# Page 4 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Vanillasoft ## Showing most helpful reviews Showing 76-100 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AW Andrew W. Health Advisor Insurance Used the software for: 2+ years ### "Great customer service" August 16, 2025 5.0 Customer service which is most important to me. The customer service with VanillaSoft is some of the best I've experienced Pros Its efficiency and customer service. It is a top lead supporter that never goes down. You can always count on it working Cons Overused. You are calling all the same leads that every other person is calling, instead of exclusivity Review Source AP Alexandru P. agent Hospital & Health Care Used the software for: Less than 6 months ### "crashes then fixes" October 16, 2025 2.0 Pros organized Cons keep having to click a box to populate client info, when last monday it self-populated Review Source DF Dylan F. Agent Insurance Used the software for: Less than 6 months ### "VS review overall good " June 12, 2025 4.0 Decent and easy to use overall , but the dialer issue is really holding up my job. Other than that I’ve been happy Pros Easy to use for the most part and easy to learn. I like that it has an internal calendar and that I can keeps notes Cons Dialer keeps messing up. I get to about 80-100 calls then it kicks me off. Then I cannot get back on the dialer until the next day Review Source DJ Drew J. Insurance agent Insurance Used the software for: Less than 6 months ### "Pretty Good!" September 17, 2025 5.0 Pretty good. There are a lot of good tutorials. It's pretty intuitive all things considering and I've seen worse CRMs. Pros It streamlines the process. A lot of my clients don't make it easy to enroll them or get their info, but this makes it easier Cons The UI looks a little clunky. I've got a medium sized computer and it's hard to fit everything on it. Review Source AD Anna D. Head of Annual Giving Higher Education Used the software for: 1-2 years ### "Great calling software" May 15, 2025 4.0 Pros VanillaSoft allows us to increase the ROI of our campaigns and takes away a lot of manual tasks. The caller interface is functional and the automation really improves our processes. Cons As a UK-based institution, it is frustrating that the calling function is set up for North American locations. Review Source LC Lucy C. President of Sales Cosmetics Used the software for: 2+ years ### "Guaranteed positive results. Was obvious for me " March 11, 2024 4.0 Fast outcome. I enjoy using it. Best for beginners too. Pros With the huge confidence I had gathered from my friends in the field who has used VanillaSoft, I was rest assured that it would work for me. Since the first day of implementation, I have seen a gradual improvement in my relations. There is more successful deals under this tool. Cons In any case, the help desk is friendly and fast. No concerns goes unattended. The features are good for me. Review Source SC Scott C. President Insurance Used the software for: 2+ years ### "The ultimate "Phone" prospecting tool for businesses" May 25, 2020 5.0 Overall, this is my "go to" system. I wish it was a little cheaper but it does what we need it to do and it does it very well! If you work in this system every day, it will make you successful! Hit the start button and go! Pros I have used this system on and off since 2009 and it's come a long way since then. I keep going back to it because it does the main important things very well. Also, I've had telemarketers try two other systems and they all loved Vanillasoft the most. In fact, after deciding to go with a cheaper option, they would come back to me and ask if we could use VS again. Including my son who just told me yesterday that he always loved Vanillasoft because it took the guesswork out of the picture and only showed you one lead at a time. I think that's one of the main benefits. 1. It puts one lead in front of you at a time. It eliminates the question "who should I call?". 2. It doesn't let you think too much or waste time. 3. The follow up system works great. Meaning, it's easy to leave a note and schedule a call back whether its using the calendar feature or using the dispositions that automatically put the lead back in your que at a predetermined date. Either way you do it, I always felt completely confident that once I finished with a lead that it would come back to me at the appropriate time without me having to think about it. That's huge! 4. The activity dashboard is awesome. It tells you how many dials, conversations, appts, length of time spent on calls, etc. It really puts all the data right in front of you. 5. Emailing and Document Library: Email right from the system using templates and store docs. Very Easy! 6. Hands down, best customer service in the business!!! Cons Price: For the first user its going to cost you about $200 if you want all the features. $100 for the basics and then $30 for auto-dialing, $30 for their phone and $30 to record and store calls. Every other user is $80 for the basics + $90 for the rest. So, two users with everything will cost you about $370 a month. With that said, I always go back to it. So, better to spend money on something that will get you results. Reports: They are great and endless... just wish they were easier to put together. It takes some time to really understand how to generate them. Also, wish they had automated reports that once you set up, they just get emailed to you everyday. Integrations: This is a phone marketing system with "some" email capabilities. It's not going to do social or look up lead data etc... I wish it would integrate with other email marketing systems like constant contact. It does tell you when someone opens an email if you're in the lead... but it doesn't tell you how often they opened and I don't believe it lets you call just the people who open your emails. It might but I'm not sure how if it does. Reason for choosing Vanillasoft Vanillasoft is for prospecting! I believe picking up the phone and calling people is still the best way to grow a business. Review Source RS Robyn S. Chief Marketing Strategist Used the software for: 2+ years ### "Best B2B CRM for Outbound Lead Generation" April 25, 2018 5.0 VanillaSoft is my secret weapon! My teams are significantly more productive than they were on any other CRM software, and VanillaSoft is absolutely intuitive, requiring less than 15 minutes of training for new reps. Pros I have used several CRMs, but VanillaSoft is exactly the software I would create if I made B2B CRMs for a living! It allows my reps to see both the prospect they are calling, and the other contacts in the company, simultaneously, so that they can easily ask for another prospect if they are unable to reach the original target. It gives my reps powerful insight into the company they are calling, and allows them to make independent decisions about who to call next. Of course, these features can be limited if your lead generation model is different. The software is easy to set-up (less than two hours), takes about five minutes to train callers, and then you are up and running with very little investment in time. I highly recommend that any company looking at B2B CRMs take advantage of the free trial and explore how VanillaSoft can enhance your business processes. You will marvel at how simple it is to use compared to any of its competitors! Cons The software could use a bit more power in its integration capabilities and reporting, but I appreciate that they stay focused on the core objective of keeping my reps productive! Review Source Scott A. Director of Lead Management Insurance Used the software for: 2+ years ### "VanillaSoft is Essential to our Success" September 27, 2016 5.0 Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success: Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent. Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections. Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments. Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management. Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration. Review Source Chandelor S. Office Administrator & Recruiter Insurance Used the software for: 1-2 years ### "Support unlike any other of its kind!" November 9, 2018 5.0 All our information is available in one place. I can see every time a client has been contacted, by who, how long the conversation was, any notes; I can call, set appointment, import leads, and have multiple scripts for everything. There's nothing as comprehensive as this system. Pros It would be easy to list 100 reasons why VanillaSoft is such a wonderful system and there's truly not another that compares - but the biggest pro is absolutely in the support team. I am on a first name basis with all of them; I have called more times than I can count and not once have I had a poor experience. They are always there to help me wrap my head around the problems and truly utilize VanillaSoft to do everything my company needs! I can't thank them enough for everything they do. Cons It's hard to think of something to list in the cons. It would be nice if I could set things for less than 15 minutes apart - maybe choose any time, but it's so inconsequential it's hardly worth listing Review Source EN Eric N. CEO Marketing and Advertising Used the software for: 2+ years ### "Good dialer solution but needs a database backend" April 3, 2019 4.0 Business problems solved: How to cost effectively and easily create, manage and execute outbound programs Benefits: Competitive pricing, simple functionality Pros Easy to set up new campaigns and easy for callers to make dials. VOIP is decent quality and VS doesn't charge anything for the calls regardless if they are domestic or international. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition. Cons When a call has a positive result, VS should have a database on the back end that allows positive results to flow automatically into a specific client location or folder for client management purposes. Reporting is extremely difficult to customize and exporting lists from VS results in nearly 100 unneeded columns being added. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition Review Source KP Kent P. Sales Manager Wholesale Used the software for: 2+ years ### "Revolutionized our organization" November 20, 2019 5.0 VanillaSoft has eliminated many problems such as: -multiple calls to one prospect from different callers -calling existing customers as prospects -time wasting manual reporting -lack of caller activity visibility Pros VanillaSoft streamlines our selling efforts and has completely revolutionized the way we run our company. We've gone from literally using printouts, excel sheets etc to manage our accounts and prospects to everything being through VanillaSoft. VanillaSoft has made us more efficient in calling, reporting, closing new business, pretty much every area of our company has improved by using VanillaSoft. Cons There are not many things I dislike about VanillaSoft. Anytime I have a problem, their customer service is very responsive and helpful, and they even take your suggestions for new features and are constantly rolling out improvements. Reason for choosing Vanillasoft VanillaSoft offered the most complete package, and the easiest to use CRM by far. Most callers are running smoothly in a matter of a couple hours. No redundancy. Affordable. Autodial is huge. Review Source Seini P. Coordinator 2, Online Success Coach Higher Education Used the software for: 1-2 years ### "Using VanillaSoft in Higher Education" February 19, 2019 5.0 We are very pleased with VanillaSoft. We were struggling to keep track of our work, analyze our efforts, but this has allowed us to see the data more clearly and constantly pivot or adjust as needed to ensure we meet our goals and outcomes. Pros It acts like a CRM for our program in tracking our students and ensuring that we are identifying those who are at risk and most likely need our support the most. The ability to customize the tools according to the numbers we track, and also have the dashboard to encourage healthy competition is bar none to any existing software we have access to. Cons We have thoroughly enjoyed VanillaSoft. There's nothing that we haven't liked about it. The ability to customize their tools provides us leverage to automate and streamline. Review Source Melissa A. IT Manager & Sales Executive Used the software for: 2+ years ### "Appointment Setting & Prospect Management for the professional" March 30, 2018 5.0 Pros Responsive and knowledgeable internal customer support and top notch staff interactions. Google calendar integration allows you to set appointments with confidence that the representative (external agent) will be available for them! Automatic timezone allocation for prospect records which allows appointments to be set for representatives who operate nationwide with no manual accounting for timezone needed; the software is nearly goof proof in calendaring considerations. Unlimited projects allowed and robust customization ensures that every project/marketing campaign is uniquely set up to meet your company or client's needs. I really appreciate the ability to customize result codes and the fact that you are not regulated to rigid categories or outcome processes. Each result can trigger multiple functions and this gives the administrator the power to control and maintain appropriate routing of prospects with minimal user effort. A decent dashboard system and intuitive reporting creation. Cons My top complaint has to be with the WYSIWYG editor for scripts and email templates, it is sufficient. However, in the NEW VS interface pasting text with from Google Docs or Word invariably produces an error (complete hang on selecting that script, only fixable by reverting to previous version interface) if the document was over a page long, unless pasted as plain text. Even if the original document has all formatting removed prior to copying. I would greatly appreciate a fix for this and support for pasting simple formatting options without errors. Review Source David K. President Marketing and Advertising Used the software for: 2+ years ### "Just What Inside Sales Teams Need" September 26, 2016 5.0 VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM. Pros Easy to use with the right features you need to make sure your inside sales team is being as effective as possible! Review Source Brian B. President Used the software for: 2+ years ### "VanillaSoft has made my business more enjoyable than it already was!" March 28, 2018 5.0 Our business is much more efficient and lead conversion is much higher than it was prior to using. Pros I like that I never have to look at a calendar and/or constantly have reminders pop up. The que based routing always gives me the most important call to make at the right time. Cons I do not like the pop up window I get each time a scheduled call back come up. It is assumed with the software that each time a call is routed that it needs to be called, so the pop up is confusing to me and time consuming. Review Source Cynthia S. Director of Client Services Used the software for: 2+ years ### "Great tool for contact centers who need a dialer integrated with CRM." April 30, 2018 5.0 Greater outbound call efficiency, true CRM features and easy access to call recordings. Pros We can support multiple clients and multiple campaigns. Does great job keeping each program separate. Call recordings are easy to access by campaign, agent and lead status. KPI metrics are also easy to find and you can create custom data queries and save them for future use. Cons If you need inbound call center features, I highly recommend you select Ring Central as the VoIP partner to integrate with VanillaSoft. Review Source Paul L. Director Of Operations Used the software for: 2+ years ### "We find that VS provides a very robust solution. Great data capture, call routing, and dispositions" May 16, 2018 5.0 Improved productivity of our callers and better data capture. It's cost effective, and Support is terrific! Pros Ease of customization, ease of use, and clean & clear reporting. Ease of adjustments and the ability for users to record copious information about the contacts. Cons Sometimes latency issues restrict our ability to be proficient, but that also results from the Internet Routing, not necessarily the platform. VS has recently upgraded their hardware and we have seen awesome improvement. Review Source Natosha W. Senior Specialist, Annual Fund Outreach Higher Education Used the software for: 6-12 months ### "Beats all other higher-ed specific fundraising softwares" April 25, 2018 5.0 The ability to customize and manipulate our data was the main selling point for us and this software. This software was a leading contender against all the other well-known higher-ed fundraising software. Pros When we were searching for a new phonathon software, we looked into all of the well-known higher ed fundraising platforms. None of them had the capabilities and powers that VanillaSoft offered. In VanillaSoft, we have full control of our data - we can easily update, manipulate, and report on everything we do. The customization is one of the biggest benefits for us. We can literally add fields as necessary, at any time. Cons Since it's a sales-based software, we don't have as much "control" over our calling pools. The software doesn't tell you exactly how many prospects will be released at certain times. Review Source Joseph S. Director of Call Center Services Education Management Used the software for: 2+ years ### "VanillaSoft Changed our Business" September 26, 2016 5.0 We have used VanillaSoft at Education Affiliates for almost 7 years. VanillaSoft has been a huge asset for us. It reduced our response time for internet inquiries to 8 seconds! The support team at VS is amazing. They are responsive to our needs and they treat us like partners in our business goals and objectives. VS is very easy to use and can be set up for most businesses in a day. I cannot say enough about how happy we are with VanillaSoft!!! Pros User friendly....great support...completely customizable....Scalable to any size operation Review Source VR Verified Reviewer IT Manager Financial Services Used the software for: 1-2 years ### "Good value overall for what we pay for" April 25, 2018 5.0 All in one CRM, Dialing solution with a decent voip solution. Pros There is alot of flexibility within the vanillasoft platform, from using there built in emailing and text messaging to managing sales reps phone extensions. Coupling that with there partner connect me voice for local touch dialing, call routing and inbound call handling it has made our reps more productive. Cons The admin interface is a bit daunting for a standard manager with little technical expertise. Cant blacklist calling specific states instean have to use a workaround with setting call times outside of normal dialing times.. Review Source Jeff K. Director of National Sales Used the software for: 2+ years ### "An affordable call center solution designed to increase sales" May 30, 2018 5.0 Pros Offers all the features we were looking for: recorded voicemail drop, SMS, email automation, and a full range of reports on user statistics. The Vanillasoft customer support team is one of the best I've ever encountered - in any industry and for any product. Cons Additional video walk through (for users and administrators) would be helpful. This would help reduce the time necessary to bring new team members up to speed Review Source CS Charles S. Sales Agent Insurance Used the software for: 6-12 months ### "Vanillasoft Review" May 3, 2023 4.0 It was fairly good overall. Some features I liked about using the software, and others I did not. Pros Separate notes displayed between call/user Cons No option for calls to be done and received only when someone picks up/VM Review Source BB Britt B. Telemarketer - Subscription Sales Entertainment Used the software for: 6-12 months ### "Very good lead management - calendar functionality could be improved." November 22, 2019 4.0 Vanilla Soft is an easy-to-use lead management program that has smooth integration of outside applications, a wealth of flexibility in their templates, and (with some improvements) is a contender for a top choice in lead-management systems. Pros This is an extremely easy-to-use interface with lots of flexibility to add client information. It connects the end use (employee) and the client in an easy and reliable way - even when involving outside applications. The templates seem flexible and open for a lot of customization. Cons The calendar function is lacking in options. There needs to be a drag-and-drop OR drop-down function in Calendar view that allows the end user (employee) to easily reschedule calls without re-resulting them. the calendar should have work-top options so meetings and other office-related things can be scheduled within the calendar. The form tabs should be able to be duplicated within the same lead. Once the form is created and approved by the administrator the end user (employee) should be able to create duplicates of the same form. This would eliminate the need to create duplicate leads in order to access the same form twice. Review Source Briana P. Senior Specialist Information Technology and Services Used the software for: 6-12 months ### "Better then most " February 11, 2019 4.0 I was surprisingly impressed after my first use of VanillaSoft as I expected it to be like most other solutions I have used with numerous bugs and needed updates. I was able to easily identify where I needed to go for things I needed and also track my daily and overall performance along with my team. In the case of any issue it seems to always get resolved fairly quickly which helps set it apart. Overall I feel the platform is better then most. Pros Being able to access all parts of the platform from a single drop down. Also I like having view into my own as well as others on my team KPI's on one dashboard. Cons Calls not automatically recording when moving to next call in que. If the call button is not in green it has not recorded and it should automatically. This causes you to have to hang up then restart call. Review Source Similar Products Featured