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Vanillasoft Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Vanillasoft Media

Vanillasoft Demo - Contact Panel
Contact Panel
Vanillasoft Demo - Integrated Email
Integrated Email
Vanillasoft Demo - Dashboard
Dashboard
Vanillasoft Demo - Calendar
Calendar
Demo Video
Play Vanillasoft Video
Demo Video
Intellective Routing's Snowball Effect
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Intellective Routing's Snowball Effect
How Result Codes Manage Next Best Record Cadence
Play Vanillasoft Video
How Result Codes Manage Next Best Record Cadence
Serving Up Speed to Lead
Play Vanillasoft Video
Serving Up Speed to Lead
Stacking the Lead Deck in Your Favor Full
Play Vanillasoft Video
Stacking the Lead Deck in Your Favor Full
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Vanillasoft Reviews (633)

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Reviews

Vanillasoft Reviews (633)

View 1 Video Reviews
4.5
633 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and intuitive interface of VanillaSoft, which simplifies their workflow and enhances productivity. Many appreciate how it streamlines lead management and allows for quick access to necessary information, making daily tasks more efficient. However, some users note that the system can experience lagging issues at times.

Pros & Cons

Generated from real user reviews
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Jeff J.
JJ
Insurance Agent/Broker
Mid-Market (51-1000 emp.)
"Effortless Integration and Effective Lead Management"
What do you like best about Vanillasoft?

I like VanillaSoft's disposition options and the comment section for taking notes. The timestamps for every call are helpful as they provide a paper trail if a prospect 'forgets' a conversation. The notes being saved and transposed into Google Calendar when integrated make appointment setting and follow-ups a breeze. The initial setup was cake, indicating ease of use. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

VanillaSoft could be better at filtering for bogus names and phone numbers that have all the same numbers. Sometimes there are things on there that obviously shouldn't be, and I experience the occasional disconnect from phone calls without explanation. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

Thats great to hear Jeff - thanks for the review!

Janene B.
JB
Account Executive/Client Service Manager
Small-Business (50 or fewer emp.)
"Still Loving It"
What do you like best about Vanillasoft?

They improved the data routing and filtering process to be even better. It does take a few more steps but much more accurate and more options to be able to target exactly what you need to that day. I also love how it shows you if your email was opened and when. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

I can't always get what I need for a detailed report to send to a client. I would like to be able to tell it exactly what fields I would like put into a report. Maybe I just haven't figured out how to do it yet. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

Hi Janene - thanks for the review! I hear you on the reporting - its never easy regardless of the system being used when you are trying to get into complex stuff. If you haven't talked to the success team already, they have some wicked skills in getting custom reports set up that might help?

Julian S.
JS
Small-Business (50 or fewer emp.)
"Efficient CRM with Great API, Needs Better Query Interface"
What do you like best about Vanillasoft?

I use VanillaSoft as our CRM at work, and as a developer, I appreciate that it has an API which makes it easy to integrate with our app. I like its straightforward UI, which helps us route leads, manage contact history, and handle text and email efficiently. The ability to integrate other apps by syncing data to and from VanillaSoft is also very valuable, as it serves as the source of truth for our leads. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

The query builder and routing interfaces being UI only is very awkward. I want to be able to type in an expression like you can do in JIRA. For filtering and sorting of the queue, the same goes for the Contact Management query builder interface. There's no advanced version where you can just type in expressions. Review collected by and hosted on G2.com.

Tim P.
TP
Small-Business (50 or fewer emp.)
"Effortless Lead Management with Lightning-Fast Setup"
What do you like best about Vanillasoft?

I love that VanillaSoft is amazing for scheduling contacts and solving scheduling problems. The feature that gives the time zone of the customer is really great. The system is super organized and super easy to understand. I also love that when you're working with a team, you can configure different leads and contacts so you're not dealing with the same leads, which solves a huge problem. It's fantastic that VanillaSoft tells you when a new lead comes in, and it's pretty accurate. I also appreciate the seamless integration with my Gmail account, making email communication easy. The setup was surprisingly very easy to do. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

I would say VS connect could not always work the best but I mean it’s pretty amazing what it could do Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Small-Business (50 or fewer emp.)
"Detailed Call Stats and Fast Updates Make Performance Tracking Easy"
What do you like best about Vanillasoft?

the detailed statistics it gives about the number of calls one makes per hour, it is easy to keep track of performance. It updates data about speed of calling relatively fast. Although my employer pays for Vanillasoft, I do think it is financially worth it. It also organizes information very well and makes it easy to locate necessary information. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

It has crashed for my company several times, in which calls do not go through. It also tracks someone's performance even when they their computer is off if they have not logged out. However, my colleges were able to get in contact with support from Villanova soft to fix the issues, and the VanillaSoft team communicated effectively with us. Review collected by and hosted on G2.com.

Emily L.
EL
Supervisor at Tiger Call
Small-Business (50 or fewer emp.)
"Frustrating Tech Issues Amidst Useful Alumni Outreach Tools"
What do you like best about Vanillasoft?

I like that VanillaSoft offers a lot of interface options available directly on the website. It has various platforms and different ways to view alumni information, which is really important for outreach beyond just phone calls. As someone getting trained, I also found VanillaSoft pretty easy to navigate and traverse. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

I'm not really happy with the software and UI issues I'm experiencing, especially affecting the supervisors of my team. There are a lot of technological issues with VanillaSoft lately. Features that used to work well, like email connectivity, aren't working anymore. The giving page is down, and the email connection to specific user information is also down. This means we have to write down all the emails manually, which is a hassle. I find these issues incredibly inconvenient. Review collected by and hosted on G2.com.

Jack A.
JA
Mid-Market (51-1000 emp.)
"Exceptional Lead Management and Scheduling Tool"
What do you like best about Vanillasoft?

I like how I can manage an entire team under VanillaSoft. We can all manage the same leads and the same pool without anybody interfering. I use VanillaSoft for lead management, to configure leads, schedule callbacks, and deal management. It's a really great platform. The organization and scheduling features are really great with callbacks, especially considering different time zones. It reverts back to you in your time zone and reminds you of the customers' time zones, which is pretty nice. The initial setup was super easy. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

I would say VS Connect a little bit. Sometimes it fails a little bit, but other than that, really nothing. I mean, it's an amazing app. Review collected by and hosted on G2.com.

Anjill T.
AT
Business Development Specialist
Mid-Market (51-1000 emp.)
"User-Friendly CRM with Efficient Lead Management"
What do you like best about Vanillasoft?

I like using VanillaSoft as a CRM tool for cold calling because it eliminates time wasted through its queue-based lead management, ensuring there are no wasted leads. It's user-friendly and easy to navigate, making it simple to result every lead right after a call. The access to call recordings is great, and the initial setup is as easy as 123. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

I think, some bug issues are occurring more often lately, just lag issues I guess. Review collected by and hosted on G2.com.

Rick S.
RS
Insurance Broker
Mid-Market (51-1000 emp.)
"Efficient Call Management with Minor Technical Glitches"
What do you like best about Vanillasoft?

I like the dispositions that VanillaSoft provides and also the calendar schedule feature. It makes it easy for me to book sales calls without double booking, and I know my availability as well as the client being able to book directly. Also, the initial setup of VanillaSoft was simple. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

Sometimes VS Connect has issues where I have to force quit multiple times on Mac OS for it to recognize my headset microphone or even my Mac's internal microphone. I know it's not my headset because it does it with every single microphone I use, and then after force closing multiple times it finally starts working. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

Hi Rick - thanks for the review! The automation of text messages, and auto dialling are key for us, so we are super glad they are working well for you. Interesting about the 10-second delay. That might be an organizational setting for you? Maybe get in touch with our support team, they might be able to help.

See how Vanillasoft improved
Brielle L.
BL
Mid-Market (51-1000 emp.)
"Organized and User-Friendly with Great Dialing System"
What do you like best about Vanillasoft?

I like how organized and structured VanillaSoft is, which makes my life easier due to its user-friendly nature. The dialing system is something I like a lot, and it really helps with my job. Also, it was fairly easy to set up initially. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

I definitely think the 'Angry' button should 100% NOT be next to the 'No contact' button. It used to not be anywhere near it; it used to be at the top but now it's at the bottom next to the angry button and now me and multiple colleagues accidentally hit 'angry' by accident when we are trying to hit 'no contact'. Review collected by and hosted on G2.com.

Questions about Vanillasoft? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Paul .
P
Paul
Last activity about 1 month ago

Outbound pipeline conversion insight

Lewis S.
LS
Lewis Shaver
Last activity almost 6 years ago

Is there any way for vanilla soft to set up automatic emailing campaigns?

Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

8 months

Average Discount

7%

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Vanillasoft Features
Record Calls
Generate Location
Call Types
Personalization
Information Locater
Record Prospect Data
Notes
Daily Summary
Automated Voicemails
Task Management
Email Tracking/Automation
Calls and Voice
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Vanillasoft