About VanillaSoft

VanillaSoft's core philosophy and development process center on one concept: The Power of Simplicity. Through this principle, VanillaSoft offers a platform that allows customers to see increased productivity, higher contact rates, and sales accountability tools like no other.

VanillaSoft is the tool built specifically for sales hunters. While traditional CRM provides features for account management, order management, and customer service functions, VanillaSoft provides the lead generation and nurturing tools required to successfully manage and close new business. If you call hot leads, rely on cold calling, or anywhere in between, VanillaSoft is the sales-by-phone solution for you.

Key benefits of VanillaSoft

Organizations using VanillaSoft queue-based lead management solution outperform their peers that use typical list-based CRM platforms in the following areas:

Speed to Lead: VanillaSoft clients typically make an initial call attempt in 1 hour or less. The industry average is 8 hours until first contact.

List Penetration: Agents using VanillaSoft average over eight attempts per contact while peers on list-based systems average two attempts per contact.

Productivity: Sales-by-phone professionals who use VanillaSoft average 23 calls per hour compared to the industry average of eight calls per hour.

Decay Rate: VanillaSoft clients experience a 6% decay rate while their peers on list-based solutions experience a decay rate of 36%.

(data from “The Technology-to-Performance Chain: How Lead Management Systems Drive Inside Sales Performance,” conducted by the prestigious University of Ottawa's Telfer School of Management)

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Images

3-panel-call-screen
call activity dashboard
4-panel-call-screen
calendar
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VanillaSoft video
VanillaSoft screenshot: 3-panel-call-screen VanillaSoft screenshot: call activity dashboard VanillaSoft screenshot: 4-panel-call-screen VanillaSoft screenshot: calendar

Features

Total features of VanillaSoft: 53

  • Activity Dashboard
  • Activity Management
  • Alerts / Escalation
  • Auto-Dialer
  • Automatic Call Distribution
  • Calendar Management
  • Call List Management
  • Call Management
  • Call Recording Software
  • Call Routing
  • Call Scripting
  • Campaign Management Software
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management Software
  • Content Delivery
  • Content Management System (CMS) Software
  • Contract/License Management
  • Customer Database
  • Customizable Scoring
  • Dashboard Software
  • Data Management Software
  • Email Marketing Software
  • Engagement Analytics
  • Field Sales Management
  • For Sales Teams/Organizations
  • Goal Management
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Meeting Management
  • Monitoring
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics Software
  • Prioritization
  • Progressive Dialer
  • Prospecting Tools
  • Queue Management
  • Referral Tracking
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Source Tracking
  • Territory Management
  • Workflow Management Software

Alternatives

Zoho CRM

4.2
#1 Alternative to VanillaSoft
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Salesforce Sales Cloud

4.4
#2 Alternative to VanillaSoft
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Bitrix24

4
#3 Alternative to VanillaSoft
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time...

Pipedrive

4.5
#4 Alternative to VanillaSoft
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4.7 /5
(144)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.7/5
Customer Support Software
4.7/5

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Showing 5 reviews of 144
Melissa A.
Overall rating
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Appointment Setting & Prospect Management for the professional

Reviewed on 30/03/2018

Pros

Responsive and knowledgeable internal customer support and top notch staff interactions. Google calendar integration allows you to set appointments with confidence that the representative (external agent) will be available for them! Automatic timezone allocation for prospect records which allows appointments to be set for representatives who operate nationwide with no manual accounting for timezone needed; the software is nearly goof proof in calendaring considerations. Unlimited projects allowed and robust customization ensures that every project/marketing campaign is uniquely set up to meet your company or client's needs. I really appreciate the ability to customize result codes and the fact that you are not regulated to rigid categories or outcome processes. Each result can trigger multiple functions and this gives the administrator the power to control and maintain appropriate routing of prospects with minimal user effort. A decent dashboard system and intuitive reporting creation.

Cons

My top complaint has to be with the WYSIWYG editor for scripts and email templates, it is sufficient. However, in the NEW VS interface pasting text with from Google Docs or Word invariably produces an error (complete hang on selecting that script, only fixable by reverting to previous version interface) if the document was over a page long, unless pasted as plain text. Even if the original document has all formatting removed prior to copying. I would greatly appreciate a fix for this and support for pasting simple formatting options without errors.

Jeremy O.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

SDR Sales Simplified

Reviewed on 23/01/2020

We use this product for cold calling and setting appointments. Works great. Let’s you script calls,...

We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work.

Pros

Allows for SDR sales automation, custom rules and workflows, and gets results.

Cons

Could be prettier, I suppose. I’m being picky here - it’s great at what it does.

Rebecca H.
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Where's the App and Pause Calling?

Reviewed on 14/03/2018

Should have more portability (create an app) for those on the go and better functionality. Lose the...

Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.

Pros

Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways.

Cons

No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting.

Scott A.
Overall rating
  • Industry: Insurance Software
  • Company size: 1,001-5,000 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

VanillaSoft is Essential to our Success

Reviewed on 27/09/2016

Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for...

Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success:

Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent.
Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections.
Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments.
Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management.
Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.

Chandelor S.
Overall rating
  • Industry: Insurance Software
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Support unlike any other of its kind!

Reviewed on 09/11/2018

All our information is available in one place. I can see every time a client has been contacted, by...

All our information is available in one place. I can see every time a client has been contacted, by who, how long the conversation was, any notes; I can call, set appointment, import leads, and have multiple scripts for everything. There's nothing as comprehensive as this system.

Pros

It would be easy to list 100 reasons why VanillaSoft is such a wonderful system and there's truly not another that compares - but the biggest pro is absolutely in the support team. I am on a first name basis with all of them; I have called more times than I can count and not once have I had a poor experience. They are always there to help me wrap my head around the problems and truly utilize VanillaSoft to do everything my company needs! I can't thank them enough for everything they do.

Cons

It's hard to think of something to list in the cons. It would be nice if I could set things for less than 15 minutes apart - maybe choose any time, but it's so inconsequential it's hardly worth listing

Showing 5 reviews of 144 Read all reviews

VanillaSoft FAQs

Below are some frequently asked questions for VanillaSoft.

VanillaSoft offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

The VanillaSoft base platform starts at $80 per user per month - $100 for the first user. Customers can receive 35% off if paid annually. Add-on services include automated dialing, recording, VoIP, and SmartCaller ID.

We do not have any information about VanillaSoft features

VanillaSoft has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

VanillaSoft supports the following languages:

English

VanillaSoft supports the following devices:

VanillaSoft integrates with the following applications:

Authorize.Net, Comm-unity, DocuSign, Salesforce Sales Cloud, VerticalResponse, Vonage Business Communications

VanillaSoft offers the following support options:

Knowledge Base Software, Phone Support, Chat

Related categories

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