Vanillasoft Reviews & Product Details

I use VanillaSoft as a CRM to log call info during cold calls. It's great because you can't miss a lead; it won't let you move to another lead without resolving the first one. Access to call recordings is easy too, and you can search in many different ways. I love how it allows me to modify email templates, making emails more tailored to our prospects' needs. It's also valuable to be able to store as many contact numbers as possible, which helps us keep track of the point of contact. The initial setup of VanillaSoft was a breeze, definitely a 10 out of 10. Review collected by and hosted on G2.com.

I hate the fact that whenever we dial, for example, a disconnected line, it won't register a recording for that. The talk time is not being calculated. It would be great if VanillaSoft can also record those not connected calls so that it can be counted towards our talk time. Review collected by and hosted on G2.com.

VanillaSoft helps keep outreach organized and gives structure to the day—especially for calling and following up. The cadence/queue-style workflow is useful for staying consistent, and I can see the potential for improving productivity once you’re fully set up and trained. Review collected by and hosted on G2.com.

The interface feels a bit clunky and not very intuitive at first, so the learning curve is real. It was also rolled out right before AEP, which is the busiest time of year, so there wasn’t enough runway to get comfortable and configure it properly. Some steps feel like extra clicks, and it’s hard to build momentum when you’re learning it under pressure. Review collected by and hosted on G2.com.

Vanillasoft is excellent for outbound calling and keeping me on track with daily call activity. The auto-dialing and queue-based system remove the guesswork from who to call next, which helps maximize productivity and maintain momentum throughout the day. Review collected by and hosted on G2.com.

The interface can feel dated, and customization options are limited compared to more modern CRMs. It’s very call-focused, so it’s not ideal for managing long-term client relationships or tracking detailed policy information. Review collected by and hosted on G2.com.

I have been using VanillaSoft for over a year, and I find it to be very good because it is easy to use and user-friendly. The simplicity of VanillaSoft stands out, as there are not many buttons to press or click, making it self-explanatory. Setting it up was not difficult at all, thanks to the knowledgeable person who taught us how to use it. Additionally, VanillaSoft is effective in aligning my callbacks and ensuring they pop up on time, eliminating the need for me to remind myself about them. It serves critical functions for CRM purposes, handling calendars, and arranging callbacks efficiently. I highly value its integration capabilities with tools like Versus Connect for softphone and Outlook for calendar and email synchronization. The ease of use and direct interface make it highly recommendable, especially for beginners in this field of work. Its user-friendly nature is a major appeal, reflected in my recommendation score of 9.5 out of 10. Review collected by and hosted on G2.com.

I would like the ability to see more detailed change logs in VanillaSoft. Currently, I can't track when changes were last made or who made them. Having access to this information would greatly assist my work, as it would provide clarity and accountability regarding modifications within the system. Review collected by and hosted on G2.com.

I really like how VanillaSoft is very easy to use, making it simple to navigate without having to adapt to anything complicated. Everything being in one place is convenient. I love VanillaSoft because it's a really good program that consistently works well without any big problems. The ease of use is definitely a standout for me. Review collected by and hosted on G2.com.

I would say one of the things that could be improved is the problems with loading links and it always says null. So I guess something that could be improved is just that aspect of it. Just making sure that there are no technical issues for uploading the link. Review collected by and hosted on G2.com.

I like the fact that compared to other CRMs, VanillaSoft works a lot smoother. I can use extensions to automatically text for me, making my work easier. The call quality is good as well, which is important for my outbound sales calls. It's also great that I can export leads from VanillaSoft to external CRMs really easily. Plus, the initial setup was easy, which I appreciated. Review collected by and hosted on G2.com.

I don't like the 10 second delay before I can dial another lead. It makes it a lot slower for me. Review collected by and hosted on G2.com.

I find VanillaSoft really helpful for contacting leads and setting appointments. It allows me to contact leads in a timely manner and stay organized. I like that it helps me remember which leads need to be contacted. The call recording feature assists me in perfecting my engagement with leads. I also appreciate that it allows me to work on new leads first, reducing the risk of losing them to competitors. The initial setup was very easy, which was a big plus for me. Review collected by and hosted on G2.com.

I have to get through old no-show appointments to get fresh leads. Review collected by and hosted on G2.com.

I like the callback features where you can post what your clients have said and save it in the notes. I think VanillaSoft is better at connecting to my Google Calendar and saving information. Review collected by and hosted on G2.com.

I don't like the fact that it doesn't allow me to save certain information for my clients. It will skip to the next client. It doesn't allow me to disposition very well the calls that I have made. And when I go to collect to push on maybe they don't want me to call them back, it won't save that information. Review collected by and hosted on G2.com.

It's easily navigatable, a lot of list and organization for each tabs. I find it really modular, with each view expandable and customizable allowing for flexibility. Yet, the privacy element still prevail in maintaining each entries with a backup history option is an added bonus. Review collected by and hosted on G2.com.

The most annoying part of each modular is the scroll function, where it would be janky to say the least and would sometimes bugged out when clicked to fast. Additionally, I find it problematic when it doesn't saved the result, when you returned back to the main profile. As I would write something in the comment while going to result, then forget certain element that would caused me to go back and forth, but then I would forget which result I was giving in the first place. Review collected by and hosted on G2.com.

The user interface is incredibly intuitive and easy to use. It is customizable to both beginner tech users while having the capability of arming any salesperson with an artillery of self-contained information that offers easy integration capabilities with Google Calendar & texting platforms alike. Review collected by and hosted on G2.com.

The more you use the software, the more forgiving it is to you. On the contrary, the less frequent you use the dialer, the less forgiving it can be. Consistency is key. Review collected by and hosted on G2.com.