# Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Vanillasoft the right CRM solution for you? Explore 233 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/27609/VanillaSoft/reviews --- Vanillasoft 4.6 (233) [View alternatives](https://www.capterra.com/p/27609/VanillaSoft/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Vanillasoft Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews Streamlined productivity management tools 96% positive reviews out of 25 Most reviewers describe productivity and efficiency as greatly improved, citing streamlined workflows, reduced confusion, and effective time tracking. Theresa G. Assistant Director of Annual Giving, 501 - 1,000 employees. "Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective." Occasional performance slowdowns 82% negative reviews out of 33 Most reviewers find performance and speed inconsistent, with slow loading, lag, and sporadic technical issues disrupting workflow. Dennis V. Career Agent, 51 - 200 employees. "My least favorite thing about Vanillasoft would be having to wait 15 seconds before going onto the next number, whenever I know it's a dead contact or has a 24 hour limit." Comprehensive integration capabilities 91% positive reviews out of 23 Most users report integrations simplify workflows, connect with essential tools, and automate communication for smoother operations. Enhanced client relationship management 91% positive reviews out of 22 Most reviewers indicate client support features help organize interactions, track follow-ups, and improve overall client engagement. Sam B. Director of Operations, 51 - 200 employees. "we use vanilla soft, for now, as a main tool to help our clients and our employees succeed." ## Showing most helpful reviews Showing 1-25 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JOIA W. Licensed Health Insurance Advisor Insurance Used the software for: 2+ years ### "VSoft Is Very Reliable " July 29, 2025 5.0 I have used it for many years and it has always been streamlined. Learning curves are very minimal and they have resources available to help resolve any issues Pros The ease of access is very sufficient. Communication tools are up to date and functions well with the tailored options Cons The preset combined options that I can not opt out of before purchase. I would like the opt out option added Review Source KT Kathia T. It Tech Consumer Services Used the software for: 2+ years ### "Streamlined Lead Management with Powerful Automation" October 22, 2025 5.0 Overall, Vanillasoft is a solid sales engagement platform that delivers great value for money, especially for teams focused on outbound calling and lead follow-up. Customer support is responsive and knowledgeable, and onboarding resources are helpful. Once configured, it really boosts productivity and lead conversion rates. Pros Vanillasoft makes it easy to manage leads and automate follow-up tasks. The workflow automation saves a lot of time, and the interface is straightforward once you get used to it. I especially liked the call queue feature, it ensures reps never miss a lead and keeps outreach consistent. Their security features, including user permissions and data access controls, also inspire confidence. Cons The reporting tools could be more customizable. Some analytics are locked behind higher tiers, and integrating with other CRMs or marketing tools sometimes requires manual setup or third-party connectors. The learning curve for new team members can also be a bit steep. also Clarity is dope. Review Source Response from VanillaSoft November 24, 2025 Hi Kathia - thanks for the review! Glad to hear that we are helping out with your productivity and conversion rates! GH Gabby H. Captain Fund-Raising Used the software for: 2+ years ### "Rudimentary At Best." August 25, 2025 1.0 The learning curve of to this program is that you need to memorize the ways that its bad so that you can work around the issue before it even presents itself. 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. I'm honestly not the hugest fan of the program. It's very much not a user friendly platform in a lot of ways including the fact that literally everything HAS to be resulted to be moved/we cannot just drag and drop it. It's also incredibly inconvenient that your text platform is basically useless in most ways. Pros If I'm being honest, I don't really like anything about Vanilla Soft. Every single aspect of it is rudimentary at best. Cons If I have multiple people texting me, when a new message comes in, the other message fully disappears and if I'm not paying attention, my message is now being sent to someone that it has NOTHING to do with. We cannot receive photos. 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 person cc'ed and one of the emails is wrong/bounces... NOW YOU CAN'T EMAIL EITHER OF THEM without getting Vanilla Soft involved. All of the improvements that have been rolled out have actually made pretty much EVERYTHING significantly WORSE. Review Source Felipe C. Health Advisor Insurance Used the software for: 1-2 years ### "My overall experience with VS. " August 4, 2025 5.0 My overall experience with VanillaSoft was positive. It’s a powerful tool for managing outreach, keeping leads organized, and improving follow-up efficiency. The dialing and scripting features helped streamline conversations, and it supported consistent productivity. With a few improvements to reporting and system speed, it could be nearly perfect. Pros What I liked most about VanillaSoft was its intuitive user interface and powerful automation tools. It made it easy to prioritize leads, streamline follow-ups, and stay productive. The real-time performance tracking and call routing features also helped improve team efficiency and accountability. Cons What I liked least about VanillaSoft was the occasional lag and syncing issues, especially during high-volume outreach periods. Additionally, the reporting dashboard could be more customizable for detailed performance insights. Review Source EJ Eric J. Health Insurance Advisor Insurance Used the software for: 2+ years ### "Vanillasoft not Vanillahard" January 29, 2026 5.0 Amazing, I've had it for over 5 years now and do not regret it what so ever. I recommend all new agents to give Vanillasoft a try. Pros I love how easy the setup is with calling leads and dispositioning them to their appropriate category. Cons I do not have any issues with Vanillasoft it's very easy to call the leads and really the only problem is the mindset I can have at times. Review Source MC Molly C. Business Development Medical Devices Used the software for: 2+ years ### "Effective As A Dialer, Could Be More Effective With A Couple Add Ons" June 19, 2025 3.0 VanillaSoft is an effective tool as a simple dialer. It would be even more effective if there was a CRM built in and a way to upload multiple phone numbers and email addresses for each lead so that the user can text and email multiple numbers and addresses. Pros I appreciate the effectiveness of VanillaSoft as a dialer system. I can easily move through leads. It is simple and easy to use. Cons It is not easy to see where you are in a group of leads. It would be more effective if there were some type of CRM built in. Also, I would absolutely LOVE to be able to text more than one number for the same contact. I have looked into and used other platforms because I often have leads who have multiple cell numbers and I have to text them all. So, currently I have to duplicate my leads w/ a different phone number for each contact so that I can text each phone number. Same with emails. Switched from [High Level Software](https://www.capterra.com/p/238251/High-Level-Software/) I started with Vanilla Soft, switched to GoHighLevel and am considering switching back to VS due to some issues w/ GHL and their ATP approval. Everything else about GHL is on point. Campaign management, customization, lead organization, reports and analytics. Those are all things VS is missing and why I switched to GHL. Review Source LS Liz S. Sr. Manager, Business Development, Investor Relations Medical Devices Used the software for: 2+ years ### "Fantastic CRM with advanced tools & excellent customer support" November 11, 2025 5.0 Excellent experience. We've known them for over 10 years & each time we've advanced the tools we need to expand our business, VS has been right there with us to assist in the growth process. Pros Great customer support, client support & integrity. Highly recommend this platform to other businesses looking to grow & support an advanced sales structure & keep track of appointments, leads, and organizational needs. Cons Not all of the reps on the phone have the same skill set/ depth of knowledge base. It all depends on who picks up the phone, how much support you receive. Review Source Response from VanillaSoft November 24, 2025 Thanks Liz - Great to hear! SW Sydney W. Insurance Agent Telecommunications Used the software for: 2+ years ### "User Friendly CRM " September 3, 2025 4.0 I have been using VanillaSoft for the past 3 years and can't see myself learning a new CRM to use!!! Pros I enjoy the ease of managing my business through a CRM system that is easy to learn, and not too coded. Easier to manage. Cons That Accounting takes their time to get back to you on Payment errors that slow down my business!!!! Switched from [Ringy](https://www.capterra.com/p/182372/iSalesCRM/)[RingCX](https://www.capterra.com/p/242186/RingCentral-Contact-Center/) Made the CRM switch with my career change. Review Source RK Raechel K. Trainer Consumer Services Used the software for: 2+ years ### "Support vs. Functionality" August 29, 2025 3.0 My experience is to access my team's leads and ensure that they are resulting their calls and scheduling appropriately. Pros It moves to your next call without having to analyze your calendar constantly easy to change/edit scripts and emails Cons can't click on all of the corporate contacts from the lead inability to drag/drop contacts from one day to another Review Source BC Braxton C. Health insurance advisor Hospital & Health Care Used the software for: Less than 6 months ### "Vanillasoft review" January 9, 2026 5.0 good! It has helped keep me afloat and has paid for itself time and time again, I highly recommend vanilla soft for anyone balling on a budget. Pros amount of leads it has access too and the integrations available to fit into it from Nextgen, marketplace, CRMs for texting ect... Cons lots of unhealthy individuals who are frustrated and have been called a lot is the biggest thing, but that just comes with it, got to dig through sand and dirt to find the gold! Review Source Response from VanillaSoft January 13, 2026 Hi Braxton - we are so glad that Vanillasoft is working out for you - we love that it "has paid for itself time and time again"! EF Ed F. Owner Insurance Used the software for: 6-12 months ### "VanillaSoft is a great CRM" January 11, 2025 5.0 My overall experience with VannilSoft has been great. It allows me to be productive. Pros What I like most about VanillaSoft is that it is user-friendly and easy to manage all of my leads. Cons The only thing that I like least about VanillaSoft is that there is no video conferencing built in to the platform. Alternatives considered [EPIC Agent CRM](https://www.capterra.com/p/230873/EPIC-Agent-CRM/) Reason for choosing Vanillasoft I like the flow and ease of use with VanillaSoft Switched from [Radius](https://www.capterra.com/p/135215/Radius/) It was suggested by some of my colleagues Review Source GC Garth C. Agent Insurance Used the software for: 2+ years ### "really Good CRM" June 18, 2025 5.0 Everything has been pretty good, whenever there is a problem, they are quick to solve it. I have had a good experience thus far Pros Ease of use, Being able to get messages sent to my email when I am off line has been quote helpful with being able to reach clients Cons As far as a CRM I dont have many complaints, and I have been using this for a few years now and have been over satisfied Review Source JM Joey M. CEO Insurance Used the software for: 2+ years ### "Happy clien" September 8, 2025 5.0 overall very good we have been using it for close to 5 years now and i used it at my old company also which is very good Pros The way it manages our leads and constant follow up is great and callbacks is also very good for managing leads Cons The downtime we had one time. it was really hard to work but they resolved itand we were offered a credit Review Source GB Gabrielle B. Advisors Insurance Used the software for: 1-2 years ### "I recommend Vanilla soft to others" September 13, 2025 5.0 Overall Vanilla Soft provides hundreds of leads and helps me get in touch with leads in a timely manner. Pros Customer Service is very helpful, I can call them and get them on the phone easily and they offer clear communication. I get great leads and its very valuable. Cons Sometimes there are technical issues or delays that keeps me from getting the leads in a timely manner. Review Source KK Kristian K. Sales employee Human Resources Used the software for: Less than 6 months ### "Definitely recommend vanilla soft" December 12, 2025 5.0 Vanilla soft has been good since I started using it making it easy to see my leads and text me constantly Pros Makes it easy to call and the service is always online. Also integrates with all my leads making it easy Cons What I least like about vanilla soft is the fact I can’t auto call and I have to click every time. Also it is alittle hard to use on my phone Review Source Response from VanillaSoft December 17, 2025 Hi - thanks for your review! We're glad to hear that Vanillasoft makes it easy to call and manage you leads. We do have options for calls to automatically dial without having to click (this might be a system setting by your organization?) maybe check with your admin or give our support team a call? jP joshua P. platinum agent Insurance Used the software for: 2+ years ### "i love vanilla soft" July 9, 2025 5.0 My overall experience with vanilla soft was absolutely phenomenal. i will continue to use it and recommend to friends. Pros I like vanilla soft because it was super duper easy to use and helped me organize all of my leads easily. Cons I think it's a bit expensive and should have sms texting included in the base price. It would be better. Review Source jD jorge D. project manager Outsourcing/Offshoring Used the software for: 2+ years ### "upgrade your voip" May 16, 2025 4.0 8/10 positive Pros fast reliable support Cons voip lines are not mobile unlike ring central or other apps where you can use it anywhere. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Vanillasoft call center friendly and efficient Review Source KW Keith W. Broker Agent Insurance Used the software for: Less than 6 months ### "This platform means : hope!" October 21, 2025 4.0 Vanilla Soft makes this journey of helping people more hopeful...! As technology and this industry moves at such a rapid pace this allows one to breathe Pros The record opportunity. And the idea of the next best clients to service. The ability to edit data and leep track of the conversation without sticky notes. Email clients having them email back and SMS both are game changing 🙌🏾 Cons With Remote operations become more common...it's my current clients that feel the bite in that I sometimes am not sure how to help them sign correctly. I need customer support sometimes later than 5pm. What times are reps available for customer support Review Source Response from VanillaSoft November 24, 2025 Hi Keith - hope is always good! Glad we are helping out on your journey. :) JS Joshua S. Broker Insurance Used the software for: Less than 6 months ### "Review for VS" December 2, 2025 5.0 Pros Versatility when using the interface. I like how easy it it to use, to dial through the leads and disposition everything Cons The quality of leads most times are not great. I would like to see more quality leads put int the system Review Source Response from VanillaSoft December 8, 2025 Hi Joshua - thanks for your review. Glad you like how it makes your work easier. Totally get you about the leads - not sourcing leads ourselves, Vanillasoft is best for prioritizing and managing the ones you or your organization have sourced. Our support team might have some thoughts for you on that to make sure the leads that are most important for you are always at the top of your queue, so the ones that are most valuable for you, that are the hottest, always get dialled first. VT Valerie T. Sales Team manager Telecommunications Used the software for: 2+ years ### "Tech Support " June 26, 2025 5.0 Quick and effective in solving any issues that we may have. Very responsive and take the time to ensure proper guidance. Pros The quick response to any issue I have! There is always someone available when needed and not long hold times. Cons I am very happy with my overall experience with vanilla soft software, their client support is very effective. Review Source MG Morris G. Sales Manager Automotive Used the software for: 2+ years ### "Always there " May 21, 2025 5.0 Great Experience. Always there when you need them. us easier schedules to follow up and convert prospect. Pros Great Product. Love the crm , callback, result option. It is all on one screen and gives us easier schedules to follow up and convert prospect. Cons Very Very rare its a little slow but that's common with software. there isn't anything I don't like about Vanillasoft. A Great Product Review Source TM Tabitha M. Health advisor Insurance Used the software for: Less than 6 months ### "Quick, efficient support" January 8, 2026 5.0 Pros I enjoy the easy to navigate systemas well as the quick and kind support. The system is very user friendly Cons If i am being honest, I am new to the app and I currently do not have any complaints as far as the system or how it works. Review Source Response from VanillaSoft January 9, 2026 Hi Tabitha - thank for your review! "So far so good" is how it sounds! Seems like you have found our support team if you run into bumps along the way, we are always happy to hear about how we can help or to make things work even better. FO Frank O. Insurance Agent Insurance Used the software for: 2+ years ### "Great dialing platform." May 9, 2025 4.0 Very good and have been using it for 7 years. Pros Its workflow process is fast and makes dialing and contacting leads from every aspect easy and fast. Cons Can only dial one lead at a time and woukd like to see it handle more line other newer dialers out now. Review Source JS JOEY S. ceo Insurance Used the software for: 2+ years ### "Chief executive officer" May 7, 2025 5.0 Pros Manages my leads very good easy to set callbacks and support team is great they even built me a custom solution for my needs Cons Could be a little more cost effective but overall its a solid product Review Source CB Chelsey B. Appointment Setter Marketing and Advertising Used the software for: Less than 6 months ### "Chelsey Nicole Barnett review" July 3, 2025 3.0 Customizable features are nice, but tech support is sometimes lacking. I am fairly new to using the software so am looking forward to becoming more efficient. Pros Makes dialing faster when working correctly, makes multitasking easier, ability to input information quickly vs. writing. Cons Some support staff weren't able to help. I was disappointed when issues were blamed on my computer specs and took my computer in to be evaluated and found that not to be the case. Review Source Similar Products Featured ## Related categories [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Inside Sales](https://www.capterra.com/inside-sales-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.