VanillaSoft

4.7
Overall rating
Reviews

4.7
Overall rating
Reviews

About VanillaSoft

VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft uses a queue-based sorting system that also provides lead generation and nurturing tools, helping users to manage sales in the pipeline and secure new business. VanillaSoft offers integrated applications to manage lead tracking, auto dialing, email marketing, appointment setting and call recordings. The real-time management dashboard displays information needed to monitor sales campaigns. Lead scoring can incorporate multiple factors or input fields so that it can track different sales funnel. The solution provides email templates that are predefined by management. VanillaSoft reports back on what emails were opened and the information is recorded in the call history. Automated emails are sent out based on certain triggers per the Email Drip. VanillaSoft can be deployed across a wide variety of industry verticals including banking, professional services, education, hospitality, merchant services and non-profit. Support is offered via email, phone and other online resources.
VanillaSoft Software - VanillaSoft Dashboard
VanillaSoft Software - VanillaSoft Real-Time Stats
VanillaSoft Software - VanillaSoft Emails
VanillaSoft Software - VanillaSoft Contacts and Reports
VanillaSoft Software - VanillaSoft Calendar
VanillaSoft Software - VanillaSoft Dashboard - thumbnail
VanillaSoft Software - VanillaSoft Real-Time Stats - thumbnail
VanillaSoft Software - VanillaSoft Emails - thumbnail
VanillaSoft Software - VanillaSoft Contacts and Reports - thumbnail
VanillaSoft Software - VanillaSoft Calendar - thumbnail

VanillaSoft pricing

VanillaSoft does not have a free version. VanillaSoft paid version starts at US$100.00/month.

Starting Price:
US$100.00/month
Free Version:
No
Free trial:
No

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VanillaSoft Reviews

Overall rating

4.7
Write a Review!

Feature rating

Value for Money
4.6
Functionality
4.5
Ease of Use
4.7
Customer Support
4.6
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All VanillaSoft Reviews

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155 reviews
Melissa
Melissa
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

5.0
Reviewed on 30/03/2018

Appointment Setting & Prospect Management for the professional

Pros

Responsive and knowledgeable internal customer support and top notch staff interactions. Google calendar integration allows you to set appointments with confidence that the representative (external agent) will be available for them! Automatic timezone allocation for prospect records which allows appointments to be set for representatives who operate nationwide with no manual accounting for timezone needed; the software is nearly goof proof in calendaring considerations. Unlimited projects allowed and robust customization ensures that every project/marketing campaign is uniquely set up to meet your company or client's needs. I really appreciate the ability to customize result codes and the fact that you are not regulated to rigid categories or outcome processes. Each result can trigger multiple functions and this gives the administrator the power to control and maintain appropriate routing of prospects with minimal user effort. A decent dashboard system and intuitive reporting creation.

Cons

My top complaint has to be with the WYSIWYG editor for scripts and email templates, it is sufficient. However, in the NEW VS interface pasting text with from Google Docs or Word invariably produces an error (complete hang on selecting that script, only fixable by reverting to previous version interface) if the document was over a page long, unless pasted as plain text. Even if the original document has all formatting removed prior to copying. I would greatly appreciate a fix for this and support for pasting simple formatting options without errors.

Ed
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 11/01/2025

VanillaSoft is a great CRM

My overall experience with VannilSoft has been great. It allows me to be productive.

Pros

What I like most about VanillaSoft is that it is user-friendly and easy to manage all of my leads.

Cons

The only thing that I like least about VanillaSoft is that there is no video conferencing built in to the platform.

Alternatives Considered

EPIC Agent CRM

Reasons for Choosing VanillaSoft

It was suggested by some of my colleagues

Switched From

Radius

Reasons for Switching to VanillaSoft

I like the flow and ease of use with VanillaSoft
Pierce
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
3

2.0
Reviewed on 3/05/2023

Not the best CRM I've used

Pros

I used this software for the period that I worked at USHealth. The only thing I enjoyed about the software was that it was relatively easy to set up. Email and text integration was pretty decent as well.

Cons

Perhaps it was my lead source that was funneling into my system but the leads were garbage through VanillaSoft. Otherwise, no complaints.

Jeremy
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 23/01/2020

SDR Sales Simplified

We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work.

Pros

Allows for SDR sales automation, custom rules and workflows, and gets results.

Cons

Could be prettier, I suppose. I’m being picky here - it’s great at what it does.

Lucy
  • Industry: Cosmetics
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

4.0
Reviewed on 11/03/2024

Guaranteed positive results. Was obvious for me

Fast outcome. I enjoy using it. Best for beginners too.

Pros

With the huge confidence I had gathered from my friends in the field who has used VanillaSoft, I was rest assured that it would work for me. Since the first day of implementation, I have seen a gradual improvement in my relations. There is more successful deals under this tool.

Cons

In any case, the help desk is friendly and fast. No concerns goes unattended. The features are good for me.

Scott
Scott
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 27/09/2016

VanillaSoft is Essential to our Success

Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success:

Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent.
Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections.
Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments.
Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management.
Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.

Chandelor
Chandelor
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 9/11/2018

Support unlike any other of its kind!

All our information is available in one place. I can see every time a client has been contacted, by who, how long the conversation was, any notes; I can call, set appointment, import leads, and have multiple scripts for everything. There's nothing as comprehensive as this system.

Pros

It would be easy to list 100 reasons why VanillaSoft is such a wonderful system and there's truly not another that compares - but the biggest pro is absolutely in the support team. I am on a first name basis with all of them; I have called more times than I can count and not once have I had a poor experience. They are always there to help me wrap my head around the problems and truly utilize VanillaSoft to do everything my company needs! I can't thank them enough for everything they do.

Cons

It's hard to think of something to list in the cons. It would be nice if I could set things for less than 15 minutes apart - maybe choose any time, but it's so inconsequential it's hardly worth listing

Seini
Seini
  • Industry: Higher Education
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 19/02/2019

Using VanillaSoft in Higher Education

We are very pleased with VanillaSoft. We were struggling to keep track of our work, analyze our efforts, but this has allowed us to see the data more clearly and constantly pivot or adjust as needed to ensure we meet our goals and outcomes.

Pros

It acts like a CRM for our program in tracking our students and ensuring that we are identifying those who are at risk and most likely need our support the most. The ability to customize the tools according to the numbers we track, and also have the dashboard to encourage healthy competition is bar none to any existing software we have access to.

Cons

We have thoroughly enjoyed VanillaSoft. There's nothing that we haven't liked about it. The ability to customize their tools provides us leverage to automate and streamline.

David
David
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 26/09/2016

Just What Inside Sales Teams Need

VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM.

Pros

Easy to use with the right features you need to make sure your inside sales team is being as effective as possible!

Brian
Brian
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5.0
Reviewed on 28/03/2018

VanillaSoft has made my business more enjoyable than it already was!

Our business is much more efficient and lead conversion is much higher than it was prior to using.

Pros

I like that I never have to look at a calendar and/or constantly have reminders pop up. The que based routing always gives me the most important call to make at the right time.

Cons

I do not like the pop up window I get each time a scheduled call back come up. It is assumed with the software that each time a call is routed that it needs to be called, so the pop up is confusing to me and time consuming.

Charles
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
5

4.0
Reviewed on 3/05/2023

Vanillasoft Review

It was fairly good overall. Some features I liked about using the software, and others I did not.

Pros

Separate notes displayed between call/user

Cons

No option for calls to be done and received only when someone picks up/VM

Eric
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
3
Ease of Use
4
Customer Support
0

4.0
Reviewed on 3/04/2019

Good dialer solution but needs a database backend

Business problems solved: How to cost effectively and easily create, manage and execute outbound programs
Benefits: Competitive pricing, simple functionality

Pros

Easy to set up new campaigns and easy for callers to make dials. VOIP is decent quality and VS doesn't charge anything for the calls regardless if they are domestic or international. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition.

Cons

When a call has a positive result, VS should have a database on the back end that allows positive results to flow automatically into a specific client location or folder for client management purposes. Reporting is extremely difficult to customize and exporting lists from VS results in nearly 100 unneeded columns being added. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition

Verified Reviewer
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5.0
Reviewed on 25/04/2018

Good value overall for what we pay for

All in one CRM, Dialing solution with a decent voip solution.

Pros

There is alot of flexibility within the vanillasoft platform, from using there built in emailing and text messaging to managing sales reps phone extensions. Coupling that with there partner connect me voice for local touch dialing, call routing and inbound call handling it has made our reps more productive.

Cons

The admin interface is a bit daunting for a standard manager with little technical expertise.
Cant blacklist calling specific states instean have to use a workaround with setting call times outside of normal dialing times..

Erik H.
  • Industry: Higher Education
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5.0
Reviewed on 8/03/2019

High value product for higher ed call center

Overall, very reliable software that allows us to run our call center completely paperless. Tools available for supervisors to monitor caller productivity are really important to running an efficient call center. Minimal training allows callers to feel comfortable with the software soon after calling. Focus is then on securing gifts from donors.

Pros

Really easy for student callers to use. New layout is very functional and straightforward; doesn't require much training to learn. Provides the right features without cluttering the dashboard. Call scripting is simple and effective, reporting functionality is robust, workflow/routing allows for segmentation and efficiency.

Cons

Email client is a bit difficult to use and doesn't have a very modern look to it. Occasional service outages hamper productivity, but this is not often.

Penny
  • Industry: Environmental Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
0

5.0
Reviewed on 20/11/2019

This is the one CRM that everyone can use AND increase your productivity!

I get more accomplished every day with Vanilla Soft because of the way the leads flow seamlessly. I can make so many more calls and send out more emails and have all the information I need right at my fingertips. I would recommend this product to anyone, no matter what level of computer proficiency they have.

Pros

I have not used a software program that is this easy to use. It literally took me about 15 minutes to get the hang of it. You can send emails with2 clicks (you choose the appropriate email). You click to call, you can input information, close the lead and another one pops up! This program keeps track of your progress throughout the workday. You see where you are spending your time. I love this program

Cons

The only thing I don't like it that only one record is displayed at a time. I am on the phone all day and I have cold-called the same person twice. Of course, there is a feature that shows a list of the calls I have made but you must click the one you are looking for and I think it could be more streamlined.

Verified Reviewer
  • Industry: Entertainment
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4.0
Reviewed on 5/12/2019

Varified User

Pros

The user interface and ability to update and keep up to date information when working with a patron. Setting calendar appointments

Cons

NNot being able to drag caledar appointments when dates change

Ronald
Ronald
  • Industry: Outsourcing/Offshoring
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 25/04/2018

excellent platform easy to learn, use and deploy

Easy to use, easy to deploy and scale up or down

Pros

ease of use multiple abilities at a controlled cost ease to add or delete additional agents as needed

Cons

I really have no complaints this software has met the majority of my needs however I could use some coaching follow up on possible integrations to other software that I use

Jake
Jake
  • Industry: Higher Education
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5.0
Reviewed on 1/06/2018

VanillaSoft is easy to configure, fairly simple to use and inexpensive.

Because it costs so much less than an outside contractor, we were able to hire another staff member to manage the program and do other things.

Pros

VanillaSoft doesn't cost a lot, is really easy to set up and provides almost every single functionality we can think of. Suffice it to say, we get a lot for our money.

Cons

The reporting interface is REALLY clunky to use--you have to click through a bajillion screens to tweak anything and there's not a good way to compare fields to each other or flag changes that callers make.

Janene
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 5/04/2018

Very easy to use. Love the routing options.

It makes my job easier every day. I can track production on accounts, I can track sales prospecting. Can run various reports which I do both weekly and monthly. I love Vanilla Soft.

Pros

routing options, dashboard layout, able to customize. We can send out information on behalf of our clients which is awesome, but then it will also route that record to the front when the email gets opened. This is a great benefit we sell to our clients.

Cons

I would like to be able to note a record with having to terminate it. There are times when a client has synced their calendar to ours and this will sometimes block us from being able to terminate a record and I have to go in on the admin side and add a note that way. Too time consuming.

Brian
  • Industry: Education Management
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
4

5.0
Reviewed on 26/04/2018

Get's the job done with ease

with the ability to integrate with our existing systems and auto-generated email and SMS messages, we feel we are more effective at reaching every lead by their preferred communication method.

Pros

Vanillasoft allows us the ability to customize our experience to meet any need that might arise. It's easy to configure auto-updates and auto web-leads and that keeps our info up-to-date and allows us to reach our interested lead very quickly.

Cons

Auto-dialing configuration if you don't use their phone system can be tricky. We are using internet explorer since Chrome doesn't have TAPI support. We are, however, hoping to switch to VS provided phone system which would further improve our experience.

Hanh
Hanh
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

4.0
Reviewed on 14/06/2019

The only sales & CRM software you'll ever need

Before I have some issues with keeping track of all leads and having them in one place that I can review anytime. Using VanillaSoft has been a solution for that and it greatly increased my productivity.

Pros

I like VanillaSoft because of its simple and easy to use interface that is well designed for a fast-paced and effective workflow. All data are neatly organised so I can always keep track of my leads. On top of that, its built-in email and message system provides maximum convenience for me, ultimately making it the only all-in-one platform for my work on a daily basis.

Cons

At the moment, I have no problem using VanillaSoft. But I hope in the future there will be even more features which allow even faster and more effective process.

Lois
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

5.0
Reviewed on 18/02/2019

Essential for our business

We have used VanillaSoft since the early days of the business and it has helped us to maintain exceptional levels of productivity.

Pros

It is very user friendly and provides intelligent info and feedback on reporting for our clients. The layout is very simple yet effective. It is significantly better than any other CRM we have seen.

Cons

We currently have to export full databases but it would be helpful to extract based on calling days. Also the routing filter update means now call backs show up on 'available contacts' but these would not all be due to be called now and are therefore not actually available.

Verified Reviewer
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
0
Features
5
Ease of Use
3
Customer Support
4

5.0
Reviewed on 10/11/2018

Robust customer database

We're able to quickly set up a new campaign and begin to work leads for out clients. Strong leads can be forwarded to the client for immediate follow up. Reporting features are robust and really help tell the story of the success of the program. Call recording capabilities are a great feature for training.

Pros

The interface CRM has it all - scripting, call recording, email allows the team to immediately route leads for follow up.

Cons

The process for pulling data / creating a file is a bit cumbersome, and not very intuitive.

Verified Reviewer
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4.0
Reviewed on 5/03/2019

Great Customer Support

Great customer support makes up for any lack of features or the difficulty of using VSoft after transitioning from Salesforce

Pros

The Customer Support is excellent. My small company has no in house CRM administrator, so I have to figure issues out myself. Without VSoft phone support I'd be in trouble.

Cons

I'm used to Salesforce and the thing that is most difficult for me with VSoft in comparison is pipeline management and forecasting. These functions may exist and I just don't know how to use them.

Verified Reviewer
  • Industry: Logistics & Supply Chain
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5.0
Reviewed on 11/02/2019

Extremely useful and easy Customization

Pros

Being able to quickly review previous notes, assess if anything needs to be done with the client, then send to either myself or a colleague for a later follow up.

Cons

sometimes clients can get lost and will not pop up if a colleague hits appt.

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