# 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 April 21st, 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 (462)](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 (462)](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 [462 reviews](#user-reviews)

Positive

450

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

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## 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

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[462](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

SG

Simran G.

Senior Client Success Manager

> "From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314)

Ashley N.

Founder, Marketing and Operations Specialist

> "A few of the preset functionalities have a few gaps. When mporting leads from another platform, the creation log cannot backlog the original data,..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7137353)

AR

Anais R.

COO

> "It works especially well for managing projects and workflows in one place. While there’s a bit of a learning curve to unlock its full potential,..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202)

DM

Desiree M.

Founder

> "That means an email about Deal A will also show up under Deal B and Deal C if the same contact is linked, which can create confusion for reps trying..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288)

SC

Starla C.

Project Manager

> "I also really love the ability to track and visualize data through as microscopic of a lenses as needed with the use of custom filters and settings."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356)

SC

Starla C.

Project Manager

> "Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356)

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 lot of our manual..."

[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 write my email in a..."

[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. Once I got past..."

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

SE

Sandy E.

Office Administrator

> "I am not a huge fan that some features don't cross over between the two platforms of the CRM and work management, and also, I do wish that it was..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134737)

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 notes."

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

SC

Starla C.

Project Manager

> "However, that level of customization, can feel overwhelming and like it comes with confusing guardrails."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356)

DM

Desiree M.

Founder

> "Email tracking gives you visibility into when recipients open and click, which is great. "

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288)

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 person demo to..."

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

OP

Onuora P.

Sales representative

> "It’s especially helpful when you’re juggling multiple stakeholders or managing different stages of a project within your CRM."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939)

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)

MM

Marcelo M.

CEO

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

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

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 built in secretary..."

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

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 the investment,..."

[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)

SG

Simran G.

Senior Client Success Manager

> "Incredibly easy to set up - within the space of 1 day you can quickly find your feet around monday crm and get it off the ground and in use, which..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314)

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)

OP

Onuora P.

Sales representative

> "The interface is clean and intuitive, and I can keep everyone in the loop without switching tools."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939)

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)

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 glance."

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

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)

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)

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)

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 interactions and be caught up."

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

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)

AR

Anais R.

COO

> "Overall, it’s been a really valuable tool for organizing work and improving visibility across teams."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202)

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)

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 and do some..."

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

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)

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)

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 pretty ugly so I'm..."

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

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)

Minsu K.

CEO

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

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

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)

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 to keep track of..."

[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 when we have a lot..."

[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)

Mohammad Bilawal B.

Field and Digital Marketing Manager

> "I would say as there are many functions available within Monday.com which makes it difficult for big organisations with 1000s of people to use it..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3254828)

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)

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)

DM

Desiree M.

Founder

> "Overall, I love it and recommend it for most companies that are starting with monday.com The email functionality that it adds is great!"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288)

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)

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 to help me..."

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

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)

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 available."

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

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)

OP

Onuora P.

Sales representative

> "I’d definitely recommend it to anyone who wants more visibility and control over their customer journey."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939)

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)

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)

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)

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)

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)

MM

Megan M.

Business Development Managerr

> "Copying subitems from board to board is a bit tricky as they go out of order."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3312995)

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)

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 super simple."

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

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 management."

[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)

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)

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)

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)

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)

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)

[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)

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

4.69 (462)

[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

monday CRM is recognized as a top-rated tool in 4 Capterra Shortlist reports

Vanillasoft is recognized as a top-rated tool in 1 Capterra Shortlist reports

### 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

## Popular Comparisons

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Contact vendor for pricing

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Contact vendor for pricing

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