VanillaSoft Pro Software


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.

Dashboard
Dashboard

Dashboard

Real-Time Stats

Real-Time Stats

Emails

Emails

Contacts and Reports

Contacts and Reports

Calendar

Calendar

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



53 Reviews of VanillaSoft Pro

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 53 reviews

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Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

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.

Review Source: Capterra

Chandelor from USHEALTH Advisors

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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

Review Source: Capterra

Richard from Insurance

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Paul from Christensen Financial, Inc

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

John from Homebase USA

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Joe from Visit Intel

Industry:  Software / IT

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source

Jake from Millikin University

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Chris from NationsHearing

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Casey from US Health Advisors

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Jeff from Florida Indian River Groves

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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

Review Source: Capterra

patty from Wind River Marketing

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Michael from tag - Trade Associates Group Ltd

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

I use it for all of my call campaigns, and it increased my contact rate by over 200%!

Pros

The in-house VoIP is quite helpful in increasing the number of contacts per day. Another advantage is the ease at importing and exporting data to and from VanillaSoft.

Cons

There are a lot of extraneous features that I do not need to use. I am sure they are helpful to other clients, but as I am a department of one I do not need to assign call campaigns to multiple users.

Review Source: Capterra

Jim from Bayside Heating and Air

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Our appointments are up over 60% YOY. That has created a sizable increase in net income.

Our appointments are up over 60%.

Pros

I like being able to communicate via phone, text, email, voicemail drop, results driven email and results driven texts.

Cons

I wish it enabled us to use DKIM to improve the deliverability of our emails. I wish I could generate reports and queries using the intellective routing filters.

Review Source: Capterra

Doug from Ogletree Financial Services, LLC

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Outstanding follow up on leads

Pros

Vanillasoft allows us to maintain control over our leads from www.insurancequotes2day.com and never allow a prospect to fall between the cracks.

Cons

The texting feature could allow for attachments as we would like to email quotes out to our prospects.

Review Source: Capterra

Hollie from MMG

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

VanillaSoft is incredibly user friendly and easy to learn.

Trackability

Pros

The ability to easily extract data from the system with many different metrics. Ease of use. Dashboard overview showing how my users are doing.

Cons

Sometimes the query builder can be a bit slow. It would help if I could highlight each metric when building the query and apply all of them at once instead one at a time.

Review Source: Capterra

Connie from NationWide Telemarketing, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

I have been using VanillaSoft for over 5 years. Their product is wonderful!

Helps keep projects organized. Call recording is vital for my clients. Reports are easy to export and send to clients at the end of the week.

Pros

The system is very user friendly! It is easy to get a new rep up and running with in a day. The support team is easy to work with and always willing to help.

Cons

I have had no problems. Anything I need done, if I ask support, they show me a way to do it. They are always helpful.

Review Source: Capterra

Paul from SalesRoads

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

We find that VS provides a very robust solution. Great data capture, call routing, and dispositions

Improved productivity of our callers and better data capture. It's cost effective, and Support is terrific!

Pros

Ease of customization, ease of use, and clean & clear reporting. Ease of adjustments and the ability for users to record copious information about the contacts.

Cons

Sometimes latency issues restrict our ability to be proficient, but that also results from the Internet Routing, not necessarily the platform. VS has recently upgraded their hardware and we have seen awesome improvement.

Review Source: Capterra

Hugh from USHEALTH ADVISORS

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Out of all the CRM's VanillaSoft is by far the best.

Pros

It's All inclusive . My increase in productivity is amazing. The sssoft phone is the best & customer service is off the charts.

Cons

Really nothing. it's the best by far than Salesforce.

Review Source: Capterra

Janet from Florida Indian River Groves

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

VanillaSoft is a great system!

Increased customer service for my clients.

Pros

We love VanillaSoft, the system helps us keep appointments with my clients and really increases my customer service ability.

Cons

The only issues we have had is with brief outages, but they are rare and taken care of immediately by VanillaSoft customer service.

Review Source: Capterra

Displaying 1 - 20 of 53 reviews