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VanillaSoft

Lead management software and CRM solution

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VanillaSoft Pricing, Features, Reviews and Alternatives

VanillaSoft product overview

What is 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.

Key benefits of using 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)

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Chat
Knowledge Base

Training options

Webinars
Live Online
In Person
Documentation

VanillaSoft pricing information

Value for money

4.7

/5

144

Price starts from

No info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

VanillaSoft features

Functionality

4.5

/5

144
Total Features48 11 categories

Most valued features by users

Contact Management
Activity Dashboard
Lead Management
Reporting/Analytics
Collaboration Tools
Performance Metrics
Lead Capture
Workflow Management

Functionality contenders

VanillaSoft users reviews

Overall rating

4.7

/5

144

Positive reviews

98%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.26/10
Rating distribution

5

4

3

2

1

108

33

3

0

0

Pros
I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.

LD

Lamar D.

Very user-friendly helps with organization, the set up is perfect for call Centers and the price per month well worth it. The staff and support staff were wonderful with my questions.

SW

Suzanne W.

The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized.

DS

Dave S.

Cons
Not specific caller ID which can lead some of the people we are calling to believe we are spam.

AG

Alana G.

Sometimes lags on connecting to calling software.

Adam R.

NNot being able to drag caledar appointments when dates change.

AR

Anonymous Reviewer

Overall rating contenders

Overall Rating

The easiest CRM to use

Reviewed 3 months ago

Transcript

Nichol S.: Hi, my name's Nichol, and I'm an appointment setter and I give VanillaSoft five-star review...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Appointment Setting & Prospect Management for the professional

Reviewed 4 years ago
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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SDR Sales Simplified

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Where's the App and Pause Calling?

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

VanillaSoft is Essential to our Success

Reviewed 5 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Support unlike any other of its kind!

Reviewed 3 years ago

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

VanillaSoft FAQs and common questions

VanillaSoft has the following pricing plans:
Pricing model: Subscription


VanillaSoft has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


VanillaSoft supports the following languages:
English


No, VanillaSoft does not have an API available.


VanillaSoft integrates with the following applications:
Authorize.net, DocuSign, Salesforce Sales Cloud, Comm-unity, Vonage Business, VerticalResponse


VanillaSoft offers the following support options:
Phone Support, Chat, Knowledge Base

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