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VanillaSoft User Reviews
OVERALL RATING
Showing 1 - 5 of 145 reviews
Nichol
Company size: 11 - 50 employees
Time used: More than 2 years
Review Source: Capterra
August 2021
The easiest CRM to use

Melissa
Verified reviewer
Company size: 11-50 employees
Time used: More than 2 years
Review Source: Capterra
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
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.
chris
Company size: 201-500 employees
Industry: Health, Wellness and Fitness
Time used: Less than 12 months
Review Source
April 2022
Worst Crm For security
Pros
PROS ITS USER FRIENDLY, but i have nothing good to say about your support what so ever . Every time I called they treated me like I was insane.
Cons
CONS - I HAVE BEEN LOGGED OUT OF My account over 30 times . Someone is physically logging me out. It has been 2 months. I have lost 1000s of dollars and my privacy is invaded. I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON LEAD MONEY AND SOMEONE IS STILL GETTING INTO MY ACCOUNT. MONTHS I HAVE REACHED OUT THEY ARE USELESS !!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Scott
Verified reviewer
Company size: 1,001-5,000 employees
Industry: Insurance
Time used: More than 2 years
Review Source: GetApp
September 2016
VanillaSoft is Essential to our Success
Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success: Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent. Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections. Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments. Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management. Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.