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VanillaSoft vs Zoho 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...

Category Leaders

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...

  • 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

ic-pricetag

No pricing info

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

Starting from

0

/user

Per month

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

User reviews

4.7

148

5

4

3

2

1

110

33

4

0

1

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

4.3

5.9K

5

4

3

2

1

2.9K

2K

733

162

71

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

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

You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.

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.
NNot being able to drag caledar appointments when dates change.

Cons

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
  • Vendor responds to reviews
  • Last review16 days ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features49
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • Behavior Tracking
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Call Routing
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management
  • XML / RSS
  • eCommerce Management
  • Total features205
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • Behavior Tracking
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Call Routing
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • 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 integrations491
  • 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

User reviews that mention these apps

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 3 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.

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

Share this review:

VanillaSoft logo

VanillaSoft

Vanillasoft

Reviewed 3 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

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 4 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

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 3 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.

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 4 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..

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 4 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.

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 4 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.

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

Share this review:

VanillaSoft logo

VanillaSoft

Great CRM

Reviewed 3 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

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 4 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.

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 3 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.

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

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VanillaSoft logo

VanillaSoft

Great crm to keep track of leads.

Reviewed 5 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.

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

Share this review:

VanillaSoft logo

VanillaSoft

Great Software

Reviewed 4 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.

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 4 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

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 3 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.

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 4 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...

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 4 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.

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

Share this review:

VanillaSoft logo

VanillaSoft

Vanillasoft

Reviewed 2 months 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.

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 5 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.

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

Share this review:

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VanillaSoft

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

Reviewed 4 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.

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

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VanillaSoft

Great Customer Support

Reviewed 4 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.

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

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VanillaSoft

Good CRM and Dialer Combo

Reviewed 4 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.

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 4 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.

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 4 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...

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!

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 4 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.

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

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VanillaSoft

Using VanillaSoft in Higher Education

Reviewed 4 years ago

We are very pleased with VanillaSoft. We were struggling to keep track of our work, analyze our efforts, but this has allowed us to see the data more clearly and constantly pivot or adjust as needed to ensure we meet our goals and outcomes.

Pros

It acts like a CRM for our program in tracking our students and ensuring that we are identifying those who are at risk and most likely need our support the most. The ability to customize the tools according to the numbers we track, and also have the dashboard to encourage healthy competition is bar none to any existing software we have access to.

Cons

We have thoroughly enjoyed VanillaSoft. There's nothing that we haven't liked about it. The ability to customize their tools provides us leverage to automate and streamline.