---
title: "Vanillasoft Software Reviews, Demo & Pricing - 2026"
description: "Review of Vanillasoft Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/crm/vanilla-soft-profile/"
page_type: "product"
language: "en"
---

[Home](https://www.softwareadvice.com/)

/

[CRM Software](https://www.softwareadvice.com/crm/)

/

Vanillasoft

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Overview

[Reviews](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/vanilla-soft-profile/alternatives/)

# Vanillasoft Review

Custom quote 1 plan

Wondering if Vanillasoft is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Vanillasoft

4.6

[(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/)

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.

Wondering if Vanillasoft is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Vanillasoft User Interface

## Popular Vanillasoft Alternatives

Main Product

Vanillasoft

4.6

[(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/)

Ratings Breakdown

-   4.63Ease of use
-   4.49Value for money
-   4.55Customer support
-   4.41Functionality

Pricing

Available upon request

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4484)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)

4.8

[(623)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.78Value for money
-   4.80Customer support
-   4.69Functionality

Pricing

Starting at $250.00 per month

Get Price

Alternative Product

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.7

[(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.72Value for money
-   4.49Customer support
-   4.49Functionality

Pricing

Starting at $7.00 per year

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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
    
    Auto-Dialer
    
    Automatic Call Distribution
    
    Calendar/Reminder System
    
    Caller ID
    
    Call List Management
    
    Call Monitoring
    
    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
    
    Generative AI
    
    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
    
    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
    
    Workflow Automation
    

## Vanillasoft Integrations

Salesforce Sales Cloud

Integration rated undefined from -1 review

VerticalResponse

Integration rated undefined from -1 review

Docusign

Integration rated undefined from -1 review

authorize.net

Integration rated undefined from -1 review

Vonage Business Communications

Integration rated undefined from -1 review

Zapier

Integration rated undefined from -1 review

See all 10 integrations

## Vanillasoft User Reviews

## Vanillasoft customer ratings

- Overall rating: 4.6/5
- Total reviews: 233

### Rating distribution

- 5 stars: 162 reviews (70%)
- 4 stars: 56 reviews (24%)
- 3 stars: 9 reviews (4%)
- 2 stars: 3 reviews (1%)
- 1 star: 3 reviews (1%)

### Secondary ratings

- Ease of use: 4.6/5
- Value for money: 4.5/5
- Customer support: 4.5/5
- Functionality: 4.4/5

---

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

- Overall rating: 4/5
- Reviewer: Roy N.
- Verified reviewer: Yes
- Industry: Computer Networking
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: July 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### Exceptional Call Center management System and support team

- Overall rating: 5/5
- Reviewer: Theresa G.
- Verified reviewer: Yes
- Industry: Higher Education
- Company size: 501-1000 employees
- Product usage: Used daily for less than 12 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Appointment Setting & Prospect Management for the professional

- Overall rating: 5/5
- Reviewer: Melissa A.
- Verified reviewer: Yes
- Company size: 11-50 employees
- Product usage: Used unspecified for more than 2 years
- Reviewed: March 2018
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### I LOVE VANILLA SOFT!!!

- Overall rating: 5/5
- Reviewer: Teayaka J.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: February 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### Comprehensive lead management with lots of extras

- Overall rating: 5/5
- Reviewer: Kevin H.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Effective As A Dialer, Could Be More Effective With A Couple Add Ons

- Overall rating: 3/5
- Reviewer: Molly C.
- Verified reviewer: Yes
- Industry: Medical Devices
- Company size: 501-1000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

VanillaSoft is an effective tool as a simple dialer. It would be even more effective if there was a CRM built in and a way to upload multiple phone numbers and email addresses for each lead so that the user can text and email multiple numbers and addresses.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

I appreciate the effectiveness of VanillaSoft as a dialer system. I can easily move through leads. It is simple and easy to use.

#### Cons

It is not easy to see where you are in a group of leads. It would be more effective if there were some type of CRM built in. Also, I would absolutely LOVE to be able to text more than one number for the same contact. I have looked into and used other platforms because I often have leads who have multiple cell numbers and I have to text them all. So, currently I have to duplicate my leads w/ a different phone number for each contact so that I can text each phone number. Same with emails.

#### Reasons for switching to Vanillasoft

I started with Vanilla Soft, switched to GoHighLevel and am considering switching back to VS due to some issues w/ GHL and their ATP approval. Everything else about GHL is on point. Campaign management, customization, lead organization, reports and analytics. Those are all things VS is missing and why I switched to GHL.

---

### Satisfied VS Caller & Admin

- Overall rating: 5/5
- Reviewer: Elma T.
- Verified reviewer: Yes
- Industry: Government Relations
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

With the right amount of training, guidance, and hands-on practice, I believe navigating the back end will become much easier for me. I also appreciate the availability of both online and phone support—it’s reassuring to know help is accessible when needed.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

VanillaSoft CRM is user-friendly and intuitive for callers. The technical support team is accommodating, responsive, and always helpful.

#### Cons

Additional training on the admin side—particularly the back-end—is needed. I find the Contact Management section, especially the Queries feature, challenging to understand.

#### Reasons for choosing Vanillasoft

The availability of both Progressive and Preview dialing. I also like the ease of sending SMS and Emails

---

### Making tasks simple.

- Overall rating: 5/5
- Reviewer: Jayson C.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I am very happy with this platform. I can see that if and when I need VS support, they will be there to help.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Quick and Convenient.... When I am looking for support, I am always given my answers very quick and clear.

#### Cons

I have not experienced an difficulties at this time. I have not been using VS for a long time, but so far it is nice.

#### Reasons for switching to Vanillasoft

To pursue a better product and use its daily functions.

---

### Overall Experience

- Overall rating: 5/5
- Reviewer: Karan K.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: Self-Employed
- Product usage: Used daily for less than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My overall experience with Vanilla Soft from the past and now is great. I haven't ran into any issues. I just like how convenient it is.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

What I like most about VanillaSoft is the easy to use CRM. Everything is self-explanatory. If any issues occur Customer Support is on it right away.

#### Cons

While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features

#### Reasons for switching to Vanillasoft

I made the switch as the company no longer uses ringy.

---

### Good with improvements needed

- Overall rating: 3/5
- Reviewer: Marcus R.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 11-50 employees
- Product usage: Used daily for less than 6 months
- Reviewed: October 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I would say it was fair. I don't think the system we got was fully functional and we rushed it out but it wasn't bad.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

The texting function with the clients and the pick up rate for out bounding clients which was far above other services.

#### Cons

The system seemed clunky at times. Screens would stop loading, wouldn't load all sections. It at times hindered our employees.

#### Reasons for switching to Vanillasoft

Voip costs on vici were very high and this was meant to have better functions.

#### Vendor response

Hi Marcus Sorry to hear that things didn't go right with your roll-out. Have you been in touch with your customer success rep to get sorted out? https://vanillasoft.com/support

Replied November 2025

---

Showing 1 - 10 of 233 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/)

## Vanillasoft Popular Comparisons

[HubSpot CRM vs Vanillasoft](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/122131-vanilla-soft/)[Salesforce Sales Cloud vs Vanillasoft](https://www.softwareadvice.com/compare/2764-Salesforce/vs/122131-vanilla-soft/)[Zoho CRM vs Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/vs/zoho-crm/)[Kylas Sales CRM vs Vanillasoft](https://www.softwareadvice.com/marketing/kylas-profile/vs/vanilla-soft/)[Bigin by Zoho CRM vs Vanillasoft](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/vanilla-soft/)[Dynamics 365 vs Vanillasoft](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/122131-vanilla-soft/)[Ploomes CRM vs Vanillasoft](https://www.softwareadvice.com/compare/122131-vanilla-soft/vs/449937-Ploomes/)

[Compare All Alternatives](https://www.softwareadvice.com/crm/vanilla-soft-profile/alternatives/)

## Other Top Recommended CRM Software

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

**4.5** (255)

Recently recommended **101** times

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

**4.4** (18808)

Recently recommended **71** times

[LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

**4.1** (36)

Recently recommended **65** times

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

**4.5** (506)

Recently recommended **62** times

Stuck Between Options?

Our experts can help you compare Vanillasoft with other top options, so you can find the best fit for your needs.

## See what companies are saying about Software Advice