VanillaSoft Pricing Plan & Cost Guide

VanillaSoft

Lead management software and CRM solution

4.73/5 (144 reviews)

VanillaSoft Pricing

Pricing model: Subscription

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.

Competitors Pricing

Quoter

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LeadMaster

Starting from: 10.00
Pricing model: Free
Free Trial: Available

LivePlan

Starting from: 20.00/month
Pricing model: Subscription

Cirrus Insight

Starting from: 7.00/year
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

VanillaSoft Pricing Reviews

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.Suzanne W.Read the full review
  • I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.Lamar D.Read the full review
  • The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized.Dave S.Read the full review

Cons

100%
recommended this to a friend or a colleague

15 reviewers had the following to say about VanillaSoft's pricing:

Scott C.

The ultimate "Phone" prospecting tool for businesses

Used daily for 2+ years
Reviewed 2020-05-25
Review Source: Capterra

Overall, this is my "go to" system. I wish it was a little cheaper but it does what we need it to do and it does it very well! If you work in this system every day, it will make you successful! Hit the start button and go!

Pros
I have used this system on and off since 2009 and it's come a long way since then. I keep going back to it because it does the main important things very well. Also, I've had telemarketers try two other systems and they all loved Vanillasoft the most. In fact, after deciding to go with a cheaper option, they would come back to me and ask if we could use VS again. Including my son who just told me yesterday that he always loved Vanillasoft because it took the guesswork out of the picture and only showed you one lead at a time. I think that's one of the main benefits. 1. It puts one lead in front of you at a time. It eliminates the question "who should I call?". 2. It doesn't let you think too much or waste time. 3. The follow up system works great. Meaning, it's easy to leave a note and schedule a call back whether its using the calendar feature or using the dispositions that automatically put the lead back in your que at a predetermined date. Either way you do it, I always felt completely confident that once I finished with a lead that it would come back to me at the appropriate time without me having to think about it. That's huge! 4. The activity dashboard is awesome. It tells you how many dials, conversations, appts, length of time spent on calls, etc. It really puts all the data right in front of you. 5. Emailing and Document Library: Email right from the system using templates and store docs. Very Easy! 6. Hands down, best customer service in the business!!!

Cons
Price: For the first user its going to cost you about $200 if you want all the features. $100 for the basics and then $30 for auto-dialing, $30 for their phone and $30 to record and store calls. Every other user is $80 for the basics + $90 for the rest. So, two users with everything will cost you about $370 a month. With that said, I always go back to it. So, better to spend money on something that will get you results. Reports: They are great and endless... just wish they were easier to put together. It takes some time to really understand how to generate them. Also, wish they had automated reports that once you set up, they just get emailed to you everyday. Integrations: This is a phone marketing system with "some" email capabilities. It's not going to do social or look up lead data etc... I wish it would integrate with other email marketing systems like constant contact. It does tell you when someone opens an email if you're in the lead... but it doesn't tell you how often they opened and I don't believe it lets you call just the people who open your emails. It might but I'm not sure how if it does.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Eric N.

Good dialer solution but needs a database backend

Used daily for 2+ years
Reviewed 2019-04-03
Review Source: Capterra

Business problems solved: How to cost effectively and easily create, manage and execute outbound programs Benefits: Competitive pricing, simple functionality

Pros
Easy to set up new campaigns and easy for callers to make dials. VOIP is decent quality and VS doesn't charge anything for the calls regardless if they are domestic or international. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition.

Cons
When a call has a positive result, VS should have a database on the back end that allows positive results to flow automatically into a specific client location or folder for client management purposes. Reporting is extremely difficult to customize and exporting lists from VS results in nearly 100 unneeded columns being added. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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Marc A.

Vanilla Soft helps me be successful

Used daily for 6-12 months
Reviewed 2018-03-28
Review Source: Capterra

Pros
I like the auto dialer and the voice mail drop. It helps me be successful and grow my business bringing to the next level

Cons
Cost. Not the cheapest, but I like the functionality and support. It helps me be more successful and is easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Sarah V.

Efficient Tool

Used daily for 2+ years
Reviewed 2018-04-30
Review Source: Capterra

Pros
Makes phonathon a much smoother, faster, more efficient and user-friendly operation for callers and potential donors. Lovely customer service team and an adaptive and pretty intuitive space.

Cons
Wish there were more custom features and more included in the base price. Great deal and software as-is, though!

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Valie R.

Love VanillaSoft - have been using it for ten years - I honestly couldn't run my business without.

Used occasionally for 2+ years
Reviewed 2018-04-25
Review Source: Capterra

Increased capability, able to compete against larger competitors and offer a superior product for a competitive price. Clients love the responsiveness we can offer to their questions and suggestions on how they can improve their campaigns.

Pros
Ease of use. Our clients really like it - we get great feedback from our clients on the features. We work with marketing teams - they love what we can do for them with VanillaSoft. Love the customer support team - have enabled us to provide more customer support to our clients - makes a small company compete with larger competitors.

Cons
Not really a con - but would like a mobile app so I can address issues that arise when I am not at my desktop.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Suzanne W.

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

Used daily for less than 6 months
Reviewed 2017-12-07
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Moe M.

Great CRM

Used daily for 6-12 months
Reviewed 2019-11-29
Review Source: Capterra

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

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Paul L.

We find that VS provides a very robust solution. Great data capture, call routing, and dispositions

Used daily for 2+ years
Reviewed 2018-05-16
Review Source: Capterra

Improved productivity of our callers and better data capture. It's cost effective, and Support is terrific!

Pros
Ease of customization, ease of use, and clean & clear reporting. Ease of adjustments and the ability for users to record copious information about the contacts.

Cons
Sometimes latency issues restrict our ability to be proficient, but that also results from the Internet Routing, not necessarily the platform. VS has recently upgraded their hardware and we have seen awesome improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ronald M.

excellent platform easy to learn, use and deploy

Used daily for 1-2 years
Reviewed 2018-04-25
Review Source: Capterra

Easy to use, easy to deploy and scale up or down

Pros
ease of use multiple abilities at a controlled cost ease to add or delete additional agents as needed

Cons
I really have no complaints this software has met the majority of my needs however I could use some coaching follow up on possible integrations to other software that I use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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JL P.

Great piece of software - missing some key features

Used daily for less than 6 months
Reviewed 2016-11-14
Review Source: Software Advice

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

Likelihood to recommend: 10/10

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JOE W.

Great Product!

Reviewed 2014-10-28
Review Source: Software Advice

Pros
Easy to use and integrate. So far many of the employees enjoy the product. Bug-free. The most important thing is the money value of the product paid.

Cons
I don't dislike anything about this product that I am using.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Tyler P.

Its Relentless Efficient

Used daily for less than 6 months
Reviewed 2019-05-24
Review Source: Capterra

The support and experience we have had from VanillaSoft is downright the absolute best experience any of us have had in our business endeavors so far and also in my life personally. They are always there and willing to stick their neck out to help you no matter the personally cost. My advisor,who is always on-top of any issues we have even takes his phone and laptop with him home on the weekends so if we run into issues he can help us ASAP ( even if the wife doesn't like it! ). Their support is so responsive and go-giver oriented and we love seeing them match our value we give to them.

Pros
The efficiency of how it can handle hundreds upon thousands of dials per day and in one click of a button we can see exactly who's doing what and who is up to standards and those who need additional training and help

Cons
The old-school vibe it gives off when you go through some of the admin features, they are severely outdated & sometimes tend to lag or even delete things that you just made but couldn't save as it crashed but this is very minimal but enough to note

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jake T.

VanillaSoft is easy to configure, fairly simple to use and inexpensive.

Used weekly for 2+ years
Reviewed 2018-06-01
Review Source: Capterra

Because it costs so much less than an outside contractor, we were able to hire another staff member to manage the program and do other things.

Pros
VanillaSoft doesn't cost a lot, is really easy to set up and provides almost every single functionality we can think of. Suffice it to say, we get a lot for our money.

Cons
The reporting interface is REALLY clunky to use--you have to click through a bajillion screens to tweak anything and there's not a good way to compare fields to each other or flag changes that callers make.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Steven E.

By far the most crucial tool in the success of my business.

Used daily for 1-2 years
Reviewed 2018-04-18
Review Source: Capterra

Maximum efficiency, assists in organization, allows for multiple points of contact inside a small time frame, allows me to work with multiple clients simultaneously.

Pros
My favorite thing about VanillaSoft is that this platform allows me maximum efficiency, but requires minimal effort. It is an incredibly easy tool to use, and keeps me very well organized. Unlike other systems I've used in the past, VanillaSoft is a great value, and definitely worth the investment.

Cons
There was a time or two that I've observed the same lead being worked by two agents in our office at the same time, but I'm almost certain this was user error - not a malfunction with the software. Unless there's a way to program the cue to bypass a lead that is being worked, I have no complaints.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Melissa A.

VanillaSoft Pro CRM robust and easy to administrate

Reviewed 2015-08-17
Review Source: Software Advice

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

Likelihood to recommend: 10/10

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