VanillaSoft Pricing, Features, Reviews & Comparison of Alternatives

VanillaSoft Reviews

VanillaSoft

Lead management software and CRM solution - The Power of Simplicity

4.32/5 (11 reviews)
1,033     33,439

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.
www.vanillasoft.com

VanillaSoft Reviews (11)

Latest reviews

 VS Review

Been using it for about 2+ months now - it's a great, easy to use the tool. I'm in Account Management, so it's great to keep track of when clients have been contacted, for how long, and the purpose of the call.

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Reviewed 9th of February by Cameron Baldwin

 

 Great software

Super easy to set up and use. Everything is up and running in no time.

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Reviewed 21st of November, 2016 by Cass Villanueva

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VanillaSoft Pricing

Starting from: $100.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

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.

Key Features of VanillaSoft

  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Email Marketing
  • VoIP
  • SmartCaller ID
  • Progressive & Preview Dialing
  • Voice Drop
  • Logical Branch Scripting
  • Team-Based Selling
  • Flexible Data Querying
  • Real-Time Dashboard
  • Web Reporting
  • Custom Fields
  • Call Recording
  • Live Monitoring & Eavesdrop
  • Appointment Setting
  • Lead Management
  • Salesforce Integration
  • Outbound Lead Posting
  • Cold Calling

VanillaSoft Screenshots (4)

VanillaSoft screenshot: 3-panel-call-screenVanillaSoft screenshot: call activity dashboardVanillaSoft screenshot: 4-panel-call-screenVanillaSoft screenshot: calendar

Specifications

Intended Users
Large Enterprises, Mid Size Business, Non Profits, Small Business
Devices Supported
Mac, Windows, Web-based
Supported Countries
Australia, Canada, United Kingdom, United States
Supported Languages
English
Support Options
Knowledge Base, Phone Support

Alternatives to VanillaSoft

Benefits

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)

Who is VanillaSoft For?

  • Experience level: All experience levels
  • Industry: Designed for any industry that utilizes inside sales, appointment setting, outbound call centers, or telemarketing
  • Business size: All business sizes
  • Departments/roles: Inside sales, call center, telemarketing.
  • Budget/point: Starting from $25 per month
  • Example customers: Farmers Insurance, Unibind, Experian, Vonage
Read the full GetApp Analysis

Videos

VanillaSoft Category Leaders

Reviews
Integrations
Mobile
Media
Security

#20 in Sales Management

View full ranking
45
9
5
0
11
20

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Security and privacy

Encryption

No
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
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Cameron Baldwin

VS Review

09/02/2017

Been using it for about 2+ months now - it's a great, easy to use the tool. I'm in Account Management, so it's great to keep track of when clients have been contacted, for how long, and the purpose of the call.

Pros

Scheduling callbacks and logs of completed calls/actions

Cons

Not being able to leave the active page once calling someone - will render that call as unrecorded / a lot harder to find

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering VanillaSoft

Great product. As always, do research about what your NEEDS are, and make a decision from there.

Source: Software Advice
Helpful?   Yes   No
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Cass Villanueva

Great software

21/11/2016

Super easy to set up and use. Everything is up and running in no time.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
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Christopher  Cunningham

Managing my leads and contacts

21/11/2016

I loved how fast and easy the software was to use. It was an easy system to implement and even easier to teach my staff. I was able to track and follow new leads and potential clients and keep information clean and organized.

Cons

None to list.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering VanillaSoft

None to list.

Source: Software Advice
Helpful?   Yes   No
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JL Prevost

Great piece of software - missing some key features

14/11/2016

The platform itself is super easy to use. It definitely make the sales guys move faster in their day to day. The pricing is simple, straight forward. You can add on and remove bundles on you own without having to talk to a sales rep which make it easy to decide how much you want to pay. You can also add certain features to certain users instead of a group purchase, which you can rarely do on CRM's.

Pros

Ease of use - speed of activity!

Cons

The support. The online knowledge base is less than most, and the email support is not as fast to give same day resolutions. You almost have to call every time. There's also a lot of room for added features which would make this my favourite CRM ever. A few more integrations are still missing, but that said, they also have unbeatable features such as SMS messaging which I haven't seen any company come close to doing as well as Vanilla!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering VanillaSoft

You wont be disappointed, but don't put all of your eggs in one basket. This is a nice add-on, not a full CRM.

Source: Software Advice
Helpful?   Yes   No
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Scott Amerson

Verified Reviewer

VanillaSoft is Essential to our Success

27/09/2016

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10
Source: GetApp
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David Kreiger

Verified Reviewer

Just What Inside Sales Teams Need

26/09/2016

VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM.

Pros

Easy to use with the right features you need to make sure your inside sales team is being as effective as possible!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Joseph Sego

Verified Reviewer

VanillaSoft Changed our Business

26/09/2016

We have used VanillaSoft at Education Affiliates for almost 7 years. VanillaSoft has been a huge asset for us. It reduced our response time for internet inquiries to 8 seconds! The support team at VS is amazing. They are responsive to our needs and they treat us like partners in our business goals and objectives. VS is very easy to use and can be set up for most businesses in a day. I cannot say enough about how happy we are with VanillaSoft!!!

Pros

User friendly....great support...completely customizable....Scalable to any size operation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Zarian Lewis

Great Software with lots of customization

16/02/2016

Pros

I like the customization that can be done with VanillaSoft for each Project.

Cons

I'm not a big fan of the 3rd party voip provider and wish it was integrated more seamlessly into VS.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

7/10

Recommendations to others considering VanillaSoft

Good Software, give it a try! We were on Five9 and made the switch for better control over our experience.

Source: Software Advice
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Melissa Almeida

VanillaSoft Pro CRM robust and easy to administrate

17/08/2015

Pros

The company is extremely responsive to customer needs and support requests. When I started my company I needed a scalable CRM with a calendar solution for outside sales reps. Vanillasoft fit the bill in all respects for our niche utilization and blew all other options out of the water in terms of ease of configuration and use. Initially there wasn't an option to auto sync calendars with outside software. About six months after I submitted this as a suggestion, we had a working gmail synchronization capability at no development cost to us.

Cons

I am going to ignore the obvious inconvenience that is inherent to hosted services infrequent but nevertheless frustrating slowdowns or communication errors with the hosted server. The only actual disappointment I've had is also something I am sure this is a common problem across all vendors of SAAS solutions: updates and changes. While I love the constant effort at increasing functionality and streamlining usability, I simultaneously hate updates because my user base finds learning new procedures on the fly very challenging. There were several updates that affected my users which came as a surprise with no warning before or change log notification after. We had a few frantic hours of complete chaos. Also due to our company structure Vanillasoft is our sole avenue of completing work and we use the majority of its features quite intensely, so naturally if there is a bug in the new features... I will be the one to find it. There is however an upside at the end of this which supports what I said earlier about responsiveness. After requesting some kind of upgrade notes, all future upgrades have been well documented in advance. The most recent large scale remodel has the ability to switch back and forth between new and old versions and this has given me the ability to prepare my users for the inevitable permanent change over to the newest iteration.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering VanillaSoft

Although many CRM solutions claim to be one size fits all, I speak from experience that most often the promises of customization and add on modules fall short of what you need. Many times I've been party to situations where thousands are spent to develop integrations which never come to fruition or which which work so poorly as to be useless. It took a lot of research to find a solution that was geared toward appointment setting and also allowed the flexibility that we needed to customize individual campaigns for our clients. My recommendation is to take advantage of trial periods and put in the work to thoroughly test the out of the box configuration to see how close it already is to meeting your needs before committing.

Source: Software Advice
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Dave Capezza

An amazing tool for any sales company

17/08/2015

Pros

VanillaSoft has an entrepreneurial mindset and is always willing to help, or discuss ways to improve their service and offerings to their clients.

Cons

Some integrations are a little buggy - i.e. not being able to see recurring events on calendars.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering VanillaSoft

None - VanillaSoft is one of the most easy to use, powerful sales tools that you can leverage for your organization.

Source: Software Advice
Helpful?   Yes   No
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GetApp Analysis

In an effort to simplify the tasks involved with modern sales-by-phone efforts, VanillaSoft has developed a sales acceleration tool unlike any other in the marketplace. The cloud-based solution relies on intelligent queue-based lead management practices to increase sales-by-phone productivity and efficiencies. VanillaSoft streamlines the sales-by-phone process, so agents can focus on making more calls and generating more sales.

Designed for businesses of all sizes and industries, and frequently used by the inside sales, call center, and telemarketing departments within those organizations, VanillaSoft says it can automate workflows and increase outbound phone calls by up to 100%. Key features of VanillaSoft’s platform include queue-based priority lead routing, auto dialing, logical branch scripting, email drip lead nurturing, mass emails, email templates, inbound web lead capture, lead scoring, lead nurturing drip campaigns, and contact routing based on open email triggers.

What is VanillaSoft?

VanillaSoft is a lead management and CRM solution for businesses that use inside sales, appointment setting, outbound call centers, and telemarketers. The web-based platform speeds up the sales process and converts more leads to sales using a combination of features that include priority lead routing, auto-dialing, and logical branch scripting.

Because VanillaSoft was created to meet the needs of sales hunters, the platform includes components that generally aren’t seen in CRM platforms designed for more general audiences. For example, custom routing and distribution models can be setup to route and distribute leads to sales agents based on unique needs. Tools like lead scoring, email nurturing campaigns, and a call-activity dashboard also help sales teams make more sales calls and manage promising leads in an effective and efficient manner.

Main Features

Auto-Dialing

VanillaSoft’s auto-dialing feature makes it possible for sales agents and telemarketers to complete more calls with fewer mistakes. The platform’s auto-dial feature provides users with both preview and progressive dialing modes. This creates call continuity and increases call activity levels.

The most popular type of auto-dialing within VanillaSoft is progressive dialing. When your agents use progressive dialing, they are provided with the next best records on their screens as soon as their previous calls have ended. The record that appears on the agent’s screen is then dialed automatically by the software, which removes the lag time between outbound calls.

Lead Scoring

VanillaSoft enables sales agents to score and rate leads while telephone conversations are still in process. The platform’s lead scoring feature provides agents with the ability to assign scores based on menu-driven responses. This collection of data points can then be used to calculate a lead score and determine which leads are cold, warm, or hot.

In order to focus your energies on the leads most likely to convert, you should use VanillaSoft’s lead scoring feature to determine the likelihood of a lead converting while a call is still in process. Using menu-driven responses, you can input data points into the VanillaSoft platform. The software then uses this information to provide actionable intelligence to sales agents. In addition to determining the highest value leads, its lead scoring tools can also act as a guide in deciding when you (or your agents) should reconnect with particular leads.

Email Drip Lead Nurturing

Email marketing tools help sales teams stay in front of their customers in between phone calls. Emails are a valuable tool for educating and qualifying leads, as well as for brand building purposes. The software's email marketing module includes tools for creating templates, sending automated drip emails, and managing email campaigns.

Using VanillaSoft’s email drip lead nurturing feature, you can create an email campaign that automatically sends messages to your contacts whenever certain triggers are met. For example, an email might be sent out one hour after the last call was placed to the lead or one day after an appointment date has been set. Email drip campaigns setup with VanillaSoft can contain multiple rules for triggering emails.

Call-Activity Management Dashboard

Detailed call statistics for each campaign and agent are available through VanillaSoft’s call-activity management dashboard. Users can see the number of calls per campaign, broken down by lead source. They can also run the dashboard for different periods of time to track historical results.

To better monitor your sales campaigns, visit your call-activity dashboard on a regular basis. The dashboard allows you to visualize how your agents are performing. You can view the total calls by lead source, contact positives by lead source, calls by result group, or stacked rankings of users by calls attempted. With this information in hand, you’ll be better able to reward top agents and determine what lower ranking salespeople could do to improve their performance records.

Integrations

VanillaSoft integrates with Salesforce and Docusign.

Pricing

VanillaSoft offers it's base Sales CRM for a per user, base monthly fee. Add-on features and product are available for an additional cost.

Bottom Line

  • Queue-based lead management software
  • Increases outbound phone calls for sales teams
  • Designed for any industry where sales-by-phone is a priority
  • Automatically distributes leads evenly and thoroughly
  • Simplifies the tasks involved with modern sales-by-phone efforts

Frequently used together