--- 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. 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. ### 6. 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. ### 7. 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! ### 8. 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. ### 9. 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. ### 10. 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? ## 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-12978586?section=pricing&secure%5Bexpires_at%5D=2026-06-23+09%3A09%3A40+-0500&secure%5Bsession_id%5D=ef2825b8-916e-467c-b251-ed73500f6511&secure%5Btoken%5D=9ca86a808516c2ec5b7921dcc3abfe5bddd8bee31608c99608b197551d8aded9&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 (13,244 reviews)