Vanillasoft 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Vanillasoft

4.6

(232)

FrontRunner 2026

Pricing

Pricing available upon request

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 is a lead optimization platform built for fast-response sales teams.

VanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls.

These three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.

Vanillasoft Screenshots

Vanillasoft Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Vanillasoft Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Vanillasoft
Access Controls/Permissions
Activity Dashboard
Activity Tracking
API
Automatic Call Distribution
Calendar/Reminder System
Caller ID
Call List Management
Call Recording
Call Reporting
Call Routing
Call Tracking
Call Transcription
Campaign Management
Client Management
Collaboration Tools
Communication Management
Computer Telephony Integration
Contact Management
Content Delivery
Content Management
Contract/License Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Scoring
Dashboard
Data Import/Export
Data Management
Deal Management
Email Templates
Email Tracking
Engagement Tracking
Field Sales Management
For Insurance Industry
For Sales Teams/Organizations
Goal Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Meeting Management
Monitoring
Multi-Channel Communication
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Predictive Analytics
Prioritization
Process/Workflow Automation
Prospecting Tools
Queue Management
Real-Time Monitoring
Recording
Referral Tracking
Reporting & Statistics
Sales Activity Management
Sales Forecasting
Sales Onboarding & Training
Sales Reports
Sales Trend Analysis
Scheduling
Source Tracking
Task Scheduling
Template Management
Third-Party Integrations
Voice Mail

Vanillasoft Integrations

Salesforce Sales Cloud

VerticalResponse

Docusign

authorize.net

Comm-unity

Vonage Business Communications

See all 11 integrations

Vanillasoft User Reviews

Overall Rating

4.6

Ratings Breakdown

69%

24%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

4.5

Functionality

4.4

Roy N.

Verified reviewer

Computer Networking

11-50 employees

Used daily for less than 12 months

Reviewed July 2025

Vanilla Soft is good, but needs a little bit of improvement

Overall, my experience with VanillaSoft was solid. It was easy to learn, and the workflow kept me organized throughout the day. I liked how it helped me stay on top of follow-ups without having to juggle multiple tools. There were a few limitations, like the lack of call recordings, but overall, it made the outreach process smoother and more efficient.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about VanillaSoft is how easy it was to use and how clear the reporting tools were. It made tracking call activity, conversions, and agent performance straightforward, which helped us make better decisions. The real-time dashboards were especially helpful during fast-paced campaigns.

Cons:

What I liked least about VanillaSoft is that calls weren't automatically recorded, which made it harder to review conversations or provide coaching. Having to rely on manual notes sometimes led to missed details or inconsistencies. A built-in call recording feature would’ve been a big help for quality assurance and training.

Reasons for switching to Vanillasoft

ChatGPT said: Needed a more structured call workflow

Theresa G.

Verified reviewer

Higher Education

501-1000 employees

Used daily for less than 12 months

Reviewed December 2025

Exceptional Call Center management System and support team

We implemented this project over a year ago, and I managed to get it up and running in a record three months. While such a quick turnaround is not typically recommended, the phenomenal support team played a crucial role in navigating the bumps associated with this rapid upstart. As someone entirely new to such a robust system, I anticipated a learning curve, but the grace and expertise demonstrated by the support team made all the difference. They walked me through each step, showcasing their deep understanding of the system's capabilities. Their advice was insightful, providing guidance on what would work best in our specific context, which has proven invaluable. The system itself is outstanding. Its seamless integration with our existing systems has significantly reduced human error from constant data entry. I can collect extensive data from each call and make changes on the fly, a feature that is both incredible and priceless. Moreover, the capability to provide real-time updates to our officers and team regarding constituents has transformed our workflow. Overall, this communication system, bolstered by an exceptional support team, has proven to be a game-changer for our organization. I highly recommend it to others seeking to enhance their communication and data management processes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been utilizing the Vanilla soft system that integrates various functionality, and I could not be more pleased with its performance. The usability is exceptional, not only for backend operations but also for the user interface, making it easy to navigate and manage constituents. The ability to text, leave voicemails, and send emails seamlessly enhances interaction quality. The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation. What stands out most is how streamlined it makes tracking interactions—the process feels seamless and natural for both the user and the constituent. After each call, I can easily capture necessary data, which is automatically updated in each constituent's file. This feature ensures that I always have access to the most current information without the hassle of manual entries. Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective. I highly recommend it to anyone looking to improve their client engagement experience.

Cons:

The only issue I really have is our user error it is not always intuitive if you are not trained on the system, but it is such a robust system that it makes sense that it is not super easy without support, but we have an amazing support team

Reasons for choosing Vanillasoft

User autonomy, vanilla soft offered the most reliable and robust product for the price and support that did not give us hours or time limit with cost.

Reasons for switching to Vanillasoft

More effective and cost-effective, this robust system allows us to be autonomous and not rely on the product company to run our system or manage our data.

Vendor Response

Hi Theresa - thank you so much for your review! All of that detail is fantastic, thank you! :) I am so glad that Vanillasoft is helping you and your team manage your constituent engagement, outreach and interaction with them, and data capture - just what we are hoping for. We think our support team is great too - I am sure you are, but just in case, do check out the knowledge base that has a lot of videos and content that might help before you get on the phone.

Replied December 2025

Melissa A.

Verified reviewer

11-50 employees

Used unspecified for more than 2 years

Review source

Reviewed March 2018

Appointment Setting & Prospect Management for the professional

Previously 4

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Kevin H.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Reviewed December 2025

Comprehensive lead management with lots of extras

Excellent. The interface and management aspects are great and love the cadences. Reporting is excellent and much better than any other system I've used. (It is why I switched.) Highly recommended.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Comprehensive CRM with lots of features and many I haven't even got to. Easy to set-up and get going, but lots of depth to smooth the lead management process. Love the reporting and I haven't scratched the surface of what it can do.

Cons:

Nothing specific, but it is not as intuitive as other systems I've used, but once I was trained up it is easy to manage and use.

Reasons for choosing Vanillasoft

Reporting was exactly what we need for management.

Reasons for switching to Vanillasoft

Management and reporting capabilities are far superior with VanillaSoft.

Vendor Response

Hi Kevin - glad you are having a good experience with Vanillasoft! We love the lead management and process and reporting as well. :)

Replied December 2025

Teayaka J.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Reviewed February 2026

I LOVE VANILLA SOFT!!!

I am very satisfied! I can't imagine running my business without it. My organization and contacting more leads and being more efficient and thorough. Also the building rapport and keeping notes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How smooth and easy everything and the customer service is literally top notch!! I love being able to view each lead easily by uploading a CSV and comment on it. Also the being able to customize the result codes. Just so much to love about it!

Cons:

I can't easy pull reports and look at list of leads at a time. Being able to merge duplicate leads. That's really the only thing I can think of.

Reasons for choosing Vanillasoft

All the features and in being all inclusive with managing and dialing.

Vendor Response

Hi Teayaka - thanks so much for taking the time to write a review! Doing reports is hard - totally get you - I believe our customer success team can help in additional ways if you have not spoken to them directly. Start with Vannillasoft.com/support and they can dig into things with you if you have not already.

Replied February 2026

Eric J.

Verified reviewer

Insurance

Self-Employed

Used daily for more than 2 years

Reviewed January 2026

Vanillasoft not Vanillahard

Amazing, I've had it for over 5 years now and do not regret it what so ever. I recommend all new agents to give Vanillasoft a try.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how easy the setup is with calling leads and dispositioning them to their appropriate category.

Cons:

I do not have any issues with Vanillasoft it's very easy to call the leads and really the only problem is the mindset I can have at times.

Braxton C.

Verified reviewer

Hospital & Health Care

1001-5000 employees

Used daily for less than 6 months

Reviewed January 2026

Vanillasoft review

good! It has helped keep me afloat and has paid for itself time and time again, I highly recommend vanilla soft for anyone balling on a budget.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

amount of leads it has access too and the integrations available to fit into it from Nextgen, marketplace, CRMs for texting ect...

Cons:

lots of unhealthy individuals who are frustrated and have been called a lot is the biggest thing, but that just comes with it, got to dig through sand and dirt to find the gold!

Vendor Response

Hi Braxton - we are so glad that Vanillasoft is working out for you - we love that it "has paid for itself time and time again"!

Replied January 2026

Sharon H.

Verified reviewer

Insurance

51-200 employees

Used daily for less than 12 months

Reviewed January 2026

Review of VanillaSoft

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Shows clients policy history and information all on one screen along with their payment history which is helpful.

Cons:

Zero customer support is offered. Very difficult product to learn. Not user friendly or intuitive at all.

Vendor Response

Hi Sharon — thanks for taking the time to share this. I’m sorry to hear about your experience. We want Vanillasoft to be easy to use and well-supported, and it’s clear that wasn’t how this felt for you. While support paths can vary depending on your organization, we do want to make sure your concerns are properly addressed. Please reach out to us at support@vanillasoft.com or (972) 200-0179 ext. 2, and we’ll help ensure you’re connected to the right team and get clarity moving forward.

Replied January 2026

Pedro S.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 12 months

Reviewed January 2026

Great software that can be excellent choice for your journey

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

the whole program its easy to use, I love the auto dialing feature, and support team act fast every time you need something, this its important for any CRM

Cons:

the interface looks kinda old school, would love having a modern look for this software, and the fact that can't read SMS from more than 7 days ago, we should have access to all our SMS, so we can track better our leads

Vendor Response

Hi Pedro - thanks for your review! We hear you about the interface - and changes are coming, so stay tuned. We appreciate your comment about SMS that are more than 7 days old. That is a system limitation today, but I will pass that along to our product team.

Replied January 2026

Kristian K.

Verified reviewer

Human Resources

11-50 employees

Used daily for less than 6 months

Reviewed December 2025

Definitely recommend vanilla soft

Vanilla soft has been good since I started using it making it easy to see my leads and text me constantly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Makes it easy to call and the service is always online. Also integrates with all my leads making it easy

Cons:

What I least like about vanilla soft is the fact I can’t auto call and I have to click every time. Also it is alittle hard to use on my phone

Vendor Response

Hi - thanks for your review! We're glad to hear that Vanillasoft makes it easy to call and manage you leads. We do have options for calls to automatically dial without having to click (this might be a system setting by your organization?) maybe check with your admin or give our support team a call?

Replied December 2025

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