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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...
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes...
- 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
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
59
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
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.
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.
The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized.
Pros
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Mindy I.
Cons
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.
Adam R.
NNot being able to drag caledar appointments when dates change.
Cons
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
Sick and tired of paying money for something no one can make function and do what I need.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Key features
- Total features49
- AB Testing
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Auto-Dialer
- Auto-Responders
- Automatic Call Distribution
- Batch Processing
- Billing & Invoicing
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Call Routing
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cataloging/Categorization
- Click Tracking
- Client Management
- Collaboration Tools
- Communication Management
- Computer Telephony Integration
- Configurable Workflow
- Confirmation/Reminders
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customizable Fields
- Customizable Scoring
- Customizable Templates
- Customization
- Data Import/Export
- Data Management
- Data Synchronization
- Discount Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- FAQ
- Field Sales Management
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Form Builder
- Goal Management
- Image Library
- Interaction Tracking
- Inventory Management
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Meeting Management
- Mobile Access
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Online Booking
- Opportunity Management
- Order Management
- Order Processing
- Order Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Pricing and Cost Calculations
- Prioritization
- Projections
- Promotions Management
- Prospecting Tools
- Publishing Options
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Real Time Data
- Real Time Reporting
- Reference Usage Tracking
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Assignment
- Request Escalation
- Responsive
- Routing
- SEO Management
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Orders
- Sales Pipeline Management
- Sales Reports
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shopping Cart
- Social Marketing
- Source Tracking
- Spam Blocker
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Visitor Tracking
- Visual Analytics
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Website Management
- Website Visitor Tracking
- Widgets
- Workflow Management
- XML / RSS
- eCommerce Management
- Total features142
- AB Testing
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Auto-Dialer
- Auto-Responders
- Automatic Call Distribution
- Batch Processing
- Billing & Invoicing
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Call Routing
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cataloging/Categorization
- Click Tracking
- Client Management
- Collaboration Tools
- Communication Management
- Computer Telephony Integration
- Configurable Workflow
- Confirmation/Reminders
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customizable Fields
- Customizable Scoring
- Customizable Templates
- Customization
- Data Import/Export
- Data Management
- Data Synchronization
- Discount Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- FAQ
- Field Sales Management
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Form Builder
- Goal Management
- Image Library
- Interaction Tracking
- Inventory Management
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Meeting Management
- Mobile Access
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Online Booking
- Opportunity Management
- Order Management
- Order Processing
- Order Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Pricing and Cost Calculations
- Prioritization
- Projections
- Promotions Management
- Prospecting Tools
- Publishing Options
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Real Time Data
- Real Time Reporting
- Reference Usage Tracking
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Assignment
- Request Escalation
- Responsive
- Routing
- SEO Management
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Orders
- Sales Pipeline Management
- Sales Reports
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shopping Cart
- Social Marketing
- Source Tracking
- Spam Blocker
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Visitor Tracking
- Visual Analytics
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Website Management
- Website Visitor Tracking
- Widgets
- Workflow Management
- XML / RSS
- eCommerce Management
Integrations
- Total integrations9
- Gmail
- HubSpot CRM
- HubSpot Marketing Hub
- Insightly
- Mailchimp
- Marketo Engage
- Microsoft 365
- Microsoft Outlook
- Pipedrive
- QuickBooks Online Advanced
- Quickbooks Online
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- SugarCRM
- Xero
- Zapier
- Zoho CRM
- Total integrations275
- Gmail
- HubSpot CRM
- HubSpot Marketing Hub
- Insightly
- Mailchimp
- Marketo Engage
- Microsoft 365
- Microsoft Outlook
- Pipedrive
- QuickBooks Online Advanced
- Quickbooks Online
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- SugarCRM
- Xero
- Zapier
- Zoho CRM
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