VanillaSoft

Lead management software and CRM solution

4,7 /5 (141 reviews) Write a Review!

VanillaSoft Overview

What is VanillaSoft?

VanillaSoft's core philosophy and development process center on one concept: The Power of Simplicity. Through this principle, VanillaSoft offers a platform that allows customers to see increased productivity, higher contact rates, and sales accountability tools like no other.

VanillaSoft is the tool built specifically for sales hunters. While traditional CRM provides features for account management, order management, and customer service functions, VanillaSoft provides the lead generation and nurturing tools required to successfully manage and close new business. If you call hot leads, rely on cold calling, or anywhere in between, VanillaSoft is the sales-by-phone solution for you.

VanillaSoft Overview

Pricing

Starting from
US$100,00/month

Pricing options

Free Trial
Subscription
Value for money

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.


VanillaSoft Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

3-panel-call-screen
call activity dashboard
4-panel-call-screen
calendar
VanillaSoft video VanillaSoft screenshot: 3-panel-call-screen VanillaSoft screenshot: call activity dashboard VanillaSoft screenshot: 4-panel-call-screen VanillaSoft screenshot: calendar

VanillaSoft Reviews

VanillaSoft Reviews

Overall rating
4,7
/
5
Excellent
106

Very good
32

Average
3

Poor
0

Terrible
0

Value for Money
4,7
Features
4,5
Ease of Use
4,7
Customer Support
4,6
98% recommended this app
Melissa A.

Appointment Setting & Prospect Management for the professional


Jeremy O.

SDR Sales Simplified

We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work.


Rebecca H.

Where's the App and Pause Calling?

Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.


Scott C.

The ultimate "Phone" prospecting tool for businesses

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!


Scott A.

VanillaSoft is Essential to our Success

Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success:

Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent.
Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections.
Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments.
Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management.
Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.


Melissa A.
Company size: 11-50 Employees

Appointment Setting & Prospect Management for the professional

Used Daily for 2+ years
Reviewed on 2018/03/30
Review Source: Capterra

Pros

Responsive and knowledgeable internal customer support and top notch staff interactions. Google calendar integration allows you to set appointments with confidence that the representative (external agent) will be available for them! Automatic timezone allocation for prospect records which allows appointments to be set for representatives who operate nationwide with no manual accounting for timezone needed; the software is nearly goof proof in calendaring considerations. Unlimited projects allowed and robust customization ensures that every project/marketing campaign is uniquely set up to meet your company or client's needs. I really appreciate the ability to customize result codes and the fact that you are not regulated to rigid categories or outcome processes. Each result can trigger multiple functions and this gives the administrator the power to control and maintain appropriate routing of prospects with minimal user effort. A decent dashboard system and intuitive reporting creation.

Cons

My top complaint has to be with the WYSIWYG editor for scripts and email templates, it is sufficient. However, in the NEW VS interface pasting text with from Google Docs or Word invariably produces an error (complete hang on selecting that script, only fixable by reverting to previous version interface) if the document was over a page long, unless pasted as plain text. Even if the original document has all formatting removed prior to copying. I would greatly appreciate a fix for this and support for pasting simple formatting options without errors.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jeremy O.
Industry: Computer Software
Company size: 51-200 Employees

SDR Sales Simplified

Used Daily for 6-12 months
Reviewed on 2020/01/23
Review Source: Capterra

We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work.

Pros

Allows for SDR sales automation, custom rules and workflows, and gets results.

Cons

Could be prettier, I suppose. I’m being picky here - it’s great at what it does.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Rebecca H.
Industry: Management Consulting
Company size: 2-10 Employees

Where's the App and Pause Calling?

Used Daily for 2+ years
Reviewed on 2018/03/14
Review Source: SoftwareAdvice

Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.

Pros

Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways.

Cons

No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Scott C.
Industry: Insurance
Company size: 2-10 Employees

The ultimate "Phone" prospecting tool for businesses

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend: 10.0/10

Scott A.
Industry: Insurance
Company size: 1 001-5 000 Employees

VanillaSoft is Essential to our Success

Reviewed on 2016/09/27
Review Source: GetApp

Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success:

Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent.
Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections.
Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments.
Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management.
Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,3/10
Based on 141 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

VanillaSoft Pricing

VanillaSoft Pricing

Starting from
US$100,00/month
Free Trial
Subscription
Value for money

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.

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.

Value for Money
4,7/5
Based on 141 user ratings
Compare value for money rating with alternatives
Compare with alternatives

VanillaSoft Features

VanillaSoft Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,5/5
Based on 141 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for VanillaSoft

Additional information for VanillaSoft

Key features of VanillaSoft

  • Appointment Setting
  • Call Recording
  • Cold Calling
  • Custom Fields
  • Email Marketing
  • Flexible Data Querying
  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Live Monitoring & Eavesdrop
  • Logical Branch Scripting
  • Outbound Lead Posting
  • Progressive & Preview Dialing
  • Real-Time Dashboard
  • Salesforce Integration
  • SmartCaller ID
  • Team-Based Selling
  • VoIP
  • Voice Drop
  • Web Reporting

Benefits

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)

VanillaSoft FAQs

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:

Starting from: US$100,00/month

Pricing model: Subscription

Free Trial: Available

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.

Q. What are the main features of VanillaSoft?

VanillaSoft offers the following features:

  • Appointment Setting
  • Call Recording
  • Cold Calling
  • Custom Fields
  • Email Marketing
  • Flexible Data Querying
  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Live Monitoring & Eavesdrop
  • Logical Branch Scripting
  • Outbound Lead Posting
  • Progressive & Preview Dialing
  • Real-Time Dashboard
  • Salesforce Integration
  • SmartCaller ID
  • Team-Based Selling
  • VoIP
  • Voice Drop
  • Web Reporting

Q. Who are the typical users of VanillaSoft?

VanillaSoft has the following typical customers:

Small Business, Large Enterprises, Non Profit, Mid Size Business

Q. What languages does VanillaSoft support?

VanillaSoft supports the following languages:

English

Q. What type of pricing plans does VanillaSoft offer?

VanillaSoft has the following pricing plans:

Subscription

Q. Does VanillaSoft support mobile devices?

We do not have any information about what devices VanillaSoft supports

Q. What other apps does VanillaSoft integrate with?

VanillaSoft integrates with the following applications:

Authorize.net, DocuSign, FluentStream, Fonality, Salesforce Sales Cloud, VerticalResponse, Vonage Business

Q. What level of support does VanillaSoft offer?

VanillaSoft offers the following support options:

Knowledge Base, Phone Support