--- title: "Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "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_url: "https://www.capterra.com/p/27609/VanillaSoft/reviews/" page_type: "reviews" language: "en" --- 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 August 26th, 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 KK Karan K Health BrokerHospital & Health Care, Self-employedUsed the software for: 1-2 years. “While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features“ September 22, 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 FV Franchesca V Independent Licensed AgentInsurance, 201 - 500 employeesUsed the software for: Less than 6 months. “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 have not had time to master it yet.“ October 27, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team.“ March 16, 2026 CP Casey P Career AgentInsurance, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “The tracking isn't always correct, and the amount of time on the phone calls are never correct.“ October 15, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling program.“ March 16, 2026 AM Ahmed M AgentInsurance, 10,001+ employeesUsed the software for: Less than 6 months. “Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion.“ November 14, 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! 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 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 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! 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"! 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. PM Philippe M. Broker Insurance Used the software for: 6-12 months ### "Legendary Crm " November 6, 2025 5.0 I’ve been using this CRM for a while now, and it’s truly amazing. The interface is clean and easy to navigate, and the automation features save a ton of time. It keeps all my client interactions organized and helps me stay on top of follow-ups effortlessly. The support team is responsive and always helpful. Highly recommend this CRM to anyone serious about managing their business efficiently! Pros ’s intuitive, well-designed, and makes managing my clients so much easier. The dashboard gives me a clear overview of every lead and customer, and I can track conversations, quotes, and follow-ups in one place. I especially appreciate the automation features Cons there are a few areas that could be improved. Sometimes it feels a bit slow when loading or switching between tabs Review Source Response from VanillaSoft November 24, 2025 Hi Philippe - happy to hear that we are making things more efficient for you - thats our plan! 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 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 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 SB Sam B. Director of Operations Marketing and Advertising Used the software for: 2+ years ### "satisfied but not happy" May 8, 2025 2.0 the support team is always very nice and professional. no complaints there. they always are quick to respond as well. i just wish they had better news when they did. we are not a huge billion dollar company but we are not a little million dollar company either. we use vanilla soft, for now, as a main tool to help our clients and our employees succeed. i wish it would work as intended is all. having no access to data beyond a week or so makes tracking KPIs very difficult. Pros the contact management and ease of setting up and calling campaigns Cons data management and access, its almost impossible to pull ANY data outside of a week ago without the dashboard freezing or timing out. been trying to get help for almost a year now with zero success. and was told that it isn't going to happen, a fix, anytime soon. Review Source AS ASHTON S. AGENT Insurance Used the software for: 2+ years ### "Great CRM, I highly recommend" July 18, 2025 5.0 I am thankful for their CRM, I have been using it since 2019 and have not ever had any issues with it Pros The customer service is always helpful and the platform runs perfectly. I am able for work seamlessly. Cons the cost is a bit expensive, I do wish it was more affordable but you get what you pay for nowadays so its ok. Review Source 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. 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. :) 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 MW Mindy W. Director of Foundation and Advancement Engagement Higher Education Used the software for: 2+ years ### "Easy for Your Data Team!" September 11, 2025 4.0 I've been using VanillaSoft on the data side for 3 years and appreciate the easy navigation and the ease of data imports. Pros I appreciate the ease of importing data, the ability to set up scheduled reporting, and the easy-to-navigate user interface. Cons I would like to have the ability to specifically delete recently imported custom table data. We can delete the whole constituent, but cannot delete or run updates on custom table data. Review Source aB anthony B. sales agent Insurance Used the software for: 2+ years ### "ticket closed" July 10, 2025 5.0 Pros simple crm to follow so not hard to learn. I like the pre set emails given in the crm and the texting portion. Cons not fan of the calendar updates made. the color tags are very small and not the whole bar so it's barely noticeable to be effective Review Source NS Nathan S. Sales Insurance Used the software for: 2+ years ### "For true dialers" June 16, 2025 4.0 Once learned, VS works great. Pros The efficiency of VanillaSoft is 2nd to none. I can maximize my prospect communication 10 fold. Love! Cons The platform reminds me of old Microsoft Excel. It's not the most user friendly platform. It can take some time to learn. Review Source AT Andrew T. Vice President of Business Development Oil & Energy Used the software for: Less than 6 months ### "Great First Impression" September 13, 2025 5.0 Pleasant experience, overall. From ease of use to rockstar Customer Support Representatives, my overall experience has been nothing but positive! Pros Vanillasoft has a clean design and straight forward interface that is easy to learn and customize to our needs. What I love, so far, has been the Customer Support experience. Not only were the CSRs helpful, but extremely kind and pleasant to interact with! Well done Vanillasoft Team! Cons No complaints, yet! One concern some may have might be the older style design, I don't know, but that's just a guess. 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 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 AW Andrew W. Health Advisor Insurance Used the software for: 2+ years ### "Great customer service" August 16, 2025 5.0 Customer service which is most important to me. The customer service with VanillaSoft is some of the best I've experienced Pros Its efficiency and customer service. It is a top lead supporter that never goes down. You can always count on it working Cons Overused. You are calling all the same leads that every other person is calling, instead of exclusivity Review Source Similar Products Featured ## 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.