Vanillasoft vs Freshsales

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Task Management

Workflow Management

Reporting/Analytics

Calendar Management

Territory Management

Email Management

Vanillasoft

Web-based

Windows

Basic

Assistant Director of Development

The platform allows our team to maintain consistent outreach, track donor interactions effectively, and monitor caller performance in real time.

Owner

The intuitive interface, powerful automation, and seamless CRM integration help our team stay organized, boost productivity, and convert more leads efficiently.

Broker

The dashboard gives me a clear overview of every lead and customer, and I can track conversations, quotes, and follow-ups in one place.

Agent

The most frustrating part about Vanillasoft was the repetitive and time-consuming human verification steps, especially the constant robot image selections that slowed down

Health insurance advisor

amount of leads it has access too and the integrations available to fit into it from Nextgen, marketplace, CRMs for texting ect...

Business Development Representative

They way it is set up for callbacks and an additional Event option on the calendar page gives me flexibility when scheduling appointment callbacks which is different than a phone call callback.

Assistant Director of Annual Giving

After each call, I can easily capture necessary data, which is automatically updated in each constituent's file.

Sales Manager

Basic functions like calling, lead tracking, and note-taking are straightforward, but admins may need extra time to fully customize workflows and reporting.

Shows clients policy history and information all on one screen along with their payment history which is helpful.

Broker Agent

The ability to edit data and leep track of the conversation without sticky notes.

Digital Philanthropy Caller

There’s nothing in particular that I dislike, but the way in which a phone number is assigned and reassigned—while connecting to VS connect— could be a little more streamlined.

Its seamless integration with our existing systems has significantly reduced human error from constant data entry.

Overall, it’s a reliable system for organizing donor outreach and keeping a student call center running smoothly.

While the functionality is strong, the interface can feel somewhat dated and takes a little time for new callers to learn.

The usability is exceptional, not only for backend operations but also for the user interface, making it easy to navigate and manage constituents.

It Tech

I especially liked the call queue feature, it ensures reps never miss a lead and keeps outreach consistent.

Health Coverage Advisor

The way it integrates with other software to allow for an efficient workspace is what stood out most right away.

Business Development

So, currently I have to duplicate my leads w/ a different phone number for each contact so that I can text each phone number.

Their security features, including user permissions and data access controls, also inspire confidence.

With Remote operations become more common...it's my current clients that feel the bite in that I sometimes am not sure how to help them sign correctly.  

This feature ensures that I always have access to the most current information without the hassle of manual entries.

Caller

My overall experience with Vanillasoft is positive because it does what it's supposed to while allowing me to do my job effectively, with only a few minor bugs.

Sr. Manager, Business Development, Investor Relations

We've known them for over 10 years & each time we've advanced the tools we need to expand our business, VS has been right there with us to assist in the growth process.

Student Fundraiser

the coding menu likes to spasm if i hover over it instead of clicking it

The interface is straightforward, and when everything is running correctly, it definitely helps keep the workflow moving.

Licensed Agent

occassional problems with sound quality and speed of loading software.a

After the call disconnects and after it is disposition if I need to add in additional notes then that process is slow.

Licensed Insurance Agent and Consultant

Vanilla soft/soft phone does have quite a few calling connection issues more than i would've expected.

It ensures security in my account, but also those that I am calling.

Agency Owner

I can't easy pull reports and look at list of leads at a time.

Director of Foundation and Advancement Engagement

I appreciate the ease of importing data, the ability to set up scheduled reporting, and the easy-to-navigate user interface.

Overall, this communication system, bolstered by an exceptional support team, has proven to be a game-changer for our organization.

inability to gain administrator status because of failures in company structure

As someone entirely new to such a robust system, I anticipated a learning curve, but the grace and expertise demonstrated by the support team made all the difference.

I have looked into and used other platforms because I often have leads who have multiple cell numbers and I have to text them all.

Insurance Agent

Its workflow process is fast and makes dialing and contacting leads from every aspect easy and fast.

Health Advisor

You can look up certain KPI metrics throughout the day to ensure you are meeting goals

I would like to have the ability to specifically delete recently imported custom table data.  

Email clients having them email back and SMS both are game changing 🙌🏾

project manager

voip lines are not mobile unlike ring central or other apps where you can use it anywhere.

sales representative

The inability to customize my own buttons and colors.

Manages my leads very good easy to set callbacks and support team is great they even built me a custom solution for my needs

The platform is easy to use, helps me stay organized with leads, and improves follow-up efficiency.

Vanilla Soft and VS Connect have completely streamlined our workflow.

Call Center Director

Callers can't do assigned callbacks unless they are assigned to that specific project.

Advisors

Overall Vanilla Soft provides hundreds of leads and helps me get in touch with leads in a timely manner.

Director of Operations

having no access to data beyond a week or so makes tracking KPIs very difficult.

Health Insurance Advisor

I do not have any issues with Vanillasoft it's very easy to call the leads and really the only problem is the mindset I can have at times.

They walked me through each step, showcasing their deep understanding of the system's capabilities.

Founder

Comprehensive CRM with lots of features and many I haven't even got to.

Lead Management

Data Management

User Interface

Calling and Dialer Functionality

Integrations

Customer Support

Performance and Speed

Phone Support

Client Support

Ease of Use

Large Enterprises

Mid-size Business

Small Business

VanillaSoft

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Sales Pipeline Management

Segmentation

By industry, Freshsales reviewers are most commonly professionals in information technology and services (17%). The most frequent use case for Freshsales cited by reviewers is CRM (72% of reviewers).

Users and use cases

The Freshsales integration most frequently cited by reviewers is Gmail, an email management product rated 4.0 out of 5 for its integration with Freshsales.

Freshsales is a CRM tool with key features that include contact database, contact management, lead management, and more.

Freshsales

Android

iPhone

iPad

Free

Growth

Enterprise

Operations Manager

It's a basic CRM and does the job once you understand how it thinks (start with an Account, you must go to Accounts to create the Account, cannot just create an Account name when also creating a Contact).

Learn Support Coordinator

Our phone system is built into this system, meaning we can see who is calling and when you click their name, it brings you straight to the customer profile.  

I found the chatbot that offers suggestions for help rarely comes up with the answers to my queries - then their is usually a language barrier when conversing with their overseas customer service operatives who manage the chat one you get past the chatbot - their team often help with a solution, but it can take some time.

Based on this and the support opening times, I expect to move us to another business suite, probably Zoho, within a year or so.

Not an easy start, and thankfully support is responsive unless it's the weekend, but overall Freshsales feels a little rigid and is not the easiest of tools to use although the back end seems solid enough.

Sr Director Sales Effectiveness and Enablement

Moreover, the synchronizing system of the calendar works amazingly, if I talk about the pricing of Freshsales it is cost-effective and affordable product.

Head of CSM

Clean design, easy to use, and customisable with lots of useful features for daily sales management.

It will prompt you to refresh the page fairly often, meaning you lose you place on a page and have to scroll back down.

Co-Founder

This complexity often made it difficult to quickly generate actionable insights, hindering our ability to make timely and informed decisions.

Assistant Manager

Emails and calls link up smooth too, so you can keep stuff kinda tidy overall.

Customer Service Ambassador

The design and the usage of salesforce automation feature makes Freshsales the best as it has the simplest but most effective features that enables you to create, customize, modify, and monitor sales activities.

IT Business Partner

very comprehensive CRM tool which covers all sales related activities, integrated with Freshdesk ticketing tool as well so you can monitor your clients' tickets also, license price is very good as compared to other crmCRMproducts.

There is a lot of potential to the Freshsales system that our team are looking to utilise, especially around automations.

Strategy Analyst

Also some basic features like Campaign Management for automated outreach is not present.

It allows users and administrators to manage and coordinate interactions with our employees and customers with ease, it has tools for customer service, its cloud calling system is excellent and dynamic, it allows us to generally manage strategies and channels of active sales.

Created marketing campaigns to predict sales, created scenarios to see the different results, created templates from scratch with the team to see what else we can do for more.

Support is particularly bad, a lack of understanding of their product.

Sales Planning Analyst

Will need to improvise on how we are going to measure sales owner strength (sales visits, calls and revenue) to make it simpler to be measure. But other than that, it was good in terms of amending settings and agent that are very supportive to take up any issue and problem arise.

Sometime the customer service they offer through their instant chats does not always lead to a solution.

I also appreciate the way it lets us track the sales activities.

Software Engineer

Tracking customer records is the best part about it

However, the complexity of the reporting and analysis tools was a significant drawback.

Some automations just straight up not doable tho, I tried messing with it but nope.

Chairman

The rating of leads by using a percentile calculation which is not relevant and the inability to delete previous incorrect ratings.2.

The pricing for Freshsales has to be revised as per Indian Geography.

Overall Freshsales is a great CRM tool for a new startup to base its sales department.

Tracking such leads was done through freshsales.

Human Resources Generalist

Facilitating the organization of all of our potential customers' contact information and email history in one location.

We were able to successfully get a lot of leads using this tool

Hence maintenance of long term relationships may hamper

Commercial Projects Specialist

I also wish we were notified when updates were going to run so that could better prepare when "Blackout" periods are going to take place during the workday.

The user interface is clean and easy to navigate, making it user-friendly for our team.

Marketing Director

NOTHING is ever resolved, support tickets are left open for weeks, and their customer support team blames their issues on the customer instead of fixing the problem.

This a cloud-based CRM that includes many features and very useful thinking to turn this solution into a key element of the sales team

It's simple to integrate with your email and offers cross-platform support for apps like Acuity and Google Calendar.

Project manager

We are using this to manage internally our deals to see how we are doing with some custom fields where we can filter all leads that were qualified and won and all the ones that we lost as well as the reason for each.

For many companies that are just starting out, if they get the free plan, it is very limited and does not allow me to do some things.

Director Marketing & Communications

The Freshsales CRM comes with a lot of features, many of them out of the box (e.g. for marketing automation) that instantly be used to e.g. link your website to the CRM and start capturing leads.

We setup email sequences quickly and starting automating sales tasks in just a few minutes.

Marketing and Social Media

Freshsales is also good at how it sorts and classifies incoming mail, which helps us direct it to the responsible member directly, and this is reflected in the speed of response to customer requests.

I greatly appreciate the scheduling capabilities that Freshsales provides, which allow us to organize the dates of sending emails or text messages to customers according to contact lists at appropriate times, and this is important so that we do not repeat messages in a random way that makes the customer feel bored.

Business Development Manager

You can keep a track of anything and everything throughout the software and also see every individual's progress to further see the projection of organization's upcoming revenue that can be generated.

Freshsales organizes our relationship with customers in the required manner, as any email from customers is answered by the responsible member in a timely manner, and we also ensure that our promotional campaign messages reach the targeted individuals and institutions within carefully studied time periods.

Product Specialist

Moreover, the Customer Journey feature and also Wofkflow to set up Automation according to our business needs And also we are very helpful to manage our Sales Team well. Because everything is well recorded in Freshsales Suite Enterprise

System Engineer

I appreciate the convenience of being able to draft contracts for clients and have them sign them electronically.

My only issues were the response times from the customer support team when I had some issues (which were due to me not reading the manual, and not due to the software), and missing integration with Gmail for incoming mail.

The CRM software FreshSales will flag a lead as duplicate if there are multiples with the same name.

Managing Director

Having everything needed in place, all lead tracking, lead generation, marketing and calls, really does the 360 feel freshworks are aiming towards.

It helps me manage all the steps in these interactions and absolutely saves my time and reminds me of what still needs to be done to convert a customer.

Business Development Specialist 

I would like more options in the sales sequence in the feature, like doing a trial run, getting custom dates on when it should run, etc.

Sales and Customer Management

Reviewers highlight Freshsales' Lead Management as valuable for prioritizing leads with scoring, automating follow-ups, and tracking interactions. Users report they can easily add, import, and update leads, as well as categorize and progress them through stages in Freshsales. They find automation and reminders helpful for boosting efficiency and conversion rates. Some users mention needing additional tools for pre-deal tracking, but most feel Freshsales' Lead Management tools are user-friendly and comprehensive. Of the 19 Freshsales users who gave detailed accounts of their use of Lead Management, 95% rated this feature as important or highly important.

Vanillasoft vs Freshsales Comparison (2026)

Vanillasoft

Freshsales

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives