# Page 7 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Vanillasoft ## Showing most helpful reviews Showing 151-175 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Strategic Account Manager Logistics and Supply Chain Used the software for: 2+ years ### "Extremely useful and easy Customization " February 11, 2019 5.0 Pros Being able to quickly review previous notes, assess if anything needs to be done with the client, then send to either myself or a colleague for a later follow up. Cons sometimes clients can get lost and will not pop up if a colleague hits appt. Review Source RH Rebecca H. Business Development Rep Management Consulting Used the software for: 2+ years ### "Where's the App and Pause Calling?" March 14, 2018 3.0 Should have more portability (create an app) for those on the go and better functionality. Lose the browser only. Pros Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways. Cons No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting. Review Source RJ Ray J. Enterprise Strategist Marketing and Advertising Used the software for: 2+ years ### "Great business development tool for fast contact" February 20, 2019 5.0 It is a good system overall, despite lacking timely support. Pros Visibility of pertinent information on a contact is great, including other contacts at the same business. Cons Customer service is not great. There's a number of things you can't do yourself on the platform, such as changing attachment library size - 20MB is certainly not enough for a large agency with many clients and campaigns. We have called and emailed a number of times and has now been over a month with no response. Review Source wP walter P. Sales Manager Logistics and Supply Chain Used the software for: 2+ years ### "The Best Marketing tool you can use" November 20, 2019 5.0 The leads provided and the organization of the system has made my revenue grow. The great way you can use the search bar to find almost any record you need. Pros Quick and resourceful system with all the efficiency to obtain customer leads . Cons I love every feature the system has and can't complain about one thing . Review Source TP Tyler P. CTO Telecommunications Used the software for: Less than 6 months ### "Its Relentless Efficient" May 24, 2019 5.0 The support and experience we have had from VanillaSoft is downright the absolute best experience any of us have had in our business endeavors so far and also in my life personally. They are always there and willing to stick their neck out to help you no matter the personally cost. My advisor,who is always on-top of any issues we have even takes his phone and laptop with him home on the weekends so if we run into issues he can help us ASAP ( even if the wife doesn't like it! ). Their support is so responsive and go-giver oriented and we love seeing them match our value we give to them. Pros The efficiency of how it can handle hundreds upon thousands of dials per day and in one click of a button we can see exactly who's doing what and who is up to standards and those who need additional training and help Cons The old-school vibe it gives off when you go through some of the admin features, they are severely outdated & sometimes tend to lag or even delete things that you just made but couldn't save as it crashed but this is very minimal but enough to note Review Source DS Dave S. Account Executive Luxury Goods & Jewelry Used the software for: 2+ years ### "Intuitive and Effecient" November 25, 2019 5.0 Overall experience very good. Pros The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized. Cons I do not like being unable to re assign a call back time to a contact after scheduling a call back. Review Source Oliver T. Director of Talent Human Resources Used the software for: 6-12 months ### "Great off the shelf solution " November 21, 2018 5.0 Pros Ease of use and set up. Sales support and customer onboarding courtesy of our rep. Cons No integrated soft phone add on allowing us to use with system. Review Source CA Chris A. President Insurance Used the software for: 2+ years ### "Great crm to keep track of leads." March 28, 2018 5.0 Pros Great crm for queue - based calling and automated tracking, texts and emails. Reporting is useful also. Cons A little confusing to setup. Great to email clients, but then you need a 3rd party software to send mass emails. Review Source AM Andy M. Insurance Agent Insurance Used the software for: 6-12 months ### "Great platform!" January 21, 2021 5.0 Pros VanillaSoft has tremendously grown my business with its lead integration allowing me to save and follow-up on prospects as well as disposition and drip market! Cons I don't have a lot of cons, its straight forward. Review Source Moe M. Insurance Broker Insurance Used the software for: 6-12 months ### "Great CRM" November 29, 2019 5.0 Pros Affordable for what it does. Literally everything you would need a CRM to do Cons It does not have autotext pre made texts we can use Review Source KH Kyle H. Business Development Associate Accounting Used the software for: 1-2 years ### "VanillaSoft - GREAT SOFTWARE" February 6, 2019 5.0 Overall experience with VanillaSoft has been very positive. No major business issues have come up with the software preventing productivity that hasn't been solved - which is a major plus. Pros The best thing that I like about Vanilla Soft is it's user friendly compatibility. It is very easy to navigate and has made business incredibly simple. Cons I can't think of cons about Vanilla Soft at the moment. Review Source CE Connie E. President / Owner Marketing and Advertising Used the software for: 2+ years ### "I have been using VanillaSoft for over 5 years. Their product is wonderful! " May 16, 2018 5.0 Helps keep projects organized. Call recording is vital for my clients. Reports are easy to export and send to clients at the end of the week. Pros The system is very user friendly! It is easy to get a new rep up and running with in a day. The support team is easy to work with and always willing to help. Cons I have had no problems. Anything I need done, if I ask support, they show me a way to do it. They are always helpful. Review Source VR Verified Reviewer President Accounting Used the software for: 6-12 months ### "Awesome System" November 26, 2019 5.0 Awesome Pros Ease of use and the ability to automate my calls, emails, texts. Cons Noting. Why must something be bad here. No issues. Review Source JS Joe S. Principal Computer Software Used the software for: I used a free trial ### "VanillaSoft Integration with Visti Intel . Visit Intel is a B2B website visitor intelligence tool." June 11, 2018 5.0 Setting up this integration enabling click through tracking is a self-service process done by the end user of VanillaSoft and takes less than 5 minutes. Note : VanillaSoft users can use this integration even if the Visit Intel code is NOT on their website. Of course it is best to also have the Visit Intel code on your website but that is not a requirement. To fully understand the journey of someone who clicks on a link and then clicks other pages on your site…it is recommended that Visit Intel be deployed on your website. Please visit https://visitintel.com/ or sign up for a trial at https://visitintel.us/trial/ Pros VanillaSoft CRM has the ability to notify a user when a “sent email” from VanillaSoft was opened by a recipient. Cons VanillaSoft does NOT report back to the sender of a sent email if any URL links (calls to action) within that email were clicked by the recipient. Visit Intel Solution: To improve that VanillaSoft email functionality we developed a solution leveraging both the VanillaSoft API and the Visit Intel Short URL logic. Now when VanillaSoft integration with Visit Intel is enabled…Emails sent from VanillaSoft that contain URL links can be tracked by the sender when they are clicked by the recipient. As the URLs in those sent emails are clicked by the recipients….VanillaSoft users will receive an automatically generated Visit Intel Site Alert detailing the VanillaSoft email recipient’s activity, listing their company name and contact information, so the sender (VanillaSoft user) can take any necessary action. Review Source SE Stephen E. Business Development Marketing and Advertising Used the software for: 2+ years ### "Good Functionality" February 26, 2019 4.0 Very applicable Pros East of use, intuitive, I can navigate easily and it's quick and easy. Cons When I move around the application and come back to main screen, it doesn't save my "comments". Review Source LB Lex B. Health Insurance Agent Insurance Used the software for: 6-12 months ### "Vanillasoft" July 19, 2022 5.0 Pros The ability to manage hundreds of leads through the crm is wonderful, it allows you to feel much more organized when working your pipeline. Cons The thing I liked least about Vanillasoft would be if you try to save a lead at the same time someone else does on that same specific lead, if they have admin access they will just take it from you, to have it on their pipeline. Review Source HW Hemant W. Senior inside sales rep Medical Devices Used the software for: 1-2 years ### "Perfect VOIP phone for any business" November 22, 2019 5.0 Overall it is a perfect solution to my cold calling job, I make continuous calls and it saves a lot of time and help me in focusing in my job. Pros It can be used anywhere - you just need to have internet connection. Easy to install and use and can make conference call. Cons Sometimes it works slow and it hampers the productivity but it happens rarely Review Source Gioacchino T. Studente Universitario Internet Used the software for: Less than 6 months ### "Fondamentale ed essenziale" November 24, 2023 4.0 Durante il mio programma di Erasmus ho potuto utilizzare questo software nell'azienda dove ero tirocinante e ho potuto sfruttare le potenzialità di VanillaSoft. Utilissimo per velocizzare le vendite e monitorare i clienti. Peccato non ci sia un'app mobile e non sia disponibile in Italia. Pros Molto semplice come interfaccia e facile da comprendere. Perfetto per fissare vendite e automatizzare gli appuntamenti. Cons L'interfaccia è un po' scarna, potrebbe essere più carina a mio parere. Purtroppo non esiste un'app sullo smartphone. Review Source VR Verified Reviewer Closer E-Learning Used the software for: Less than 6 months ### "A Aloser's asset" May 24, 2019 5.0 The business problems solved with this software have to do with efficiency and performance. Our salesforce was made much more efficient (100 calls a day) and more profitable with text sales Pros I love the features. Being able to text, email, take notes on, record, and efficiently call prospects is golden Cons I believe the recording mechanism could be improved. The red button does not always come up when recording on VS phone, and can cause complications. Review Source HL Hollie L. Production Manager Marketing and Advertising Used the software for: 2+ years ### "VanillaSoft is incredibly user friendly and easy to learn." May 16, 2018 5.0 Trackability Pros The ability to easily extract data from the system with many different metrics. Ease of use. Dashboard overview showing how my users are doing. Cons Sometimes the query builder can be a bit slow. It would help if I could highlight each metric when building the query and apply all of them at once instead one at a time. Review Source CN Casey N. Licensed Agent Insurance Used the software for: 1-2 years ### "Vanilla Soft is very easy to use and helps me to the most efficient I can be. " May 30, 2018 4.0 The ease of this product helps me be most efficient with my time and reach as many customers as possible. Pros I like that it is so easy to use that even the most technically challenged people can use it. There are so many options that we are constantly finding new ways to be productive with Vsoft. Cons Unfortunately, our material being sent through VSoft gets spammed pretty easily . Also, our emails get spammed as well. We have to constantly change material to make sure it reaches our clients. Review Source NS Nichol S. Appt. Setter Marketing and Advertising Used the software for: 2+ years ### "The easiest CRM to use" May 15, 2019 5.0 I just love the CRM. Pros This is very user friendly and the easier CRM to utilize. Cons Everyone once in a while it would crash. Review Source pF patty F. VP/National Sales Manager Facilities Services Used the software for: 2+ years ### "Using this CRM is straight forward and very easy to learn. easy to use as little a/ much as you need" May 23, 2018 5.0 Management of both the data and the users. Pros Ease of use, short learning curve. Very easy to customize also very easy to teach new users . Ease of use with reporting. Cons I have no complaints. The team is always very responsive with any troubleshooting. I can think of nothing that I would change at this time. Review Source Whitney B. Receptionist Higher Education Used the software for: Less than 6 months ### "VanillaSoft" August 6, 2019 5.0 It's has become easier to become aware of whether or not a student is already in the system. I love how it alerts you when you have typed in a number that is already in the system but under a different name. Pros I like the easy access, when it comes to searching for students or even putting in a new students information everything is very accessible Cons There isn't anything that I don't like about the software so far. Review Source CG Chris G. Chief of Staff Health, Wellness and Fitness Used the software for: 2+ years ### "We were able to get the CRM setup easily and quickly" May 31, 2018 4.0 Pros The ease of use for callers and administrators. The company was able to customize and pull reports necessary to run our business. Cons Sometimes the customer support line was closed or the rep was not knowledgeable of the system. The system was also down frequently. 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