VanillaSoft Reviews

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.

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

We love VanillaSoft, the system helps us keep appointments with my clients and really increases my customer service ability.

The only issues we have had is with brief outages, but they are rare and taken care of immediately by VanillaSoft customer service.

PROS ITS USER FRIENDLY, but i have nothing good to say about your support what so ever . Every time I called they treated me like I was insane.

CONS - I HAVE BEEN LOGGED OUT OF My account over 30 times . Someone is physically logging me out. It has been 2 months. I have lost 1000s of dollars and my privacy is invaded. I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON LEAD MONEY AND SOMEONE IS STILL GETTING INTO MY ACCOUNT. MONTHS I HAVE REACHED OUT THEY ARE USELESS !!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Vanillasoft allows us to maintain control over our leads from www.insurancequotes2day.com and never allow a prospect to fall between the cracks.

The texting feature could allow for attachments as we would like to email quotes out to our prospects.

The in-house VoIP is quite helpful in increasing the number of contacts per day. Another advantage is the ease at importing and exporting data to and from VanillaSoft.

There are a lot of extraneous features that I do not need to use. I am sure they are helpful to other clients, but as I am a department of one I do not need to assign call campaigns to multiple users.

Ease of use. Gained additional sales almost weekly. Helps take the stress away of organizing potential leads into a manageable format.

Wish I could mass text. Software takes a bit of preparation to set up email stream, etc. but is overall user friendly.

The ease of use is great, and it speeds up my workflow immensely. Can't imagine not having it now that I do.

There's not much I don't like. Perhaps the email drip could be improved.

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

Sometimes a little slow but Customer Service impressive

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.

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.

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

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

It's easy to use and very easy to organize my daily, weekly and monthly sales calls.

Honestly there are really no negatives to using Vanilla Soft. Been using the software for the last three plus years.

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

I do not have any complaints with this software.

Texting is crucial. Organized texting is life changing through VanillaSoft.

VanillaSoft would improve if they allow more integrations.

easy to use with minimal complications .

password complications,had to call to get help

VanillaSoft is easy to use and very user friendly.

With big files, VanillaSoft is sometimes slow to import files

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.

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

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

Sometimes encounter issues with regards to calendar sharing.

API compatible and tech support resolves set up issues promptly,

Calendar event reminder-sending capabilities are not available. Need tags for campaign tracking, and email campaign as well.

I like that Vanilla Soft keeps all my leads organized and helps me to schedule appointments easily. Never miss a scheduled call or double book with this system. All appts are easy to see. Arrange views by day..week..month. send out auto emails for specific results!

Only downside is if you have a call run over into another time slot. That other call may not pop up after so you nay may miss a scheduled call.

Visibility of pertinent information on a contact is great, including other contacts at the same business.

Customer service is not great. There's a number of things you can't do yourself on the platform, such as changing attachment library size - 20MB is certainly not enough for a large agency with many clients and campaigns. We have called and emailed a number of times and has now been over a month with no response.