# Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # Reviews of Vanillasoft Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour, contact rates, and pledges.“ March 16, 2026 FV Franchesca V Independent Licensed AgentInsurance, 201 - 500 employeesUsed the software for: Less than 6 months. “It takes a lot of time training and watching and re-watching videos, and since it was rolled out pretty close to AEP/OE, I have not had time to master it yet.“ October 27, 2025 MC Molly C Business DevelopmentMedical Devices, 501 - 1,000 employeesUsed the software for: More than 2 years. “It would be even more effective if there was a CRM built in and a way to upload multiple phone numbers and email addresses for each lead so that the user can text and email multiple numbers and addresses.“ June 19, 2025 AM Ahmed M AgentInsurance, 10,001+ employeesUsed the software for: Less than 6 months. “Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion.“ November 14, 2025 TG Theresa G Assistant Director of Annual GivingHigher Education, 501 - 1,000 employeesUsed the software for: 6-12 months. “The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation.“ December 17, 2025 GH Gabby H CaptainFund-Raising, 11 - 50 employeesUsed the software for: More than 2 years. “The phones and they're ability to call and it go through is a mess 9 times out of 10. If you email someone with another person cc'ed and one of the emails is wrong/bounces...“ August 25, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It has been a dependable tool for managing our call center operations and helping our team stay organized and productive during calling shifts.“ March 16, 2026 SB Sam B Director of OperationsMarketing and Advertising, 51 - 200 employeesUsed the software for: More than 2 years. “data management and access, its almost impossible to pull ANY data outside of a week ago without the dashboard freezing or timing out.“ May 8, 2025 ## Showing most helpful reviews Showing 1-25 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JOIA W. Licensed Health Insurance Advisor Insurance Used the software for: 2+ years ### "VSoft Is Very Reliable " July 29, 2025 5.0 I have used it for many years and it has always been streamlined. Learning curves are very minimal and they have resources available to help resolve any issues Pros The ease of access is very sufficient. Communication tools are up to date and functions well with the tailored options Cons The preset combined options that I can not opt out of before purchase. I would like the opt out option added Review Source AO Andrew O. Sales Manager Banking Used the software for: 2+ years ### "VanillaSoft Review" August 21, 2025 5.0 VanillaSoft provides a reliable level of security with role-based permissions and data encryption. We’ve felt confident that customer information and leads are well-protected. Pros VanillaSoft offers solid value, especially for sales teams that need a structured cadence tool for lead management and outbound calling. The pricing is reasonable compared to larger CRMs, and it gives smaller and mid-sized teams enterprise-level functionality without breaking the budget. Cons The platform has a moderate learning curve. Basic functions like calling, lead tracking, and note-taking are straightforward, but admins may need extra time to fully customize workflows and reporting. Once trained, users find the system intuitive. Review Source RL Richard L. Licensed Agent Health, Wellness and Fitness Used the software for: 2+ years ### "Vanillasoft " January 27, 2026 3.0 Average. Good functionallity. Format of screen for managing leads could be improved. At times there was too much information crammed into the first screen. Pros Integration of many features and gerneal convenience were very good. Support for issues was quick ad timely. Cons inability to gain administrator status because of failures in company structure occassional problems with sound quality and speed of loading software.a Review Source Felipe C. Health Advisor Insurance Used the software for: 1-2 years ### "My overall experience with VS. " August 4, 2025 5.0 My overall experience with VanillaSoft was positive. It’s a powerful tool for managing outreach, keeping leads organized, and improving follow-up efficiency. The dialing and scripting features helped streamline conversations, and it supported consistent productivity. With a few improvements to reporting and system speed, it could be nearly perfect. Pros What I liked most about VanillaSoft was its intuitive user interface and powerful automation tools. It made it easy to prioritize leads, streamline follow-ups, and stay productive. The real-time performance tracking and call routing features also helped improve team efficiency and accountability. Cons What I liked least about VanillaSoft was the occasional lag and syncing issues, especially during high-volume outreach periods. Additionally, the reporting dashboard could be more customizable for detailed performance insights. Review Source EJ Eric J. Health Insurance Advisor Insurance Used the software for: 2+ years ### "Vanillasoft not Vanillahard" January 29, 2026 5.0 Amazing, I've had it for over 5 years now and do not regret it what so ever. I recommend all new agents to give Vanillasoft a try. Pros I love how easy the setup is with calling leads and dispositioning them to their appropriate category. Cons I do not have any issues with Vanillasoft it's very easy to call the leads and really the only problem is the mindset I can have at times. Review Source MR Marcus R. CFO Insurance Used the software for: Less than 6 months ### "Good with improvements needed" October 28, 2025 3.0 I would say it was fair. I don't think the system we got was fully functional and we rushed it out but it wasn't bad. Pros The texting function with the clients and the pick up rate for out bounding clients which was far above other services. Cons The system seemed clunky at times. Screens would stop loading, wouldn't load all sections. It at times hindered our employees. Switched from [VICIdial](https://www.capterra.com/p/135842/VICIdial/) Voip costs on vici were very high and this was meant to have better functions. Review Source Response from VanillaSoft November 24, 2025 Hi Marcus Sorry to hear that things didn't go right with your roll-out. Have you been in touch with your customer success rep to get sorted out? https://vanillasoft.com/support VR Verified Reviewer VP of Business Development Capital Markets Used the software for: 2+ years ### "10 Star Service!!!!!!!!!!!!!!!!" July 30, 2025 5.0 My overall experience with them has been pleasant and very informative, they are always adding features or recommending strategies for optimal perfomance. Pros If I could give 10 stars, I would!!!!! Vanilla Soft has the best customer service in the industry!!!! Cons They should move up the customer service hours from 9 am EST to 8 am EST. This way, if you have any technical issues, you can resolve them before work begins. Review Source BC Braxton C. Health insurance advisor Hospital & Health Care Used the software for: Less than 6 months ### "Vanillasoft review" January 9, 2026 5.0 good! It has helped keep me afloat and has paid for itself time and time again, I highly recommend vanilla soft for anyone balling on a budget. Pros amount of leads it has access too and the integrations available to fit into it from Nextgen, marketplace, CRMs for texting ect... Cons lots of unhealthy individuals who are frustrated and have been called a lot is the biggest thing, but that just comes with it, got to dig through sand and dirt to find the gold! Review Source Response from VanillaSoft January 13, 2026 Hi Braxton - we are so glad that Vanillasoft is working out for you - we love that it "has paid for itself time and time again"! SH Sharon H. Broker Insurance Used the software for: 6-12 months ### "Review of VanillaSoft" January 21, 2026 1.0 Pros Shows clients policy history and information all on one screen along with their payment history which is helpful. Cons Zero customer support is offered. Very difficult product to learn. Not user friendly or intuitive at all. Review Source Response from VanillaSoft January 22, 2026 Hi Sharon — thanks for taking the time to share this. I’m sorry to hear about your experience. We want Vanillasoft to be easy to use and well-supported, and it’s clear that wasn’t how this felt for you. While support paths can vary depending on your organization, we do want to make sure your concerns are properly addressed. Please reach out to us at support@vanillasoft.com or (972) 200-0179 ext. 2, and we’ll help ensure you’re connected to the right team and get clarity moving forward. PS Pedro S. Insurance Agent Insurance Used the software for: 6-12 months ### "Great software that can be excellent choice for your journey " January 24, 2026 5.0 Pros the whole program its easy to use, I love the auto dialing feature, and support team act fast every time you need something, this its important for any CRM Cons the interface looks kinda old school, would love having a modern look for this software, and the fact that can't read SMS from more than 7 days ago, we should have access to all our SMS, so we can track better our leads Review Source Response from VanillaSoft January 30, 2026 Hi Pedro - thanks for your review! We hear you about the interface - and changes are coming, so stay tuned. We appreciate your comment about SMS that are more than 7 days old. That is a system limitation today, but I will pass that along to our product team. CP Casey P. Career Agent Insurance Used the software for: 2+ years ### "Vanillasoft review" October 15, 2025 5.0 My experience with Vanillasoft has been great for the most part. So far, I haven't had any issues with them. Pros All of the features of VanillaSoft. The customer support. The ability to email and create your own emails. Cons The cost! The tracking isn't always correct, and the amount of time on the phone calls are never correct. Review Source Response from VanillaSoft November 24, 2025 Hi Casey - thanks for the review. Sorry to hear that the tracking and logging isn't quite right. Have you got that sorted out with the support team? https://vanillasoft.com/support CF Chrissy F. Fundraising Specialist Fund-Raising Used the software for: 2+ years ### "Hit or Miss" September 9, 2025 4.0 It is very hit or miss. Sometimes things work as they're supposed to, sometimes the emails fail to send or the phones stop working and then I'm stuck not being able to work. Pros It organizes leads well by different types of groups so similar groups can be grouped together under one filter. Cons There are a lot of features that are very basic. For example, there is no way to text the second contact. You also can't use emojis, can't send or receive photos in texts, and can't preview email responses. Review Source JM Joey M. CEO Insurance Used the software for: 2+ years ### "Happy clien" September 8, 2025 5.0 overall very good we have been using it for close to 5 years now and i used it at my old company also which is very good Pros The way it manages our leads and constant follow up is great and callbacks is also very good for managing leads Cons The downtime we had one time. it was really hard to work but they resolved itand we were offered a credit Review Source DM Dave M. Career Agent Insurance Used the software for: 1-2 years ### "Vanilla Soft Rocks!" June 16, 2025 4.0 Very Happy with Vanilla soft however the price point is a little high but you get what you pay for right? Pros VS Connect and the ability to dial new contacts fast! Auto dialer is incredible. I also like the ability to add in leads easily and accurately Cons I don't like that you can't see your total dials made on VS Connect but can only see them on regular VS. Review Source SD Savita D. Business development coordinator Marketing and Advertising Used the software for: 1-2 years ### "Vanilla Soft CRM Error" September 17, 2025 5.0 good experience overall with resolution did not have the ability to track the progress of the ticket Pros Easy to use Share screen option and the reporting process with the support team for the issue with the CRM error. Cons unable to track progress of ticket of the progress of the ticket that was emailed for the reporting. Review Source KK Kristian K. Sales employee Human Resources Used the software for: Less than 6 months ### "Definitely recommend vanilla soft" December 12, 2025 5.0 Vanilla soft has been good since I started using it making it easy to see my leads and text me constantly Pros Makes it easy to call and the service is always online. Also integrates with all my leads making it easy Cons What I least like about vanilla soft is the fact I can’t auto call and I have to click every time. Also it is alittle hard to use on my phone Review Source Response from VanillaSoft December 17, 2025 Hi - thanks for your review! We're glad to hear that Vanillasoft makes it easy to call and manage you leads. We do have options for calls to automatically dial without having to click (this might be a system setting by your organization?) maybe check with your admin or give our support team a call? MG Morris G. Sales Manager Automotive Used the software for: 2+ years ### "Always there " May 21, 2025 5.0 Great Experience. Always there when you need them. us easier schedules to follow up and convert prospect. Pros Great Product. Love the crm , callback, result option. It is all on one screen and gives us easier schedules to follow up and convert prospect. Cons Very Very rare its a little slow but that's common with software. there isn't anything I don't like about Vanillasoft. A Great Product Review Source AM Alexis M. Licensed insurance agent Insurance Used the software for: Less than 6 months ### "Vanilla Rules" November 25, 2025 5.0 Pros Overall, it’s been a great sales system to use. I’ve been able to reach a lot of potential clients, the system is very user friendly and the customer support has been quick, polite and responsive. Cons Too frequently the phone system is trying to activate and it takes a bit for me to be able to move on to the next lead. Review Source Response from VanillaSoft December 8, 2025 Hi Alexis - thanks for your review! We are glad to hear that Vanillasoft has been a great sales system for you to use to reach your clients. Curious about it taking a while to move onto the next record. Have you talked to our support team about that? https://vanillasoft.com/support TA Tati A. Health Insurance Adivsors Insurance Used the software for: 1-2 years ### "Great for randomization of contacts!" August 25, 2025 5.0 Pros I like how contacts are randomized! With other CRMs/dialers, I find that my contacts are dialed in the exact same order every day, which doesn’t allow me to easily randomize the time each lead is called or texted. Cons Inability to sort my contacts by tags. Tags were newly implemented so maybe it will be a change soon! Review Source JS Joshua S. Broker Insurance Used the software for: Less than 6 months ### "Review for VS" December 2, 2025 5.0 Pros Versatility when using the interface. I like how easy it it to use, to dial through the leads and disposition everything Cons The quality of leads most times are not great. I would like to see more quality leads put int the system Review Source Response from VanillaSoft December 8, 2025 Hi Joshua - thanks for your review. Glad you like how it makes your work easier. Totally get you about the leads - not sourcing leads ourselves, Vanillasoft is best for prioritizing and managing the ones you or your organization have sourced. Our support team might have some thoughts for you on that to make sure the leads that are most important for you are always at the top of your queue, so the ones that are most valuable for you, that are the hottest, always get dialled first. MW Mindy W. Director of Foundation and Advancement Engagement Higher Education Used the software for: 2+ years ### "Easy for Your Data Team!" September 11, 2025 4.0 I've been using VanillaSoft on the data side for 3 years and appreciate the easy navigation and the ease of data imports. Pros I appreciate the ease of importing data, the ability to set up scheduled reporting, and the easy-to-navigate user interface. Cons I would like to have the ability to specifically delete recently imported custom table data. We can delete the whole constituent, but cannot delete or run updates on custom table data. Review Source JD Jessica D. Supervisor Hospitality Used the software for: 1-2 years ### "VanillaSoft - Easy to maneuver" June 11, 2025 4.0 Overall, I enjoy using VanillaSoft and the setup of the software makes it easy to find mechanisms needed for the project i'm in. Pros I like the organization of the software most about VanillaSoft because it makes my job a lot easier to maneuver. Cons The thing I like the least about VanillaSoft is the delays/glitches that sometimes occur when attempting methods with intellective routing filters. Review Source TM Tabitha M. Health advisor Insurance Used the software for: Less than 6 months ### "Quick, efficient support" January 8, 2026 5.0 Pros I enjoy the easy to navigate systemas well as the quick and kind support. The system is very user friendly Cons If i am being honest, I am new to the app and I currently do not have any complaints as far as the system or how it works. Review Source Response from VanillaSoft January 9, 2026 Hi Tabitha - thank for your review! "So far so good" is how it sounds! Seems like you have found our support team if you run into bumps along the way, we are always happy to hear about how we can help or to make things work even better. CB Chelsey B. Appointment Setter Marketing and Advertising Used the software for: Less than 6 months ### "Chelsey Nicole Barnett review" July 3, 2025 3.0 Customizable features are nice, but tech support is sometimes lacking. I am fairly new to using the software so am looking forward to becoming more efficient. Pros Makes dialing faster when working correctly, makes multitasking easier, ability to input information quickly vs. writing. Cons Some support staff weren't able to help. I was disappointed when issues were blamed on my computer specs and took my computer in to be evaluated and found that not to be the case. Review Source VC Valery C. Digital Philanthropy Caller Education Management Used the software for: Less than 6 months ### "Great Experience!" October 13, 2025 5.0 Pros I liked how fast I was assigned an agent to help with my issue. It was quickly resolved and they were also able to find my account and pin point what needed to be done in a short amount of time. Cons There’s nothing in particular that I dislike, but the way in which a phone number is assigned and reassigned—while connecting to VS connect— could be a little more streamlined. Review Source Similar Products Featured