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

61 Reviews of VanillaSoft Pro

 

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Software Advice Reviews (12)
More Reviews (49)

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 49


November 2018

November 2018

Great Software

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

We use the software as a call center CRM and it works great for that application.

Pros

Great software! It is easy to use and any issue I have had, customer support has been easy to work with.

Cons

I do not have any complaints with this software.

Review Source: Capterra
 

Ben from Flame Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

VanillaSoft Makes Sales Easy

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

Awesome customer support.

Pros

You can add a custom script for your sales people to use. You can write prewritten emails and texts that get sent out with the click of a button. It connects directly to Gmail for Business. It has a great calendar feature. Offers VOIP and Texting. The click to call makes it easy to call leads.

Cons

You can only see one lead at a time. Don't offer MMS texting.

Review Source: Capterra
 

Oliver from Rock Paper Click Talent
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great off the shelf solution

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

Ease of use and set up. Sales support and customer onboarding courtesy of our rep.

Cons

No integrated soft phone add on allowing us to use with system.

Review Source: Capterra
 

Neil from Rogers Property Group
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Very Intelligent CRM

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

Been using Vanilla Soft for 7 months now and it is just absolutely amazing. Makes our job a lot efficient, effective and accurate. The best thing about it is the routing of contacts is so intuitive, the report is fantastic and the nurturing system like email drips, auto-email, auto-dial, etc are spot on.

Cons

None so far. Just waiting for SMS feature to be able in Australia.

Review Source: Capterra
 

Olivia from Wind River Marketing
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Easy to use and many features to serve all of my needs

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

I know it may seem silly, but I am not a huge computer person even though my job is working on the computer, so I am really grateful that VanillaSoft is so clear to follow. Learning something new doesn't take long, and that's not because I'm a savant. It's because the software is so very user-friendly. There are many features that make my work easier, and make things easier for the company.
I rarely have any problems, but on the occasion that I have had to contact customer support, they respond solve the problem swiftly, even if the problem is my own fault.

Pros

I use the admin side more than the user side, but both are easy. I work with the contact management, deduping, intellective routing/filters, and email features the most.

Cons

The deduping feature can be irritating because the quick select is lacking in options, so often I have thousands of duplicates and I have to go through and select the ones I want deleted one at a time. It takes FOREVER.

Review Source: Capterra
 

Jack D from Eagles Soar Enterprises, LLC
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Excellent software for any salesperson

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

I have gained many sales from using VS due to helping my organization of multiple daily leads. Reminder features are wonderful and help gain sales.

Pros

Ease of use. Gained additional sales almost weekly. Helps take the stress away of organizing potential leads into a manageable format.

Cons

Wish I could mass text. Software takes a bit of preparation to set up email stream, etc. but is overall user friendly.

Review Source: Capterra
 

Raymond from Texas A&M University-Commerce
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

Nearly Where I Need It to Be

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

Great time using Vanilla Soft! I have received assistance with the program, set up, and continued use within 24 hours (if not within 5 minutes on the phone). They have responded quickly when needing configurations outside of my admin and have a system that is useful for my phonathon fundraising! There have been times where I have had to call more than once for a recurring issue, but it has resolved within a few days of contact. Thank you Vanilla Soft.

Pros

For callers who have never used the program before, they were easily able to jump into calling and using to how we directed them to use it. Incredibly easy to use.

You are able to go back and see those who have called before if they are imported contacts from all imported calling ports.

Cons

There are times where I would like to use a certain result code or tab as to create reports but am not able to. Really my only con for this program at the moment.

Review Source: Capterra
 

Lamar from Crime Intervention Alarm
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Great Experience!

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

It's made us more organized with client relations.

Pros

I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.

Cons

It does go down from time to time, but not often enough to complain.

Review Source: Capterra
 


November 2018

November 2018

Robust customer database

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

We're able to quickly set up a new campaign and begin to work leads for out clients. Strong leads can be forwarded to the client for immediate follow up. Reporting features are robust and really help tell the story of the success of the program. Call recording capabilities are a great feature for training.

Pros

The interface CRM has it all - scripting, call recording, email allows the team to immediately route leads for follow up.

Cons

The process for pulling data / creating a file is a bit cumbersome, and not very intuitive.

Review Source: Capterra
 

Chandelor from USHEALTH Advisors
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

Support unlike any other of its kind!

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

All our information is available in one place. I can see every time a client has been contacted, by who, how long the conversation was, any notes; I can call, set appointment, import leads, and have multiple scripts for everything. There's nothing as comprehensive as this system.

Pros

It would be easy to list 100 reasons why VanillaSoft is such a wonderful system and there's truly not another that compares - but the biggest pro is absolutely in the support team. I am on a first name basis with all of them; I have called more times than I can count and not once have I had a poor experience. They are always there to help me wrap my head around the problems and truly utilize VanillaSoft to do everything my company needs! I can't thank them enough for everything they do.

Cons

It's hard to think of something to list in the cons. It would be nice if I could set things for less than 15 minutes apart - maybe choose any time, but it's so inconsequential it's hardly worth listing

Review Source: Capterra
 

Richard from Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Useful Tool for getting 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

It is very user friendly. The window tiles are easily adjusted to your liking.

Cons

It seems to have a limited number of color themes.

Review Source: Capterra
 


September 2018

September 2018

Vanilla Soft Great CRM for Call Team

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

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.

Review Source: Capterra
 

Paul from Christensen Financial, Inc
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Text feature is 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

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 Employees number: 51-200 employees

July 2018

July 2018

Top notch software for outbound telemarketers!

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

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.

Review Source: Capterra
 

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
Functionality
Product Quality
Quality
Value for Money
Value
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
Functionality
Functionality
Product Quality
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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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
 
 
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