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.



61 Reviews of VanillaSoft Pro

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 61 reviews

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great Software

We use the software as a call center CRM and it works great for that application.

Pros

Great software! It is easy to use and any issue I have had, customer support has been easy to work with.

Cons

I do not have any complaints with this software.

November 2018

Ben from Flame Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

VanillaSoft Makes Sales Easy

Awesome customer support.

Pros

You can add a custom script for your sales people to use. You can write prewritten emails and texts that get sent out with the click of a button. It connects directly to Gmail for Business. It has a great calendar feature. Offers VOIP and Texting. The click to call makes it easy to call leads.

Cons

You can only see one lead at a time. Don't offer MMS texting.

November 2018

Oliver from Rock Paper Click Talent

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Great off the shelf solution

Pros

Ease of use and set up. Sales support and customer onboarding courtesy of our rep.

Cons

No integrated soft phone add on allowing us to use with system.

November 2018

Neil from Rogers Property Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Very Intelligent CRM

Pros

Been using Vanilla Soft for 7 months now and it is just absolutely amazing. Makes our job a lot efficient, effective and accurate. The best thing about it is the routing of contacts is so intuitive, the report is fantastic and the nurturing system like email drips, auto-email, auto-dial, etc are spot on.

Cons

None so far. Just waiting for SMS feature to be able in Australia.

November 2018

Olivia from Wind River Marketing

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Jack D from Eagles Soar Enterprises, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Excellent software for any salesperson

I have gained many sales from using VS due to helping my organization of multiple daily leads. Reminder features are wonderful and help gain sales.

Pros

Ease of use. Gained additional sales almost weekly. Helps take the stress away of organizing potential leads into a manageable format.

Cons

Wish I could mass text. Software takes a bit of preparation to set up email stream, etc. but is overall user friendly.

November 2018

Raymond from Texas A&M University-Commerce

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Nearly Where I Need It to Be

Great time using Vanilla Soft! I have received assistance with the program, set up, and continued use within 24 hours (if not within 5 minutes on the phone). They have responded quickly when needing configurations outside of my admin and have a system that is useful for my phonathon fundraising! There have been times where I have had to call more than once for a recurring issue, but it has resolved within a few days of contact. Thank you Vanilla Soft.

Pros

For callers who have never used the program before, they were easily able to jump into calling and using to how we directed them to use it. Incredibly easy to use.

You are able to go back and see those who have called before if they are imported contacts from all imported calling ports.

Cons

There are times where I would like to use a certain result code or tab as to create reports but am not able to. Really my only con for this program at the moment.

November 2018

Lamar from Crime Intervention Alarm

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great Experience!

It's made us more organized with client relations.

Pros

I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.

Cons

It does go down from time to time, but not often enough to complain.

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

4 of 5

Functionality

5 of 5

November 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.

November 2018

Chandelor from USHEALTH Advisors

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 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

October 2018

Richard from Insurance

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

October 2018

Useful Tool for getting leads

Pros

It is very user friendly. The window tiles are easily adjusted to your liking.

Cons

It seems to have a limited number of color themes.

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

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.

August 2018

Paul from Christensen Financial, Inc

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Text feature is the best

My time to the lead is now seconds instead of hours.

Pros

Texting is crucial. Organized texting is life changing through VanillaSoft.

Cons

VanillaSoft would improve if they allow more integrations.

July 2018

John from Homebase USA

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

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.

June 2018

Joe from Visit Intel

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

VanillaSoft Integration with Visti Intel . Visit Intel is a B2B website visitor intelligence tool.

Setting up this integration enabling click through tracking is a self-service process done by the end user of VanillaSoft and takes less than 5 minutes. Note : VanillaSoft users can use this integration even if the Visit Intel code is NOT on their website. Of course it is best to also have the Visit Intel code on your website but that is not a requirement. To fully understand the journey of someone who clicks on a link and then clicks other pages on your site…it is recommended that Visit Intel be deployed on your website. Please visit https://visitintel.com/ or sign up for a trial at https://visitintel.us/trial/

Pros

VanillaSoft CRM has the ability to notify a user when a “sent email” from VanillaSoft was opened by a recipient.

Cons

VanillaSoft does NOT report back to the sender of a sent email if any URL links (calls to action) within that email were clicked by the recipient.

Visit Intel Solution: To improve that VanillaSoft email functionality we developed a solution leveraging both the VanillaSoft API and the Visit Intel Short URL logic.
Now when VanillaSoft integration with Visit Intel is enabled…Emails sent from VanillaSoft that contain URL links can be tracked by the sender when they are clicked by the recipient.
As the URLs in those sent emails are clicked by the recipients….VanillaSoft users will receive an automatically generated Visit Intel Site Alert detailing the VanillaSoft email recipient’s activity, listing their company name and contact information, so the sender (VanillaSoft user) can take any necessary action.

June 2018

Jake from Millikin University

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 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.

May 2018

Chris from NationsHearing

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2018

We were able to get the CRM setup easily and quickly

Pros

The ease of use for callers and administrators. The company was able to customize and pull reports necessary to run our business.

Cons

Sometimes the customer support line was closed or the rep was not knowledgeable of the system. The system was also down frequently.

May 2018

Casey from US Health Advisors

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

Vanilla Soft is very easy to use and helps me to the most efficient I can be.

The ease of this product helps me be most efficient with my time and reach as many customers as possible.

Pros

I like that it is so easy to use that even the most technically challenged people can use it. There are so many options that we are constantly finding new ways to be productive with Vsoft.

Cons

Unfortunately, our material being sent through VSoft gets spammed pretty easily . Also, our emails get spammed as well. We have to constantly change material to make sure it reaches our clients.

May 2018

Jeff from Florida Indian River Groves

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2018

An affordable call center solution designed to increase sales

Pros

Offers all the features we were looking for: recorded voicemail drop, SMS, email automation, and a full range of reports on user statistics. The Vanillasoft customer support team is one of the best I've ever encountered - in any industry and for any product.

Cons

Additional video walk through (for users and administrators) would be helpful. This would help reduce the time necessary to bring new team members up to speed

May 2018

patty from Wind River Marketing

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Using this CRM is straight forward and very easy to learn. easy to use as little a/ much as you need

Management of both the data and the users.

Pros

Ease of use, short learning curve. Very easy to customize also very easy to teach new users . Ease of use with reporting.

Cons

I have no complaints. The team is always very responsive with any troubleshooting. I can think of nothing that I would change at this time.