Vanillasoft Reviews & Product Details

I like VanillaSoft's disposition options and the comment section for taking notes. The timestamps for every call are helpful as they provide a paper trail if a prospect 'forgets' a conversation. The notes being saved and transposed into Google Calendar when integrated make appointment setting and follow-ups a breeze. The initial setup was cake, indicating ease of use. Review collected by and hosted on G2.com.

VanillaSoft could be better at filtering for bogus names and phone numbers that have all the same numbers. Sometimes there are things on there that obviously shouldn't be, and I experience the occasional disconnect from phone calls without explanation. Review collected by and hosted on G2.com.

I use VanillaSoft for keeping track of my clients and follow-up timings. It prompts me to follow-up with clients at the appropriate time or when I have asked the system to remind me. Initial setup was not difficult. Review collected by and hosted on G2.com.

The advanced features are very complicated to use. Setting up automatic texting and automatic emails is pretty difficult. I can't pull in my personal calendar into my HealthMarkets calendar so all appointments are on one calendar. Therefore, I don't use the calendar link in VanillaSoft for my clients to make appts. I have subscribed to Calendly for this. I thought VanillaSoft was going to provide that ability, but it doesn't. An additional dislike - is the duplicate client entries. I constantly have to merge to clean that up, and they just keep happening. So there are still some glitches. Honestly, I would not recommend it at this point. Review collected by and hosted on G2.com.

They improved the data routing and filtering process to be even better. It does take a few more steps but much more accurate and more options to be able to target exactly what you need to that day. I also love how it shows you if your email was opened and when. Review collected by and hosted on G2.com.

I can't always get what I need for a detailed report to send to a client. I would like to be able to tell it exactly what fields I would like put into a report. Maybe I just haven't figured out how to do it yet. 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.

I use VanillaSoft as our CRM at work, and as a developer, I appreciate that it has an API which makes it easy to integrate with our app. I like its straightforward UI, which helps us route leads, manage contact history, and handle text and email efficiently. The ability to integrate other apps by syncing data to and from VanillaSoft is also very valuable, as it serves as the source of truth for our leads. Review collected by and hosted on G2.com.

The query builder and routing interfaces being UI only is very awkward. I want to be able to type in an expression like you can do in JIRA. For filtering and sorting of the queue, the same goes for the Contact Management query builder interface. There's no advanced version where you can just type in expressions. Review collected by and hosted on G2.com.

the detailed statistics it gives about the number of calls one makes per hour, it is easy to keep track of performance. It updates data about speed of calling relatively fast. Although my employer pays for Vanillasoft, I do think it is financially worth it. It also organizes information very well and makes it easy to locate necessary information. Review collected by and hosted on G2.com.

It has crashed for my company several times, in which calls do not go through. It also tracks someone's performance even when they their computer is off if they have not logged out. However, my colleges were able to get in contact with support from Villanova soft to fix the issues, and the VanillaSoft team communicated effectively with us. Review collected by and hosted on G2.com.

I like that VanillaSoft offers a lot of interface options available directly on the website. It has various platforms and different ways to view alumni information, which is really important for outreach beyond just phone calls. As someone getting trained, I also found VanillaSoft pretty easy to navigate and traverse. Review collected by and hosted on G2.com.

I'm not really happy with the software and UI issues I'm experiencing, especially affecting the supervisors of my team. There are a lot of technological issues with VanillaSoft lately. Features that used to work well, like email connectivity, aren't working anymore. The giving page is down, and the email connection to specific user information is also down. This means we have to write down all the emails manually, which is a hassle. I find these issues incredibly inconvenient. Review collected by and hosted on G2.com.

I like how I can manage an entire team under VanillaSoft. We can all manage the same leads and the same pool without anybody interfering. I use VanillaSoft for lead management, to configure leads, schedule callbacks, and deal management. It's a really great platform. The organization and scheduling features are really great with callbacks, especially considering different time zones. It reverts back to you in your time zone and reminds you of the customers' time zones, which is pretty nice. The initial setup was super easy. Review collected by and hosted on G2.com.

I would say VS Connect a little bit. Sometimes it fails a little bit, but other than that, really nothing. I mean, it's an amazing app. Review collected by and hosted on G2.com.

I like using VanillaSoft as a CRM tool for cold calling because it eliminates time wasted through its queue-based lead management, ensuring there are no wasted leads. It's user-friendly and easy to navigate, making it simple to result every lead right after a call. The access to call recordings is great, and the initial setup is as easy as 123. Review collected by and hosted on G2.com.

I think, some bug issues are occurring more often lately, just lag issues I guess. Review collected by and hosted on G2.com.

I like the dispositions that VanillaSoft provides and also the calendar schedule feature. It makes it easy for me to book sales calls without double booking, and I know my availability as well as the client being able to book directly. Also, the initial setup of VanillaSoft was simple. Review collected by and hosted on G2.com.

Sometimes VS Connect has issues where I have to force quit multiple times on Mac OS for it to recognize my headset microphone or even my Mac's internal microphone. I know it's not my headset because it does it with every single microphone I use, and then after force closing multiple times it finally starts working. Review collected by and hosted on G2.com.