# Page 6 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Vanillasoft ## Showing most helpful reviews Showing 126-150 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jake T. Director of Development - Data Services Higher Education Used the software for: 2+ years ### "VanillaSoft is easy to configure, fairly simple to use and inexpensive." June 1, 2018 5.0 Because it costs so much less than an outside contractor, we were able to hire another staff member to manage the program and do other things. Pros VanillaSoft doesn't cost a lot, is really easy to set up and provides almost every single functionality we can think of. Suffice it to say, we get a lot for our money. Cons The reporting interface is REALLY clunky to use--you have to click through a bajillion screens to tweak anything and there's not a good way to compare fields to each other or flag changes that callers make. Review Source CB CHRISTINE B. Sales Consultant Marketing and Advertising Used the software for: 2+ years ### "Vanilla Soft Review" November 20, 2019 5.0 I am a user, not an administrator, so my over all experience in the last 5 years has been great. IT is reliable, safe and easy to use. Pros What I like most about this software is how easy it is to use. The concept is straight forward, and the reliability is key. I have used this software for over 5 years and very rarely have any issues. I am not a software wizard, and I have had no problems learning all the ins and outs. Cons What I like least about this software is sometimes it can be slow or stall. But that is with all CRM programs. Review Source JO Jeremy O. Sales Manager Computer Software Used the software for: 6-12 months ### "SDR Sales Simplified" January 23, 2020 5.0 We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work. Pros Allows for SDR sales automation, custom rules and workflows, and gets results. Cons Could be prettier, I suppose. I’m being picky here - it’s great at what it does. Switched from [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) We still use HubSpot for Inside Sales and use VanillaSoft for SDR prospecting and appointment setting. We could not have had the same results using HubSpot with our SDR team. Review Source VR Verified Reviewer Project Manager Education Management Used the software for: 2+ years ### "VanillaSoft Review" August 14, 2019 5.0 Pros VanillaSoft is easy to use and very user friendly. Cons With big files, VanillaSoft is sometimes slow to import files Review Source JB Janene B. Client Services Manager Marketing and Advertising Used the software for: 2+ years ### "Very easy to use. Love the routing options." April 5, 2018 5.0 It makes my job easier every day. I can track production on accounts, I can track sales prospecting. Can run various reports which I do both weekly and monthly. I love Vanilla Soft. Pros routing options, dashboard layout, able to customize. We can send out information on behalf of our clients which is awesome, but then it will also route that record to the front when the email gets opened. This is a great benefit we sell to our clients. Cons I would like to be able to note a record with having to terminate it. There are times when a client has synced their calendar to ours and this will sometimes block us from being able to terminate a record and I have to go in on the admin side and add a note that way. Too time consuming. Review Source VR Verified Reviewer Program Coordinator, Online Success Coaching Higher Education Used the software for: 1-2 years ### "CRM for Online Coaching" February 13, 2019 4.0 Pros Productivity reports for both individual team member as well as the entire team. Documentation of student conversations, emails, and or texts. Customization of weekly emails and sample scripts. Cons Comparing individual student engagement trends to an entire cohort. Review Source EW Eddie W. Associate Financial Services Used the software for: 2+ years ### "User Friendly CRM for Sales Lead Management" February 19, 2019 5.0 VanillaSoft allows for a very user friendly experience in managing sales leads, maintaining email records and notes, and sending contract to potential clients. Pros The software is very user-friendly and easy to navigate. The advanced search function is critical when sorting through a large volume of clients. This is the perfect CRM for over-the-phone or inside sales and I would definitely recommend it. Cons The overall aesthetics could use some work; also some of the navigation is confusing. Aside from these, no other issues. Review Source BM Brian M. Business Operations Manager Education Management Used the software for: 2+ years ### "Get's the job done with ease" April 26, 2018 5.0 with the ability to integrate with our existing systems and auto-generated email and SMS messages, we feel we are more effective at reaching every lead by their preferred communication method. Pros Vanillasoft allows us the ability to customize our experience to meet any need that might arise. It's easy to configure auto-updates and auto web-leads and that keeps our info up-to-date and allows us to reach our interested lead very quickly. Cons Auto-dialing configuration if you don't use their phone system can be tricky. We are using internet explorer since Chrome doesn't have TAPI support. We are, however, hoping to switch to VS provided phone system which would further improve our experience. Review Source Al M. President Education Management Used the software for: 6-12 months ### "VS is the best!" August 14, 2019 4.0 As a unit leader, the software is amazing and intuitive. Data is in real-time and the UI/Dashboards are customizable to support business needs. Overall, Vanilla Soft has helped to improve speed-to-lead conversions, while providing enough data as your fingertips to help support key business decisions. Great product!! Pros \- Customizable UI - Ease of Access to multiple data points - User Friendly Cons \- none so far; product has met expectations Review Source PG Pierce G. Agent Insurance Used the software for: Less than 6 months ### "Not the best CRM I've used " May 3, 2023 2.0 Pros I used this software for the period that I worked at USHealth. The only thing I enjoyed about the software was that it was relatively easy to set up. Email and text integration was pretty decent as well. Cons Perhaps it was my lead source that was funneling into my system but the leads were garbage through VanillaSoft. Otherwise, no complaints. Review Source VR Verified Reviewer Digital Marketing Executive Insurance Used the software for: 1-2 years ### "This is actually a very good CRM platform" April 24, 2019 4.0 Really efficient CRM system, very underrated in my opinion. Pros Excellent for B2B. So easy to create new campaigns and the customer support is first class. Cons Sometimes encounter issues with regards to calendar sharing. Review Source Hanh P. Closer Telecommunications Used the software for: Less than 6 months ### "The only sales & CRM software you'll ever need" June 14, 2019 4.0 Before I have some issues with keeping track of all leads and having them in one place that I can review anytime. Using VanillaSoft has been a solution for that and it greatly increased my productivity. Pros I like VanillaSoft because of its simple and easy to use interface that is well designed for a fast-paced and effective workflow. All data are neatly organised so I can always keep track of my leads. On top of that, its built-in email and message system provides maximum convenience for me, ultimately making it the only all-in-one platform for my work on a daily basis. Cons At the moment, I have no problem using VanillaSoft. But I hope in the future there will be even more features which allow even faster and more effective process. Review Source JK John K. Account Executive Marketing and Advertising Used the software for: 2+ years ### "Top notch software for outbound telemarketers!" July 26, 2018 5.0 Ability to manage multiple outbound calling campaigns simultaneously, with flexible scripting, data capture and reporting capabilities. Pros VanillaSoft is extremely flexible, easy to use and has terrific scripting and reporting capabilities. It is compatible with several VOIP softphones and is ideal for any outbound calling campaign. Cons The system occasionally lags and there are sporadic system outages. Support personnel are sometimes hard to reach. Review Source BA Bridget A. Health Insurance Agent Insurance Used the software for: 6-12 months ### "Vanilla Soft " September 15, 2022 3.0 Pros I liked I could separate what type of leads they were once I contacted them. Cons Customer service wasn't the best and when it would glitch I wouldn't be able to find the root cause. Review Source JS Jayvan S. sales agent Insurance Used the software for: 6-12 months ### "CRM and Lead Management tool" December 1, 2022 4.0 I like the dial speed of the leads and the note taking system. Pros API compatible and tech support resolves set up issues promptly, Cons Calendar event reminder-sending capabilities are not available. Need tags for campaign tracking, and email campaign as well. Review Source LF Lois F. Director Marketing and Advertising Used the software for: 2+ years ### "Essential for our business" February 18, 2019 5.0 We have used VanillaSoft since the early days of the business and it has helped us to maintain exceptional levels of productivity. Pros It is very user friendly and provides intelligent info and feedback on reporting for our clients. The layout is very simple yet effective. It is significantly better than any other CRM we have seen. Cons We currently have to export full databases but it would be helpful to extract based on calling days. Also the routing filter update means now call backs show up on 'available contacts' but these would not all be due to be called now and are therefore not actually available. Review Source cG chris G. Health advisor Health, Wellness and Fitness Used the software for: 6-12 months ### "Worst Crm For security " April 12, 2022 1.0 Pros PROS ITS USER FRIENDLY, but i have nothing good to say about your support what so ever . Every time I called they treated me like I was insane. Cons CONS - I HAVE BEEN LOGGED OUT OF My account over 30 times . Someone is physically logging me out. It has been 2 months. I have lost 1000s of dollars and my privacy is invaded. I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON LEAD MONEY AND SOMEONE IS STILL GETTING INTO MY ACCOUNT. MONTHS I HAVE REACHED OUT THEY ARE USELESS !!!!!!!!!!!!!!!!!!!!!!!!!!!!! Review Source SE Steven E. Field Sales Manager Insurance Used the software for: 1-2 years ### "By far the most crucial tool in the success of my business. " April 18, 2018 5.0 Maximum efficiency, assists in organization, allows for multiple points of contact inside a small time frame, allows me to work with multiple clients simultaneously. Pros My favorite thing about VanillaSoft is that this platform allows me maximum efficiency, but requires minimal effort. It is an incredibly easy tool to use, and keeps me very well organized. Unlike other systems I've used in the past, VanillaSoft is a great value, and definitely worth the investment. Cons There was a time or two that I've observed the same lead being worked by two agents in our office at the same time, but I'm almost certain this was user error - not a malfunction with the software. Unless there's a way to program the cue to bypass a lead that is being worked, I have no complaints. Review Source lB lisa B. Operations Manager 3 Government Relations Used the software for: 6-12 months ### "Very user friendly" December 8, 2019 4.0 VanillaSoft is used to manage sales leads. We are in a remote location who is working from a different time zone than the corporate office. However, this software is versatile and easy to manage no matter where your agents are located. Pros This software is very user friendly. Our agents adapted to this software quickly and needed just a few moments of training before they were all hands on! The layout is simple which makes managing the sales leads even easier for an agent! Cons If there was one dislike it would be the slowness (at times) which was probably linked to updates that needed to be installed. Reason for choosing Vanillasoft Our business partner chose this program because it was easy to integrate with their current sales management system. Review Source VR Verified Reviewer Creative Director Marketing and Advertising Used the software for: 1-2 years ### "Robust customer database" November 10, 2018 5.0 We're able to quickly set up a new campaign and begin to work leads for out clients. Strong leads can be forwarded to the client for immediate follow up. Reporting features are robust and really help tell the story of the success of the program. Call recording capabilities are a great feature for training. Pros The interface CRM has it all - scripting, call recording, email allows the team to immediately route leads for follow up. Cons The process for pulling data / creating a file is a bit cumbersome, and not very intuitive. Review Source Krystal B. Tele-Researcher Market Research Used the software for: 6-12 months ### "Tele=researcher" February 6, 2019 5.0 Used to track businesses we call to gather information to Hotels trying to target their business marketing Pros I can see everything I need on one screen. The business info is on the left and my own space for notes on the left. Cons it is easy to use. nothing I can think of to improve on. Review Source AB Aaron B. Student Development Officer Higher Education Used the software for: 6-12 months ### "Calling Alumni Made Easy and Efficient with VanillaSoft" February 14, 2019 5.0 I am enabling my school to reach out to numerous alumni, document their experiences and giving and provide meaningful feedback to Bucknell. I have enjoyed being able to speak with a diverse set of individuals, without any technical difficulties, in a short time thanks to VanillaSoft. Pros I like the simple interface that VanillaSoft uses. I use the software to call alumni of my school and being able to learn the ins and outs of it was easy due to its user-friendly design. I rarely have to touch my keyboard, only needing a mouse to make calls, mark calls according to how they went, etc, This saves time and enables me to call a large number of alumni in a productive manner. Cons While there are not many aspects of VanillaSoft I dislike, one component of the software that could be improved is the number of choices made available to me when detailing what happened on a phone call. For example, I would like to have more options to choose from when explaining why someone may have decided not to donate that would not require me to have to manually type it out. Additionally, not being able to process credit card donations within the software itself can require me to engage in duplicitous actions, but other than that, VanillaSoft is great! Review Source VR Verified Reviewer Sales Manager Marketing and Advertising Used the software for: 1-2 years ### "Great Customer Support" March 5, 2019 4.0 Great customer support makes up for any lack of features or the difficulty of using VSoft after transitioning from Salesforce Pros The Customer Support is excellent. My small company has no in house CRM administrator, so I have to figure issues out myself. Without VSoft phone support I'd be in trouble. Cons I'm used to Salesforce and the thing that is most difficult for me with VSoft in comparison is pipeline management and forecasting. These functions may exist and I just don't know how to use them. Review Source BH Brett H. Finance Manager Financial Services Used the software for: Less than 6 months ### "Outstanding Business Sales Tool" February 26, 2019 5.0 I really enjoy using VanillaSoft daily as it brings joy to my job and the clients I work with. I have developed countless relationships with many business owners and helped them out by offering my services to them all thanks to VanillaSoft. Without the tool I would not generate the leads necessary for my business as well as for the owners out there working incredibly hard to better their businesses. Pros I enjoyed the accessibility and organization that Vanillasoft presents me every day. It's easy to follow up with clients and also stay organized alongside the tasks I need to complete daily. I have developed so many outstanding relationships through Vanillasoft that I am forever grateful I starting using the program and helping business owners daily! Cons I dislike the automatically email send feature that we have set in place when emails are entered under a UCC's contact information. When emails are automatically sent after I press NOA or LVM it is very unprofessional and spamlike to our potential clients who we are trying to pursue business with. Review Source JS Jennifer S. New products consultant Consumer Services Used the software for: 2+ years ### "User friendly & so many features! " February 14, 2019 5.0 Easy to see where all leads are in the process. Can see which emails have been opened and may be most effective Pros I like that Vanilla Soft keeps all my leads organized and helps me to schedule appointments easily. Never miss a scheduled call or double book with this system. All appts are easy to see. Arrange views by day..week..month. send out auto emails for specific results! Cons Only downside is if you have a call run over into another time slot. That other call may not pop up after so you nay may miss a scheduled call. 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