# Compare Vanillasoft vs Zoho CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Zoho CRM and Vanillasoft based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/27609-155928/VanillaSoft-vs-Zoho-CRM --- # Zoho CRM vs Vanillasoft Features and Cost Comparison Last updated May 6th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Zoho CRMVanillasoft2/4 selected [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) [## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $14.00/month Value-for-Money 4.3 Functionality 4.3 Ease of Use 4.2 Customer Service 4.1 Reviews Sentiment Based on [6,973 reviews](#user-reviews) Positive 5,938 Neutral 782 Negative 253 [## Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Starting Price Contact vendor Value-for-Money 4.5 Functionality 4.4 Ease of Use 4.6 Customer Service 4.5 Reviews Sentiment QS Based on [233 reviews](#user-reviews) Positive 218 Neutral 9 Negative 6 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 17,542 reviews from crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 84%Fit High performer Feature ratings Data Security 4.5 Contact Management 4.4 Lead Management 4.4 Sales Pipeline Management 4.3 Activity Dashboard 4.6 63%Fit Missing features Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management NA Activity Dashboard 5.0 User satisfaction User satisfaction 4.3 User reviews[6,973](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Ease of use 4.2 Functionality 4.3 Value for money 4.3 Customer support 4.1 User satisfaction 4.6 User reviews[233](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Ease of use 4.6 Functionality 4.4 Value for money 4.5 Customer support 4.5 Price starts from Price starts from $14Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM. Best for Fast-moving revenue teams. Organizations with SDRs and BDRs or organizations that generate leads. Fundraising organizations with engagement centers and DXOs. ## User reviews Pros & cons VR Verified Reviewer Project Analyst > "Zoho CRM made it easy to manage our Sales pipeline by providing a structured view of leads/deals, plentiful integration options, out of the box analytics and a helpful support team." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263) Joseph T. CEO > "During that time, Zoho repeatedly threatened service suspension despite being unable to provide a functioning invoice or payment method. When a usable invoice and payment link were finally..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111) RS Radha S. Legal Assistant > "It’s a robust, feature‑rich platform that excels at centralizing customer data, automating workflows, and supporting end‑to‑end CRM processes." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) VR Verified Reviewer Ceo > "Zoho CRM's biggest drawbacks are its steep learning curve due to a cluttered interface and inconsistent customer support response times for non-premium users." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7100569) Harshul S. Senior. Technical Support Specialist for Network Operations > "It helps me keep track of leads, follow‑ups and tasks without losing things in emails. Once everything is set up properly it runs smooth and fits into my daily workflow." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806) RS Radha S. Legal Assistant > "In some areas, the user interface also felt a bit less intuitive or cluttered, particularly when navigating between modules or customizing layouts, which could slow things down for new..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) RS Radha S. Legal Assistant > "I also appreciated how seamlessly it integrates with other Zoho applications—email, reporting, automation, and analytics—which made managing customer data and follow‑ups much more efficient..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) VR Verified Reviewer Commercial manager > "I don't like how it displays the names together.it needs better google integration..its very weak on how it links your mail .i found other crm eadier.more options to not save a mail in crm" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7082808) VR Verified Reviewer Project Analyst > "Zoho CRM is a solid product with a helpful support team and a strong product roadmap, Zoho CRM is a strong choice for any small business looking to manage their sales activity." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263) AS AJ S. CIO - Chief Information Officer > "Advanced Analytics to get core business intelligence is tricky, Core Metric tracking can be complete pain if embedded system values are over-written with semantics that are friendly to a..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) VR Verified Reviewer Travel Consultant > "My overall experience with Zoho CRM has been positive most times, once i set up my page, ZOHO CRM does an amazing job keeping everything organized from leads, contacts, deals and..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940) AS AJ S. CIO - Chief Information Officer > "Customisation - especially for Zoho Books for users moving from Tally - is a very long drawn out and painful process - from a development as well as a psychological perspective." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) AS Alan S. IT Project Manager > "It’s highly customizable — you can easily customize modules, fields, layouts, workflows, and dashboards to match business processes." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7001282) DM David M. Technical Support Engineer > "I do not like that fields and reports require time to be customized; I still use our administrator to make more complicated changes." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7065659) EW Evangeline W. Small Business Owner > "Zoho CRM offers powerful tool that allows me to manage sales, marketing and customer support procedures in one spot." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7008596) AS AJ S. CIO - Chief Information Officer > "The CRM system is very difficult to customise - especially if you want a proper view of the business - Sales, Operations, Support, Accounts, Admin." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) CC Connor C. Data Analyst > "We are able to design the software to fit our very specific needs, and it can be different for each of our separate teams." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584) RS Radha S. Legal Assistant > "Some areas of the interface can feel a bit dense, which may slow down new users initially." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286) KK Krishna K. Admin > "Zoho CRM displays a high level of quality marketing automation capabilities, more so on striking a good balance between functionality, customization and affordability." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7000719) RR Rasilkrishnan R. Data analyst > "It is very hard to create new developments inside zoho with is not default in Zoho" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7136401) CC Connor C. Data Analyst > "Overall, Zoho fits our needs well and the workflows and custom nature of the CRM are great, but also leads to it being complicated to manage." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584) VR Verified Reviewer Marketing Manager > "The standard reports didn't quite fit what we required and it was difficult to find the relevant fields when creating custom reports." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7012119) MND Mamute Nicholas D. Sales and Marketing Specialist > "Its proficiency in assessing the effectiveness of marketing campaigns provides performance details, reach and outcomes that helps us understand the impact of our campaigns on target..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466) Joseph T. CEO > "This occurred despite Zoho being fully aware that the delay was caused entirely by its own billing failures." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111) AS Abhishek S. Ops Manager > "Two things I liked the most about Zoho CRM is the AI powered Sales Assistant Zia which has helped me analyze quicker and second the way I was able to Analyze and find a pattern on my..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933) VR Verified Reviewer Travel Consultant > "That being said, it's not perfect, in the early startup, it was a bit frustrating and every now and then, the platform looked a bit clustered." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940) MRUR MD RIAJ UDDIN R. Marketing Manager > "Its deal pipeline feature helps streamline lead management by organizing them according to their stages, making it easier to track progress and close deals efficiently." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6548669) AM Andrea M. Academic Director > "What’s worse, after simply requesting a demo, I was relentlessly bombarded with calls—up to 10 times a day, starting as early as 7 a.m. While I understand the intention is to offer support,..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6810176) FH Firas H. Manager information systems > "The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6381114) MS Mallory S. Clinical Operations Manager > "I do not always love the lay out, sometimes it is not super intuitive, especially if you are not in it on a daily basis." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287) EJ Emily J. Sales Manager > "I used it to manage a pipeline of more than 100 prospects and the real-time analytics allowed me to recognize opportunities and close deals quicker." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6745866) VR Verified Reviewer HR and Admin Manager > "According to me the only con is - Content management limitations - Data import and data export limitations only." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7003720) GC GODWILL C. Customer Care Representative > "The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6465304) PB Philip B. Operations Manager > "Impossible to get a timely or logical response to an obvious problem caused by Zoho." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131331) Arpit P. IT Consultant > "The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6558299) VR Verified Reviewer Recruitment Specialist > "They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6389890) MND Mamute Nicholas D. Sales and Marketing Specialist > "Additionally , it is flexible and offers customization options to fit into our workflow and has allowed us to tailor it to our unique needs and requirements." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466) PS Peter S. Director > "Not keen on having to visit separate window for each module." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7096821) Hemant A. Data Analyst > "Also a thing that i like about zoho is that it integrates seamlessly with a wide range of third-party applications which allows us to connect various systems and helps in enhancing overall..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6429716) DJL David J. L. Creative Production Manager > "The mobile app is slightly clunky compared with the desktop web interface, especially when updating project notes on the fly." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6800187) MS Mallory S. Clinical Operations Manager > "I like the various features within to help keep the team organized and easily locate our client's information." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287) NP Narender P. Pre-sales consultant > "All is good, but scheduling a reminder calls sometimes i get frustrated because when we done the calls everytime they ask how much the duration of calls like they ask minutes or seconds..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6595893) Jamie Morgan W. Sales Associate > "Zoho CRM offers very reliable customer engagement tools that has helped us to streamline our interactions with customers and close sales deals quickly." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697) SS Shenella S. Business Development Executive > "The system tends to lag at times." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7099824) VR Verified Reviewer Business Analyst > "I liked the dashboard analytics and AI features in the Zoho CRM, almost all the things have been automated by this crm software which are necessary to run your business and the solution..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6599377) KO Katie O. Admin Assistant > "I could never get the appointment also known as "meetings" on the CRM to link to the Zoho Calendar." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6848682) VR Verified Reviewer Owner > "I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6490581) VR Verified Reviewer Executive Assistant > "Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6618626) GC GODWILL C. Customer Care Representative > "The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6465304) VR Verified Reviewer VP of Marketing > "Zoho CRM feels clunky and overly complex for daily email marketing use." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6846480) AMM Asan Mohammed M. STRUCTURE DESIGN > "Zoho CRM is user-friendly and versatile,affordable and accessible to businesses of all sizes,and offers multiple editions with different pricing plans,has improved their lead management and..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394) MK Megan K. Senior Marketing Manager > "I came from HubSpot so maybe I have been spoilt but I’ve found the transition to Zoho difficult and cumbersome - it doesn’t have the built in basic functionality that HubSpot has and I’ve..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6739858) Junko O. Business Consultant > "We implemented Zoho CRM in our company six months ago and it has been a remarkable transformation in our customer relationship management. Since incorporating sales automation, we have seen..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301) OA Okan A. Director > "One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315) AS AJ S. CIO - Chief Information Officer > "It's been a 3+ year journey with Zoho. If the Zoho ecosystem had been a bit better thought-out with easy customisations the journey shouldn't have taken more than 1 year. If you are looking..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283) EH Erin H. Office Manager > "There were frequent connectivity issues where employees we unable to access app." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6878372) VR Verified Reviewer Care Nvaigator > "TechRadar notes that it's “very easy to use,” with handy features like social media and LinkedIn contact capture, business card scanning, automated workflows, pipeline management, and..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6873911) TW Toshia W. Owner > "The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855) Jamie Morgan W. Sales Associate > "Zoho CRM has customer segmentation functions which help us to offer our customers with personalized services based on their preferences." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697) DA Dana A. Managing Partner > "I try to strip out the clutter to keep it user-friendly, but their limits on customization make that difficult—and that’s frustrating when I just want simplicity."" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6797825) MND Mamute Nicholas D. Sales and Marketing Specialist > "We are reaping tons of benefits ranging from streamlined sales and marketing processes, improved customer relationships and retention to enhanced business performance." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466) OP Orla P. Head of Sales > "However, its steep learning curve and occasional performance issues can create initial challenges for new users, particularly those without prior CRM experience." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564281) MW Mark W. Owner > "I like how I can sign and avoid paying for extra features on my other current platforms." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7076431) NP Nikita P. IT-Developer > "The mobile app also lacks some key desktop features." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6837200) Junko O. Business Consultant > "With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301) DG David G. Head of Commercial Growth and Partnerships > "The sheer number of options can sometimes be excessive, leading to features going unused or confusing users who don’t need advanced capabilities." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6584703) TW Toshia W. Owner > "The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855) AS Abhishek S. Ops Manager > "I was not able to perform a lot of customization probably because I have not explored all the customizations that is possible." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933) MT Morton T. CEO > "Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6409318) FR Farheen R. Senior Manager- New Business > "The reminders that we set only appears as web-based push notifications and I often tends to lose it." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6663851) MT Morton T. CEO > "Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6409318) AMM Asan Mohammed M. STRUCTURE DESIGN > "Zoho CRM requires extensive customization to be usable,CRM has technical limitations, such as:" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394) NP Nikita P. IT-Developer > "Workflow automation, email integration, and the intuitive Kanban view save us hours each week." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6837200) OA Okan A. Director > "Dishonest people, They just wasted time tool 3 weeks to respond and than told me it was passed due. if it wasn't upfront 1 year payment i would move my company, i will probably move to..." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315) Harshul S. Senior. Technical Support Specialist for Network Operations > "What I like most about Zoho CRM is how easy it is to track contacts and deals in one place." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806) PG Praveen G. Assistant manager > "While Zoho CRM integrates with many tools, setting up and maintaining these integrations can sometimes be tricky or unreliable" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6582098) Hemant A. Data Analyst > "Zoho CRM provides a comprehensive and flexible customer relationship management solution that has significantly streamlined my business process." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6429716) DD Danielle D. Inside Sales > "At times emails won't go through and the space isn't large enough to send multiple files." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6427458) ST Samreen T. Director > "Without needing a significant investment, it has improved team productivity and streamlined our sales process." [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7130572) VR Verified Reviewer Care Nvaigator > "There are major limitations in what you can do / access / change" [See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6873911) [View Reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) QS Qudsia S. Assistant Director of Development > "I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour,..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) GH Gabby H. Captain > "The phones and they're ability to call and it go through is a mess 9 times out of 10. If you email someone with another..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) MC Molly C. Business Development > "It would be even more effective if there was a CRM built in and a way to upload multiple phone numbers and email addresses..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6838283) KK Kristian K. Sales employee > "What I least like about vanilla soft is the fact I can’t auto call and I have to click every time." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) TG Theresa G. Assistant Director of Annual Giving > "The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) SS Stephen S. Owner > "VanillaSoft’s automations and call routing boost efficiency, but the clunky email builder hinders email design." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6884143) QS Qudsia S. Assistant Director of Development > "It has been a dependable tool for managing our call center operations and helping our team stay organized and productive..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) DV Dennis V. Career Agent > "My least favorite thing about Vanillasoft would be having to wait 15 seconds before going onto the next number, whenever I..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6831051) QS Qudsia S. Assistant Director of Development > "The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) SF Shauna F. independent contractor > "lack of tech support on Sundays (and after hours) - if you get locked out of your account, you just have to wait until they..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6851770) TG Theresa G. Assistant Director of Annual Giving > "What stands out most is how streamlined it makes tracking interactions—the process feels seamless and natural for both the..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) KK Karan K. Health Broker > "While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7013621) QS Qudsia S. Assistant Director of Development > "As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) FV Franchesca V. Independent Licensed Agent > "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..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286) AM Alexis M. Licensed insurance agent > "I’ve been able to reach a lot of potential clients, the system is very user friendly and the customer support has been quick,..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7051093) CP Casey P. Career Agent > "The tracking isn't always correct, and the amount of time on the phone calls are never correct." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7027495) AO Andrew O. Sales Manager > "VanillaSoft offers solid value, especially for sales teams that need a structured cadence tool for lead management and..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6879199) GH Gabby H. Captain > "I should have to copy every email before I send it, in fear that the whole system is going to crash out the second I hit send." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) TG Theresa G. Assistant Director of Annual Giving > "Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) AM Ahmed M. Agent > "Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7045503) TJ Teayaka J. Agency Owner > "I love being able to view each lead easily by uploading a CSV and comment on it." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7089783) CF Chrissy F. Fundraising Specialist > "Sometimes things work as they're supposed to, sometimes the emails fail to send or the phones stop working and then I'm stuck..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) CF Chrissy F. Fundraising Specialist > "It organizes leads well by different types of groups so similar groups can be grouped together under one filter." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) SQ Serena Q. Health Advisor > "I dislike that we have to wait 15 seconds before we can disposition a lead and dial a new lead." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6814116) AO Andrew O. Sales Manager > "VanillaSoft provides a reliable level of security with role-based permissions and data encryption." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6879199) SW Sydney W. Insurance Agent > "That Accounting takes their time to get back to you on Payment errors that slow down my business!!!!" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7000543) KK Kristian K. Sales employee > "Vanilla soft has been good since I started using it making it easy to see my leads and text me constantly" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) GH Gabby H. Captain > "It's very much not a user friendly platform in a lot of ways including the fact that literally everything HAS to be resulted..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) CC Caroline C. Caller > "What I like most about Vanillasoft is its features. When I am using the interface, I can see and use everything clearly." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7026151) AB Anthony B. sales agent > "the color tags are very small and not the whole bar so it's barely noticeable to be effective" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6853925) VC Valery C. Digital Philanthropy Caller > "It was quickly resolved and they were also able to find my account and pin point what needed to be done in a short amount of..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7026210) SB Sam B. Director of Operations > "data management and access, its almost impossible to pull ANY data outside of a week ago without the dashboard freezing or..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6804870) AD Anna D. Head of Annual Giving > "VanillaSoft allows us to increase the ROI of our campaigns and takes away a lot of manual tasks." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6810518) GB Gabrielle B. Advisors > "Sometimes there are technical issues or delays that keeps me from getting the leads in a timely manner." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7007860) JM Joey M. CEO > "The way it manages our leads and constant follow up is great and callbacks is also very good for managing" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7003938) RK Raechel K. Trainer > "can't click on all of the corporate contacts from the lead" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6885851) RL Richard L. Licensed Agent > "Integration of many features and gerneal convenience were very good." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7086106) SH Sharon H. Broker > "Zero customer support is offered." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7082872) KT Kathia T. It Tech > "Once configured, it really boosts productivity and lead conversion rates." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7032190) SF Shauna F. independent contractor > "CRM - difficult to use - have to jump back and forth to go down the list while making one off calls. " [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6851770) KT Kathia T. It Tech > "The workflow automation saves a lot of time, and the interface is straightforward once you get used to it." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7032190) KK Kristian K. Sales employee > "Also it is alittle hard to use on my phone" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) DF Dylan F. Agent > "I like that it has an internal calendar and that I can keeps notes" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) AD Anna D. Head of Annual Giving > "As a UK-based institution, it is frustrating that the calling function is set up for North American locations." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6810518) KH Kevin H. Founder > "The interface and management aspects are great and love the cadences." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) MR Marcus R. CFO > "Screens would stop loading, wouldn't load all sections." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959) JD Jessica D. Supervisor > "Overall, I enjoy using VanillaSoft and the setup of the software makes it easy to find mechanisms needed for the project i'm..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6831673) MR Marcus R. CFO > "It at times hindered our employees." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959) Elma T. Office Manager > "I also appreciate the availability of both online and phone support—it’s reassuring to know help is accessible when needed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6874254) DF Dylan F. Agent > "Then I cannot get back on the dialer until the next day" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) Elma T. Office Manager > "With the right amount of training, guidance, and hands-on practice, I believe navigating the back end will become much easier..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6874254) CB Chelsey B. Appointment Setter > "Some support staff weren't able to help." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6848862) Evangeline M. Business Development Representative > "Vanillasoft is easy to use, the dialer moves quickly, the calendar is set up well, and inputting data is simple." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6855706) GH Gabby H. Captain > "NOW YOU CAN'T EMAIL EITHER OF THEM without getting Vanilla Soft involved." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) KH Kevin H. Founder > "Easy to set-up and get going, but lots of depth to smooth the lead management process." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) DF Dylan F. Agent > "Decent and easy to use overall , but the dialer issue is really holding up my job." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) TG Theresa G. Assistant Director of Annual Giving > "I highly recommend it to others seeking to enhance their communication and data management processes." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) CF Chrissy F. Fundraising Specialist > "There are a lot of features that are very basic." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) KH Kevin H. Founder > "Reporting is excellent and much better than any other system I've used." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) FV Franchesca V. Independent Licensed Agent > "It is pretty complicated to use. " [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286) AM Ahmed M. Agent > "I liked how simple it was to keep track of leads, callbacks, and follow-ups without getting overwhelmed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7045503) BA Bridget A. Health Insurance Agent > "Customer service wasn't the best and when it would glitch I wouldn't be able to find the root cause." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___3834202) ES Elliot S. Owner > "Both platforms are reliable, easy to use, and essential to our daily operations." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7050283) CG Chris G. Health advisor > "I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#SoftwareAdvice___3464887) [View Reviews](https://www.capterra.com/p/27609/VanillaSoft/reviews/) ## User interface 4.31 (6,973) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/) 4.59 (233) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important Zoho CRM Top features 40/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/155928/Zoho-CRM/#features) Vanillasoft 23/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/27609/VanillaSoft/#features) ### Recognition Zoho CRM is recognized as a top-rated tool in 5 Capterra Shortlist reports Vanillasoft is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Zoho CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Vanillasoft Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Zoho CRM - By Zoho - Located in United States - Founded in 1996 Vanillasoft - By VanillaSoft - Located in United States - Founded in 2003 ## Popular Comparisons [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) $14/month Price $25/month 4.3 Features 4.4 4.2 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-155928/Salesforce-vs-Zoho-CRM) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) Contact vendor for pricing Price $25/month 4.4 Features 4.4 4.6 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/27609-61368/VanillaSoft-vs-Salesforce) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $14/month Price $20/month 4.3 Features 4.4 4.2 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-155928/HubSpot-CRM-vs-Zoho-CRM) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Contact vendor for pricing Price $20/month 4.4 Features 4.4 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/27609-152373/VanillaSoft-vs-HubSpot-CRM) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $14/month Price $7/year 4.3 Features 4.5 4.2 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/155928-204998/Zoho-CRM-vs-Bigin-by-Zoho-CRM) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Contact vendor for pricing Price $7/year 4.4 Features 4.5 4.6 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/27609-204998/VanillaSoft-vs-Bigin-by-Zoho-CRM) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $14/month Price $50/month 4.3 Features 4.3 4.2 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/155928-157279/Zoho-CRM-vs-Dynamics-365) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Contact vendor for pricing Price $50/month 4.4 Features 4.3 4.6 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/27609-157279/VanillaSoft-vs-Dynamics-365) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $14/month Price $19/month 4.3 Features 4.3 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-155928/Pipedrive-vs-Zoho-CRM) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Contact vendor for pricing Price $14.99/month 4.4 Features 4.6 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/27609-178819/VanillaSoft-vs-EngageBay-Marketing) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) $14/month Price $14.99/month 4.3 Features 4.6 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Contact vendor for pricing Price $19/month 4.4 Features 4.3 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/27609-132666/VanillaSoft-vs-Pipedrive)