# Page 3 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Vanillasoft ## Showing most helpful reviews Showing 51-75 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 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? 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 VR Verified Reviewer Health Advisor Insurance Used the software for: Less than 6 months ### "VanillaSoft Platform" August 8, 2025 4.0 Overall very useful too and helps streamline business. Has seemingly done a good job of eliminating duplicate lead submissions Pros The ease of use. Very user friendly. You can look up certain KPI metrics throughout the day to ensure you are meeting goals Cons Will often have a significant lag at certain points in the day. The CRM portion where you can look back at previous calls only goes back to the prior day Review Source 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 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 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 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. :) 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 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 BH Brooke H. Licensed Insurance Agent and Consultant Insurance Used the software for: Less than 6 months ### "Honest Personal Review" November 8, 2025 4.0 Overall, pretty good, also tech support takes issues seriously. I do really like this system though. Pros Vanilla soft/soft phone works well most of the time and is easy to use and easy to learn. I like that you can customize YOUR set up. Cons Vanilla soft/soft phone does have quite a few calling connection issues more than i would've expected. Review Source Response from VanillaSoft November 24, 2025 Hi Brooke - thanks for your review, we are glad it helps you out. We are proud of our support team for sure. Thanks for the comment about the soft phone - I'll send that along to our product team. JD Jameel D. Health Coverage Advisor Insurance Used the software for: Less than 6 months ### "Simple & Effective" February 4, 2026 5.0 Overall, my relationship with Vanillasoft is growing as I use it. Looking forward to seeing how it improves over time. Pros The way it integrates with other software to allow for an efficient workspace is what stood out most right away. Cons Multitasking is kind of limited, though the system provides more than enough information within its windows to do get the job done. Review Source Response from VanillaSoft February 9, 2026 Hi Jameel - thank you for taking the time to write a review, we appreciate it! helping make your day more efficient is what we are aiming for. :) Evangeline M. Business Development Representative Telecommunications Used the software for: Less than 6 months ### "Two thumbs up. " July 14, 2025 5.0 Vanillasoft is easy to use, the dialer moves quickly, the calendar is set up well, and inputting data is simple. Pros I love VanillaSoft's calendar. I have used other CRMs before and have always had to use an external calendar. They way it is set up for callbacks and an additional Event option on the calendar page gives me flexibility when scheduling appointment callbacks which is different than a phone call callback. Cons After the call disconnects and after it is disposition if I need to add in additional notes then that process is slow. Review Source 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 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 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 SA Sumaiyah A. Student Fundraiser Fund-Raising Used the software for: 1-2 years ### "calling all vanillasoft fans" October 16, 2025 5.0 Pros it keeps all of the information i need in one place! it’s helpful to not have to keep a manual directory of people i need to reach out to. Cons the formatting can be clunky and glitches sometimes. the coding menu likes to spasm if i hover over it instead of clicking it 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 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 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 CC Caroline C. Caller Fund-Raising Used the software for: 6-12 months ### "Overall positive experience" October 13, 2025 5.0 My overall experience with Vanillasoft is positive because it does what it's supposed to while allowing me to do my job effectively, with only a few minor bugs. Pros What I like most about Vanillasoft is its features. When I am using the interface, I can see and use everything clearly. It ensures security in my account, but also those that I am calling. Cons What I like least about Vanillasoft is that it can be very glitchy, slow, and take a lot of power to run. 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 EA Everson A. Sales Agent Insurance Used the software for: Less than 6 months ### "VanillaSoft Review" June 9, 2025 5.0 My overall experience is quite good. I haven't had a lot of experience doing telecalls but I think this software is perfect introduction to the field. Pros It is quick and easy. I am able to organize my leads after speaking with them. I like that it gives me a heads up when it is a brand new lead as well. Cons Sometimes it is difficult to navigate to where I want to go...it's not always intuitive. For example, I was trying to figure out how many texts I have used but I that was in the SMS section. 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.