About VanillaSoft
VanillaSoft pricing
VanillaSoft does not have a free version. VanillaSoft paid version starts at US$100.00/month.
Alternatives to VanillaSoft
VanillaSoft Reviews
Feature rating
All VanillaSoft Reviews
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
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.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
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.
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 1-5 months
-
Review Source
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.
- Industry: Cosmetics
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
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.
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
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
- Industry: Insurance
- Company size: 1,001–5,000 Employees
-
Review Source
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.
- Industry: Insurance
- Company size: 201–500 Employees
- Used Daily for 1+ year
-
Review Source
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
- Industry: Higher Education
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
-
Review Source
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.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
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!
- Used Daily for 2+ years
-
Review Source
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
The ultimate "Phone" prospecting tool for businesses
Overall, this is my "go to" system. I wish it was a little cheaper but it does what we need it to do and it does it very well! If you work in this system every day, it will make you successful! Hit the start button and go!
Pros
I have used this system on and off since 2009 and it's come a long way since then. I keep going back to it because it does the main important things very well. Also, I've had telemarketers try two other systems and they all loved Vanillasoft the most. In fact, after deciding to go with a cheaper option, they would come back to me and ask if we could use VS again. Including my son who just told me yesterday that he always loved Vanillasoft because it took the guesswork out of the picture and only showed you one lead at a time. I think that's one of the main benefits.
1. It puts one lead in front of you at a time. It eliminates the question "who should I call?".
2. It doesn't let you think too much or waste time.
3. The follow up system works great. Meaning, it's easy to leave a note and schedule a call back whether its using the calendar feature or using the dispositions that automatically put the lead back in your que at a predetermined date. Either way you do it, I always felt completely confident that once I finished with a lead that it would come back to me at the appropriate time without me having to think about it. That's huge!
4. The activity dashboard is awesome. It tells you how many dials, conversations, appts, length of time spent on calls, etc. It really puts all the data right in front of you.
5. Emailing and Document Library: Email right from the system using templates and store docs. Very Easy!
6. Hands down, best customer service in the business!!!
Cons
Price: For the first user its going to cost you about $200 if you want all the features. $100 for the basics and then $30 for auto-dialing, $30 for their phone and $30 to record and store calls. Every other user is $80 for the basics + $90 for the rest. So, two users with everything will cost you about $370 a month. With that said, I always go back to it. So, better to spend money on something that will get you results.
Reports: They are great and endless... just wish they were easier to put together. It takes some time to really understand how to generate them. Also, wish they had automated reports that once you set up, they just get emailed to you everyday.
Integrations: This is a phone marketing system with "some" email capabilities. It's not going to do social or look up lead data etc... I wish it would integrate with other email marketing systems like constant contact. It does tell you when someone opens an email if you're in the lead... but it doesn't tell you how often they opened and I don't believe it lets you call just the people who open your emails. It might but I'm not sure how if it does.
- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Revolutionized our organization
VanillaSoft has eliminated many problems such as:
-multiple calls to one prospect from different callers
-calling existing customers as prospects
-time wasting manual reporting
-lack of caller activity visibility
Pros
VanillaSoft streamlines our selling efforts and has completely revolutionized the way we run our company. We've gone from literally using printouts, excel sheets etc to manage our accounts and prospects to everything being through VanillaSoft. VanillaSoft has made us more efficient in calling, reporting, closing new business, pretty much every area of our company has improved by using VanillaSoft.
Cons
There are not many things I dislike about VanillaSoft. Anytime I have a problem, their customer service is very responsive and helpful, and they even take your suggestions for new features and are constantly rolling out improvements.
- Industry: Entertainment
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Very good lead management - calendar functionality could be improved.
Vanilla Soft is an easy-to-use lead management program that has smooth integration of outside applications, a wealth of flexibility in their templates, and (with some improvements) is a contender for a top choice in lead-management systems.
Pros
This is an extremely easy-to-use interface with lots of flexibility to add client information. It connects the end use (employee) and the client in an easy and reliable way - even when involving outside applications.
The templates seem flexible and open for a lot of customization.
Cons
The calendar function is lacking in options. There needs to be a drag-and-drop OR drop-down function in Calendar view that allows the end user (employee) to easily reschedule calls without re-resulting them. the calendar should have work-top options so meetings and other office-related things can be scheduled within the calendar. The form tabs should be able to be duplicated within the same lead. Once the form is created and approved by the administrator the end user (employee) should be able to create duplicates of the same form. This would eliminate the need to create duplicate leads in order to access the same form twice.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Vanilla Soft Great CRM for Call Team
It has been very positive. The system is laid out in a very user friendly way, and anytime I needed support their team was very helpful.
Pros
The setup and execution of programs is streamlined to make the process easy and effective.
Cons
No complaints. Like any CRM it does take a while to used to the settings but once you do it's fantastic.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Easy to use and many features to serve all of my needs
I know it may seem silly, but I am not a huge computer person even though my job is working on the computer, so I am really grateful that VanillaSoft is so clear to follow. Learning something new doesn't take long, and that's not because I'm a savant. It's because the software is so very user-friendly. There are many features that make my work easier, and make things easier for the company.
I rarely have any problems, but on the occasion that I have had to contact customer support, they respond solve the problem swiftly, even if the problem is my own fault.
Pros
I use the admin side more than the user side, but both are easy. I work with the contact management, deduping, intellective routing/filters, and email features the most.
Cons
The deduping feature can be irritating because the quick select is lacking in options, so often I have thousands of duplicates and I have to go through and select the ones I want deleted one at a time. It takes FOREVER.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
VanillaSoft has been a great tool to help us manage our call center.
VanillaSoft has been a great tool to manage our prospecting efforts and coordinate communication with prospects.
Pros
The user interface is easy to navigate and understand. There are great features/functions that increase our productivity. We are able to integrate extra marketing touches, like emails and efaxes into campaigns that our callers can initiate with the click of a button.
Cons
Since we work with multiple client campaigns it is sometimes challenging to integrate with their CRM. I'd like to see API integrations for additional CRMs. They are in beta tests with Zapier, which should help.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
VanillaSoft for the Win
We really love this software and it has helped us close more deals than without it.
Pros
It is user friendly and not as robust as some of its competitors which made it simple to use. The automation takes the guesswork out of your sales process which also simplifies the process.
Cons
Our sales team loves this product and has no feedback
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Vanilla Soft Review
I am a user, not an administrator, so my over all experience in the last 5 years has been great. IT is reliable, safe and easy to use.
Pros
What I like most about this software is how easy it is to use. The concept is straight forward, and the reliability is key. I have used this software for over 5 years and very rarely have any issues. I am not a software wizard, and I have had no problems learning all the ins and outs.
Cons
What I like least about this software is sometimes it can be slow or stall. But that is with all CRM programs.
- Industry: Higher Education
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
-
Review Source
CRM for Online Coaching
Pros
Productivity reports for both individual team member as well as the entire team.
Documentation of student conversations, emails, and or texts.
Customization of weekly emails and sample scripts.
Cons
Comparing individual student engagement trends to an entire cohort.
- Industry: Education Management
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
-
Review Source
VS is the best!
As a unit leader, the software is amazing and intuitive. Data is in real-time and the UI/Dashboards are customizable to support business needs. Overall, Vanilla Soft has helped to improve speed-to-lead conversions, while providing enough data as your fingertips to help support key business decisions. Great product!!
Pros
- Customizable UI
- Ease of Access to multiple data points
- User Friendly
Cons
- none so far; product has met expectations
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Top notch software for outbound telemarketers!
Ability to manage multiple outbound calling campaigns simultaneously, with flexible scripting, data capture and reporting capabilities.
Pros
VanillaSoft is extremely flexible, easy to use and has terrific scripting and reporting capabilities. It is compatible with several VOIP softphones and is ideal for any outbound calling campaign.
Cons
The system occasionally lags and there are sporadic system outages. Support personnel are sometimes hard to reach.
- Industry: Insurance
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
-
Review Source
By far the most crucial tool in the success of my business.
Maximum efficiency, assists in organization, allows for multiple points of contact inside a small time frame, allows me to work with multiple clients simultaneously.
Pros
My favorite thing about VanillaSoft is that this platform allows me maximum efficiency, but requires minimal effort. It is an incredibly easy tool to use, and keeps me very well organized. Unlike other systems I've used in the past, VanillaSoft is a great value, and definitely worth the investment.
Cons
There was a time or two that I've observed the same lead being worked by two agents in our office at the same time, but I'm almost certain this was user error - not a malfunction with the software. Unless there's a way to program the cue to bypass a lead that is being worked, I have no complaints.
- Industry: Market Research
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Tele=researcher
Used to track businesses we call to gather information to Hotels trying to target their business marketing
Pros
I can see everything I need on one screen. The business info is on the left and my own space for notes on the left.
Cons
it is easy to use. nothing I can think of to improve on.
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Outstanding Business Sales Tool
I really enjoy using VanillaSoft daily as it brings joy to my job and the clients I work with. I have developed countless relationships with many business owners and helped them out by offering my services to them all thanks to VanillaSoft. Without the tool I would not generate the leads necessary for my business as well as for the owners out there working incredibly hard to better their businesses.
Pros
I enjoyed the accessibility and organization that Vanillasoft presents me every day. It's easy to follow up with clients and also stay organized alongside the tasks I need to complete daily. I have developed so many outstanding relationships through Vanillasoft that I am forever grateful I starting using the program and helping business owners daily!
Cons
I dislike the automatically email send feature that we have set in place when emails are entered under a UCC's contact information. When emails are automatically sent after I press NOA or LVM it is very unprofessional and spamlike to our potential clients who we are trying to pursue business with.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Where's the App and Pause Calling?
Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.
Pros
Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways.
Cons
No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting.