Would avoid if you dislike detailed onboarding
I tried going through the sales and pre-purchase process with WFHI to evaluate their remote workflow software solutions. While the initial sign-up and invoicing steps were quite smooth, I found that I needed help multiple times with understanding how to efficiently set up the dialer and integrate the database feature properly. The sales team was generally helpful, but some explanations felt a bit rushed, which left me slightly unsure about a few technical aspects. This means that without some external assistance, someone new to this type of software might find it overwhelming or confusing. For users who are comfortable with digital tools and want a structured but somewhat demanding onboarding, it might suit well. However, if you expect a straightforward, hands-off process, this might not be the best fit. Despite these reservations, the automatic updates worked without issues and the payment process was hassle-free. Though I could manage the training with support, I think next time I would prefer a platform that requires less back-and-forth for setup and questions.