VanillaSoft

About VanillaSoft
VanillaSoft is a lead optimization platform built for fast-response sales teams.
VanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls.
These three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.
Key benefits of VanillaSoft
Organizations using VanillaSoft queue-based lead management solution outperform their peers that use typical list-based CRM platforms in the following areas:
Speed to Lead: VanillaSoft clients typically make an initial call attempt in 1 hour or less. The industry average is 8 hours until first contact.
List Penetration: Agents using VanillaSoft average over eight attempts per contact while peers on list-based systems average two attempts per contact.
Productivity: Sales-by-phone professionals who use VanillaSoft average 23 calls per hour compared to the industry average of eight calls per hour.
Decay Rate: VanillaSoft clients experience a 6% decay rate while their peers on list-based solutions experience a decay rate of 36%.
(data from “The Technology-to-Performance Chain: How Lead Management Systems Drive Inside Sales Performance,” conducted by the prestigious University of Ottawa's Telfer School of Management)
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Reviews
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- Industry: Higher Education
- Company size: 201–500 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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Efficient Tool
Reviewed on 2018/04/30
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!

- Company size: 11–50 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
VanillaSoft is a great system!
Reviewed on 2018/05/16
Increased customer service for my clients.
Increased customer service for my clients.
Pros
We love VanillaSoft, the system helps us keep appointments with my clients and really increases my customer service ability.
Cons
The only issues we have had is with brief outages, but they are rare and taken care of immediately by VanillaSoft customer service.
- Industry: Health, Wellness & Fitness
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
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- Likelihood to recommend 0.0 /10
Worst Crm For security
Reviewed on 2022/04/12
Pros
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
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 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!

- Used for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love VanillaSoft - have been using it for ten years - I honestly couldn't run my business...
Reviewed on 2018/04/25
Increased capability, able to compete against larger competitors and offer a superior product for a...
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.

- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Outstanding follow up on leads
Reviewed on 2018/05/16
Pros
Vanillasoft allows us to maintain control over our leads from www.insurancequotes2day.com and never allow a prospect to fall between the cracks.
Cons
The texting feature could allow for attachments as we would like to email quotes out to our prospects.
VanillaSoft FAQs
Below are some frequently asked questions for VanillaSoft.Q. What type of pricing plans does VanillaSoft offer?
VanillaSoft offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Not Available
VanillaSoft offers 3 bundles of features: Core. Advantage and Enterprise. These bundles offer increasing levels of functionality and are tailored to offer the maximum value for our customers.
Q. Who are the typical users of VanillaSoft?
VanillaSoft has the following typical customers:
201–500, 501–1,000, 1,001–5,000
Q. What languages does VanillaSoft support?
VanillaSoft supports the following languages:
English
Q. Does VanillaSoft support mobile devices?
VanillaSoft supports the following devices:
Q. What other apps does VanillaSoft integrate with?
VanillaSoft integrates with the following applications:
Chorus, Comm-unity, Docusign, Gong.io, Salesforce Platform, Salesforce Sales Cloud, VerticalResponse, Vidyard, Vonage Business Communications, Zapier, authorize.net
Q. What level of support does VanillaSoft offer?
VanillaSoft offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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