# Vanillasoft Reviews **Vendor:** Vanillasoft **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.5/5.0 **Total Reviews:** 650 ## About Vanillasoft Vanillasoft is the only sales engagement software that has \*built in\* lead management and auto dialling. Its the best for fast-moving revenue teams. Most sales engagement tools orchestrate and automate communication channels, standardize workflows, cadences, and scripts, and provide reporting and analytics. But, most sales engagement software rely on external CRMs to manage lists, and external dialers to launch calls. Vanillasoft's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. Plus, Vanillasoft optimizes agent outreach deliverability, making sure that every call, SMS and email reach their destination. The primary audience for Vanillasoft are organizations with fast-moving revenue teams that rely on quick and effective communication with leads. The platform is tailored for teams that prioritize responsiveness and efficiency, making it an ideal choice for industries such as real estate, insurance, and financial services. With its focus on optimizing lead engagement, VanillaSoft serves as a critical tool for fast-moving revenue teams aiming to enhance their performance and streamline their processes. Fast moving revenue teams love Vanillasoft's: - Material, dramatic increases in agent activity - often 500% increase - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections G2 Sales Engagement users say it clearly- we help teams move faster by being 1. The Easiest To Do Business with 2. The Best User Adoption 3. The Easiest To Use Vanillasoft users get going faster, get agents working sooner, and ramping to be productive faster. Vanillasoft ensures that communication is timely and effective. The platform's lead management and sales automation manages the sequence of calls, emails, and texts, ensuring that messages are sent in the optimal order and with the appropriate content. This capability not only improves the likelihood of successful contact but also helps agents avoid common pitfalls such as spam filters and blocked calls. By streamlining communication, Vanillasoft enhances the overall effectiveness of sales efforts, allowing teams to reach their leads more consistently. Overall, Vanillasoft's comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results. ## Vanillasoft Pros & Cons **What users like:** - Users find VanillaSoft’s **ease of use** exceptional, streamlining tasks and enhancing productivity for sales teams. (63 reviews) - Users appreciate the **intuitive interface** of VanillaSoft, enhancing productivity and streamlining their outbound calling efforts. (23 reviews) - Users value the **ease of use** of VanillaSoft, appreciating its user-friendly interface and straightforward navigation. (23 reviews) - Users value the **time-saving automation** of VanillaSoft, enhancing efficiency and productivity in their daily tasks. (22 reviews) - Users appreciate the **lead generation capabilities** of Vanillasoft, facilitating effective connections with comprehensive contact information. (21 reviews) - Easy Setup (20 reviews) - Navigation Ease (18 reviews) - Integrations (17 reviews) - Users highlight the **user-friendly interface** of VanillaSoft, making integration and CRM usage seamless and efficient. (16 reviews) - Features (14 reviews) **What users dislike:** - Users often experience **slow loading times** with Vanillasoft, hindering their ability to access information quickly. (15 reviews) - Users experience frequent **call issues** with VanillaSoft, causing interruptions and unprofessionalism during important conversations. (13 reviews) - Users express frustration with the **slow performance** of Vanillasoft, facing delays and lag when navigating and dialing. (12 reviews) - Users are frustrated by **missing features** like saving client information and accessing detailed sales data in Vanillasoft. (10 reviews) - Users often face **connectivity issues** with VanillaSoft, leading to dropped calls and disrupted workflows. (9 reviews) - Users report a **learning difficulty** with Vanillasoft due to frequent errors and challenging management as a CRM. (9 reviews) - Users express frustration over the **delays in dialing** , often impacting their efficiency in lead management. (8 reviews) - Limited Customization (8 reviews) - Technical Issues (8 reviews) - Clunky Design (7 reviews) ## Vanillasoft Reviews ### 1. Effortless Integration and Effective Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff J. | Insurance Agent/Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft handles asking for PPI, demographic info, and prevents calls to my personal cell. It eases appointment setting and follow-ups by saving notes to Google Calendar. Timestamps help with lead attrition, acting as a paper trail if a prospect forgets. **Official Response from James Bishop:** > Thats great to hear Jeff - thanks for the review! ### 2. Complicated Features, Potential for Improvement **Rating:** 1.5/5.0 stars **Reviewed by:** Franchesca V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft prompts me to follow-up with clients at the appropriate time, helping me manage follow-up timings effectively. **Official Response from James Bishop:** > Hi Franchesca - thank you for taking the time to write a review for us - I'm sorry that its not meeting the expectations that you had. We can probably have someone on our team get in touch to see if there is anything we can do to help further. Absolutely reach out to our support team if you would like to give first-hand feedback and talk to your account team. ### 3. Still Loving It **Rating:** 5.0/5.0 stars **Reviewed by:** Janene B. | Account Executive/Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2018 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **Recommendations to others considering Vanillasoft:** I would highly recommend this product. It literally does everything that I need to track prospecting. **What problems is Vanillasoft solving and how is that benefiting you?** Call routing is a benefit we use to actually close deals with our clients. Because we are able to generate an informational email to prospects on behalf of our clients and then are able to set a date for that record to come back into the front of rotating is key for us and our clients. Also it automatically rotates the record to the front when the prospect has opened the email. Also being able to have extensive information on the home screen for our callers saves time as well. The ease of use and help features are amazing. **Official Response from James Bishop:** > Hi Janene - thanks for the review! I hear you on the reporting - its never easy regardless of the system being used when you are trying to get into complex stuff. If you haven't talked to the success team already, they have some wicked skills in getting custom reports set up that might help? ### 4. Good potential, tough rollout timing during AEP **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** It’s mainly helping with sales engagement—keeping leads and follow-ups from slipping through the cracks and giving me a structured workflow for outreach. When I’m in it consistently, it helps me stay organized and track activity. The benefit is less “mental sticky notes,” more repeatable follow-up—though I expect the biggest gains will come after I’ve had more time to fully learn it and tailor it to my process. **Official Response from James Bishop:** > Hi there - glad that Vanillasoft helps keep you organized and on track! We do have some user interface updates coming, stay tuned! ### 5. Efficient CRM with Great API, Needs Better Query Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Julian S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to manage contact history, route leads, and handle text and email. It integrates other apps, syncing data so it serves as the lead source of truth, which is convenient. **Official Response from James Bishop:** > Hi Julian - thank you for taking the time to write a review for us, I appreciate it! We don't hear a lot of feedback about our API, glad to hear that it works well for you! Point taken on queries and reporting - I've been at queries and reporting for 25 or so years and have yet to find any one interface that is REALLY good. Regardless, I hear you that ours can do with some work. Keep an eye on our roadmap page (which is new) there are some changes to the caller scorecards coming this spring that might help? Always new stuff coming so watch for the launch webinars as well. ### 6. Detailed Call Stats and Fast Updates Make Performance Tracking Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** It is making the process of organizing the data of my school's donors and their information easy and accessible. It works well with my Mac computer's features to allow me to easy call donors. **Official Response from James Bishop:** > Hi and thanks for your review - we're really glad to hear that Vanillasoft is helping with your reporting and performance management. I hope that is helping to optimize your campaigns! I hear you on the outages we had earlier this spring. We have been migrating all of our customers to a new, more stable platform which has taken care of those connectivity problems. ### 7. Frustrating Tech Issues Amidst Useful Alumni Outreach Tools **Rating:** 1.5/5.0 stars **Reviewed by:** Emily L. | Supervisor at Tiger Call, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** I like VanillaSoft for its intuitive interface, enabling access to alumni data beyond just calls, which is crucial for outreach. However, it doesn't solve many problems lately due to software and UI issues. **Official Response from James Bishop:** > Hi Emily, thanks for your review. I am sorry to hear that your email and giving pages are down or not working fully. Our support team would love to hear from you to try and help. Could you or your Admin reach out and I am sure we can help! ### 8. Exceptional Lead Management and Scheduling Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jack A. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for organizing and scheduling, especially with leads and callbacks across different time zones. It helps manage my team by coordinating lead distribution without interference, and it automatically adjusts to and reminds about time zones. **Official Response from James Bishop:** > Hi Jack - thank you for taking the time to write a review! I'm so glad to hear that we are helping make your and your team's work easier. ### 9. User-Friendly CRM with Efficient Lead Management **Rating:** 4.5/5.0 stars **Reviewed by:** Anjill T. | Business Development Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** I think, some bug issues are occurring more often lately, just lag issues I guess. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for cold calling. It eliminates time wasted by using queue-based lead management, ensuring no leads are wasted. It's user-friendly, making it easy to result every lead after calls and access call recordings. ### 10. Efficient Call Management with Minor Technical Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Rick S. | Insurance Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft saves me from manually calling from my iPhone or uploading a CRM. It helps book sales calls without double booking and shows my availability while allowing clients to book directly. **Official Response from James Bishop:** > Hi Rick - thanks for the review! The automation of text messages, and auto dialling are key for us, so we are super glad they are working well for you. Interesting about the 10-second delay. That might be an organizational setting for you? Maybe get in touch with our support team, they might be able to help. ## Vanillasoft Discussions - [Is there any way for vanilla soft to set up automatic emailing campaigns?](https://www.g2.com/discussions/is-there-any-way-for-vanilla-soft-to-set-up-automatic-emailing-campaigns) - 3 comments, 2 upvotes - [What is the best way to avoid double clicking to confirm call each time I click a contact and make an outbound call?](https://www.g2.com/discussions/24578-what-is-the-best-way-to-avoid-double-clicking-to-confirm-call-each-time-i-click-a-contact-and-make-an-outbound-call) - 2 comments, 1 upvote - [How can we optain more data based off sales calls?](https://www.g2.com/discussions/24537-how-can-we-optain-more-data-based-off-sales-calls) - 1 comment, 1 upvote - [What size company would this most be ideal for?](https://www.g2.com/discussions/24409-what-size-company-would-this-most-be-ideal-for) - 1 comment, 1 upvote - [How scalable and reliable is VanillaSoft?](https://www.g2.com/discussions/reliability-5d0ec12b-58a1-4699-933c-b4be2f41141d) - 2 comments, 1 upvote - [View Vanillasoft pricing details and edition comparison](https://www.g2.com/products/vanillasoft/reviews/vanillasoft-review-688983?section=pricing&secure%5Bexpires_at%5D=2026-05-21+10%3A55%3A15+-0500&secure%5Bsession_id%5D=9439cff0-908f-47e8-89eb-6519a428d964&secure%5Btoken%5D=f3d1b46edb45d7297b7f7bd97a0499f99e64cada8f76db1c67144c6755aafab2&format=llm_user) ## Vanillasoft Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Argos](https://www.g2.com/products/smooth-code-argos/reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - [Ellucian CRM Advancement](https://www.g2.com/products/ellucian-crm-advancement/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Millennium](https://www.g2.com/products/abila-millennium/reviews) - [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) - [Tessitura](https://www.g2.com/products/tessitura/reviews) - [Textdrip.com](https://www.g2.com/products/textdrip-com/reviews) ## Vanillasoft Features **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Contacts** - Personalization - Information Locater - Record Prospect Data **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Management** - Conversion Viability - Workflow **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Generative AI** - AI Text Generation **Platform** - Data Synchronization - Analysis **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Vanillasoft Alternatives - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,495 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,187 reviews)