VanillaSoft Software

VanillaSoft Software

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FrontRunners 2021

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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 man...
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VanillaSoft Dashboard

VanillaSoft User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 148 reviews

Nichol

Company size: 501 - 1,000 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

August 2021

The easiest CRM to use

User Profile

Melissa

Verified reviewer

Company size: 11-50 employees

Time used: More than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 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.

Jeremy

Company size: 51-200 employees

Industry: Computer Software

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

January 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.

Reasons for switching to VanillaSoft

We still use HubSpot for Inside Sales and use VanillaSoft for SDR prospecting and appointment setting. We could not have had the same results using HubSpot with our SDR team.

Bridget

Company size: 1,001-5,000 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
1

Customer support

out of 5
5

Functionality

out of 5

September 2022

Vanilla Soft

Pros

I liked I could separate what type of leads they were once I contacted them.

Cons

Customer service wasn't the best and when it would glitch I wouldn't be able to find the root cause.

Nick

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2022

Best CRM On the Market

Pros

It's easy to use and very easy to organize my daily, weekly and monthly sales calls.

Cons

Honestly there are really no negatives to using Vanilla Soft. Been using the software for the last three plus years.

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