# 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 March 13th, 2026 # Reviews of Vanillasoft Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour, contact rates, and pledges.“ March 16, 2026 GH Gabby H CaptainFund-Raising, 11 - 50 employeesUsed the software for: More than 2 years. “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...“ August 25, 2025 MC Molly C Business DevelopmentMedical Devices, 501 - 1,000 employeesUsed the software for: More than 2 years. “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.“ June 19, 2025 KK Kristian K Sales employeeHuman Resources, 11 - 50 employeesUsed the software for: Less than 6 months. “What I least like about vanilla soft is the fact I can’t auto call and I have to click every time.“ December 12, 2025 TG Theresa G Assistant Director of Annual GivingHigher Education, 501 - 1,000 employeesUsed the software for: 6-12 months. “The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation.“ December 17, 2025 SS Stephen S OwnerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “VanillaSoft’s automations and call routing boost efficiency, but the clunky email builder hinders email design.“ August 27, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It has been a dependable tool for managing our call center operations and helping our team stay organized and productive during calling shifts.“ March 16, 2026 DV Dennis V Career AgentInsurance, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ June 10, 2025 ## 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 QS Qudsia S. Assistant Director of Development Higher Education Used the software for: 2+ years ### "Excellent Platform for Managing a University Phonathon" March 16, 2026 5.0 Overall, my experience with VanillaSoft has been very positive. Managing a phonathon requires balancing efficiency, caller training, and donor engagement, and VanillaSoft supports all three well. The platform allows our team to maintain consistent outreach, track donor interactions effectively, and monitor caller performance in real time. It has been a dependable tool for managing our call center operations and helping our team stay organized and productive during calling shifts. Pros As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling program. The queue-based dialing system keeps callers moving efficiently between prospects and eliminates downtime, which helps maintain strong dial rates throughout shifts. The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team. I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour, contact rates, and pledges. This makes coaching callers and managing performance much easier. Overall, it’s a reliable system for organizing donor outreach and keeping a student call center running smoothly. Cons While the functionality is strong, the interface can feel somewhat dated and takes a little time for new callers to learn. Some administrative features, like list management and workflow customization, could be more intuitive. That said, once the system is set up, it works very well for structured calling programs. Review Source Response from VanillaSoft March 17, 2026 Hi Qudsia - thank you so much for taking the time to write a review. I am happy to hear that we are helpful with your high volume programs. That is what we aim for! Point taken on the interface and whatnot - I can tell you that there are updates in the works there, so do stay tuned! 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 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! AO Andrew O. Sales Manager Banking Used the software for: 2+ years ### "VanillaSoft Review" August 21, 2025 5.0 VanillaSoft provides a reliable level of security with role-based permissions and data encryption. We’ve felt confident that customer information and leads are well-protected. Pros VanillaSoft offers solid value, especially for sales teams that need a structured cadence tool for lead management and outbound calling. The pricing is reasonable compared to larger CRMs, and it gives smaller and mid-sized teams enterprise-level functionality without breaking the budget. Cons The platform has a moderate learning curve. Basic functions like calling, lead tracking, and note-taking are straightforward, but admins may need extra time to fully customize workflows and reporting. Once trained, users find the system intuitive. 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 VR Verified Reviewer VP of Business Development Capital Markets Used the software for: 2+ years ### "10 Star Service!!!!!!!!!!!!!!!!" July 30, 2025 5.0 My overall experience with them has been pleasant and very informative, they are always adding features or recommending strategies for optimal perfomance. Pros If I could give 10 stars, I would!!!!! Vanilla Soft has the best customer service in the industry!!!! Cons They should move up the customer service hours from 9 am EST to 8 am EST. This way, if you have any technical issues, you can resolve them before work begins. Review Source SH Sharon H. Broker Insurance Used the software for: 6-12 months ### "Review of VanillaSoft" January 21, 2026 1.0 Pros Shows clients policy history and information all on one screen along with their payment history which is helpful. Cons Zero customer support is offered. Very difficult product to learn. Not user friendly or intuitive at all. Review Source Response from VanillaSoft January 22, 2026 Hi Sharon — thanks for taking the time to share this. I’m sorry to hear about your experience. We want Vanillasoft to be easy to use and well-supported, and it’s clear that wasn’t how this felt for you. While support paths can vary depending on your organization, we do want to make sure your concerns are properly addressed. Please reach out to us at support@vanillasoft.com or (972) 200-0179 ext. 2, and we’ll help ensure you’re connected to the right team and get clarity moving forward. PS Pedro S. Insurance Agent Insurance Used the software for: 6-12 months ### "Great software that can be excellent choice for your journey " January 24, 2026 5.0 Pros the whole program its easy to use, I love the auto dialing feature, and support team act fast every time you need something, this its important for any CRM Cons the interface looks kinda old school, would love having a modern look for this software, and the fact that can't read SMS from more than 7 days ago, we should have access to all our SMS, so we can track better our leads Review Source Response from VanillaSoft January 30, 2026 Hi Pedro - thanks for your review! We hear you about the interface - and changes are coming, so stay tuned. We appreciate your comment about SMS that are more than 7 days old. That is a system limitation today, but I will pass that along to our product team. KJ Kayla J. Call Center Director Fund-Raising Used the software for: 2+ years ### "Gets the job done!" May 16, 2025 5.0 Pros Provides many useful features, adaptable to the needs of our call center. Cons Callers can't do assigned callbacks unless they are assigned to that specific project. Switched from [8x8 Work](https://www.capterra.com/p/187525/Virtual-Office/) I don't recall the particular reason for the switch. Review Source CP Casey P. Career Agent Insurance Used the software for: 2+ years ### "Vanillasoft review" October 15, 2025 5.0 My experience with Vanillasoft has been great for the most part. So far, I haven't had any issues with them. Pros All of the features of VanillaSoft. The customer support. The ability to email and create your own emails. Cons The cost! The tracking isn't always correct, and the amount of time on the phone calls are never correct. Review Source Response from VanillaSoft November 24, 2025 Hi Casey - thanks for the review. Sorry to hear that the tracking and logging isn't quite right. Have you got that sorted out with the support team? https://vanillasoft.com/support CF Chrissy F. Fundraising Specialist Fund-Raising Used the software for: 2+ years ### "Hit or Miss" September 9, 2025 4.0 It is very hit or miss. Sometimes things work as they're supposed to, sometimes the emails fail to send or the phones stop working and then I'm stuck not being able to work. Pros It organizes leads well by different types of groups so similar groups can be grouped together under one filter. Cons There are a lot of features that are very basic. For example, there is no way to text the second contact. You also can't use emojis, can't send or receive photos in texts, and can't preview email responses. 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 SS Stephen S. Owner Insurance Used the software for: 2+ years ### "I love VanillaSoft" August 27, 2025 5.0 VanillaSoft’s automations and call routing boost efficiency, but the clunky email builder hinders email design. Pros Email/SMS automations save time. Queue-based call routing prioritizes hot leads, boosts sales efficiency. Cons Email builder is clunky, lacks customization. Outdated interface frustrates quick, professional email design. Review Source BS Barry S. sales representative Insurance Used the software for: 6-12 months ### "Unbelievable experience" August 26, 2025 5.0 I think it was amazing experience with the team members to set up the platform and get everything rolling. Pros The lead flow and how it gives the Right at the right time. So my Salesman can perform the best. And sell the most. Cons The inability to customize my own buttons and colors. I like different integrations, and I like colors specifically to help understand the buttons. Review Source AM Alexis M. Licensed insurance agent Insurance Used the software for: Less than 6 months ### "Vanilla Rules" November 25, 2025 5.0 Pros Overall, it’s been a great sales system to use. I’ve been able to reach a lot of potential clients, the system is very user friendly and the customer support has been quick, polite and responsive. Cons Too frequently the phone system is trying to activate and it takes a bit for me to be able to move on to the next lead. Review Source Response from VanillaSoft December 8, 2025 Hi Alexis - thanks for your review! We are glad to hear that Vanillasoft has been a great sales system for you to use to reach your clients. Curious about it taking a while to move onto the next record. Have you talked to our support team about that? https://vanillasoft.com/support 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 TA Tati A. Health Insurance Adivsors Insurance Used the software for: 1-2 years ### "Great for randomization of contacts!" August 25, 2025 5.0 Pros I like how contacts are randomized! With other CRMs/dialers, I find that my contacts are dialed in the exact same order every day, which doesn’t allow me to easily randomize the time each lead is called or texted. Cons Inability to sort my contacts by tags. Tags were newly implemented so maybe it will be a change soon! Review Source MK Michael K. Manger Commercial Real Estate Used the software for: Less than 6 months ### "Summary overview" November 6, 2025 4.0 Good, i just need new leads, i don't like when i call people from last year, the chances of helping those people are slim to none. Pros ROI and support Cons Reliability . Review Source Response from VanillaSoft November 24, 2025 Hi Michael - thanks for your review - glad that Vanillasoft has good ROI for you. Good point on leads, we don't source them but maybe your filters are set to bring up old ones? Our support team can help make sure that the newest/best ones are always at the top of your queue. https://vanillasoft.com/support SQ Serena Q. Health Advisor Insurance Used the software for: Less than 6 months ### "Vanilla Soft Pro/Con" May 20, 2025 4.0 6/10- pretty satisfied. CONS are a big thing for me. It's simple to use but I wish the messages layout was more convenient to pick up from when in the My sms tab Pros Vanilla Soft offers 1,000 messages per month with a monthly subscription. The dispositions are pretty straight forward and easy to use. Cons I dislike that we have to wait 15 seconds before we can disposition a lead and dial a new lead. Also I dont like the way the messages are categorized. I wish they all appreared and stayed there longer than a week. Review Source JD Jessica D. Supervisor Hospitality Used the software for: 1-2 years ### "VanillaSoft - Easy to maneuver" June 11, 2025 4.0 Overall, I enjoy using VanillaSoft and the setup of the software makes it easy to find mechanisms needed for the project i'm in. Pros I like the organization of the software most about VanillaSoft because it makes my job a lot easier to maneuver. Cons The thing I like the least about VanillaSoft is the delays/glitches that sometimes occur when attempting methods with intellective routing filters. Review Source SF Shauna F. independent contractor Health, Wellness and Fitness Used the software for: Less than 6 months ### "Mixed thoughts" July 8, 2025 4.0 it's okay, visual appeal is good. could be optimized better. we need better after hours support for locked out accounts. Pros visual ease looking at the leads, history needs to be elongated, search bar could be improved: the 1 in front of a phone number needs to be removed to look up a phone number Cons lack of tech support on Sundays (and after hours) - if you get locked out of your account, you just have to wait until they get back into the office. CRM - difficult to use - have to jump back and forth to go down the list while making one off calls. Doesn't hold your position. 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 MN Mike N. Broker Insurance Used the software for: Less than 6 months ### "Why did we wait so long" September 16, 2025 5.0 Overall VS mackes it so easy to connect with new leads. I can turn new leads into clients with the touch of a computer key Pros Vanillasoft makes day to day activities so much easier and so efficient. Projects that used to take all day are done automatically Cons Biggest regret is not getting VS sooner. VS takes the sales experience to a new level with its ease of use 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.