VanillaSoft Reviews & Insights

Score3.8 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

34 Reviews

Sales

Great for small sales biz!!

Rating: 8 out of 10

Incentivized

September 14, 2021

Use Cases and Deployment Scope

Every employee at our company uses VanillaSoft—the openers, the closers, and me, the administrator. It is crucial in managing our leads and measuring the performance of all team members. Most of our communications to our clients and prospects run through VanillaSoft. We trust VanillaSoft on a day-to-day basis.

Pros

Email templates.
Calendar functionality.
Search-ability of contacts.

Cons

Ability to search all notes in a contact.
Ease of adding images in email template.
More dialer integrations.

Likelihood to Recommend

If you run a sales office and VanillaSoft is a great CRM to easily track your contacts. The calendar functionality is great and all leads are easily searchable. Outbound product sales is a scenario that would warrant the use of VanillaSoft. A scenario where VanillaSoft might not be very well suited is if your sales required bookings or event planning.

Verified User

Director in Sales (Business Supplies & Equipment company, 1-10 employees)

Vetted Review

6 years 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

Great overall sales engagement platform and CRM!

Rating: 10 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

VanillaSoft is our main front-end phone dialer and CRM system for prospecting in the senior insurance market. I use it extensively every day with prospects and customers regarding Medicare and prescription drug plans. It is very efficient and especially helps with automating communication, and love the text message feature. Our entire organization which is presently just me uses this platform.

Pros

Texting clients brief updates, status requests.
Allowing for ease of making phone calls.
Three-way calling where I am calling the insurance carrier with the customer on the line.

Cons

Automated texting.
Bulk text message capability.
Sending physical thank-you cards, birthday cards, etc. like other CRMs do.

Likelihood to Recommend

Great for managing your front- and back-end communications with prospects and clients and the time/date stamp shows proof of those things communicated with customers for compliance purposes. Also, the ability to record and save phone calls.

Justin Colvin

Owner/Agent in Sales at The Medicare Help Desk (Insurance, 1-10 employees)

Vetted Review

4 years of experience

Straightforward and effective tool for outbound calling

Rating: 8 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

We use the program at one dept. to reach out to our audiences by phone.

Pros

Support outbound calling.
Handling scripts.
Organize data profiles.

Cons

Poor performance in Google Chrome browser. Seems like it's off and on.
Make a one-on-one data export of routing filters.

Likelihood to Recommend

Well suited for outbound calling only.

Verified User

Manager in Sales (Online Media company, 201-500 employees)

Vetted Review

6 years of experience

VanillaSoft: As Simple as the Name to Implement and Use!

Rating: 10 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

VanillaSoft has been a vital software used here at Stonybrook Water Company for the past 4 years. Having used VanillaSoft at my previous employer, when we wanted to start up our inside Sales Team at Stonybrook, I knew that VanillaSoft was the answer for a CRM for an outbound calling effort. VanillaSoft, as its name implies, is easily ramped up and implemented. It is easy for new team members to be onboarded to using this software and the ability to track outreach through the reporting features is exemplary.

Pros

Easy to set up projects, add lists, and add users.
Reports are easily obtainable and can be customized.
Support is outstanding, they are always there for you when needed.

Likelihood to Recommend

VanillaSoft is great for an inside Sales Team, enabling us to power remote workers located in other parts of the country with the VanillaSoft platform to make appointments for our outside sales representatives. Having also used VanillaSoft in a call center environment, I can say that VanillaSoft is easily customized to suit different needs. The support they offer is tremendous and the ability to get a live person on the phone is fantastic.

Verified User

Manager in Sales (Business Supplies & Equipment company, 11-50 employees)

Vetted Review

8 years of experience

VanillaSoft Review

Rating: 10 out of 10

Incentivized

September 1, 2021

Use Cases and Deployment Scope

I used VanillaSoft for over 2 years in my current position as Health Advisor. We used the platform for the purpose of touching our leads with the intent to help as many as possible find our amazing health coverage. I loved the ease of use and the ability to contact so many prospects on a daily basis with calls. Text and email marketing. We have switched to another CRM platform, and I miss my VS. I have not been as productive with the new platform, and I'm asking daily to go back to VanillaSoft. Unfortunately, I am not the decision-maker.
I hope to be back soon.

Pros

The ability to reach out several times a day to a new lead.
The ability to touch leads with calls, text and email.
The reminders to follow up with prospects.

Cons

Sending drip texts to larger groups.
Sending drip emails

Likelihood to Recommend

What I really liked was also one of the things I didn't like. I liked being able to reach out several times a day based on perimeters set in force, I didn't like sharing prospects with others as it would sometimes feel like someone else had just made an attempt to contact a lead.

Verified User

Advisor in Sales (Insurance company, 51-200 employees)

Vetted Review

2 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

Great tool for fundraising

Rating: 9 out of 10

Incentivized

August 31, 2021

Use Cases and Deployment Scope

Our organization is a leader for Jewish life on campus at a major Big 10 university. We utilize VanillaSoft for our telemarketing "phonathon" program, which raises upward of $200,000 in an academic year. Our student callers are very pleased with the ability to have an online system that seamlessly loads prospective donor information, pre-fill scrips for easy recitation, process online gifts and/or result calls all in one place.

Pros

Customize fields.
Segments prospect lists.
WYSIWYG script design.

Cons

API's to databases (such as Little Green Light).

Likelihood to Recommend

VanillaSoft is well suited for student-led fundraising as it is user-friendly and very intuitive.

Verified User

Director in Sales (Philanthropy company, 11-50 employees)

Vetted Review

7 years of experience

VanillaSoft was the Key to our Growth in Enrollment

Rating: 10 out of 10

Incentivized

December 19, 2020

Use Cases and Deployment Scope

VanillaSoft is our sales CRM in both our call center and at our school campuses. VS has helped us unify communications between our outreach call center and admissions reps at the schools. VS has been most effective by allowing us to eliminate unnecessary calling by giving us the ability to communicate wrong numbers, non-interested leads, etc. by removing them from calling queues.

Pros

Click to dial, texting, and emailing.
Lead flow management.
Lead prioritization.

Cons

Email response history linked into the record would be nice.
A bulk text blasting platform...even if 3rd party.
Upgrade to the live dashboard.

Likelihood to Recommend

If you are a phone, text and email driven sales group AND you'd like the ability to set up and customize your own CRM platform....look no further than VanillaSoft. The ease of set-up is amazing. The support is top-level and the reliability is near perfect. With VS, you don't need to wait on "developers" to build your platform. A novice can jump right in and build a fully custom sales-engagement tool that is sure to improve overall outreach efforts.

Joe Sego

National Director of Call Center Services in Sales at Education Affiliates (Education Management, 1001-5000 employees)

Vetted Review

13 years of experience