# Page 2 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Vanillasoft ## Showing most helpful reviews Showing 26-50 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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! TG Theresa G. Assistant Director of Annual Giving Higher Education Used the software for: 6-12 months ### "Exceptional Call Center management System and support team" December 17, 2025 5.0 We implemented this project over a year ago, and I managed to get it up and running in a record three months. While such a quick turnaround is not typically recommended, the phenomenal support team played a crucial role in navigating the bumps associated with this rapid upstart. As someone entirely new to such a robust system, I anticipated a learning curve, but the grace and expertise demonstrated by the support team made all the difference. They walked me through each step, showcasing their deep understanding of the system's capabilities. Their advice was insightful, providing guidance on what would work best in our specific context, which has proven invaluable. The system itself is outstanding. Its seamless integration with our existing systems has significantly reduced human error from constant data entry. I can collect extensive data from each call and make changes on the fly, a feature that is both incredible and priceless. Moreover, the capability to provide real-time updates to our officers and team regarding constituents has transformed our workflow. Overall, this communication system, bolstered by an exceptional support team, has proven to be a game-changer for our organization. I highly recommend it to others seeking to enhance their communication and data management processes. Pros I have been utilizing the Vanilla soft system that integrates various functionality, and I could not be more pleased with its performance. The usability is exceptional, not only for backend operations but also for the user interface, making it easy to navigate and manage constituents. The ability to text, leave voicemails, and send emails seamlessly enhances interaction quality. The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation. What stands out most is how streamlined it makes tracking interactions—the process feels seamless and natural for both the user and the constituent. After each call, I can easily capture necessary data, which is automatically updated in each constituent's file. This feature ensures that I always have access to the most current information without the hassle of manual entries. Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective. I highly recommend it to anyone looking to improve their client engagement experience. Cons The only issue I really have is our user error it is not always intuitive if you are not trained on the system, but it is such a robust system that it makes sense that it is not super easy without support, but we have an amazing support team Alternatives considered [RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/)[CallHub](https://www.capterra.com/p/149279/CallHub/)[Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) Reason for choosing Vanillasoft User autonomy, vanilla soft offered the most reliable and robust product for the price and support that did not give us hours or time limit with cost. Switched from [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) More effective and cost-effective, this robust system allows us to be autonomous and not rely on the product company to run our system or manage our data. Review Source Response from VanillaSoft December 18, 2025 Hi Theresa - thank you so much for your review! All of that detail is fantastic, thank you! :) I am so glad that Vanillasoft is helping you and your team manage your constituent engagement, outreach and interaction with them, and data capture - just what we are hoping for. We think our support team is great too - I am sure you are, but just in case, do check out the knowledge base that has a lot of videos and content that might help before you get on the phone. Roy N. Team Leader Computer Networking Used the software for: 6-12 months ### "Vanilla Soft is good, but needs a little bit of improvement" July 22, 2025 4.0 Overall, my experience with VanillaSoft was solid. It was easy to learn, and the workflow kept me organized throughout the day. I liked how it helped me stay on top of follow-ups without having to juggle multiple tools. There were a few limitations, like the lack of call recordings, but overall, it made the outreach process smoother and more efficient. Pros What I liked most about VanillaSoft is how easy it was to use and how clear the reporting tools were. It made tracking call activity, conversions, and agent performance straightforward, which helped us make better decisions. The real-time dashboards were especially helpful during fast-paced campaigns. Cons What I liked least about VanillaSoft is that calls weren't automatically recorded, which made it harder to review conversations or provide coaching. Having to rely on manual notes sometimes led to missed details or inconsistencies. A built-in call recording feature would’ve been a big help for quality assurance and training. Switched from [LinkedIn Sales Navigator](https://www.capterra.com/p/228343/LinkedIn-Sales-Navigator/) ChatGPT said: Needed a more structured call workflow Review Source TJ Teayaka J. Agency Owner Insurance Used the software for: 1-2 years ### "I LOVE VANILLA SOFT!!!" February 3, 2026 5.0 I am very satisfied! I can't imagine running my business without it. My organization and contacting more leads and being more efficient and thorough. Also the building rapport and keeping notes. Pros How smooth and easy everything and the customer service is literally top notch!! I love being able to view each lead easily by uploading a CSV and comment on it. Also the being able to customize the result codes. Just so much to love about it! Cons I can't easy pull reports and look at list of leads at a time. Being able to merge duplicate leads. That's really the only thing I can think of. Alternatives considered [Contest Burner](https://www.capterra.com/p/140304/Contest-Burner/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Vanillasoft All the features and in being all inclusive with managing and dialing. Review Source Response from VanillaSoft February 9, 2026 Hi Teayaka - thanks so much for taking the time to write a review! Doing reports is hard - totally get you - I believe our customer success team can help in additional ways if you have not spoken to them directly. Start with Vannillasoft.com/support and they can dig into things with you if you have not already. 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 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 KH Kevin H. Founder Marketing and Advertising Used the software for: Less than 6 months ### "Comprehensive lead management with lots of extras" December 5, 2025 5.0 Excellent. The interface and management aspects are great and love the cadences. Reporting is excellent and much better than any other system I've used. (It is why I switched.) Highly recommended. Pros Comprehensive CRM with lots of features and many I haven't even got to. Easy to set-up and get going, but lots of depth to smooth the lead management process. Love the reporting and I haven't scratched the surface of what it can do. Cons Nothing specific, but it is not as intuitive as other systems I've used, but once I was trained up it is easy to manage and use. Alternatives considered [smrtPhone](https://www.capterra.com/p/255357/smrtPhone/) Reason for choosing Vanillasoft Reporting was exactly what we need for management. Switched from [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/) Management and reporting capabilities are far superior with VanillaSoft. Review Source Response from VanillaSoft December 8, 2025 Hi Kevin - glad you are having a good experience with Vanillasoft! We love the lead management and process and reporting as well. :) 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 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 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! 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 Elma T. Office Manager Government Relations Used the software for: 6-12 months ### "Satisfied VS Caller & Admin" August 13, 2025 5.0 With the right amount of training, guidance, and hands-on practice, I believe navigating the back end will become much easier for me. I also appreciate the availability of both online and phone support—it’s reassuring to know help is accessible when needed. Pros VanillaSoft CRM is user-friendly and intuitive for callers. The technical support team is accommodating, responsive, and always helpful. Cons Additional training on the admin side—particularly the back-end—is needed. I find the Contact Management section, especially the Queries feature, challenging to understand. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reason for choosing Vanillasoft The availability of both Progressive and Preview dialing. I also like the ease of sending SMS and Emails 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 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! SF Shaun F. Executive Account Manager Financial Services Used the software for: 2+ years ### "Vanilla Soft is invaluable, Customer support rocks!" November 6, 2025 5.0 I believe Vanilla Soft’s service is invaluable—truly a game changer for our team! I believe they will continue to improve on their awesome services. Pros I really appreciate Vanilla Soft’s excellent customer support—always helpful and responsive! Super-fast! Cons There’s nothing I don’t like about Vanilla Soft’s service—everything is top-notch! Highly recommend! Review Source Response from VanillaSoft November 24, 2025 Hi Shaun - thanks for your review - glad we can help! We would love to hear more about how we are a game changer for you! https://vanillasoft.com/support Jayson C. Sales Financial Services Used the software for: Less than 6 months ### "Making tasks simple." August 12, 2025 5.0 I am very happy with this platform. I can see that if and when I need VS support, they will be there to help. Pros Quick and Convenient.... When I am looking for support, I am always given my answers very quick and clear. Cons I have not experienced an difficulties at this time. I have not been using VS for a long time, but so far it is nice. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) To pursue a better product and use its daily functions. Review Source ES Elliot S. Owner Insurance Used the software for: 6-12 months ### "Nice experience " November 24, 2025 5.0 Pros Vanilla Soft and VS Connect have completely streamlined our workflow. The intuitive interface, powerful automation, and seamless CRM integration help our team stay organized, boost productivity, and convert more leads efficiently. Both platforms are reliable, easy to use, and essential to our daily operations. Highly recommended for any growing sales organization. Cons The overall cost of using both platforms can add up for growing teams, and response times from support can occasionally be slower than ideal when urgent issues arise, which may impact operations Review Source Response from VanillaSoft December 8, 2025 Hi Elliot - thanks for your review! Getting your sales team more organized, more productive and converting leads more efficiently is exactly what we want to have happen for you and your team! FV Franchesca V. Independent Licensed Agent Insurance Used the software for: Less than 6 months ### "Great potential!" October 27, 2025 4.0 it was rolled out too late in the year - too close to AEP/OE. I need to re-do the trainings after AEP/OE to get more proficient and use it as intended, and I do think it will keep me very organized and on top of my book. Pros the functions and the email drip campaigns will be very helpful in the coming year. I do also like the client reporting options. Cons It is pretty complicated to use. 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. 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 KK Karan K. Health Broker Hospital & Health Care Used the software for: 1-2 years ### "Overall Experience" September 22, 2025 5.0 My overall experience with Vanilla Soft from the past and now is great. I haven't ran into any issues. I just like how convenient it is. Pros What I like most about VanillaSoft is the easy to use CRM. Everything is self-explanatory. If any issues occur Customer Support is on it right away. Cons While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features Switched from [Ringy](https://www.capterra.com/p/182372/iSalesCRM/) I made the switch as the company no longer uses ringy. 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 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 DV Dennis V. Career Agent Insurance Used the software for: 1-2 years ### "VanillaSoft not VanillaHard" June 10, 2025 5.0 Overall, VanillaSoft gets the job done. Gives me access to virtually unlimited leads because of my leadership, but more importantly user friendly for anyone that isn't tech savvy. Pros The convenience of calling leads, and having features that I didn't know was available, such as being able to save certain contact information. Cons 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. 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 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. 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