# Compare Vanillasoft vs EngageBay CRM 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare EngageBay CRM and Vanillasoft based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/27609-178819/VanillaSoft-vs-EngageBay-Marketing

---

# EngageBay CRM vs Vanillasoft Features and Cost Comparison

Last updated March 13th, 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:

EngageBay CRMVanillasoft2/4 selected

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

[Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/)

[## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting Price

$14.99/month

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [907 reviews](#user-reviews)

Positive

878

Neutral

22

Negative

7

[## 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

## Summary

* * *

Key features rated by users

Features selected based on 17,267 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

73%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.7

Lead Management

4.6

Sales Pipeline Management

4.6

Activity Dashboard

4.7

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

4.7

User reviews[907](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Ease of use

4.5

Functionality

4.6

Value for money

4.7

Customer support

4.8

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

$14.99Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

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

NJ

Nick J.

Marketing Analyst

> "EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7059560)

Jelyn T.

Marketing Manager

> "There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple outreach or..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746)

VR

Verified Reviewer

Sales Representative

> "Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644)

HS

Himanshu S.

Sales Manger

> "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

JW

Jason W.

President and CEO

> "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7014256)

HS

Himanshu S.

Sales Manger

> "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

JE

Jamie E.

Managing Director

> "EngageBay is a decent CRM and can be used for multiple things, such as email marketing, SMS marketing, and as a Customer Contact Database, which is..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902)

CM

Chandra M.

Marketing Analyst

> "It is difficult to debug an automation that has 20+ nodes if it fails at some particular node as we need to view the complete activity to find that out."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6348146)

YT

Yohannes T.

CEO

> "It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228)

SP

Stephanie P.

Marketing Consultant

> "A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6842815)

VR

Verified Reviewer

Sales Representative

> "Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644)

NB

Nancy B.

President

> "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service provider."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443)

AL

Angelina L.

Social Media Manager

> "Engagebay offers a comprehensive suite of CRM tools, including email marketing, lead generation, sales automation, and customer support, all integrated..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401)

MS

Mike S.

Operations Marketing

> "The mobile app has limited features and doesn't offer full range of features that are available on desktop version."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

AG

Ayesha G.

Founding Principal

> "I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6697513)

CV

Chai V.

Founder

> "It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6524378)

RB

Richard B.

Web Developer

> "The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6804170)

BS

Bruno S.

Product Manager

> "It offers tools for marketing, sales, contact management, automations, and more."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6787366)

TC

Tamesha C.

Insurance Agent

> "One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only send..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781)

MC

Milap C.

Digital Marketing Expert

> "The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6420490)

JD

Jerker D.

CEO

> "As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

Rémy G.

COO

> "EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6629743)

JD

Jerker D.

CEO

> "The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

NP

Nipa P.

Business Administrator

> "EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249)

AH

Andy H.

Director

> "It is sometimes easy to forget to save something you're working on and if you click away from the page it can be lost as it doesn't give a reminder to..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320)

PN

Phil N.

CEO

> "We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402)

SK

Shiva K.

Chief research officer

> "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311)

JP

Jigs P.

Development Head

> "Customer support is responsive, and the platform offers good customization options for workflows and dashboards."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049)

TB

Tayfun B.

Shop-Team

> "The onboarding process was initially confusing, and I encountered issues that made it difficult to get started."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6815167)

AS

Anuvind S.

Engineer

> "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024)

BM

Bree M.

Administrator

> "The email broadcast feature - the sending limits are far too low to begin with, and the email template function (within broadcasts) is very clunky. Why..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4714244)

SK

Satou K.

Administrator

> "The CRM, email marketing, sequences work smoothly together."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7081808)

ZT

Zbigniew T.

CEO

> "Some spam on mailing list. If you accept e-marketing you will get a lot of e-mails"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6511841)

Jelyn T.

Marketing Manager

> "The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746)

JD

Jamie D.

Owner

> "My partner and I are willing to put the time and effort into learning new systems but there was hardly any information in the help library. And the support..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6241981)

AH

Andy H.

Director

> "It basically has everything that we need to build marketing campaigns that help us to engage with our customers in a professional way. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320)

PN

Phil N.

CEO

> "So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402)

LW

Laura W.

Marketing Assistant

> "I use several different CRMs in my position and this one has by far been my favorite."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957)

MR

Maria R.

Marketing Manager

> "The only thing that I dislike is the delay in updating campaign stats."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6721089)

ZP

Zalak P.

BDM

> "One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6355213)

JD

Jay D.

Business Developer

> "they take 15 minutes for customers when sometimes you need more to fix a problem."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6252413)

JK

Jim K.

Owner

> "You get to chat with a real person when you need one easily (Their online help is great), not some chatbot"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6784097)

RS

Rob S.

CEO

> "Support tickets are better but they close them without resolving anything so you have to keep bugging them."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995)

LW

Laura W.

Marketing Assistant

> "Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957)

VR

Verified Reviewer

Founder

> "EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6203334)

NM

Nishant M.

Digital Marketing

> "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275)

CS

Chris S.

Owner

> "Our forms on our website seem to sometimes load slowly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6366959)

CS

Chris S.

COO

> "They have a good set of features to manage campaigns and receive feedback on email sent and opened."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6585203)

JD

Jerker D.

CEO

> "I can't even filter on the objects attached to a contact."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

LM

Lee M.

Operations manager

> "EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7032538)

AP

Anthony P.

Director

> "There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6219758)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "The CRM is intuitive, with customizable pipelines and contact management features."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

BD

Brian D.

Trusteee

> "It can be confusing for new users who aren't used to using analytical databases."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283671)

AL

Angelina L.

Social Media Manager

> "This consolidation streamlines workflow and reduces the need for multiple software subscriptions."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401)

JS

Jaskaran S.

Co Founder

> "Automation flow can be a bit complex to navigate"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6419614)

GY

Grace Y.

Founder and CEO

> "Pipeline management is clear and simple , and automation makes sure no follow ups is missed."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7008156)

DK

Dale K.

None

> "Those emails eventually stopped being delivered to my inbox."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6306398)

LJ

Latrease J.

Patient Service Representative

> "I enjoyed the notifications from the sales department"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7111721)

KA

Kathy A.

VP of Marketing

> "The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6195271)

RB

Rui B.

R&D Manager

> "EngageBay CRM's standout feature is its comprehensive functionality, offering a seamless integration of marketing, sales, and customer service tools."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4877429)

AS

Amy S.

Loan Originator

> "Does not interface with Apple mail and iCal"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6588652)

RN

Robert N.

Full-Stack Developer

> "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658)

AP

Aswathy P.

Marketing Operation Associate

> "The lack of downloading the report options."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6374062)

VR

Verified Reviewer

Facebook Ads Strategist, Founder

> "All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736)

YD

Yogesh D.

Manager

> "One of the main challenges is that forms section integration is complex and require significant time and resources to set up and maintain."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4733923)

Brendan C.

Business Development Rep

> "What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4720484)

AK

Amir K.

Owner

> "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726)

ST

Simon T.

Operations Manager

> "Its a promising fit for our business based on the feature set it offers."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6797739)

NP

Nipa P.

Business Administrator

> "Lacks Twitter/X integration."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249)

SAK

Sameer Ali K.

SALES CONSULTANT

> "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the details at..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723)

DJ

Dominik J.

Managing Director

> "It's very buggy."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691)

VR

Verified Reviewer

Facebook Ads Strategist, Founder

> "Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736)

KD

Kaleigh D.

Marketing Manager

> "There are some limitations like connecting it to multiple apps and also it lacks in advanced reporting."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6112862)

SK

Sandeep K.

Manager

> "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can streamline..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280)

NB

Nick B.

Senior Operations

> "We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4876647)

MS

Mike S.

Operations Marketing

> "Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

RL

Rongle L.

Manager

> "I don't like receiving to many emails from it."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6315357)

SG

Sumit G.

Digital Marketing Manager

> "EngageBay CRM is a web-based CRM solution that offers a wide range of features and integrations for various industries and workflows."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4847952)

MV

Marteen V.

Sales Manager

> "Landing pages are not mobile responsive, they need to be adjusted for mobiles and pc's"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4899850)

[View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

MR

Marcus R.

CFO

> "It at times hindered our employees."

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959)

PM

Philippe M.

Broker

> "The interface is clean and easy to navigate, and the automation features save a ton of time."

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7040466)

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)

SB

Sam B.

Director of Operations

> "we use vanilla soft, for now, as a main tool to help our clients and our employees succeed."

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6804870)

SH

Sharon H.

Broker

> "Zero customer support is offered."

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7082872)

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)

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)

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)

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)

KJ

Kayla J.

Call Center Director

> "Provides many useful features, adaptable to the needs of our call center."

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6812015)

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)

SF

Shaun F.

Executive Account Manager

> "I believe Vanilla Soft’s service is invaluable—truly a game changer for our team!"

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7040588)

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)

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)

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

> "The interface and management aspects are great and love the cadences."

[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)

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)

FV

Franchesca V.

Independent Licensed Agent

> "It is pretty complicated to use. "

[See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286)

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)

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)

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)

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)

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)

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)

[View Reviews](https://www.capterra.com/p/27609/VanillaSoft/reviews/)

## User interface

4.65 (907)

[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

EngageBay CRM

Top features

33/40

-   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/178819/EngageBay-Marketing/#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

No recognitions have been awarded to EngageBay CRM

No recognitions have been awarded to Vanillasoft

### Deployment & support

EngageBay 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

EngageBay CRM

-   By EngageBay
-   Located in United States
-   Founded in 2016

Vanillasoft

-   By VanillaSoft
-   Located in United States
-   Founded in 2003

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