Who Uses This Software?

VanillaSoft serves a variety of industry verticals in the U.S. and internationally.


Average Ratings

11 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
  • Support
    Business Hours

Vendor Details

  • VanillaSoft
  • www.vanillasoft.com
  • Founded 2003
  • United States

About VanillaSoft

VanillaSoft is the most productive Lead Management Software for sales by phone. VanillaSoft gives you the ability to receive web leads into your campaign in real time, automate lead routing, perform lead scoring, and see your activities easily with dashboard and dynamic web reporting. These capabilities plus progressive dialing, on-board scripting, automated emailing, and call recording for training make VanillaSoft the perfect lead management solution teams performing sales by phone.


VanillaSoft Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

VanillaSoft Reviews Recently Reviewed!

VS Review

Feb 09, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: Been using it for about 2+ months now - it's a great, easy to use the tool. I'm in Account Management, so it's great to keep track of when clients have been contacted, for how long, and the purpose of the call.

Pros: Scheduling callbacks and logs of completed calls/actions

Cons: Not being able to leave the active page once calling someone - will render that call as unrecorded / a lot harder to find

Recommendations to other buyers: Great product. As always, do research about what your NEEDS are, and make a decision from there.

Great software

Nov 21, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Super easy to set up and use. Everything is up and running in no time.

Managing my leads and contacts

Nov 21, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I loved how fast and easy the software was to use. It was an easy system to implement and even easier to teach my staff. I was able to track and follow new leads and potential clients and keep information clean and organized.

Cons: None to list.

Recommendations to other buyers: None to list.

Great piece of software - missing some key features

Nov 14, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The platform itself is super easy to use. It definitely make the sales guys move faster in their day to day. The pricing is simple, straight forward. You can add on and remove bundles on you own without having to talk to a sales rep which make it easy to decide how much you want to pay. You can also add certain features to certain users instead of a group purchase, which you can rarely do on CRM's.

Pros: Ease of use - speed of activity!

Cons: The support. The online knowledge base is less than most, and the email support is not as fast to give same day resolutions. You almost have to call every time. There's also a lot of room for added features which would make this my favourite CRM ever. A few more integrations are still missing, but that said, they also have unbeatable features such as SMS messaging which I haven't seen any company come close to doing as well as Vanilla!

Recommendations to other buyers: You wont be disappointed, but don't put all of your eggs in one basket. This is a nice add-on, not a full CRM.

VanillaSoft is Essential to our Success

Sep 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success: Auto dialing with VOIP ¿ allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent. Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections. Google Calendar (appointment setting) ¿ This is one of the most valuable features to our team because it allow us to view our external sales agent¿s calendar in real time reducing the chance for double booking appointments. Salesforce Integration ¿ Using VanillaSoft¿s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management. Support ¿ There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.

Just What Inside Sales Teams Need

Sep 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM.

Pros: Easy to use with the right features you need to make sure your inside sales team is being as effective as possible!

VanillaSoft Changed our Business

Sep 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We have used VanillaSoft at Education Affiliates for almost 7 years. VanillaSoft has been a huge asset for us. It reduced our response time for internet inquiries to 8 seconds! The support team at VS is amazing. They are responsive to our needs and they treat us like partners in our business goals and objectives. VS is very easy to use and can be set up for most businesses in a day. I cannot say enough about how happy we are with VanillaSoft!!!

Pros: User friendly....great support...completely customizable....Scalable to any size operation

Great Software with lots of customization

Feb 16, 2016
4/5
Overall
3.5 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: I like the customization that can be done with VanillaSoft for each Project.

Cons: I'm not a big fan of the 3rd party voip provider and wish it was integrated more seamlessly into VS.

Recommendations to other buyers: Good Software, give it a try! We were on Five9 and made the switch for better control over our experience.

VanillaSoft Pro CRM robust and easy to administrate

Aug 17, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The company is extremely responsive to customer needs and support requests. When I started my company I needed a scalable CRM with a calendar solution for outside sales reps. Vanillasoft fit the bill in all respects for our niche utilization and blew all other options out of the water in terms of ease of configuration and use. Initially there wasn't an option to auto sync calendars with outside software. About six months after I submitted this as a suggestion, we had a working gmail synchronization capability at no development cost to us.

Cons: I am going to ignore the obvious inconvenience that is inherent to hosted services infrequent but nevertheless frustrating slowdowns or communication errors with the hosted server. The only actual disappointment I've had is also something I am sure this is a common problem across all vendors of SAAS solutions: updates and changes. While I love the constant effort at increasing functionality and streamlining usability, I simultaneously hate updates because my user base finds learning new procedures on the fly very challenging. There were several updates that affected my users which came as a surprise with no warning before or change log notification after. We had a few frantic hours of complete chaos. Also due to our company structure Vanillasoft is our sole avenue of completing work and we use the majority of its features quite intensely, so naturally if there is a bug in the new features... I will be the one to find it. There is however an upside at the end of this which supports what I said earlier about responsiveness. After requesting some kind of upgrade notes, all future upgrades have been well documented in advance. The most recent large scale remodel has the ability to switch back and forth between new and old versions and this has given me the ability to prepare my users for the inevitable permanent change over to the newest iteration.

Recommendations to other buyers: Although many CRM solutions claim to be one size fits all, I speak from experience that most often the promises of customization and add on modules fall short of what you need. Many times I've been party to situations where thousands are spent to develop integrations which never come to fruition or which which work so poorly as to be useless. It took a lot of research to find a solution that was geared toward appointment setting and also allowed the flexibility that we needed to customize individual campaigns for our clients. My recommendation is to take advantage of trial periods and put in the work to thoroughly test the out of the box configuration to see how close it already is to meeting your needs before committing.

An amazing tool for any sales company

Aug 17, 2015
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: VanillaSoft has an entrepreneurial mindset and is always willing to help, or discuss ways to improve their service and offerings to their clients.

Cons: Some integrations are a little buggy - i.e. not being able to see recurring events on calendars.

Recommendations to other buyers: None - VanillaSoft is one of the most easy to use, powerful sales tools that you can leverage for your organization.

Great Product!

Oct 28, 2014
4/5
Overall
3.5 / 5
Ease of Use
4 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use and integrate. So far many of the employees enjoy the product. Bug-free. The most important thing is the money value of the product paid.

Cons: I don't dislike anything about this product that I am using.

Recommendations to other buyers: The price can be lower and also improve the overall workflow of the product.