# Compare Vanillasoft vs monday CRM 2026 | Capterra

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

Source: https://www.capterra.com/compare/27609-245800/VanillaSoft-vs-Monday-CRM

---

# monday 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:

monday CRMVanillasoft2/4 selected

[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

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

[## monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting Price

$12.00/month

Value-for-Money

4.5

Functionality

4.5

Ease of Use

4.7

Customer Service

4.6

Reviews Sentiment

Based on [453 reviews](#user-reviews)

Positive

441

Neutral

7

Negative

5

[## 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

What’s your intended use case?

## 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

79%Fit

High performer

Feature ratings

Data Security

3.5

Contact Management

4.5

Lead Management

4.6

Sales Pipeline Management

4.5

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

4.7

User reviews[453](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Ease of use

4.7

Functionality

4.5

Value for money

4.5

Customer support

4.6

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

$12Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Best for mid and small businesses, monday CRM is a fully customizable and AI-based CRM that enables revenue to sell faster and streamline communications with innovative tools.

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

KT

Ken T.

Marketing

> "The ability to tailor pipelines, automate follow-ups, and integrate with tools like Slack and Gmail has helped us streamline a..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580)

PB

Patrick B.

Business Development Specialist

> "Something I don't like as much is the email feature, it feels clunky to me and unintuitive, and there are times where I have to..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146)

KK

Kadance K.

Office Manager

> "It’s a flexible and visually appealing platform that makes it easy to manage leads, track progress, and collaborate with my team...."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049)

DL

Dan L.

Customer Care Specialist

> "Initially I was intimidated and it was hard to understand, but overall its the same as other CRM software ive used but it has a..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7022065)

JR

Jade R.

Administrative Assitant

> "It's been extremely helpful in organizing my daily work tasks, tracking progress within various teams, and tracking meetings and..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865248)

VR

Verified Reviewer

CRM Manager

> "The customer support is very weak and also there are many lags in the crm as well, it can be better in terms of UI and need in..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6602004)

MM

Marcelo M.

CEO

> "The flexibility to customize boards and automate processes makes it incredibly efficient for both strategic planning and hands-on..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111)

AC

Amelia C.

Director of Impact

> "I'm sure that monday has this capability, but it is taking me a bit longer to navigate it as it is less intuitive."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076)

VR

Verified Reviewer

Virtual assistant

> "While it’s not the cheapest option, the amount of organization, time savings, and team coordination it offers can make it worth..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6874146)

VK

Veronika K.

Administrator

> "Its a bit cluttered, things are very close together and some things are difficult to access for my older coworkers."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865052)

TC

Tara C.

Owner

> "It allows us to keep track of our clients and as a small business this is very important as it’s just the 2 of us."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865127)

VR

Verified Reviewer

Director of Sales and Marketing

> "Some plug ins are difficult to integrate with Monday.com."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6866193)

KK

Kadance K.

Office Manager

> "It makes it easy to tailor workflows to fit exactly what my team needs, while keeping everything organized and easy to track at a..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049)

VR

Verified Reviewer

Brand and Product marketing lead

> "There are too many features sometimes it looks cluttered and confused where to go and what to do and UI is also confusive"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6596662)

VR

Verified Reviewer

Managing Director

> "Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

MP

Marlon P.

Owner

> "The cost - I can't purchase 1 seat as I am a solo operator."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865595)

VR

Valerie R.

Northwest Regional Manager

> "I like the idea that the person who comes into my role after me will be able to access the entire history of customer..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434)

HF

Haley F.

Strategic Assistant

> "I personally find the automations a little bit confusing."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112)

TG

Taylor G.

Manager, Finance and HR

> "It's been overall good, a solid 7.5/10 experience - Our team is super technically adept, so we were able to get into the weeds..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7089128)

BE

Bakka E.

invetory officer

> "I wish they could refund me the subscription that i wasted while using this software."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6486902)

KT

Ken T.

Marketing

> "We've been using Monday.com CRM to manage our sales pipeline and team workflows, and overall it’s been a solid tool."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580)

Amanda G.

Human Resources Generalist

> "The inability to do content searches using MondayDoc is a notable omission from Monday.com."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209)

VR

Verified Reviewer

Managing Director

> "The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps)."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

JM

Jenn M.

Executive Producer

> "I form function is very basic and not visually appealing - I had planned to use it for lead capture of new prospects but it's..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3480186)

JI

Jenn I.

Chief Experience Officer

> "In less than a week I was able to set up the system and implement a fully automated system for deal management."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599)

Amanda G.

Human Resources Generalist

> "There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209)

MB

Mark B.

CEO

> "I thought Monday CRM was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7042537)

FA

Francisco A.

EA to the VP of Sales

> "The way it is set up it gets to the point where you just have far too many boards and its hard to keep track of, you need boards..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3489840)

VR

Verified Reviewer

Managing Director

> "Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

Keri K.

Systems Manager

> "This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712)

MM

Marcelo M.

CEO

> "As a project manager, what I like most about monday CRM is how seamlessly it integrates into my daily workflow."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111)

Greg W.

Operations Manager

> "Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491188)

KT

Ken T.

Marketing

> "Great UI/UX for tracking leads and stages"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580)

DT

Daichi T.

Business Development Manager

> "We often missed our client agreement due date because there is no platform to manage it with reminder or automation."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3476501)

VR

Valerie R.

Northwest Regional Manager

> "It organizes my contacts so neatly and makes partner management less overwhelming."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434)

TB

Todd B.

Director

> "Monday.com has a bigger interface, which sometimes makes it harder to put as many things on a page as I wish."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491250)

PD

Pat D.

Sr. Director, Finance

> "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6788475)

Sam L.

Broker Associate

> "Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3499330)

HF

Haley F.

Strategic Assistant

> "The rep I spoke with was very patient with me, answered all of my questions, and even sent a video recording to explain something..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112)

JB

Jenny B.

Project Manager

> "When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487482)

JI

Jenn I.

Chief Experience Officer

> "It’s super easy to set up automations and any question I had I could do a quick Google search and an easy to follow tutorial was..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599)

MK

Macy K.

Marketing Manager

> "Sometimes, when you upload files, it can be a bit glitchy and takes a while for another user to see."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487171)

Avery C.

Founder

> "The functionality of Monday for the low cost is an enormous benefit to our organization."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865195)

David O.

Reviewer

> "It may not be the best fit for larger enterprises or organizations with more complex sales processes."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4401190)

Ava H.

Staff Software Engineer

> "Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6556911)

Keri K.

Systems Manager

> "On large boards, we begin seeing glitches, like time tracking not immediately working properly."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712)

Rian M.

Founder

> "I really love the customization and Ui design."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6782595)

Robin L.

Founder, Consultant

> "The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477294)

PB

Patrick B.

Business Development Specialist

> "Overall i have had a good experience with monday, it helps me and my team stay organized and on the same page"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146)

SL

Sangwoo L.

Vice President

> "Pro version is losing some features such as multi-level permissions"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491450)

VR

Verified Reviewer

Managing Director

> "We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

BT

Benjamin T.

Product Manager

> "Lacks a good way to track activities and is buggy with a lot of data"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492545)

VT

Venita T.

Founder, CEO

> "Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4730487)

EN

Erin N.

Partnership Lead

> "I do get some error messages when trying to update tasks and change the view."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487382)

BF

Beatriz F.

Mkt and sales manager

> "I would like to sign up eventually because I really adapted to the tools and it has great use in daily tasks and projects..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6512462)

LM

Luke M.

Owner

> "Additionally, the expanded view of items is customizable but not the best."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477851)

VR

Verified Reviewer

Managing Director

> "For sure the best part is how quickly we got it up and running, with no consultants or long setup."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

SW

Sean W.

CDO

> "The mobile app is buggy and often has connection issues. "

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492795)

VR

Valerie R.

Northwest Regional Manager

> "I think once I get into a rhythm with things it will be incredibly helpful and will make me far more efficient."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434)

Minsu K.

CEO

> "All board members are unable to copy workspaces."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4416140)

AC

Amelia C.

Director of Impact

> "The user interface is sleek and attractive, and I find the platform easy to navigate."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076)

TP

Thomas P.

Managing Partner

> "Items that fall to the bottom of the lead tracking list get easily forgotten."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492118)

PD

Patricia D.

Office Manager

> "Very interactive, simple enough for all users and the visual is very appealing."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865169)

VV

Vyshna V.

technical project manager

> "I only feel bit frustrated when the Monday portal goes down, as my whole work depends on this CRM"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487186)

YS

Yitzy S.

Founder

> "The customer support is terrific and the user interface works really well."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865114)

SL

Stephanie L.

Tour Manager

> "However, we had months of inconsistencies and threads not logging."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491242)

JI

Jenn I.

Chief Experience Officer

> "The ease to set up and the workflow management of the CRM is very user friendly."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599)

VR

Verified Reviewer

Company Relations Associate

> "Sometimes you will put information in and it changes/doesn't save."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491180)

MP

Marlon P.

Owner

> "So far it has been very positive as I am still learning the whole landscape and what the CRM is capable of"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865595)

HK

Hunter K.

Founder | CEO

> "Also, the mobile app is a bit redundant in my opinion."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491638)

Ramon Antonio B.

Owner

> "I like it because I can set reminders, schedule actions based on events, and send follow-up emails automatically."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5049195)

RS

Ridwan S.

CEO

> "The mirror feature is not optimized."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3482792)

DL

Dan L.

Customer Care Specialist

> "This product is very easy to use. "

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7022065)

PD

Payton D.

sales

> "We currently do not have it integrated with any other software or websites."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487544)

VR

Verified Reviewer

Client Lead

> "Its a great tool to make your PM and AI driven work"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6243048)

JW

Jake W.

Asset Management Analyst

> "The worst thing about monday is how easy it is to create too many monday boards."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3476469)

Eudys Rafael M.

Sales clerk

> "I really like it, I was able to connect my Gmail account without problems and manage all my emails directly from the platform."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5064974)

CD

Coralie D.

Creative Director

> "This is quite frustrating when I'm wanting to check something and I've only got my phone on me."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3478545)

VR

Verified Reviewer

Director of Sales and Marketing

> "The automations are extremely user friendly and intuitive."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6866193)

RM

Rylie M.

Account Manager

> "Integration was the hardest part about the Monday Sales CRM."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491697)

[View Reviews](https://www.capterra.com/p/245800/Monday-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)

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

4.69 (453)

[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

monday CRM

Top features

37/40

-   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/245800/Monday-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

No recognitions have been awarded to monday CRM

No recognitions have been awarded to Vanillasoft

### Deployment & support

monday 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

monday CRM

-   By monday.com
-   Located in Israel
-   Founded in 2014

Vanillasoft

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

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