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VanillaSoft vs Gold-Vision CRM Comparison

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Overview

VanillaSoft brings together the best of CRM, Lead Management and Sales-by-Phone tools into one powerful queue-based lead management solution for inside sales teams, call centers, and other sales-by-phone professionals. VanillaSoft increases productivity and improves sales accountability.

Category Leaders

Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

100

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

55

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

154

5

4

3

2

1

111

37

4

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

4.6

125

5

4

3

2

1

83

36

6

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

I am a user, not an administrator, so my over all experience in the last 5 years has been great. IT is reliable, safe and easy to use.
I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.
Improved productivity of our callers and better data capture. It's cost effective, and Support is terrific.

Pros

Two best things about Gold Vision from our point of view. Customer service is outstanding - The team is very responsive and great at helping us get the most out of the system.
Overall very good- helpful team, responsive help desk and regular updates, they are even open to product upgrade suggestions.
The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports.

Cons

There were several updates that affected my users which came as a surprise with no warning before or change log notification after.
Not specific caller ID which can lead some of the people we are calling to believe we are spam.
Sometimes lags on connecting to calling software.

Cons

Campaign software unable to send without. Gv-c in the email - this can sometimes lead to emails being missed when people reply with the new email address in cc or bcc box.
Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles.
The drag and drop functionality for Gold-vision Connect design aspect is a bit clunky and makes it difficult to position and re-size the elements exactly how you want them to look.
  • Vendor responds to reviews
  • Last review8 months ago
  • Vendor responds to reviews
  • Last review6 months ago

Key features

  • Total features48
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Recording
  • Call Routing
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Field Sales Management
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Live Chat
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Multi-Channel Marketing
  • Multivariate Testing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Task Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management
  • Total features114
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Recording
  • Call Routing
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Field Sales Management
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Live Chat
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Multi-Channel Marketing
  • Multivariate Testing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Task Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management

Integrations

  • Total integrations9
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations18
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM

Alternatives

Explore similar apps

Salesforce Sales Cloud
Zoho CRM

User reviews that mention these apps

NS
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Nichol S.

Marketing and Advertising, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

The easiest CRM to use

Reviewed 5 years ago

I just love the CRM.

Pros

This is very user friendly and the easier CRM to utilize.

Cons

Everyone once in a while it would crash.

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Adam R.

Telecommunications, 1-10 employees

Used daily for less than 6 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Vanillasoft

Reviewed 5 years ago

Easy, intuitive and hands off CRM

Pros

The software is very intuitive and easy to use.

Cons

Sometimes lags on connecting to calling software

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Glen C. W.

Financial Services, 51-200 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Vanilla Soft Review

Reviewed 6 years ago

Excellent. Would recommend this CRM highly

Pros

Ease of use and merging capability for email campaigns. Tracking information and click to call features

Cons

Sometimes a little slow but Customer Service impressive

AK
AvatarImg

Alexandria K.

Insurance, self-employed

Used daily for 6-12 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Great business CRM and dialer

Reviewed 2 years ago

VanillaSoft is very user friendly and easy to use. Keeps track of all contacts/leads in CRM, and I love the dialer!

Pros

I like the ease of use, the dialer, and tracking all leads/contacts. It also beautifully integrates with my lead vendors and texting CRM, as well as exporting data

Cons

I just wish the CRM stats showed further back than 1 day

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Verified reviewer

Insurance, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

VanillaSoft logo

VanillaSoft

This is actually a very good CRM platform

Reviewed 6 years ago

Really efficient CRM system, very underrated in my opinion.

Pros

Excellent for B2B. So easy to create new campaigns and the customer support is first class.

Cons

Sometimes encounter issues with regards to calendar sharing.

AvatarImg

Verified reviewer

Financial Services, 51-200 employees

Used daily for 1-2 years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Good value overall for what we pay for

Reviewed 7 years ago

All in one CRM, Dialing solution with a decent voip solution.

Pros

There is alot of flexibility within the vanillasoft platform, from using there built in emailing and text messaging to managing sales reps phone extensions. Coupling that with there partner connect me voice for local touch dialing, call routing and inbound call handling it has made our reps more productive.

Cons

The admin interface is a bit daunting for a standard manager with little technical expertise. Cant blacklist calling specific states instean have to use a workaround with setting call times outside of normal dialing times..

EF
AvatarImg

Ellice F.

Higher Education, 1,001-5,000 employees

Used daily for 6-12 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

VanillaSoft fantastic CRM

Reviewed 7 years ago

We received so many benefits from this particular software. Our data is more accurate, we can add and customize fields when we need them, and it's just a great product.

Pros

Ease of use and end-user accessibility. Fantastic CRM and has great customization for our personal needs at our University.

Cons

Communication between our main University CRM and VanillaSoft is not automated - has to be a manual process.

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Cynthia S.

11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Great tool for contact centers who need a dialer integrated with CRM.

Reviewed 7 years ago

Greater outbound call efficiency, true CRM features and easy access to call recordings.

Pros

We can support multiple clients and multiple campaigns. Does great job keeping each program separate. Call recordings are easy to access by campaign, agent and lead status. KPI metrics are also easy to find and you can create custom data queries and save them for future use.

Cons

If you need inbound call center features, I highly recommend you select Ring Central as the VoIP partner to integrate with VanillaSoft.

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Moe M.

Insurance, 1,001-5,000 employees

Used daily for 6-12 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Great CRM

Reviewed 5 years ago
Pros

Affordable for what it does. Literally everything you would need a CRM to do

Cons

It does not have autotext pre made texts we can use

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Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Great Software

Reviewed 6 years ago

We use the software as a call center CRM and it works great for that application.

Pros

Great software! It is easy to use and any issue I have had, customer support has been easy to work with.

Cons

I do not have any complaints with this software.

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Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

VanillaSoft logo

VanillaSoft

Vanilla Soft Great CRM for Call Team

Reviewed 6 years ago

It has been very positive. The system is laid out in a very user friendly way, and anytime I needed support their team was very helpful.

Pros

The setup and execution of programs is streamlined to make the process easy and effective.

Cons

No complaints. Like any CRM it does take a while to used to the settings but once you do it's fantastic.

MD
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Michael D.

Insurance, 11-50 employees

Used daily for 6-12 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

software works for you, not against you!

Reviewed 6 years ago

selling insurance and having a CRM that helps manage and keeps track of clients with ease

Pros

very simple and easy platform. manages your clients information and leads with ease!

Cons

the auto populate lead generator does not display every time..but not an overall issue

CA
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Chris A.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Great crm to keep track of leads.

Reviewed 7 years ago
Pros

Great crm for queue - based calling and automated tracking, texts and emails. Reporting is useful also.

Cons

A little confusing to setup. Great to email clients, but then you need a 3rd party software to send mass emails.

CB
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CHRISTINE B.

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Vanilla Soft Review

Reviewed 5 years ago

I am a user, not an administrator, so my over all experience in the last 5 years has been great. IT is reliable, safe and easy to use.

Pros

What I like most about this software is how easy it is to use. The concept is straight forward, and the reliability is key. I have used this software for over 5 years and very rarely have any issues. I am not a software wizard, and I have had no problems learning all the ins and outs.

Cons

What I like least about this software is sometimes it can be slow or stall. But that is with all CRM programs.

DS
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Dave S.

Luxury Goods & Jewelry, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Intuitive and Effecient

Reviewed 5 years ago

Overall experience very good.

Pros

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

Cons

I do not like being unable to re assign a call back time to a contact after scheduling a call back.

JS
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Joe S.

Computer Software, 1-10 employees

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

VanillaSoft Integration with Visti Intel . Visit Intel is a B2B website visitor intelligence tool.

Reviewed 6 years ago

Setting up this integration enabling click through tracking is a self-service process done by the end user of VanillaSoft and takes less than 5 minutes. Note : VanillaSoft users can use this integration even if the Visit Intel code is NOT on their website. Of course it is best to also have the Visit Intel code on your website but that is not a requirement. To fully understand the journey of someone who clicks on a link and then clicks other pages on your site…it is recommended that Visit Intel be deployed on your website. Please visit https://visitintel.com/ or sign up for a trial at https://visitintel.us/trial/

Pros

VanillaSoft CRM has the ability to notify a user when a “sent email” from VanillaSoft was opened by a recipient.

Cons

VanillaSoft does NOT report back to the sender of a sent email if any URL links (calls to action) within that email were clicked by the recipient. Visit Intel Solution: To improve that VanillaSoft email functionality we developed a solution leveraging both the VanillaSoft API and the Visit Intel Short URL logic. Now when VanillaSoft integration with Visit Intel is enabled…Emails sent from VanillaSoft that contain URL links can be tracked by the sender when they are clicked by the recipient. As the URLs in those sent emails are clicked by the recipients….VanillaSoft users will receive an automatically generated Visit Intel Site Alert detailing the VanillaSoft email recipient’s activity, listing their company name and contact information, so the sender (VanillaSoft user) can take any necessary action.

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Verified reviewer

Marketing and Advertising, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

VanillaSoft logo

VanillaSoft

Robust customer database

Reviewed 6 years ago

We're able to quickly set up a new campaign and begin to work leads for out clients. Strong leads can be forwarded to the client for immediate follow up. Reporting features are robust and really help tell the story of the success of the program. Call recording capabilities are a great feature for training.

Pros

The interface CRM has it all - scripting, call recording, email allows the team to immediately route leads for follow up.

Cons

The process for pulling data / creating a file is a bit cumbersome, and not very intuitive.

LB
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Lex B.

Insurance, 1,001-5,000 employees

Used weekly for 6-12 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Vanillasoft

Reviewed 2 years ago
Pros

The ability to manage hundreds of leads through the crm is wonderful, it allows you to feel much more organized when working your pipeline.

Cons

The thing I liked least about Vanillasoft would be if you try to save a lead at the same time someone else does on that same specific lead, if they have admin access they will just take it from you, to have it on their pipeline.

SW
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Suzanne W.

1-10 employees

Used daily for less than 6 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

I used them in a trial to determine if we wanted to purchase this for our company

Reviewed 7 years ago

My agents liked the general setup and had an easy time learning how to use it. All in all, I think this is a wonderful CRM

Pros

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. Also, I liked the way you can assign leads.

Cons

none except the maybe the use of the calendar. I had trouble with that.

CB
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Carrie B.

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

VanillaSoft has been a great tool to help us manage our call center.

Reviewed 7 years ago

VanillaSoft has been a great tool to manage our prospecting efforts and coordinate communication with prospects.

Pros

The user interface is easy to navigate and understand. There are great features/functions that increase our productivity. We are able to integrate extra marketing touches, like emails and efaxes into campaigns that our callers can initiate with the click of a button.

Cons

Since we work with multiple client campaigns it is sometimes challenging to integrate with their CRM. I'd like to see API integrations for additional CRMs. They are in beta tests with Zapier, which should help.

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Verified reviewer

Marketing and Advertising, 51-200 employees

Used daily for 1-2 years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Great Customer Support

Reviewed 6 years ago

Great customer support makes up for any lack of features or the difficulty of using VSoft after transitioning from Salesforce

Pros

The Customer Support is excellent. My small company has no in house CRM administrator, so I have to figure issues out myself. Without VSoft phone support I'd be in trouble.

Cons

I'm used to Salesforce and the thing that is most difficult for me with VSoft in comparison is pipeline management and forecasting. These functions may exist and I just don't know how to use them.

MM
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Michael M.

Insurance, 1-10 employees

Used daily for less than 6 months

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Good CRM and Dialer Combo

Reviewed 6 years ago
Pros

Vanillasoft has a decent CRM built into the preview dialer. It's easy to customize emails and even SMS. You can add your scripts and keep decent notes. Very easy to use

Cons

No real Cons. Great customer service that helps you set up, options for dialing connections and easy to use platform.

LF
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Lois F.

Marketing and Advertising, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Essential for our business

Reviewed 6 years ago

We have used VanillaSoft since the early days of the business and it has helped us to maintain exceptional levels of productivity.

Pros

It is very user friendly and provides intelligent info and feedback on reporting for our clients. The layout is very simple yet effective. It is significantly better than any other CRM we have seen.

Cons

We currently have to export full databases but it would be helpful to extract based on calling days. Also the routing filter update means now call backs show up on 'available contacts' but these would not all be due to be called now and are therefore not actually available.

RS
AvatarImg

Robyn S.

51-200 employees

Used daily for 2+ years

Review source

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

Share this review:

VanillaSoft logo

VanillaSoft

Best B2B CRM for Outbound Lead Generation

Reviewed 7 years ago

VanillaSoft is my secret weapon! My teams are significantly more productive than they were on any other CRM software, and VanillaSoft is absolutely intuitive, requiring less than 15 minutes of training for new reps.

Pros

I have used several CRMs, but VanillaSoft is exactly the software I would create if I made B2B CRMs for a living! It allows my reps to see both the prospect they are calling, and the other contacts in the company, simultaneously, so that they can easily ask for another prospect if they are unable to reach the original target. It gives my reps powerful insight into the company they are calling, and allows them to make independent decisions about who to call next. Of course, these features can be limited if your lead generation model is different. The software is easy to set-up (less than two hours), takes about five minutes to train callers, and then you are up and running with very little investment in time. I highly recommend that any company looking at B2B CRMs take advantage of the free trial and explore how VanillaSoft can enhance your business processes. You will marvel at how simple it is to use compared to any of its competitors!

Cons

The software could use a bit more power in its integration capabilities and reporting, but I appreciate that they stay focused on the core objective of keeping my reps productive!

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Eddie W.

Financial Services, 11-50 employees

Used daily for 2+ years

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

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VanillaSoft

User Friendly CRM for Sales Lead Management

Reviewed 6 years ago

VanillaSoft allows for a very user friendly experience in managing sales leads, maintaining email records and notes, and sending contract to potential clients.

Pros

The software is very user-friendly and easy to navigate. The advanced search function is critical when sorting through a large volume of clients. This is the perfect CRM for over-the-phone or inside sales and I would definitely recommend it.

Cons

The overall aesthetics could use some work; also some of the navigation is confusing. Aside from these, no other issues.