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.

 

VanillaSoft Pro - Dashboard
 
  • VanillaSoft Pro - Dashboard
    Dashboard
  • VanillaSoft Pro - Real-Time Stats
    Real-Time Stats
  • VanillaSoft Pro - Emails
    Emails
  • VanillaSoft Pro - Contacts and Reports
    Contacts and Reports
  • VanillaSoft Pro - Calendar
    Calendar
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

47 Reviews of VanillaSoft Pro

 

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Software Advice Reviews (12)
More Reviews (35)

Showing 1-12 of 12

Joe from Visit Intel
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

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

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Rebecca from B2B only
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Where's the App and Pause Calling?

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.

Pros

Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways.

Cons

No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting.

Review Source
 
 

Lewis from USHA
Specialty: Insurance
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2017

December 2017

Very Innovative System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Once the system is fine tuned it works like a charm.

Pros

The system can text email and call with one click. Organizes the leads and brings them up for you to call however often you want.

Cons

A little less complicated. It is hard to get it all situated and set up. I dont like how you can get blocked on SMS. lol

Review Source
 
 

Suzanne from Sellstate Realty Systems
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

I used them in a trial to determine if we wanted to purchase this for our company

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

My agents liked the general setup and had an easy time learning how to use it. All in all, I think this is a wonderful CRM

Pros

Very user-friendly helps with organization, the set up is perfect for call Centers and the price per month well worth it. The staff and support staff were wonderful with my questions. Also, I liked the way you can assign leads.

Cons

none except the maybe the use of the calendar. I had trouble with that.

Review Source
 
 

Cameron from Parkbench.com
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

VS Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Been using it for about 2+ months now - it's a great, easy to use the tool. I'm in Account Management, so it's great to keep track of when clients have been contacted, for how long, and the purpose of the call.

Pros

Scheduling callbacks and logs of completed calls/actions

Cons

Not being able to leave the active page once calling someone - will render that call as unrecorded / a lot harder to find

Advice to Others

Great product. As always, do research about what your NEEDS are, and make a decision from there.

 
 

Cass from I T Weapons
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Great software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Super easy to set up and use. Everything is up and running in no time.

 
 

Christopher from Power Cheer Inc
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Managing my leads and contacts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I loved how fast and easy the software was to use. It was an easy system to implement and even easier to teach my staff. I was able to track and follow new leads and potential clients and keep information clean and organized.

Cons

None to list.

Advice to Others

None to list.

 
 

JL from Parkbench Inc
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Great piece of software - missing some key features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The platform itself is super easy to use. It definitely make the sales guys move faster in their day to day. The pricing is simple, straight forward. You can add on and remove bundles on you own without having to talk to a sales rep which make it easy to decide how much you want to pay. You can also add certain features to certain users instead of a group purchase, which you can rarely do on CRM's.

Pros

Ease of use - speed of activity!

Cons

The support. The online knowledge base is less than most, and the email support is not as fast to give same day resolutions. You almost have to call every time. There's also a lot of room for added features which would make this my favourite CRM ever. A few more integrations are still missing, but that said, they also have unbeatable features such as SMS messaging which I haven't seen any company come close to doing as well as Vanilla!

Advice to Others

You wont be disappointed, but don't put all of your eggs in one basket. This is a nice add-on, not a full CRM.

 
 

Zarian from GenSales
Specialty: Consulting

February 2016

February 2016

Great Software with lots of customization

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the customization that can be done with VanillaSoft for each Project.

Likes Least

I'm not a big fan of the 3rd party voip provider and wish it was integrated more seamlessly into VS.

Recommendations

Good Software, give it a try! We were on Five9 and made the switch for better control over our experience.

 
 

Melissa from West Coast Call Center
Specialty: Consulting

August 2015

August 2015

VanillaSoft Pro CRM robust and easy to administrate

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The company is extremely responsive to customer needs and support requests. When I started my company I needed a scalable CRM with a calendar solution for outside sales reps. Vanillasoft fit the bill in all respects for our niche utilization and blew all other options out of the water in terms of ease of configuration and use. Initially there wasn't an option to auto sync calendars with outside software. About six months after I submitted this as a suggestion, we had a working gmail synchronization capability at no development cost to us.

Likes Least

I am going to ignore the obvious inconvenience that is inherent to hosted services infrequent but nevertheless frustrating slowdowns or communication errors with the hosted server. The only actual disappointment I've had is also something I am sure this is a common problem across all vendors of SAAS solutions: updates and changes. While I love the constant effort at increasing functionality and streamlining usability, I simultaneously hate updates because my user base finds learning new procedures on the fly very challenging. There were several updates that affected my users which came as a surprise with no warning before or change log notification after. We had a few frantic hours of complete chaos. Also due to our company structure Vanillasoft is our sole avenue of completing work and we use the majority of its features quite intensely, so naturally if there is a bug in the new features... I will be the one to find it. There is however an upside at the end of this which supports what I said earlier about responsiveness. After requesting some kind of upgrade notes, all future upgrades have been well documented in advance. The most recent large scale remodel has the ability to switch back and forth between new and old versions and this has given me the ability to prepare my users for the inevitable permanent change over to the newest iteration.

Recommendations

Although many CRM solutions claim to be one size fits all, I speak from experience that most often the promises of customization and add on modules fall short of what you need. Many times I've been party to situations where thousands are spent to develop integrations which never come to fruition or which which work so poorly as to be useless. It took a lot of research to find a solution that was geared toward appointment setting and also allowed the flexibility that we needed to customize individual campaigns for our clients. My recommendation is to take advantage of trial periods and put in the work to thoroughly test the out of the box configuration to see how close it already is to meeting your needs before committing.

 
 

Dave from SalesRoads
Specialty: Other services

August 2015

August 2015

An amazing tool for any sales company

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

VanillaSoft has an entrepreneurial mindset and is always willing to help, or discuss ways to improve their service and offerings to their clients.

Likes Least

Some integrations are a little buggy - i.e. not being able to see recurring events on calendars.

Recommendations

None - VanillaSoft is one of the most easy to use, powerful sales tools that you can leverage for your organization.

 
 

JOE from Starpower
Specialty: Software / IT

October 2014

October 2014

Great Product!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy to use and integrate. So far many of the employees enjoy the product. Bug-free. The most important thing is the money value of the product paid.

Likes Least

I don't dislike anything about this product that I am using.

Recommendations

The price can be lower and also improve the overall workflow of the product.

 
 
 
Showing 1-20 of 35

Jake from Millikin University
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

May 2018

May 2018

We were able to get the CRM setup easily and quickly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 1,001-5,000 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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 Employees number: 11-50 employees

May 2018

May 2018

An affordable call center solution designed to increase sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

May 2018

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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Support
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 Employees number: 11-50 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

May 2018

Outstanding follow up on leads

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

May 2018

May 2018

VanillaSoft is incredibly user friendly and easy to learn.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

May 2018

May 2018

VanillaSoft is a great system!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 201-500 employees

April 2018

April 2018

Efficient Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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Support
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!

Review Source: Capterra
 

Cynthia from Marketing Management Group
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Brian from Education Affiliates
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

Get's the job done with ease

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Carey from Virtual Retirement Solutions

April 2018

April 2018

Great contact system.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Auto dialing and contact management features are great. It has helped our sales team identify and manage customers from beginning to end.

Cons

Calendar can use some updating. Maybe allowing syncing with outside calendar would work better and easier.

Review Source: Capterra
 

Ronald from TeleAware Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

excellent platform easy to learn, use and deploy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

Easy to use, easy to deploy and scale up or down

Pros

ease of use multiple abilities at a controlled cost ease to add or delete additional agents as needed

Cons

I really have no complaints this software has met the majority of my needs however I could use some coaching follow up on possible integrations to other software that I use

Review Source: Capterra
 

Robyn from Harvest Data Corporation
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Best B2B CRM for Outbound Lead Generation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

VanillaSoft is my secret weapon! My teams are significantly more productive than they were on any other CRM software, and VanillaSoft is absolutely intuitive, requiring less than 15 minutes of training for new reps.

Pros

I have used several CRMs, but VanillaSoft is exactly the software I would create if I made B2B CRMs for a living! It allows my reps to see both the prospect they are calling, and the other contacts in the company, simultaneously, so that they can easily ask for another prospect if they are unable to reach the original target. It gives my reps powerful insight into the company they are calling, and allows them to make independent decisions about who to call next. Of course, these features can be limited if your lead generation model is different. The software is easy to set-up (less than two hours), takes about five minutes to train callers, and then you are up and running with very little investment in time. I highly recommend that any company looking at B2B CRMs take advantage of the free trial and explore how VanillaSoft can enhance your business processes. You will marvel at how simple it is to use compared to any of its competitors!

Cons

The software could use a bit more power in its integration capabilities and reporting, but I appreciate that they stay focused on the core objective of keeping my reps productive!

Review Source: Capterra
 

Valie from Patterson-Robbins and Company LLC

April 2018

April 2018

Love VanillaSoft - have been using it for ten years - I honestly couldn't run my business without.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Support

Increased capability, able to compete against larger competitors and offer a superior product for a competitive price. Clients love the responsiveness we can offer to their questions and suggestions on how they can improve their campaigns.

Pros

Ease of use. Our clients really like it - we get great feedback from our clients on the features. We work with marketing teams - they love what we can do for them with VanillaSoft. Love the customer support team - have enabled us to provide more customer support to our clients - makes a small company compete with larger competitors.

Cons

Not really a con - but would like a mobile app so I can address issues that arise when I am not at my desktop.

Review Source: Capterra
 
 
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