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.



73 Reviews of VanillaSoft Pro

Overall rating

4.68 / 5 stars

Filters:

Showing 1 - 20 of 73 reviews

March 2018

Melissa from West Coast Call Center Inc

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

August 2015

Melissa from West Coast Call Center


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2015

VanillaSoft Pro CRM robust and easy to administrate

Pros

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.

Cons

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.

April 2018

Robyn from Harvest Data Corporation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Best B2B CRM for Outbound Lead Generation

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!

November 2018

Olivia from Wind River Marketing

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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

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.

September 2016

Scott from BenefitMall

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

April 2018

Janene from West Coast Call Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

Very easy to use. Love the routing options.

It makes my job easier every day. I can track production on accounts, I can track sales prospecting. Can run various reports which I do both weekly and monthly. I love Vanilla Soft.

Pros

routing options, dashboard layout, able to customize. We can send out information on behalf of our clients which is awesome, but then it will also route that record to the front when the email gets opened. This is a great benefit we sell to our clients.

Cons

I would like to be able to note a record with having to terminate it. There are times when a client has synced their calendar to ours and this will sometimes block us from being able to terminate a record and I have to go in on the admin side and add a note that way. Too time consuming.

April 2018

Brian from Education Affiliates

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

April 2018

Get's the job done with ease

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.

November 2018

Chandelor from USHEALTH Advisors

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Support unlike any other of its kind!

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

April 2018

Carrie from Sales Prospecting Group, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

VanillaSoft has been a great tool to help us manage our call center.

VanillaSoft has been a great tool to manage our prospecting efforts and coordinate communication with prospects.

Pros

The user interface is easy to navigate and understand. There are great features/functions that increase our productivity. We are able to integrate extra marketing touches, like emails and efaxes into campaigns that our callers can initiate with the click of a button.

Cons

Since we work with multiple client campaigns it is sometimes challenging to integrate with their CRM. I'd like to see API integrations for additional CRMs. They are in beta tests with Zapier, which should help.

April 2018

Steven from USHEALTH Advisors

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

By far the most crucial tool in the success of my business.

Maximum efficiency, assists in organization, allows for multiple points of contact inside a small time frame, allows me to work with multiple clients simultaneously.

Pros

My favorite thing about VanillaSoft is that this platform allows me maximum efficiency, but requires minimal effort. It is an incredibly easy tool to use, and keeps me very well organized. Unlike other systems I've used in the past, VanillaSoft is a great value, and definitely worth the investment.

Cons

There was a time or two that I've observed the same lead being worked by two agents in our office at the same time, but I'm almost certain this was user error - not a malfunction with the software. Unless there's a way to program the cue to bypass a lead that is being worked, I have no complaints.

June 2018

Joe from Visit Intel

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

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

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.

February 2019

Aaron from Bucknell University

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

5 of 5

February 2019

Calling Alumni Made Easy and Efficient with VanillaSoft

I am enabling my school to reach out to numerous alumni, document their experiences and giving and provide meaningful feedback to Bucknell. I have enjoyed being able to speak with a diverse set of individuals, without any technical difficulties, in a short time thanks to VanillaSoft.

Pros

I like the simple interface that VanillaSoft uses. I use the software to call alumni of my school and being able to learn the ins and outs of it was easy due to its user-friendly design. I rarely have to touch my keyboard, only needing a mouse to make calls, mark calls according to how they went, etc, This saves time and enables me to call a large number of alumni in a productive manner.

Cons

While there are not many aspects of VanillaSoft I dislike, one component of the software that could be improved is the number of choices made available to me when detailing what happened on a phone call. For example, I would like to have more options to choose from when explaining why someone may have decided not to donate that would not require me to have to manually type it out. Additionally, not being able to process credit card donations within the software itself can require me to engage in duplicitous actions, but other than that, VanillaSoft is great!

February 2019

Jennifer from TIP

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

February 2019

User friendly & so many features!

Easy to see where all leads are in the process. Can see which emails have been opened and may be most effective

Pros

I like that Vanilla Soft keeps all my leads organized and helps me to schedule appointments easily. Never miss a scheduled call or double book with this system. All appts are easy to see. Arrange views by day..week..month. send out auto emails for specific results!

Cons

Only downside is if you have a call run over into another time slot. That other call may not pop up after so you nay may miss a scheduled call.

March 2018

Brian from Horizon Life Insurance Services, Inc.

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

VanillaSoft has made my business more enjoyable than it already was!

Our business is much more efficient and lead conversion is much higher than it was prior to using.

Pros

I like that I never have to look at a calendar and/or constantly have reminders pop up. The que based routing always gives me the most important call to make at the right time.

Cons

I do not like the pop up window I get each time a scheduled call back come up. It is assumed with the software that each time a call is routed that it needs to be called, so the pop up is confusing to me and time consuming.

September 2016

David from SalesRoads

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2016

Just What Inside Sales Teams Need

VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM.

Pros

Easy to use with the right features you need to make sure your inside sales team is being as effective as possible!

May 2018

Paul from SalesRoads

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

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

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.

April 2018

Natosha from Bucknell University

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

April 2018

Beats all other higher-ed specific fundraising softwares

The ability to customize and manipulate our data was the main selling point for us and this software. This software was a leading contender against all the other well-known higher-ed fundraising software.

Pros

When we were searching for a new phonathon software, we looked into all of the well-known higher ed fundraising platforms. None of them had the capabilities and powers that VanillaSoft offered. In VanillaSoft, we have full control of our data - we can easily update, manipulate, and report on everything we do. The customization is one of the biggest benefits for us. We can literally add fields as necessary, at any time.

Cons

Since it's a sales-based software, we don't have as much "control" over our calling pools. The software doesn't tell you exactly how many prospects will be released at certain times.

April 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

Good value overall for what we pay for

All in one CRM, Dialing solution with a decent voip solution.

Pros

There is alot of flexibility within the vanillasoft platform, from using there built in emailing and text messaging to managing sales reps phone extensions. Coupling that with there partner connect me voice for local touch dialing, call routing and inbound call handling it has made our reps more productive.

Cons

The admin interface is a bit daunting for a standard manager with little technical expertise.
Cant blacklist calling specific states instean have to use a workaround with setting call times outside of normal dialing times..

May 2018

Jeff from Florida Indian River Groves

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2018

An affordable call center solution designed to increase sales

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

July 2018

John from Homebase USA

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Top notch software for outbound telemarketers!

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.