I tried setting up the software to handle remote workflows with a focus on sales outreach. The initi
I tried setting up the software to handle remote workflows with a focus on sales outreach. The initial one-off setup took longer than I expected due to the need for customization to fit my specific processes. After setup, the ongoing maintenance felt minimal but also left me feeling that it required constant tweaking to get things just right. The onboarding was straightforward but didn’t offer much in terms of follow-up or continuous guidance, which I found lacking. I appreciated the calling tools included and how the dialer integrated with the database for quick calls; this was probably the only smooth part of the experience. Automatic updates were regular but did not seem to add significant features or improvements that are relevant to what I needed. Telephonic support was there, but responses were often delayed and sometimes only offered generic advice. Regarding sign-up, invoicing, and payment, the process was clear and functioned without errors, which was a plus. Overall, the setup felt like a heavy lift upfront and the ongoing routine tasks offered limited added value to justify continuing with WFHI. I would not do it again.