# Page 8 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Vanillasoft ## Showing most helpful reviews Showing 176-200 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AT Arlisa T. Admissions Rep Education Management Used the software for: Less than 6 months ### "Great for Outbound Calling Environments" August 18, 2019 5.0 My call volume has increased dramatically and I have been able to allow VanillaSoft to entirely manage/organize my client relationship process. Pros It minimizes lead duplication and makes it makes it easier for teammates to see if a client is already being helped or not. Cons If a scheduled follow up is resulted before the original time scheduled, it does not recognize this activity and will bring the lead back up to be resulted off the screen. It's a minor inconvenience but it would be nice for the software to automatically see that the lead was just called. Review Source CS Carey S. Production Coordinator Used the software for: 2+ years ### "Great contact system." April 25, 2018 4.0 Pros Auto dialing and contact management features are great. It has helped our sales team identify and manage customers from beginning to end. Cons Calendar can use some updating. Maybe allowing syncing with outside calendar would work better and easier. Review Source EF Ellice F. Specialist, Annual Fund Outreach Higher Education Used the software for: 6-12 months ### "VanillaSoft fantastic CRM" April 18, 2018 5.0 We received so many benefits from this particular software. Our data is more accurate, we can add and customize fields when we need them, and it's just a great product. Pros Ease of use and end-user accessibility. Fantastic CRM and has great customization for our personal needs at our University. Cons Communication between our main University CRM and VanillaSoft is not automated - has to be a manual process. Review Source SD Steve D. Director Facilities Services Used the software for: 1-2 years ### "Effective and Efficient" April 22, 2019 5.0 Love it. It does everything they say it would do Pros Time efficiency and tracking ability to help maximize productivity and measure results Cons Has exceeded my expectations. I have nothing negative to say about the product. Review Source LD Lamar D. Marketing Manager Security and Investigations Used the software for: 2+ years ### "Great Experience!" November 15, 2018 5.0 It's made us more organized with client relations. Pros I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue. Cons It does go down from time to time, but not often enough to complain. Review Source TL Thomas L. Digital Marketing Consultant Marketing and Advertising Used the software for: 6-12 months ### "Organize your calendar and disposition calls quickly with VanillaSoft" April 3, 2019 5.0 I really like how organized it is and how it integrates with my G-Calendar Pros I like how I can quickly go from lead to lead because the more dials I can make the more productive I am ($$) Cons I don't like how the advanced search query dissapears when you try to return to it, you have to restart a new advanced search all over again. Review Source LG LaTicia G. Admissions Representative Education Management Used the software for: 6-12 months ### "My Experience Using VanillaSoft" August 29, 2019 5.0 It is like having an office assistant. Keeps me organized. Pros The ease of use. The fact that it keeps me organized. Cons The Autodialer takes too long and sometimes calls numbers by mistake. Review Source JH Jim H. VP Sales Printing Used the software for: 6-12 months ### "Fantastic program for our team" November 12, 2019 5.0 Our inside sales team is highly productive and accountable with this tool. Pros The program was easy to set up and get started. Very intuitive for callers. The sales team and support team are phenomenal to work with. Cons Not much I don't like....just maybe better view of past emails sent to a prospect. Review Source AB Amy B. Admissions and Financial Aid coordinator Education Management Used the software for: 1-2 years ### "The ease of Vanillsoft" February 14, 2019 4.0 We have much better contact and communication with our inquiries, it has helped us to increase enrollment. Pros Very easy to learn and navigate. I like having all the features at my fingertips, like text, email, call and keeping notes and comments. Cons In the beginning I lost some leads for awhile. But figured out what I was doing wrong. Review Source JP JL P. Sales Operations Supervisor Real Estate Used the software for: Less than 6 months ### "Great piece of software - missing some key features" November 14, 2016 4.0 The platform itself is super easy to use. It definitely make the sales guys move faster in their day to day. The pricing is simple, straight forward. You can add on and remove bundles on you own without having to talk to a sales rep which make it easy to decide how much you want to pay. You can also add certain features to certain users instead of a group purchase, which you can rarely do on CRM's. Pros Ease of use - speed of activity! Cons The support. The online knowledge base is less than most, and the email support is not as fast to give same day resolutions. You almost have to call every time. There's also a lot of room for added features which would make this my favourite CRM ever. A few more integrations are still missing, but that said, they also have unbeatable features such as SMS messaging which I haven't seen any company come close to doing as well as Vanilla! Review Source MD Michael D. Agent Insurance Used the software for: 6-12 months ### "software works for you, not against you!" February 6, 2019 5.0 selling insurance and having a CRM that helps manage and keeps track of clients with ease Pros very simple and easy platform. manages your clients information and leads with ease! Cons the auto populate lead generator does not display every time..but not an overall issue Review Source Becky E. Inside Sales Telecommunications Used the software for: Less than 6 months ### "Vanilla Soft is Great" February 6, 2019 5.0 All info is here and entered in such an easy simple way. Pros How easy it is to use and how it holds so much info with so little work Cons I really have nothing to say here, not at this time anyhow. Really, nothing bad. Review Source EJ Eva J. Business Development Marketing and Advertising Used the software for: 6-12 months ### "Easy and full featured" February 27, 2019 5.0 Pros It allows me to keep a follow up calendar and to add new prospects with accuracy and ease. Cons I wish it didn't immediately bring up the record of a new prospect I just entered... I feel like it inaccurately impacts my stats. Review Source Alvin F. Data Business Unit Manager and Engagement Manager Marketing and Advertising Used the software for: 6-12 months ### "Reach Your Target Audience" February 13, 2019 4.0 Helping our clients reach their target audience for event participation and product presentations. Pros Easy to set up and implement marketing campaigns Cons Being logged out by the system after a certain intrval Review Source NS Neil S. Digital Marketing Manager Real Estate Used the software for: 6-12 months ### "Very Intelligent CRM" November 20, 2018 5.0 Pros Been using Vanilla Soft for 7 months now and it is just absolutely amazing. Makes our job a lot efficient, effective and accurate. The best thing about it is the routing of contacts is so intuitive, the report is fantastic and the nurturing system like email drips, auto-email, auto-dial, etc are spot on. Cons None so far. Just waiting for SMS feature to be able in Australia. Review Source RG Roger G. Licensed Agent Insurance Used the software for: 6-12 months ### "Pros & Cons" January 26, 2021 5.0 Once everything got set up it worked well. The downside was that getting everything set up was very cumbersome. Pros Very efficient way of managing contacts. Cons I found there was a lot of overlap with agents. I would call a lead and they had just hung up with another agent or vice versa. Review Source CK Collin K. Sales Closer E-Learning Used the software for: Less than 6 months ### "All Bases Covered!" June 25, 2019 5.0 We're able to make contact with our leads, (which we have a lot of) and make sales in a very organized manner! The SMS feature is great as well for those leads that don't answer the phone, since it is an unknown number to them. I love VanillaSoft!! Pros I love the call recording feature. I'm able to go back and review my calls, so I can see what techniques work and what doesn't! Definitely love this feature the most. :) Cons Other than the occasional server outages due to things out of VanillaSoft's control, I can't say I really have any complains. It has all the bases covered! Review Source Adam R. Closer Telecommunications Used the software for: Less than 6 months ### "Vanillasoft" November 25, 2019 5.0 Easy, intuitive and hands off CRM Pros The software is very intuitive and easy to use. Cons Sometimes lags on connecting to calling software Review Source HD Hugh D. Agent Used the software for: 1-2 years ### "Out of all the CRM's VanillaSoft is by far the best." May 16, 2018 5.0 Pros It's All inclusive . My increase in productivity is amazing. The sssoft phone is the best & customer service is off the charts. Cons Really nothing. it's the best by far than Salesforce. Review Source cH clarina H. Admissions rep Education Management Used the software for: 6-12 months ### "love it!" August 8, 2019 5.0 Pros organization. I love how you can see all reports for your performance. Cons really nothing. it is really a good app. I cant say anything Review Source JB Jim B. Marketing Manager Construction Used the software for: 6-12 months ### "Our appointments are up over 60% YOY. That has created a sizable increase in net income." May 17, 2018 5.0 Our appointments are up over 60%. Pros I like being able to communicate via phone, text, email, voicemail drop, results driven email and results driven texts. Cons I wish it enabled us to use DKIM to improve the deliverability of our emails. I wish I could generate reports and queries using the intellective routing filters. Review Source MP McKai P. SDR Marketing and Advertising Used the software for: 6-12 months ### "Great!" February 19, 2019 5.0 Pros It was easy to use and very efficient at bringing up new leads. Cons Some areas would not transfer info like it should. Review Source TO Tanisha O. Business Development Specialist Telecommunications Used the software for: 6-12 months ### "Great CRM System " February 11, 2019 5.0 My overall experience with VanillaSoft has been great. I highly recommend their services. Pros VannillaSoft makes the sales process so much more efficient. It is very easy to use and helps keep the sales team on the same page. Cons The only thing I dislike about VanillaSoft is the fact that you can only reach tech support by email. Review Source JH Justin H. Digital Marketing Consultant Marketing and Advertising Used the software for: 6-12 months ### "Great Product" April 15, 2019 5.0 Pros It is very user friendly and easy to navigate and disposition contacts Cons Pipeline management is hard to forecast Review Source LS Lewis S. Manager Insurance Used the software for: 6-12 months ### "Very Innovative System" December 12, 2017 5.0 Once the system is fine tuned it works like a charm. Pros The system can text email and call with one click. Organizes the leads and brings them up for you to call however often you want. Cons A little less complicated. It is hard to get it all situated and set up. I dont like how you can get blocked on SMS. lol 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.