You should rethink if it suits beginners or those needing clear guidance
I found the sales and pre-purchase information provided by WFHI quite lacking in clarity, and honestly, you put a lot of the initial figuring out on the users. Your descriptions didn't fully explain how the software, especially the calling tools and database features, actually function day to day. I spent quite a bit of time during onboarding trying to piece together what to do next without much help from your materials. The automatic updates aspect was a surprise because I hadn't been forewarned how they might impact user settings. Sign-up and invoicing were straightforward, but beyond that, I felt left on my own. Your telephonic support was available but not proactive, and it was mostly reactive once I had struggled on my own for a while. This approach might suit someone experienced in remote workflow software already, but if you're new like me, things are not as smooth as they seem. The training materials didn't really help clarify the grey areas. You should consider more detailed, intuitive guides or walkthroughs because as it stands, it requires a lot of patience and self-study to get going.