Vanillasoft
Review of Vanillasoft Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love Vanillasoft
Roy N.
Verified UserComputer Networking · 11-50 employees
Vanilla Soft is good, but needs a little bit of improvement
Overall, my experience with VanillaSoft was solid. It was easy to learn, and the workflow kept me organized throughout the day. I liked how it helped me stay on top of follow-ups without having to juggle multiple tools. There were a few limitations, like the lack of call recordings, but overall, it made the outreach process smoother and more efficient.
- What I liked most about VanillaSoft is how easy it was to use and how clear the reporting tools were
- It made tracking call activity, conversions, and agent performance straightforward, which helped us make better decisions
- The real-time dashboards were especially helpful during fast-paced campaigns
- What I liked least about VanillaSoft is that calls weren't automatically recorded, which made it harder to review conversations or provide coaching
- Having to rely on manual notes sometimes led to missed details or inconsistencies
- A built-in call recording feature would’ve been a big help for quality assurance and training
Switched From
ChatGPT said: Needed a more structured call workflow
Elma T.
Verified UserGovernment Relations · 2-10 employees
Satisfied VS Caller & Admin
With the right amount of training, guidance, and hands-on practice, I believe navigating the back end will become much easier for me. I also appreciate the availability of both online and phone support—it’s reassuring to know help is accessible when needed.
- VanillaSoft CRM is user-friendly and intuitive for callers
- The technical support team is accommodating, responsive, and always helpful
- Additional training on the admin side—particularly the back-end—is needed
- I find the Contact Management section, especially the Queries feature, challenging to understand
Why they chose it
"The availability of both Progressive and Preview dialing. I also like the ease of sending SMS and Emails"
Melissa A.
Verified User11-50 employees
Appointment Setting & Prospect Management for the professional
Verified reviewer
- 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
- 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
Kathia T.
Verified UserConsumer Services · 501-1000 employees
Streamlined Lead Management with Powerful Automation
Overall, Vanillasoft is a solid sales engagement platform that delivers great value for money, especially for teams focused on outbound calling and lead follow-up. Customer support is responsive and knowledgeable, and onboarding resources are helpful. Once configured, it really boosts productivity and lead conversion rates.
- Vanillasoft makes it easy to manage leads and automate follow-up tasks
- The workflow automation saves a lot of time, and the interface is straightforward once you get used to it
- I especially liked the call queue feature, it ensures reps never miss a lead and keeps outreach consistent
- Their security features, including user permissions and data access controls, also inspire confidence
- The reporting tools could be more customizable
- Some analytics are locked behind higher tiers, and integrating with other CRMs or marketing tools sometimes requires manual setup or third-party connectors
- The learning curve for new team members can also be a bit steep
- also Clarity is dope
Liz S.
Verified UserMedical Devices · 501-1000 employees
Fantastic CRM with advanced tools & excellent customer support
Excellent experience. We've known them for over 10 years & each time we've advanced the tools we need to expand our business, VS has been right there with us to assist in the growth process.
- Great customer support, client support & integrity
- Highly recommend this platform to other businesses looking to grow & support an advanced sales structure & keep track of appointments, leads, and organizational needs
- Not all of the reps on the phone have the same skill set/ depth of knowledge base
- It all depends on who picks up the phone, how much support you receive
Franchesca V.
Verified UserInsurance · 201-500 employees
Great potential!
it was rolled out too late in the year - too close to AEP/OE. I need to re-do the trainings after AEP/OE to get more proficient and use it as intended, and I do think it will keep me very organized and on top of my book.
- the functions and the email drip campaigns will be very helpful in the coming year
- I do also like the client reporting options
- It is pretty complicated to use
- It takes a lot of time training and watching and re-watching videos, and since it was rolled out pretty close to AEP/OE, I have not had time to master it yet
Philippe M.
Verified UserInsurance · Self-Employed
Legendary Crm
I’ve been using this CRM for a while now, and it’s truly amazing. The interface is clean and easy to navigate, and the automation features save a ton of time. It keeps all my client interactions organized and helps me stay on top of follow-ups effortlessly. The support team is responsive and always helpful. Highly recommend this CRM to anyone serious about managing their business efficiently!
- ’s intuitive, well-designed, and makes managing my clients so much easier
- The dashboard gives me a clear overview of every lead and customer, and I can track conversations, quotes, and follow-ups in one place
- I especially appreciate the automation features
- there are a few areas that could be improved
- Sometimes it feels a bit slow when loading or switching between tabs
Shaun F.
Verified UserFinancial Services · 201-500 employees
Vanilla Soft is invaluable, Customer support rocks!
I believe Vanilla Soft’s service is invaluable—truly a game changer for our team! I believe they will continue to improve on their awesome services.
- I really appreciate Vanilla Soft’s excellent customer support—always helpful and responsive
- Super-fast
- There’s nothing I don’t like about Vanilla Soft’s service—everything is top-notch
- Highly recommend
Joia W.
Verified UserInsurance · Self-Employed
Cut and Dry Review
I have used VS for years and I have found it to be straight and narrow. It does what it should and for that no major complaints.
- Its very smooth and easy to navigate
- The tabs are simple
- The number options are great and the dialer is smooth
- The look of it could be more modernized for better vibes while dialing
- Like visually pleasing with colors and imagery
- Also removing area codes when they are no longer available
Casey P.
Verified UserInsurance · 1001-5000 employees
Vanillasoft review
My experience with Vanillasoft has been great for the most part. So far, I haven't had any issues with them.
- All of the features of VanillaSoft
- The customer support
- The ability to email and create your own emails
- The cost
- The tracking isn't always correct, and the amount of time on the phone calls are never correct
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