without constant backtracking.

Deepti KarnikJharkhand, 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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