VanillaSoft Pro software


50 reviews(4.5/5)
50 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

50 Reviews of VanillaSoft Pro

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  • Verified Reviewer

    Number of employees: 11-50 employees

    September 2018

    Vanilla Soft Great CRM for Call Team

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Paul from Christensen Financial, Inc

    Number of employees: 1 employee

    August 2018

    Text feature is the best

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    July 2018

    Top notch software for outbound telemarketers!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joe from Visit Intel

    Specialty: Software / IT

    Number of employees: 2-10 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Jake from Millikin University

    Number of employees: 201-500 employees

    June 2018

    VanillaSoft is easy to configure, fairly simple to use and inexpensive.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Chris from NationsHearing

    Number of employees: 51-200 employees

    May 2018

    We were able to get the CRM setup easily and quickly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    May 2018

    An affordable call center solution designed to increase sales

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    May 2018

    Outstanding follow up on leads

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    May 2018

    VanillaSoft is incredibly user friendly and easy to learn.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Hugh from USHEALTH ADVISORS

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    May 2018

    VanillaSoft is a great system!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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
  • Sarah from California Institute of the Arts

    Number of employees: 201-500 employees

    April 2018

    Efficient Tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Makes phonathon a much smoother, faster, more efficient and user-friendly operation for callers and potential donors. Lovely customer service team and an adaptive and pretty intuitive space.

    Cons

    Wish there were more custom features and more included in the base price. Great deal and software as-is, though!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Cynthia from Marketing Management Group

    Number of employees: 11-50 employees

    April 2018

    Great tool for contact centers who need a dialer integrated with CRM.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Greater outbound call efficiency, true CRM features and easy access to call recordings.

    Pros

    We can support multiple clients and multiple campaigns. Does great job keeping each program separate. Call recordings are easy to access by campaign, agent and lead status. KPI metrics are also easy to find and you can create custom data queries and save them for future use.

    Cons

    If you need inbound call center features, I highly recommend you select Ring Central as the VoIP partner to integrate with VanillaSoft.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Brian from Education Affiliates

    Number of employees: 201-500 employees

    April 2018

    Get's the job done with ease

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    with the ability to integrate with our existing systems and auto-generated email and SMS messages, we feel we are more effective at reaching every lead by their preferred communication method.

    Pros

    Vanillasoft allows us the ability to customize our experience to meet any need that might arise. It's easy to configure auto-updates and auto web-leads and that keeps our info up-to-date and allows us to reach our interested lead very quickly.

    Cons

    Auto-dialing configuration if you don't use their phone system can be tricky. We are using internet explorer since Chrome doesn't have TAPI support. We are, however, hoping to switch to VS provided phone system which would further improve our experience.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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