# Page 5 | Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 5 - 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 5 - Reviews of Vanillasoft

## Showing most helpful reviews

Showing 101-125 of 233 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AK

Alexandria K.  
Agent  
Insurance  
Used the software for: 6-12 months

### "Great business CRM and dialer"

November 11, 2022

5.0

VanillaSoft is very user friendly and easy to use. Keeps track of all contacts/leads in CRM, and I love the dialer!

Pros

I like the ease of use, the dialer, and tracking all leads/contacts. It also beautifully integrates with my lead vendors and texting CRM, as well as exporting data

Cons

I just wish the CRM stats showed further back than 1 day

Review Source

Ben B.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "VanillaSoft Makes Sales Easy"

November 26, 2018

5.0

Awesome customer support.

Pros

You can add a custom script for your sales people to use. You can write prewritten emails and texts that get sent out with the click of a button. It connects directly to Gmail for Business. It has a great calendar feature. Offers VOIP and Texting. The click to call makes it easy to call leads.

Cons

You can only see one lead at a time. Don't offer MMS texting.

Review Source

Jessika M.  
Marketing Coordinator  
Marketing and Advertising  
Used the software for: 2+ years

### "Easy system to use for marketing"

February 12, 2019

5.0

I have used VanillaSoft for several years for marketing and advertising. I love the ease of uploading potential client information and marketing lists.

Pros

It's a super easy system to navigate and I love that it is web based, so that I am able to use this marketing tool from anywhere. I also love that I am able to toggle from previous updates.

Cons

So far I don't have any complaints with using VanillaSoft.

Review Source

EHV

Erik H. V.  
Director of Annual Giving  
Higher Education  
Used the software for: 2+ years

### "High value product for higher ed call center"

March 8, 2019

5.0

Overall, very reliable software that allows us to run our call center completely paperless. Tools available for supervisors to monitor caller productivity are really important to running an efficient call center. Minimal training allows callers to feel comfortable with the software soon after calling. Focus is then on securing gifts from donors.

Pros

Really easy for student callers to use. New layout is very functional and straightforward; doesn't require much training to learn. Provides the right features without cluttering the dashboard. Call scripting is simple and effective, reporting functionality is robust, workflow/routing allows for segmentation and efficiency.

Cons

Email client is a bit difficult to use and doesn't have a very modern look to it. Occasional service outages hamper productivity, but this is not often.

Review Source

Nathan P.  
Pool Tech  
Consumer Services  
Used the software for: 1-2 years

### "My top choice"

February 13, 2019

5.0

My experience with VanillaSoft has been exceptional., definitely 4.5 stars. Once they get their support time down it would definitely be a 5 star product. Keep up the amazing work VanillaSoft.

Pros

The platform has amazing reporting features all very attractive in one of the easy to access dashboard. With click to call, automatic recording and all prospect information on one screen with full history I have to say it is better then any other platform I have used.

Cons

I have to say the down fall is at times due to high demand, support can be a bit of a pain as the wait time may be more than just a few minutes and then getting the functionality of platform up and going again can be longer. This is typical however, it can cause an impact on performance with not having lead information. My only other issue is the recording function does not always automatically record, I will have to hang up and recall to enable recording.

Review Source

Sarah V.  
Assistant Director Of Alumni & Parent Engagement  
Higher Education  
Used the software for: 2+ years

### "Efficient Tool"

April 30, 2018

5.0

Pros

Makes phonathon a much smoother, faster, more efficient and user-friendly operation for callers and potential donors. Lovely customer service team and an adaptive and pretty intuitive space.

Cons

Wish there were more custom features and more included in the base price. Great deal and software as-is, though!

Review Source

VR

Verified Reviewer  
Project Leader/Marketing Professional Commercial Truck Marketing  
Marketing and Advertising  
Used the software for: 2+ years

### "Vanilla Soft Great CRM for Call Team"

September 17, 2018

4.0

It has been very positive. The system is laid out in a very user friendly way, and anytime I needed support their team was very helpful.

Pros

The setup and execution of programs is streamlined to make the process easy and effective.

Cons

No complaints. Like any CRM it does take a while to used to the settings but once you do it's fantastic.

Review Source

Janet K.  
Fundraising Specialist  
  
Used the software for: 2+ years

### "VanillaSoft is a great system!"

May 16, 2018

5.0

Increased customer service for my clients.

Pros

We love VanillaSoft, the system helps us keep appointments with my clients and really increases my customer service ability.

Cons

The only issues we have had is with brief outages, but they are rare and taken care of immediately by VanillaSoft customer service.

Review Source

NA

Nick A.  
Sales Agent  
Insurance  
Used the software for: 2+ years

### "Best CRM On the Market"

July 17, 2022

5.0

Pros

It's easy to use and very easy to organize my daily, weekly and monthly sales calls.

Cons

Honestly there are really no negatives to using Vanilla Soft. Been using the software for the last three plus years.

Review Source

PG

Penny G.  
Acct Mgr  
Environmental Services  
Used the software for: 6-12 months

### "This is the one CRM that everyone can use AND increase your productivity! "

November 20, 2019

5.0

I get more accomplished every day with Vanilla Soft because of the way the leads flow seamlessly. I can make so many more calls and send out more emails and have all the information I need right at my fingertips. I would recommend this product to anyone, no matter what level of computer proficiency they have.

Pros

I have not used a software program that is this easy to use. It literally took me about 15 minutes to get the hang of it. You can send emails with2 clicks (you choose the appropriate email). You click to call, you can input information, close the lead and another one pops up! This program keeps track of your progress throughout the workday. You see where you are spending your time. I love this program

Cons

The only thing I don't like it that only one record is displayed at a time. I am on the phone all day and I have cold-called the same person twice. Of course, there is a feature that shows a list of the calls I have made but you must click the one you are looking for and I think it could be more streamlined.

Review Source

Valie R.  
Owner  
  
Used the software for: 2+ years

### "Love VanillaSoft - have been using it for ten years - I honestly couldn't run my business without. "

April 25, 2018

5.0

Increased capability, able to compete against larger competitors and offer a superior product for a competitive price. Clients love the responsiveness we can offer to their questions and suggestions on how they can improve their campaigns.

Pros

Ease of use. Our clients really like it - we get great feedback from our clients on the features. We work with marketing teams - they love what we can do for them with VanillaSoft. Love the customer support team - have enabled us to provide more customer support to our clients - makes a small company compete with larger competitors.

Cons

Not really a con - but would like a mobile app so I can address issues that arise when I am not at my desktop.

Review Source

Doug M.  
Life Insurance Marketing  
  
Used the software for: 2+ years

### "Outstanding follow up on leads"

May 16, 2018

5.0

Pros

Vanillasoft allows us to maintain control over our leads from www.insurancequotes2day.com and never allow a prospect to fall between the cracks.

Cons

The texting feature could allow for attachments as we would like to email quotes out to our prospects.

Review Source

OM

Olivia M.  
Operations Manager Administration  
Marketing and Advertising  
Used the software for: 2+ years

### "Easy to use and many features to serve all of my needs"

November 16, 2018

5.0

I know it may seem silly, but I am not a huge computer person even though my job is working on the computer, so I am really grateful that VanillaSoft is so clear to follow. Learning something new doesn't take long, and that's not because I'm a savant. It's because the software is so very user-friendly. There are many features that make my work easier, and make things easier for the company. I rarely have any problems, but on the occasion that I have had to contact customer support, they respond solve the problem swiftly, even if the problem is my own fault.

Pros

I use the admin side more than the user side, but both are easy. I work with the contact management, deduping, intellective routing/filters, and email features the most.

Cons

The deduping feature can be irritating because the quick select is lacking in options, so often I have thousands of duplicates and I have to go through and select the ones I want deleted one at a time. It takes FOREVER.

Review Source

VR

Verified Reviewer  
Account Manager & Team Leader  
Marketing and Advertising  
Used the software for: 2+ years

### "Great Software"

November 27, 2018

5.0

We use the software as a call center CRM and it works great for that application.

Pros

Great software! It is easy to use and any issue I have had, customer support has been easy to work with.

Cons

I do not have any complaints with this software.

Review Source

Michael K.  
Inside Sales Manager  
Wholesale  
Used the software for: 1-2 years

### "I use it for all of my call campaigns, and it increased my contact rate by over 200%!"

May 21, 2018

5.0

Pros

The in-house VoIP is quite helpful in increasing the number of contacts per day. Another advantage is the ease at importing and exporting data to and from VanillaSoft.

Cons

There are a lot of extraneous features that I do not need to use. I am sure they are helpful to other clients, but as I am a department of one I do not need to assign call campaigns to multiple users.

Review Source

Jack D D.  
Owner  
Insurance  
Used the software for: 1-2 years

### "Excellent software for any salesperson"

November 15, 2018

5.0

I have gained many sales from using VS due to helping my organization of multiple daily leads. Reminder features are wonderful and help gain sales.

Pros

Ease of use. Gained additional sales almost weekly. Helps take the stress away of organizing potential leads into a manageable format.

Cons

Wish I could mass text. Software takes a bit of preparation to set up email stream, etc. but is overall user friendly.

Review Source

VR

Verified Reviewer  
TeleSales  
Entertainment  
Used the software for: 2+ years

### "Varified User"

December 5, 2019

4.0

Pros

The user interface and ability to update and keep up to date information when working with a patron. Setting calendar appointments

Cons

NNot being able to drag caledar appointments when dates change

Review Source

Luke T.  
Sales Leader  
Insurance  
Used the software for: 2+ years

### "Awesome product"

February 6, 2019

5.0

Fantastic.

Pros

The ease of use is great, and it speeds up my workflow immensely. Can't imagine not having it now that I do.

Cons

There's not much I don't like. Perhaps the email drip could be improved.

Review Source

Glen C. W.  
Chief Operating Officer  
Financial Services  
Used the software for: 2+ years

### "Vanilla Soft Review"

February 19, 2019

5.0

Excellent. Would recommend this CRM highly

Pros

Ease of use and merging capability for email campaigns. Tracking information and click to call features

Cons

Sometimes a little slow but Customer Service impressive

Review Source

CB

Carrie B.  
Director of Operations  
Marketing and Advertising  
Used the software for: 2+ years

### "VanillaSoft has been a great tool to help us manage our call center. "

April 5, 2018

5.0

VanillaSoft has been a great tool to manage our prospecting efforts and coordinate communication with prospects.

Pros

The user interface is easy to navigate and understand. There are great features/functions that increase our productivity. We are able to integrate extra marketing touches, like emails and efaxes into campaigns that our callers can initiate with the click of a button.

Cons

Since we work with multiple client campaigns it is sometimes challenging to integrate with their CRM. I'd like to see API integrations for additional CRMs. They are in beta tests with Zapier, which should help.

Review Source

Paul M.  
Loan Officer  
Financial Services  
Used the software for: 2+ years

### "Text feature is the best"

August 23, 2018

5.0

My time to the lead is now seconds instead of hours.

Pros

Texting is crucial. Organized texting is life changing through VanillaSoft.

Cons

VanillaSoft would improve if they allow more integrations.

Review Source

Ronald M.  
Owner  
Outsourcing/Offshoring  
Used the software for: 1-2 years

### "excellent platform easy to learn, use and deploy "

April 25, 2018

5.0

Easy to use, easy to deploy and scale up or down

Pros

ease of use multiple abilities at a controlled cost ease to add or delete additional agents as needed

Cons

I really have no complaints this software has met the majority of my needs however I could use some coaching follow up on possible integrations to other software that I use

Review Source

VR

Verified Reviewer  
Operations Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "VanillaSoft for the Win "

July 16, 2019

5.0

We really love this software and it has helped us close more deals than without it.

Pros

It is user friendly and not as robust as some of its competitors which made it simple to use. The automation takes the guesswork out of your sales process which also simplifies the process.

Cons

Our sales team loves this product and has no feedback

Review Source

Raymond W.  
Coordinator of Communication Outreach  
Higher Education  
Used the software for: Less than 6 months

### "Nearly Where I Need It to Be"

November 15, 2018

4.0

Great time using Vanilla Soft! I have received assistance with the program, set up, and continued use within 24 hours (if not within 5 minutes on the phone). They have responded quickly when needing configurations outside of my admin and have a system that is useful for my phonathon fundraising! There have been times where I have had to call more than once for a recurring issue, but it has resolved within a few days of contact. Thank you Vanilla Soft.

Pros

For callers who have never used the program before, they were easily able to jump into calling and using to how we directed them to use it. Incredibly easy to use. You are able to go back and see those who have called before if they are imported contacts from all imported calling ports.

Cons

There are times where I would like to use a certain result code or tab as to create reports but am not able to. Really my only con for this program at the moment.

Review Source

Ernesto C.  
Mtg account executive  
Real Estate  
Used the software for: 2+ years

### "vanilla software"

February 6, 2019

5.0

great overall experience ,and great tech support as well as customer support

Pros

easy to use with minimal complications .

Cons

password complications,had to call to get help

Review Source

Similar Products

Featured