About VanillaSoft Pro

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 prede...


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Supported Operating System(s):

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

141 Reviews of VanillaSoft Pro

Average User Ratings

Overall

4.73 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(105)

105

4 stars

(33)

33

3 stars

(3)

3

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 141 results

March 2018

Melissa from West Coast Call Center Inc

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

January 2020

Jeremy from Service

Company Size: 51-200 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

March 2018

Rebecca from B2B only

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Functionality

1.0

March 2018

Where's the App and Pause Calling?

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.

May 2020

Scott from United Benefits Partners

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2020

The ultimate "Phone" prospecting tool for businesses

Overall, this is my "go to" system. I wish it was a little cheaper but it does what we need it to do and it does it very well! If you work in this system every day, it will make you successful! Hit the start button and go!

Pros

I have used this system on and off since 2009 and it's come a long way since then. I keep going back to it because it does the main important things very well. Also, I've had telemarketers try two other systems and they all loved Vanillasoft the most. In fact, after deciding to go with a cheaper option, they would come back to me and ask if we could use VS again. Including my son who just told me yesterday that he always loved Vanillasoft because it took the guesswork out of the picture and only showed you one lead at a time. I think that's one of the main benefits. 1. It puts one lead in front of you at a time. It eliminates the question "who should I call?". 2. It doesn't let you think too much or waste time. 3. The follow up system works great. Meaning, it's easy to leave a note and schedule a call back whether its using the calendar feature or using the dispositions that automatically put the lead back in your que at a predetermined date. Either way you do it, I always felt completely confident that once I finished with a lead that it would come back to me at the appropriate time without me having to think about it. That's huge! 4. The activity dashboard is awesome. It tells you how many dials, conversations, appts, length of time spent on calls, etc. It really puts all the data right in front of you. 5. Emailing and Document Library: Email right from the system using templates and store docs. Very Easy! 6. Hands down, best customer service in the business!!!

Cons

Price: For the first user its going to cost you about $200 if you want all the features. $100 for the basics and then $30 for auto-dialing, $30 for their phone and $30 to record and store calls. Every other user is $80 for the basics + $90 for the rest. So, two users with everything will cost you about $370 a month. With that said, I always go back to it. So, better to spend money on something that will get you results. Reports: They are great and endless... just wish they were easier to put together. It takes some time to really understand how to generate them. Also, wish they had automated reports that once you set up, they just get emailed to you everyday. Integrations: This is a phone marketing system with "some" email capabilities. It's not going to do social or look up lead data etc... I wish it would integrate with other email marketing systems like constant contact. It does tell you when someone opens an email if you're in the lead... but it doesn't tell you how often they opened and I don't believe it lets you call just the people who open your emails. It might but I'm not sure how if it does.

Reasons for Choosing VanillaSoft Pro

Vanillasoft is for prospecting! I believe picking up the phone and calling people is still the best way to grow a business.

November 2019

Kent from Plantation Products LLC

Company Size: 51-200 employees

Industry: Wholesale

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Revolutionized our organization

VanillaSoft has eliminated many problems such as: -multiple calls to one prospect from different callers -calling existing customers as prospects -time wasting manual reporting -lack of caller activity visibility

Pros

VanillaSoft streamlines our selling efforts and has completely revolutionized the way we run our company. We've gone from literally using printouts, excel sheets etc to manage our accounts and prospects to everything being through VanillaSoft. VanillaSoft has made us more efficient in calling, reporting, closing new business, pretty much every area of our company has improved by using VanillaSoft.

Cons

There are not many things I dislike about VanillaSoft. Anytime I have a problem, their customer service is very responsive and helpful, and they even take your suggestions for new features and are constantly rolling out improvements.

Reasons for Choosing VanillaSoft Pro

VanillaSoft offered the most complete package, and the easiest to use CRM by far. Most callers are running smoothly in a matter of a couple hours. No redundancy. Affordable. Autodial is huge.