Vanillasoft Features
Attribution (3)
Lead Opportunity
Based on 143 Vanillasoft reviews and verified by the G2 Product R&D team. Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Based on 150 Vanillasoft reviews and verified by the G2 Product R&D team. Matches and assigns leads to the correct sales representative
Pipeline Acceleration
Based on 143 Vanillasoft reviews and verified by the G2 Product R&D team. Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (3)
Lead Management
Based on 145 Vanillasoft reviews and verified by the G2 Product R&D team. Integrates with lead capture and lead intelligence tools to discover leads
Scoring/Ranking
Based on 123 Vanillasoft reviews and verified by the G2 Product R&D team. Creates and assigns scoring system to rank the viability of leads
Lead Context
Based on 137 Vanillasoft reviews and verified by the G2 Product R&D team. Integrates with CRM or marketing automation tools to contextualize lead data
Management (2)
Conversion Viability
Based on 132 Vanillasoft reviews and verified by the G2 Product R&D team. Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Workflow
Based on 145 Vanillasoft reviews and verified by the G2 Product R&D team. Aligns lead scores and strategy with existing sales operations
Platform (2)
Data Synchronization
Based on 150 Vanillasoft reviews and verified by the G2 Product R&D team. Syncs lead data within the sales database for consistency and accuracy
Analysis
Based on 147 Vanillasoft reviews and verified by the G2 Product R&D team. Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Calling (5)
Record Calls
Records calls for future reference. This feature was mentioned in 213 Vanillasoft reviews.
Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up. 217 reviewers of Vanillasoft have provided feedback on this feature.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. This feature was mentioned in 242 Vanillasoft reviews.
Click-to-Call
As reported in 272 Vanillasoft reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Based on 22 Vanillasoft reviews. Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement. 275 reviewers of Vanillasoft have provided feedback on this feature.
Information Locater
Finds and opens saved contact information for reference at the time of a new call. 252 reviewers of Vanillasoft have provided feedback on this feature.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 248 Vanillasoft reviews.
Insights (6)
Notes
Allows users to take notes during or after the call for future reference. 287 reviewers of Vanillasoft have provided feedback on this feature.
Daily Summary
Delivers users a daily summary of activity. 265 reviewers of Vanillasoft have provided feedback on this feature.
Automated Voicemails
Based on 208 Vanillasoft reviews. Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
As reported in 249 Vanillasoft reviews. Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Based on 239 Vanillasoft reviews. Organizes contacts based on probability of success.
Automated Note Taking
As reported in 22 Vanillasoft reviews. Automatically transcribes and summarizes meeting discussions.
Incentives (4)
Badges
Based on 72 Vanillasoft reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Based on 99 Vanillasoft reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Based on 82 Vanillasoft reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Based on 112 Vanillasoft reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates. 106 reviewers of Vanillasoft have provided feedback on this feature.
Custom Reports
Based on 155 Vanillasoft reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 168 Vanillasoft reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Based on 82 Vanillasoft reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 130 Vanillasoft reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 122 Vanillasoft reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Based on 124 Vanillasoft reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Integrated Workflows (7)
Task Management
Based on 208 Vanillasoft reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Based on 206 Vanillasoft reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Based on 214 Vanillasoft reviews and verified by the G2 Product R&D team. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Based on 180 Vanillasoft reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Based on 194 Vanillasoft reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls. 120 reviewers of Vanillasoft have provided feedback on this feature.
Shared Records
As reported in 112 Vanillasoft reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
Based on 207 Vanillasoft reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Based on 202 Vanillasoft reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 205 Vanillasoft reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Based on 176 Vanillasoft reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Based on 98 Vanillasoft reviews. Provides gamifaction features to rank sales reps on performance
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 117 reviewers of Vanillasoft have provided feedback on this feature.
Lead Scoring
Based on 111 Vanillasoft reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
As reported in 111 Vanillasoft reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Based on 97 Vanillasoft reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
As reported in 93 Vanillasoft reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt. 51 reviewers of Vanillasoft have provided feedback on this feature.
Agentic AI - Lead Scoring (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Based on 21 Vanillasoft reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction
As reported in 21 Vanillasoft reviews. Engages in human-like conversation for task delegation
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
As reported in 25 Vanillasoft reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes 25 reviewers of Vanillasoft have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 26 reviewers of Vanillasoft have provided feedback on this feature.
Adaptive Learning
Based on 27 Vanillasoft reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 27 Vanillasoft reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 26 Vanillasoft reviews.
Decision Making
Makes informed choices based on available data and objectives 26 reviewers of Vanillasoft have provided feedback on this feature.





