Would I do it again? Probably, but with more prep
Reflecting on my experience with WFHI’s sales and pre-purchase process makes me feel a bit uncertain about how much I had to figure out on my own. The sign-up and payment steps were clear enough, but beyond that, there were several features and integrations—especially the dialer and the database functionality—that required me to explore and troubleshoot without much upfront guidance. The training materials were present but sometimes felt high-level, so I had to spend extra time working out how those parts would actually fit into my remote workflow. The automatic updates to the software kept things relatively current, which is useful, but I hesitated about some changes until I saw how they worked day to day. Telephonic support was helpful when I called, though I wish some of that info had been more proactive during the initial purchasing stage. Despite these challenges, I did manage to get things running to a satisfactory point, so if I had to recommend or use WFHI again, I’d invest more time early on understanding all the ongoing management aspects. It was a learning curve that I expect would be smoother on a second try.