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...


Read More

Supported Operating System(s):

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

139 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

(104)

104

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 139 results

March 2018

Melissa from West Coast Call Center Inc

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.

November 2019

Britt from Theater Direct Inc.

Company Size: 51-200 employees

Industry: Entertainment

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

4.0

November 2019

Very good lead management - calendar functionality could be improved.

Vanilla Soft is an easy-to-use lead management program that has smooth integration of outside applications, a wealth of flexibility in their templates, and (with some improvements) is a contender for a top choice in lead-management systems.

Pros

This is an extremely easy-to-use interface with lots of flexibility to add client information. It connects the end use (employee) and the client in an easy and reliable way - even when involving outside applications. The templates seem flexible and open for a lot of customization.

Cons

The calendar function is lacking in options. There needs to be a drag-and-drop OR drop-down function in Calendar view that allows the end user (employee) to easily reschedule calls without re-resulting them. the calendar should have work-top options so meetings and other office-related things can be scheduled within the calendar. The form tabs should be able to be duplicated within the same lead. Once the form is created and approved by the administrator the end user (employee) should be able to create duplicates of the same form. This would eliminate the need to create duplicate leads in order to access the same form twice.

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. Lets 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. Im being picky here - its great at what it does.

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.

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.