VanillaSoft Professional, Scientific, and Technical Services Reviews & Insights

Score3.9 out of 10

117 Reviews and Ratings

Community insights

TrustRadius Insights for VanillaSoft are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive and User-Friendly Design: Users have consistently praised the intuitive and user-friendly design of VanillaSoft, with many stating that it is easy to navigate and locate necessary features. The well-designed user interface with a logical flow allows users to quickly and efficiently perform tasks without feeling overwhelmed or confused.

High Level of Customization: Many reviewers appreciate the ability to customize the interface of VanillaSoft according to their specific needs. They can personalize the software by adding or deleting sections and customizing specific details. This level of customization ensures that the software aligns perfectly with their business requirements.

Prompt Technical Support: Users highly praise the technical support provided by VanillaSoft, noting that they receive quick and effective solutions whenever they encounter any issues. This prompt support helps companies appear more responsive to clients, while also ensuring immediate problem-solving for enhanced client satisfaction.

VanillaSoft Reviews

30 Reviews

Professional, Scientific, and Technical ServicesLegal Services2Information Technology & Services5Management Consulting1Marketing & Advertising18Market Research4

Easy to use & highly customizable software

Rating: 7 out of 10

Incentivized

January 12, 2022

Use Cases and Deployment Scope

It has helped us make our calling processes more efficient. The calling team of representatives [was] able to customize the calling list before starting the calls for a day. Also, using VanillaSoft, we are able to run multiple campaigns for the calling simultaneously. It resulted in faster calling, faster results.

Pros

Run multiple campaigns simultaneously for calling
Easily customize data fields
Routing & prioritization of leads

Cons

Reporting, especially custom reports, is difficult to set up
Integration options are limited compared to other software
The system freezes sometimes but usually it is running again in a few minutes

Likelihood to Recommend

VanillaSoft is very customizable. It will be best suited for users who like to do a lot of edits in the fields & run multiple campaigns. It helps you keep organized, so very easy to keep track of follow-ups and appointments.

Verified User

Consultant in Marketing (Information Technology & Services company, 11-50 employees)

Vetted Review

1 year of experience

Outstanding Tool for Remote Teams

Rating: 8 out of 10

Incentivized

September 14, 2021

Use Cases and Deployment Scope

VanillaSoft is used by our entire company and keeps all of our leads, accounts, and calls organized.

We also use VanillaSoft Connect to track and record all of our calls which is essential for our QA.

Pros

Provides comprehensive company snapshot.
Allows for one-click dialing.
Automatically puts certain tasks on the calendar and sends email to easily add events on Gmail calendar.

Cons

Ability to shorten or lengthen the bottom sections where comments are located.
Edit script section for free.
Pre-check phone numbers that are out of service.

Likelihood to Recommend

VanillaSoft is an excellent tool for managing a company's employees and database.

The integration with VS Connect, audio reviews, and reporting functionality are impressive and allow your entire organization to stay organized, on track, and accountable. Highly recommend to companies who have mostly remote workers.

Verified User

Account Manager in Sales (Information Technology & Services company, 11-50 employees)

Vetted Review

2 years of experience

If you are looking for a customizable sales engagement platform, VanillaSoft is the one!

Rating: 9 out of 10

Incentivized

September 10, 2021

Use Cases and Deployment Scope

VanillaSoft is being used by our internal sales team who do outbound calls and convert the leads that come across through our various running digital or online marketing channels and campaigns.

Pros

Customizable lead management.
Progressive dialing.
Stages including MQL/SQL.

Cons

Customization.
Salesforce integration.

Likelihood to Recommend

It falls best at a place where customization is the key requirement. The endless possibilities and the customization it offers are mind-blowing. However, the same customization sometimes comes up to be a problem. It gets too complex and complicated at times to set up everything, especially in the initial phase of using this software.

Verified User

Account Manager in Sales (Information Technology & Services company, 11-50 employees)

Vetted Review

2 years of experience

Vanilla Soft. Not the ice cream but the call tool.

Rating: 7 out of 10

Incentivized

September 10, 2021

Use Cases and Deployment Scope

It is being used just by the sales department. It helps with cold calling, managing sales leads, appointment setting, and also helps with keeping leads hot with thorough notes taking to allow passing leads from one caller to another or to the actual sales person themselves. It is really effective in helping with outbound and inbound sales.

Pros

Leads management.
Email follow up and integration.
Auto dialing.

Cons

It can have a visual lead management tool.
Support can be better.
Cost definitely can be better as compared to competitors.

Likelihood to Recommend

If you have an outbound marketing team (especially virtual assistant) it is definitely great to have this! We have been using it with our virtual assistant team in Philippines for outbound cold calling and it keeps the process really really tight. If you have a decent size team this is your solution.

Moses Thien

Co-Founder in Customer Service at Automate Accelerator (Marketing & Advertising, 1-10 employees)

Vetted Review

1 year of experience

VanillaSoft FTW

Rating: 8 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

VanillaSoft was selected and deployed as the preferred solution for executing outbound calls supporting marketing campaigns. The solution was adopted for use in the marketing department only and did not serve the needs of other departments for this organization.

Pros

Power dialing.
Logging call activity.
Easy to use.
Easy to implement.

Cons

Reporting on key metrics.
Integration with CRMs.

Likelihood to Recommend

VanillaSoft is an excellent option for smaller offices looking to drive their sales revenue by adding a power dialing solution without having to invest a large amount of money to do so.

Stacy Venditto

Marketing Director in Marketing at Agile Network (Information Technology & Services, 51-200 employees)

Vetted Review

5 years of experience

View profile

User friendly CRM

Rating: 7 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

It is used as our CRM by all the staff. Easy to use and navigate.

Pros

User friendly.
Exporting data quickly.
Importing data quickly.

Cons

Telephone numbers should contain dialing code in same column when exporting.
Should be easier to import dialing code for telephone numbers by country code.
Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').

Likelihood to Recommend

It's easy to use.
Could do with refining the export process.
Should be easier to import both the UK and overseas telephone numbers from one spreadsheet.

Verified User

Partner (Information Technology & Services company, 1-10 employees)

Vetted Review

4 years of experience

VanillaSoft the Perfect Agency Product

Rating: 10 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

We are a marketing agency that uses VanillaSoft as an outsourced telemarketing solution for our clients. We are currently running campaigns for 10 clients and have run over 300 projects since we started using the product back in 2014.

Pros

Customer service.
Project setup.
Reporting both query and new reporting.
Import of lists.

Cons

Integrate calling within the product (ConnectMeVoice should be behind the scenes).
Copy reporting from one project to another.
Copy result codes from one project to another.

Likelihood to Recommend

It is the perfect solution for agencies like Nurture Marketing.

Eric Rabinowitz

Owner in Corporate at Nurture Marketing (Marketing & Advertising, 11-50 employees)

Vetted Review

7 years of experience

Excellent CRM

Rating: 10 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

VanillaSoft is our primary CRM for our appointment setting and sales. I used it at a previous company and when we started our own firm it was our first choice.

Pros

Integration with our email.
Follow ups and call backs.
Easy of use.

Cons

Calendar.
Tracking.
Connectivity from time to time.

Likelihood to Recommend

VanillaSoft is great for anytime that needs a customizable CRM and great for teams who have employees who work virtually.

Verified User

Administrator in Corporate (Market Research company, 1-10 employees)

Vetted Review

10 years of experience

VanillaSoft makes our business run!

Rating: 9 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

We do telemarketing for associations and events. For the associations, we do membership outreach for renewals. For events, we reach out to prior attendees to corporate conferences and events. We use VanillaSoft as a CRM for these projects. It is crucial to our business. It is used by our whole organization.

Pros

Good database structure.
Makes it easy to do telemarketing calls efficiently.
The email component is great - we send emails following most calls.

Cons

Email deliverability has been an issue - we are working on this with them.

Likelihood to Recommend

If you are doing lead qualification - it is a great tool. Also great for telemarketing in many different scenarios. Also if you need detailed, custom reports - you will like this product.

Christina Condos

President in Corporate at Kentwood Partners (Marketing & Advertising, 11-50 employees)

Vetted Review

7 years of experience

VanillaSoft: Streamlined CRM for all needs

Rating: 10 out of 10

Incentivized

September 1, 2021

Use Cases and Deployment Scope

VanillaSoft is ideal for our business. Everyone in the organization uses it. We make high-volume calls and outbound emails, and VanillaSoft's interface makes it streamlined and effective for day-to-day operations. The administrative options to set up different programs are terrific and allows us to customize as needed. The system makes admin functions a breeze.

Pros

Automated dialing.
Easy to use interface.
Flexible set up options.

Cons

I wish there was a way to do mass updates.
I'd like to see more available space provided for document upload.

Likelihood to Recommend

For sales outreach automation, VanillaSoft is fantastic. I would highly recommend it as a great tool for both users and administrators. We have been using VanillaSoft for many years, and will continue. Both the Admins and the call team enjoy the streamlined, easy to use, interface and options. It makes our jobs simpler.

Verified User

Account Manager in Sales (Marketing & Advertising company, 11-50 employees)

Vetted Review

8 years of experience