--- title: Vanillasoft Reviews meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 695 reviews by the users' company size, role or industry to find out how Vanillasoft works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 695 scale: '5' date_modified: '2026-06-23' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # Vanillasoft Reviews **Vendor:** Vanillasoft **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.5/5.0 **Total Reviews:** 695 ## 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 appreciate the **ease of use** of VanillaSoft, enjoying seamless setup and intuitive features for managing calls. (62 reviews) - Users love the **intuitive interface** of VanillaSoft, finding it easy to navigate and learn efficiently. (23 reviews) - Users value the **ease of use and user-friendly interface** of VanillaSoft, making their work effortless and efficient. (22 reviews) - Users value the **time-saving features** of VanillaSoft, enhancing productivity and streamlining daily tasks effectively. (22 reviews) - Users appreciate the **effective lead generation** that Vanillasoft provides, centralizing all communication for easier management. (21 reviews) - Easy Setup (20 reviews) - Navigation Ease (16 reviews) - Users highlight the **user-friendly interface** of VanillaSoft, making integration and CRM usage seamless and efficient. (16 reviews) - Features (14 reviews) - Integrations (14 reviews) **What users dislike:** - Users often experience **slow loading** times with Vanillasoft, leading to frustration during lead management processes. (15 reviews) - Users find **call issues** challenging, particularly with prioritizing calls and limited mobile dialing options. (13 reviews) - Users experience **slow performance** with occasional lag during use, which can disrupt their workflow and productivity. (12 reviews) - Users find that VanillaSoft has **missing features** like flexible reporting options and a mobile app, limiting its usability. (10 reviews) - Users experience frequent **connectivity issues** with VanillaSoft, leading to unprofessional calls and difficulty accessing support. (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) - Clunky Design (7 reviews) - Connection Issues (7 reviews) ## Vanillasoft Reviews ### 1. Efficient CRM with Great API, Needs Better Query Interface **Rating:** 3.0/5.0 stars **Reviewed by:** Julian S. | Senior Developer, 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. ### 2. Efficient Call Management, Needs Better CRM Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Constancia M. | Assistant Director, Annual Giving, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I like how quickly VanillaSoft helps me sift through more than a hundred people that I need to make calls to. It's just really convenient to punch a call button, do the result coding, and send an email. It's quicker than having to manually punch in numbers and look up the records in another CRM because everything is available on the user interface. The features are helpful because when I'm speaking with a prospect or donor, I can quickly see where they made their last gift and how much it was. It helps me think quickly on my feet and ask for a larger amount. It also helps me see buyer information like what they're interested in and their history with the organization. Additionally, it allows me to see when they were last contacted and the comments made on their last contact, which really helps me do my work efficiently. **What do you dislike about Vanillasoft?** Integrating the reports with the CRM that I use, that would be great. Because right now, the reports just come separate and then have to manually enter them into the CRM. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to quickly update prospects and donors about our organization. It's great for efficiently managing calls and emails, with everything available on the user interface. It helps me quickly access donor history, allowing me to make informed asks. **Official Response from James Bishop:** > Hi there - thank you for writing a review, I appreciate your taking the time. Helping save time so you can have more time to make calls and engage with the folks you are calling is 100% the heart of what we are trying to do. Sounds like that is working for you! ### 3. Excellent Service and Support - +3 Years of Reliable Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Tina F. | licensed agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Vanillasoft?** I've been using Vanilla Soft for over 3 years every day and have had consistently positive experiences. The platform is incredibly user-friendly with intuitive navigation that makes daily operations smooth and efficient. What truly sets Vanilla Soft apart is their exceptional customer support. Whenever I've encountered an issue, their team has been readily available and responsive. I've never gone days waiting for a solution - they address problems quickly and effectively, which is crucial for maintaining productivity in my work. The ease of use combined with reliable, accessible support makes this dialer an excellent choice for anyone looking for a dependable calling solution. After 3+ years, I can confidently recommend Vanilla Soft based on their consistent performance and outstanding customer service. Rating: 5/5 stars **What do you dislike about Vanillasoft?** waiting on support to resolve issues in a timely manner **What problems is Vanillasoft solving and how is that benefiting you?** keeping up with schedule and can easily go to calendar and see appointments made in case any follow-up fell thru the cracks.. ### 4. VanillaSoft: Simple, Beginner-Friendly CRM That’s Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Argel Joven G. | Lead Generation Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** VanillaSoft is a user-friendly CRM designed with simplicity in mind. Its buttons and features are self-explanatory, eliminating unnecessary complexity. It’s easy to navigate, beginner-friendly, and allows users to get started quickly without a steep learning curve. **What do you dislike about Vanillasoft?** In my case, I’m not entirely sure if the issue is related to our facility’s internet connection, but I occasionally experience some latency when disposing of calls or saving updates while editing lead information. However, this happens less frequently, and it could possibly be due to our network connection rather than the CRM itself. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps solve the challenge of managing callbacks and organizing the sales pipeline efficiently. Since I work in a lead generation account, one of the biggest benefits is how easy it is to schedule callback dates and times. The system accurately reminds and brings up callbacks at the scheduled time, helping ensure that no leads are missed. It also supports US time zones, which makes it easier for us to manage and build our pipeline while working with different schedules. ### 5. Supportive Onboarding and an Easy Student-Facing Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Caitlyn C. | Director of Annual Campaigns and Initiatives, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I really enjoy working with their onboarding team. They have been there with us every step of the way to help us understand the tool and work to make sure we are using it in the best way possible. The reporting features are also nice, but we definitely could find better ways to use them. I also like the student facing side of the product. It is very easy for them to interface with. **What do you dislike about Vanillasoft?** Much of what VanillaSoft was built to do doesn't fully match with how we intend to use it. Our use case is a bit of a unicorn example, but it means some of the features don't work well with what we need them to do. Additionally, the integration of the product to our CRM has been a bit more cumbersome than we were initially led to believe it would be. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helped us to transition from a very antiquated software to a much more dynamic product during a time that we really needed a product upgrade. The functionality of their software works well and has only had a couple of technical issues. ### 6. Efficient CRM for Student Management, Needs Better Email Tracking **Rating:** 3.0/5.0 stars **Reviewed by:** Joslyn A. | Optical Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft as a CRM for students, and I like how it carefully organizes touch points to keep both students and me on track for starting school. I like that you can set timed reminders and events way out. It's really useful because even if I have 20 things to do, a reminder will prompt me to complete a task that I might otherwise forget. Also, I found the initial setup to be extremely easy. **What do you dislike about Vanillasoft?** The email through the app doesn't notify you when the app email has been responded to. I'm honestly not even sure it's sent. We need to be able to follow the lifecycle of an email sent through the app, like when it's delivered, read, and responded to, or if it's ignored. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft organizes student touch points, keeping us on track. It lets me set reminders for tasks so they don't get forgotten. ### 7. User-Friendly CRM with Efficient Lead Management **Rating:** 5.0/5.0 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. ### 8. 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! ### 9. 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. ### 10. Streamlined Customer Call Management, Needs Better Messaging Features **Rating:** 4.0/5.0 stars **Reviewed by:** David A. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft is very easy to use for dialing. I just want one click and it makes the call for me. It helps me organize everything, especially keeping track of my dials. I can easily move on to the next customer in line and ensure I keep them on track. The initial setup was fairly simple and very straightforward, which I found very user-friendly. **What do you dislike about Vanillasoft?** Their texting features and sending emails from inside of the app could be better. Sometimes the delivery rate is not as high as we would like them to be. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to track my calls and customer follow-ups, keeping everything organized. It helps me easily dial with one click and manage appointments, ensuring I follow up with customers appropriately. ### 11. 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? ### 12. Effortlessly Keeps You on Schedule **Rating:** 5.0/5.0 stars **Reviewed by:** Franklin T. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft keeps me on schedule and helps me stay on task by reminding me of who to call and when. I love having all my notes, contact info, and contacts in one place, which makes it incredibly easy to find all the information I need. The ease of use is a major plus for me, as it simplifies my workday. Setting it up was also very easy, which was definitely appreciated. **What do you dislike about Vanillasoft?** Having more features such as AI could be nice or being able to call/text from the system. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps me on task by reminding me who to call and when, maintaining my schedule. It centralizes all my notes and contacts, making information easy to find and boosting efficiency. ### 13. 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! ### 14. 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. ### 15. 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! ### 16. 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. ### 17. Effortless Lead Management with VanillaSoft **Rating:** 4.5/5.0 stars **Reviewed by:** Matheus U. | Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I love how VanillaSoft makes receiving leads much more organized and the overall system is very easy to use. I'm able to accurately build a pipeline of leads. One of my favorite features is the ability to leave notes for each lead and result with a certain disposition, which really helps me follow up on each lead accurately. The initial setup was pretty easy, and I definitely recommend it, giving it a nine out of ten. **What do you dislike about Vanillasoft?** I wish that your interface was a little bit easier to use, easier to read. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to receive leads, making the process much more organized. It helps me accurately build a pipeline of leads and is easy to use. ### 18. All-in-One Solution with Room for Streamlining **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like how VanillaSoft is an all-in-one system. It helps me track my leads and allows me to upload them seamlessly. I can call through my leads very easily, set appointments, and follow up without any hassle. The integration with my softphone and CRMs is great because it enables me to text efficiently. Seamless calling makes it simple by connecting directly to the phone and helps me call clients without manually typing each number. Having everything in one place is super convenient instead of storing my leads elsewhere. The initial setup was very easy for us. **What do you dislike about Vanillasoft?** It's sometimes hard to go in and set an appointment because you have to put a note instead of just setting an appointment at a convenient time. Also, it'd be nice if I could call faster than every ten seconds because sometimes people have inactive numbers, and I have to just wait ten seconds and refresh. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to dial and track my leads, set appointments, and disposition prospects, making it an all-in-one system. It seamlessly connects to softphones and CRMs, streamlining my workflow. ### 19. Highly Customizable and Easy to Use Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Qudsia S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft for managing phonathons at American University and appreciate its cohesive, organized, and customer-focused approach. I like its organization capacities, intellective routing, and student interface, finding it great for management. It's comprehensive and easy to use. Also, I find it to be an excellent and very tailored platform to individual needs. The setup was very easy thanks to great training and onboarding. **What do you dislike about Vanillasoft?** VanillaSoft can be improved through additional channels, including built-in video and more robust texting. **What problems is Vanillasoft solving and how is that benefiting you?** I find VanillaSoft creates a cohesive, organized, and data-driven approach, focusing on customer-centric solutions. It offers excellent organization capacities, intellective routing, and an intuitive student interface, making management comprehensive and easy to use. ### 20. Responsive Support, Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Hope L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft's ease of use, which makes it straightforward to work with. I love the fact that if there's a problem, their customer service is very responsive and fixes it right away, providing great communication with their team. Having experienced poor communication and support with other software, I truly appreciate VanillaSoft’s ability to help us out if there are any issues. **What do you dislike about Vanillasoft?** I think that with the latest update, there were some glitches, but that's where their stellar customer service really shined. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft allows us to upload call lists, make calls, and get all the data points we need to share with clients, all in one place. ### 21. Straightforward Call Tracking with Clear Daily Progress **Rating:** 5.0/5.0 stars **Reviewed by:** Darious C. | Sales/Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Vanillasoft?** I like that I’m able to track my calls, and I can see my progress throughout the day, along with my appointments and call-backs. **What do you dislike about Vanillasoft?** There’s really nothing to dislike. It’s pretty straightforward for what I use it for, and it does what I need. **What problems is Vanillasoft solving and how is that benefiting you?** We used to have an issue where we’d get a code saying “Failure to establish calls,” but they resolved it pretty quickly on my end. ### 22. Time-Saving Auto-Dialing That Makes Calling Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** The auto-dial mechanism which saves time. I just have to click on the phone symbol and it automatically calls in the VS dialer. I find this very helpful because I do not have to copy paste the number into VS dialer all the time. **What do you dislike about Vanillasoft?** Sometimes it could be slow and if I do not engage for a couple minutes, then it freezes for a little but resumes again. But this short amount of time could be crucial when talking with people on the phone. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft shows me some very important information about the alumni who I need to call. It also keeps their information safe. Without it, we could not be able to see any information about our alumni and cannot communication with them when we have no information. There is a feature to send emails, which makes our work efficient as well. ### 23. 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. ### 24. Intuitive UI/UX and Prompt Support but lots of bugs **Rating:** 4.0/5.0 stars **Reviewed by:** Oleksandr M. | Undergraduate Student Researcher, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Vanillasoft?** The intuitive UI/UX. Most of the time, the support team is prompt. **What do you dislike about Vanillasoft?** It often stops working as intended out of nowhere without an easy fix, which requires losing money as the price for your service is high but we do not get the actual service. It is also not that easily intergratable with other things in our ecosystem precisely due to its slowness/bugs **What problems is Vanillasoft solving and how is that benefiting you?** None of the intelligent features really stood out to me, but overall, it’s still a helpful tool because it saves me from having to copy and paste numbers from the database. **Official Response from James Bishop:** > Hi there Oleksandr, I appreciate the review, thank you! Glad to hear that its intuitive for you. I don't know your account, but could be that you are talking about some of the VoIP outages we had this spring. Those were absolutely frustrating for everyone. We have migrated to a new, upgraded platform since then and our outages to that end are solved. ### 25. Fast, User-Friendly Calling with Great Value **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like that Vanillasoft is very user-friendly and is easy to login to. It connects well with the phone system and it's very fast. Pricing is better than other calling software out there. I learned how to use it quickly and the features are self-intuitive. **What do you dislike about Vanillasoft?** The interface looks a bit old and isn't the most visually aesthetic. Also it can be annoying when the master list runs out of people to call and we have to wait to switch campaigns. Finally, sometimes I have to try logging in multiple times before it signs me in. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft is the interface that our call center uses to call members of our university community. It's an efficient system and allows multiple people to call at the same time without lags. That allows us to reach lots of people and spread our message. ### 26. Easy to Use, Affordable Business Tracking with Plenty of Features **Rating:** 3.5/5.0 stars **Reviewed by:** Felix T. | Health Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** ease of use, affordable, variety of features available for business tracking **What do you dislike about Vanillasoft?** can be janky sometimes, servers go down every few days, and could do more to be an all inclusive crm to help me track lead opportunities rather than somewhere just for cold calling and keeping an appointment calendar **What problems is Vanillasoft solving and how is that benefiting you?** lead outreach, makes it easy to contact multiple clients without being flagged as spam ### 27. VanillaSoft Keeps Outreach and Follow-Ups Organized and Easy to Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** What I like best about VanillaSoft is how organized it makes outreach and follow-ups. It keeps tasks, contacts, and call notes in one place, so it’s easier to stay on top of conversations and know exactly what the next step is. I also like that the interface is straightforward, which makes it easier to use without needing a lot of training. **What do you dislike about Vanillasoft?** Some tools could be easier to find or use more smoothly. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me stay organized with outreach, follow-ups, and contact management. It saves time and makes it easier to keep track of conversations and next steps. ### 28. Excellent user friendly CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** nicholas B. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** Very simple and user friendly platform and very reliable contractability of leads. **What do you dislike about Vanillasoft?** Nothing really. Can't think of anything I would change. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft has streamlined my ability to manage lead flow ensuring that leads are contacted timely and efficiently as well as managing follow up contacts efficiently. Vanillasoft has also ensured that contact is made i.e calls/text/emails are going through effectively. **Official Response from James Bishop:** > Hi Nicholas, thanks for the review! Getting through to the lead contract is what we are aiming for, glad things are working out for you. ### 29. Fast Support, Easy Data Tracking, and Effortless SMS Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia M. | Admissions Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Vanillasoft?** I like the fact that I am able to trach data, the fast customer support that I receive from the help desk. The SMS feature allows me to communicate with students in a proficient manner. the AI used in this software has made my experience a breeze. **What do you dislike about Vanillasoft?** nothing. the entire platform is a part of making my job easier. **What problems is Vanillasoft solving and how is that benefiting you?** Some days the software is down, but corporate has been really good at hopping on the matter quick and fixing it for the company. Navigation of the platform is very smooth ### 30. Excellent Customer Support, Easy Setup, Minor System Recurrence **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft for sales and I find its customer support to be really efficient and quick. The support team is always available and they always have questions and answers to any problems that arise, making them very quick and efficient in resolving issues. **What do you dislike about Vanillasoft?** Sometimes the same issue will come back again and be resolved again. The installment of the program was easy, but getting to the features to function properly was a little struggle. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for sales. The customer support is always available and efficient, providing quick assistance when any problem arises. ### 31. Easy to Use Lead Management with Efficient Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia T. | Activator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** Its ease of use, reliable lead management, and efficient automation that helps keep follow-ups organized and improves team productivity. **What do you dislike about Vanillasoft?** **The biggest drawback is that Vanillasoft logs me out frequently, which causes my timesheets to show fewer hours than I actually worked.** **What problems is Vanillasoft solving and how is that benefiting you?** **Vanillasoft helps me stay organized, keep track of my tasks, and manage my daily workflow efficiently.** ### 32. Great for Lead Management and Follow-Up **Rating:** 4.0/5.0 stars **Reviewed by:** Phillip V. | Health Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** Great for lead management and follow-up. **What do you dislike about Vanillasoft?** It seems to go down a lot or have a lot of lag lately and sometimes makes it difficult to accomplish tasks. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me manage leads, track follow-ups, and stay organized so I can spend more time helping clients and less time managing tasks. ### 33. Organized and User-Friendly with Great Dialing System **Rating:** 5.0/5.0 stars **Reviewed by:** Brielle L. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like how organized and structured VanillaSoft is, which makes my life easier due to its user-friendly nature. The dialing system is something I like a lot, and it really helps with my job. Also, it was fairly easy to set up initially. **What do you dislike about Vanillasoft?** I definitely think the 'Angry' button should 100% NOT be next to the 'No contact' button. It used to not be anywhere near it; it used to be at the top but now it's at the bottom next to the angry button and now me and multiple colleagues accidentally hit 'angry' by accident when we are trying to hit 'no contact'. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me filter my leads and makes my life easier with its user-friendly, organized structure. **Official Response from James Bishop:** > Hi Brielle - thanks so much for your review! I am so glad to hear that we make your life easier with your dialing and that we were easy to set up. That is unfortunate that the Angry button and No Contact button are close enough together to miss-click! I am 99.99% sure those are admin-configurable, so do check in with the admin on your team who sets up the back-end for you. ### 34. Always Helpful Support Team **Rating:** 4.0/5.0 stars **Reviewed by:** Des P. | Student Donor Experience Officer Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** The support team is always very helpful. **What do you dislike about Vanillasoft?** The constant updates without being told about them. I don't mind the updates themselves, but the lack of communication costs a lot of time when trying to figure out why things are looking or working differently. **What problems is Vanillasoft solving and how is that benefiting you?** It makes it a lot easier to contact constituents in one place, as well as keeping necessary information stored. I appreciate being able to do multiple forms of contact in one place such as email, phone call, and text. **Official Response from James Bishop:** > Hi Des - I appreciate you taking the time to write a review for us. I actually sit next to the team that sends out notifications for when there are updates, I am a bit surprised they are not getting to you. If you get a second, give our support team a shout to make sure we have the right email address for you on file, they can pass your information along to the right person on our marketing team. I will say that sometimes the notifications go to the admins on an account. Your point is well taken though and I will pass that along in case there are other things we can do to get notifications out! ### 35. Efficient Multitasking with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Krisel Q. | Student Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I really enjoy VanillaSoft's features and love the ability to view how many calls I make and how long each call lasts. The features that let me view my script, see caller information, and make calls at the same time are incredibly helpful for multitasking and getting work done efficiently. The call tracking feature is valuable as it allows me to review the quality of my work and the efficiency of my calls. The initial setup was also great. **What do you dislike about Vanillasoft?** There’s a lot of small glitches in which the script disappears. **What problems is Vanillasoft solving and how is that benefiting you?** Having features that let me view my script and caller info while calling helps me multitask efficiently. Call tracking lets me review call quality and efficiency. **Official Response from James Bishop:** > Hi Kristel - thank you so much for taking the time to write a review, I appreciate it! I'm happy to hear that we are making your calling work easier! ### 36. Organizes Well with Custom Options, Callbacks Need Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I appreciate that VanillaSoft keeps me organized in my insurance sales work. I like the customizable ability, allowing me to customize features and make it my own. **What do you dislike about Vanillasoft?** Callbacks sometimes come up at a much later time if I miss it. They should come up on the very next opportunity. Also, callbacks don’t always pop up every single time on my Outlook reminders, only sometimes. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps me organized in my insurance sales work. I appreciate its customizable ability, allowing me to make it my own. ### 37. Handy “No Answer” Shortcut Saves Time, Though There’s Room to Improve **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Vanillasoft?** I like how there is the option of pressing "No Answer" without having to go into the drop-down menu of all of the options. This definitely saves me time every shift **What do you dislike about Vanillasoft?** Recently, I have been having a lot of issues with the calls not going through at all. Also, I feel like a decent amount of the time, the information that is provided about people is just completely wrong. For example, I will ask someone if they are still working at the job title that is given, and they tell me that they have never worked there. It makes the interaction more awkward, and I can tell that the prospects feel more uncomfortable after those situations. **What problems is Vanillasoft solving and how is that benefiting you?** Progressive dialing is really nice overall because then we don't have to sit there and put every phone number into the phone before dialing. This saves a lot of time, and was very nice to adapt to using when I was introduced to it because I was able to call so many more people in the same time frame as normal. **Official Response from James Bishop:** > Hi there - thanks for the review, I appreciate you taking the time. I am going to not say thanks at all though for how handy the "no answer" shortcut is, as that is not us - its your admin! That was a configurable thing that they set up for your campaign specifically, or at least for your organization overall, so huzzah! I'm glad we could help make that happen though. :) ### 38. Vanilla Soft Keeps My Leads Organized in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** Having my leads in Vanilla Soft has been a tremendous help to keeping me organized. All the data related to my prospects in one location has helped with managing appointments, callbacks, and maintaining customer relationships. **What do you dislike about Vanillasoft?** I did like having the ability to listen to all of my recordings in Vanilla Soft without having to use another application or website. **What problems is Vanillasoft solving and how is that benefiting you?** Vanilla Soft is solving prospects falling between the cracks. It keeps everything in one place and easy to follow up on leads. ### 39. Easily Navigatable, Modular, and Customizable—Plus Strong Privacy and Backup History **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** It helps connect us, an organization with our client, which was a very important aspect of our mission. Allowing a seamless connection and record telling of each interaction, while maintaining the privacy is crucial to what we are doing. So, in turn I would say it greatly benefiting the organization in a procedural and organized method to reach our client. **Official Response from James Bishop:** > Hi there - thanks for your review! We are so glad to hear that that you are finding Vanillasoft to be easy to navigate and flexible. We would love to understand more about the saved results and capturing notes and/or comments. If you have not spoken to our support team already, they would love to hear from you to understand what is going on. ### 40. Intuitive for Callers, but Recent Outages and VOIP Issues Hurt Reliability **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** On the caller side, it is extremely user friendly! I would describe the interface as intuitive and easy to navigate. On the admin side, I would say the admin page is mostly navigable. Sometimes, I will need to hover over some menus to remember where something is. Uploading contacts is easy. VanillaSoft is usually fast on the caller side, though recently there have been outages and issues with connecting VOIPs and using the giving page. Support has historically been responsive and helpful, but recently they seem to be overloaded with requests. I do not use any AI features with VanillaSoft. I do wish there was a feature that let me change all my callers' calling assignment at once. **What do you dislike about Vanillasoft?** Lots of outages recently. There have been shifts where we have to send callers home with full pay because VS was not working properly. We have been experiencing VOIP connectivity issues, as well. **What problems is Vanillasoft solving and how is that benefiting you?** We no longer have to call directly from Google Sheets, and that’s the biggest benefit for us. It cuts down on user error by clearly laying out the information callers need and offering quick, easy ways to move from one contact to the next. Overall, I’d say it’s worth the price. We use VS Connect with VanillaSoft, and that setup works well for our team. We don’t use any other integrations at this time. I’m also not familiar with any artificial intelligence features within VS. **Official Response from James Bishop:** > Hi there - yes, the outages that we worked through this spring were frustrating to say the least. The view I have from the marketing side here is that those issues are by and large fixed and that there are just a few customers left that we are migrating to our new, more stable platform. I am really glad to hear that you are finding the caller side useful and user-friendly! That said, I know that there are updates on the way for our caller screen UX (and I think Admin side too) - our product marketing team sends invitations out to our admins in advance of releases for previews, so do watch your inbox! ### 41. Great Workflow, Needs Better Call Quality **Rating:** 3.0/5.0 stars **Reviewed by:** Christian A. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I like having my leads route directly to VanillaSoft. I work faster with a good workflow that doesn't require too much in between work. I am dialing the people I need to without too much thinking. **What do you dislike about Vanillasoft?** The call quality with the VanillaSoft dialer is constantly choppy for me and the people I call, which makes it hard for effective callbacks. Also, I'm not sure if it is using random numbers or the same number when dialing people. Additionally, the initial setup was not as easy as I would like. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps with organization and speeds up my workflow by routing leads directly, allowing me to dial people efficiently without much thought. **Official Response from James Bishop:** > Hi Christian - my goodness, you hit the nail on the head for what we are trying to help with - I am so glad to hear that its working well for you! Saving time on admin work so you can spend more time dialing and talking to your contacts is exactly it. That's unfortunate about call quality though. I know we had some VoIP issues earlier this spring, that were resolved with a new platform migration - but the call quality seems like something else. Since its VoIP, it could be your IP connection too - check our status page that should tell you about the Vanillasoft plaform, or by all means give our support team a call if your quality is off! ### 42. Effortless Calls, Seamless Lead Connection **Rating:** 5.0/5.0 stars **Reviewed by:** Seth R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I like how easy VanillaSoft is to use, making it simple to quickly maneuver through prompts. This is important for me to ensure I'm connecting with as many leads as possible and getting through the steps efficiently. The initial setup is very simple, which made it easy to get started. **What do you dislike about Vanillasoft?** nothing **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for connecting with leads. It's easy to maneuver through prompts, which helps me quickly get through steps and make as many calls as possible. ### 43. Effortless to use and highly efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Nichol S. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I love how easy it is to use and the effiency. **What do you dislike about Vanillasoft?** Nothing at all. It is so easy to use. I just love this CRM. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me to make appointments for my company. It is so easy to use. ### 44. Saves Time on Personal Outreach with Simple Cadences and Helpful Scripts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Philanthropy | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like that it saves me time with personal outreach. I'm able to quickly move through a list of prospects and follow a simple cadence, rather than second-guess as I had done in the past. The ability to have scripts also helps me speed up my work, but remain accurate as well. **What do you dislike about Vanillasoft?** I have found projects to be confusing. It seems that if one button is not clicked, it throws the entire project off. I wish items were more connected to one another without the details. **What problems is Vanillasoft solving and how is that benefiting you?** It solves the speed and cadence structure for prospect outreach. This has kept me more organized and on top of my work better. **Official Response from James Bishop:** > Hi there - thanks for taking the time to write a review! I love it, hearing that cadences are helping you move through prospects quickly and easily - amazing! Interesting feedback on the projects that you shared - I don't have a direct way to put you in front of our product team from here, but our support team helps capture feedback like that for the product team and development roadmap. Do give them a shout when you get a second if you can and share that - I will too but they always listen to customers more than they they listen to the marketing team! :) Could be that your org is talking to your customer success manager (Fi or Em maybe?) be sure to let them know! ### 45. Streamlines Lead Calling with a Super Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Justin K. | Insurance Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like using VanillaSoft because it really streamlines my process of moving from one contact to another and helps me disposition leads properly. The dispositioning and search features make my work smoother by allowing me to plug in numbers and handle leads effectively. It's super easy to set up too, and I didn't have to worry about getting it up and running myself. **What do you dislike about Vanillasoft?** It takes a little while to load into VanillaSoft sometimes, and sometimes the servers crash, but I don't know what that's for. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to contact leads, making it easier to call from contact to contact and disposition leads properly, filtering out leads with dispositions. **Official Response from James Bishop:** > Hi Justin - thanks for the review! We're glad to hear that Vanillasoft streamlines your work and makes your day go smoothly! ### 46. Easy platform with the occasional hiccup **Rating:** 3.5/5.0 stars **Reviewed by:** Summit H. | broker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** its simple to understand and navigate through and connects well to other platforms **What do you dislike about Vanillasoft?** it has server issues every now and then which cause a blatant pause on my work flow **What problems is Vanillasoft solving and how is that benefiting you?** it makes dialing tons of people everyday soooo easy ### 47. Quick, Easy Lead Follow-Up That Keeps Nothing Falling Through the Cracks **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** Software allows me to follow up with leads quickly and easily, making sure nobody slips through the cracks **What do you dislike about Vanillasoft?** i want to be able to set tentative callbacks that are different from scheduled appoinments **What problems is Vanillasoft solving and how is that benefiting you?** helping me never forget anyone ### 48. A Strong Dialing Tool for High-Volume Insurance Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Schantera M. | Insurance Broker, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft solves the problem of call reluctance and inefficient dialing by keeping calls organized and continuous. This leads to higher call volume, better consistency, and improved reach rates, which directly supports lead contact and appointment setting. **Official Response from James Bishop:** > Hi Schantera - thank you so much for your review! We are really proud of our auto dialling and queue based lead management system too. Its great to hear that its working well for you. Good call on the interface - and I hear you - updates are coming so stay tuned. ### 49. Easy to Stay in Touch and Keep Notes on Track **Rating:** 5.0/5.0 stars **Reviewed by:** casie d. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** How easy it is to stay in contact with others. Also helps with the notes to stay on track **What do you dislike about Vanillasoft?** The lagging and how the contact information takes a while to load. **What problems is Vanillasoft solving and how is that benefiting you?** Staying in contact with students ### 50. Intuitive and User-Friendly CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** John R. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to ensure my callbacks are timely aligned and notified, simplifying CRM and calendar tasks while preventing the need for manual reminders. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-06-23+12%3A36%3A44+-0500&secure%5Bsession_id%5D=e7282325-2140-4447-b959-d2e1aad986a5&secure%5Btoken%5D=65a5211ae0d53ebcb7f467860fe9373c95c27d096f974cedb8b4baf272374fa8&format=llm_user) ## Vanillasoft Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Tessitura](https://www.g2.com/products/tessitura/reviews) - [Textdrip.com](https://www.g2.com/products/textdrip-com/reviews) - [Zapier](https://www.g2.com/products/zapier/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 (3,498 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,246 reviews)