---
title: Vanillasoft Reviews
meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 739 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: 739
  scale: '5'
date_modified: '2026-08-10'
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:** 739
## 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&#39;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&#39;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&#39;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&#39;s comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results.



## Vanillasoft Pros & Cons
**What users like:**

- Users find **VanillaSoft very easy to use** , appreciating its intuitive features that streamline outbound calling and note-taking. (62 reviews)
- Users appreciate the **intuitive interface** of Vanillasoft, making navigation and learning a breeze for everyone. (23 reviews)
- Users appreciate the **ease of use** of VanillaSoft, highlighting its straightforward interface and effortless navigation. (22 reviews)
- Users value the **time-saving capabilities** of VanillaSoft, enhancing productivity through efficient navigation and easy scheduling. (22 reviews)
- Users appreciate the **user-friendly lead organization** of Vanillasoft, simplifying outreach through accessible contact details and integrated communication. (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 face **slow loading times** that hinder workflow and delay moving to the next lead. (15 reviews)
- Users find the **call issues** with Vanillasoft problematic, particularly regarding mobile dialing and call prioritization. (13 reviews)
- Users experience occasional **slow performance** with Vanillasoft, including lag and delays between dials. (12 reviews)
- Users note a **lack of flexible report features** in VanillaSoft, impacting their reporting efficiency and experience. (10 reviews)
- Users experience frustrating **connectivity issues** with VanillaSoft, leading to embarrassing dropped calls and unreliable performance. (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. Real-Time Segmentation Makes Special Campaigns Faster and More Efficient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andres B. | CampusPlus Program Manager @ University of Northern Colorado, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Vanillasoft?**

VanillaSoft has been a great tool for our Engagement Centers to use, thanks to its ability to segment and filter in real time. Being able to manage contacts ourselves has made us faster and more efficient when we’re asked to run special campaigns, and it also helps us react quickly to events happening in the world, ensuring we’re contacting the best people possible.

**What do you dislike about Vanillasoft?**

Some of my main pain points with VanillaSoft are the lack of AI compared to other systems in the industry. Our partners are consistently asking about AI and how it can help, and within our scope of work in Engagement Centers, it feels like AI is still a long way off compared to competitors.

We’ve also had a lot of recent issues with the VoIP system, which has led to significant downtime and a loss in revenue. Lastly, over the past year, customer support has been slower to reply or assist. When I first became a VS user, support was one of the best things about VanillaSoft, so it’s been really disappointing to see that decline over the past year.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft is our primary tool for engagement efforts with our partners, alumni, donors, and friends. It supports multi-touchpoint cadences, provides real-time reporting, and offers user-friendly, intuitive routing capabilities.

**Official Response from James Bishop:**

> Hi Andres - thanks for (another!) review, I appreciate you taking the time! I appreciate your kind words, but also - your point is well taken with the voip issues, the spring was very frustrating for everyone, but platform migrations and upgrades have put those issues behind us. I am sure you are still in touch with Emily, do give her a shout and share the AI feedback with her directly, she has a line to the product team and would love to get that information "first hand"! 

  ### 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. Extremely Supportive, Responsive Customer Success Team

**Rating:** 4.0/5.0 stars

**Reviewed by:** Erin L. | Vice President of Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Vanillasoft?**

Customer Success is extremely supportive and responsive whenever I run into issues, and they’re quick to help resolve them.

**What do you dislike about Vanillasoft?**

Have experienced frequent platform bugs and glitches, often take a significant amount of time to get resolved. Over the last year or so, it also seems like a lot of the Support staff has been replaced, and the current team hasn’t been as helpful as the previous one. Since the switch to the Cloudli telephony carrier earlier this year, we’ve had to change our workflows quite a bit, and we’ve also lost much of our autonomy when using the platform. I also wish the database could be more searchable/exportable across all projects.

**What problems is Vanillasoft solving and how is that benefiting you?**

I appreciate the new features they have been adding, such as Call Transcription and Call Scoring. Very helpful from a Management perspective when running a large team of SDRs.

**Official Response from James Bishop:**

> Hi Erin, thank you for taking the time to write us a review. I totally agree that our Customer Success teams are fantastic. I will let Laura and Dan know you said so! 
There is nothing that I can really add about the telephony migration and ripples from it this spring - you are right, it was frustrating to say the least. Good news is that those issues are behind us, but I appreciate that it was still a lot of work for you. 

  ### 4. Affordable, Robust Calling Platform — Powerful Features but Outdated UI & Heavy Onboarding

**Rating:** 3.5/5.0 stars

**Reviewed by:** Olivia C. | Annual Giving Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Vanillasoft?**

The pricing is very friendly and makes it doable for a small team to acquire a calling software. The system is robust and has a lot to offer. Unfortunately, we don't have enough data to make the best of Vanilla Soft.

**What do you dislike about Vanillasoft?**

The interface is not that friendly and looks outdated. While our AM was dedicated and responsive, we found the onboarding/training overwhelming at times.

**What problems is Vanillasoft solving and how is that benefiting you?**

Before using Vanilla Soft, we didn't have a secure and effective place for students to access the calling pool. Vanilla Soft has proven to be a friendly alternative for callers to access data and create follow-up comms.

**Official Response from James Bishop:**

> Thanks for taking the time to write a review Olivia, I appreciate it! (and stay tuned for a an update to the interface UI that is long overdue, coming soon!)

  ### 5. Simplifies Call Center Operations, Minor Glitches Present

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bushra M. | Sales Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2026

**What do you like best about Vanillasoft?**

I feel like VanillaSoft is easier to use and it operates our calls and makes our tasks easier. It basically solves our problem without having to do a lot of manual work. I like how straightforward and simple it is to use, and how compliant it is. There's almost never any issues with the calls, so it's good.

**What do you dislike about Vanillasoft?**

I think it should be that the calls don't get glitched out. Sometimes the information gets mixed up or the calls glitch, or the other party is unable to hear us or we're unable to hear them.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft makes calling for our call center easy, with seamless operation and direct calling without issues. It simplifies tasks, eliminates manual work, and is straightforward and compliant, resulting in almost no call issues.

**Official Response from James Bishop:**

> Thanks for taking the time to write a review for us Bushra; I am so glad to hear that we are making your tasks with calls easier without a lot of manual work. 

  ### 6. Easy Payment Processing and Alumni Updates, With a Short Learning Curve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jayden S. | Student Caller, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 01, 2026

**What do you like best about Vanillasoft?**

I like the data entry software, it's easy to process payments and update alumni information. The UI is easy to navigate after maybe about a week. I also love the integration with VSconnect to call alumni.

**What do you dislike about Vanillasoft?**

I dislike how slow it can be sometimes performance wise depending on where you're running it, and sometimes support can be wishy washy when Vanillasoft goes down.

**What problems is Vanillasoft solving and how is that benefiting you?**

Vanillasoft solved the issue of sorting alumni and their information, having to update it, and having two separate calling platforms.

**Official Response from James Bishop:**

> Thanks for the review Jayden - I appreciate you taking the time! 

  ### 7. Easy to Navigate with Responsive Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Abijedo O. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 03, 2026

**What do you like best about Vanillasoft?**

I like that VanillaSoft is very easy to navigate, which makes things much simpler for us. I also appreciate that they respond quickly to technical issues and are very cooperative. The initial setup was very simple too. They show that they care, which is incredibly important since our job determines if students receive funding or not.

**What do you dislike about Vanillasoft?**

Sometimes my calls don't go through, which was a technical problem that I noticed they've worked on minimizing.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft helped minimize call failures and simplifies our work with its easy navigation. Their quick response to technical issues is crucial for us, ensuring students get timely funding.

  ### 8. 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. 

  ### 9. Easy to Use, But VoIP Issues Persist

**Rating:** 4.0/5.0 stars

**Reviewed by:** Crystal C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2026

**What do you like best about Vanillasoft?**

I find VanillaSoft easy to use, which is great because it doesn't have a huge learning curve, especially with the provided tutorials and videos. The layout is nice and clean, and it's succinct. I like that it's easy for multiple users to use it at once on the same project. I also appreciate the kind of data it outputs when running data and exporting it.

**What do you dislike about Vanillasoft?**

I would probably say the time it takes to assign VoIP lines and just the loading issues, sometimes those aren't great because VanillaSoft will sometimes drop calls randomly.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft helps reduce errors in demographic information and provides specificity with the data, which we couldn't achieve before.

**Official Response from James Bishop:**

> Thanks for taking the time to write us a review Crystal, I appreciate it. I'm glad to hear that there are a few things that are working well for you, but I am especially glad to hear that the data export and reporting are working well for you - that is a feature that I just updated web copy for and was pretty excited to talk about more so it was fresh in my mind! 

  ### 10. 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.

**Official Response from James Bishop:**

> Thanks for the review Hope, I appreciate you taking the time to write it! I agree - our support team are awesome folks! 

  ### 11. 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. 

  ### 12. 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. 

  ### 13. 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.

**Official Response from James Bishop:**

> Hi thanks for the review - glad that we are making your calls launch and connect fast!  The ease of learning to use Vanillasoft is great - awesome that you saw that too. The interface is a bit old looking - I get you. I can say a new one is on its way pretty soon. Stand by! 

  ### 14. 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

**Official Response from James Bishop:**

> Hi Felix - thanks for the review! 

  ### 15. The power of VanillaSoft

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rachel c. | Fundraiser, Enterprise (> 1000 emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Vanillasoft?**

It makes a cadence for follow up super simple. The customization is a huge plus as well.

**What do you dislike about Vanillasoft?**

I find the design to look very archaic and not modern.

**What problems is Vanillasoft solving and how is that benefiting you?**

It solves the problem of not being able to truly keep track of who I am calling. With their system in place it’s easy for me to keep track.

**Official Response from James Bishop:**

> Hi Rachel, I appreciate your time in writing us a review! I hear you on the look and design of the app - good news is, an update is coming really soon, stand by please! 

  ### 16. Great experience

**Rating:** 3.5/5.0 stars

**Reviewed by:** ella p. | Insurance Agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2026

**What do you like best about Vanillasoft?**

I appreciate the appointment booking software, as well as the "retry 1h" "retry 3h" etc. options.

**What do you dislike about Vanillasoft?**

Sometimes the messages randomly stop working for 5-30 minutes as well as the voicemail drop box. 

**What problems is Vanillasoft solving and how is that benefiting you?**

prospecting and dialing

  ### 17. 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.

**Official Response from James Bishop:**

> Hi Phillip thanks for the review. I'm happy that you find us helpful for your lead management!  We did have some stability issues this spring that were frustrating for everyone. We have migrated our VoIP to a new platform that has resolved those issues. 

  ### 18. Automates Calling Well, but the 10-Second Delay Between Calls Adds Friction

**Rating:** 3.5/5.0 stars

**Reviewed by:** Rick S. | Senior broker, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 04, 2026

**What do you like best about Vanillasoft?**

It kinda automated the calling process for you so you don’t have to manually call

**What do you dislike about Vanillasoft?**

The 10 second delay between calls. Sometimes customers don’t pick up so you want to move on fast

**What problems is Vanillasoft solving and how is that benefiting you?**

Lead organization. Dispositioning of leads. Also works as a calendar.

**Official Response from James Bishop:**

> Hi Rick - thanks for taking the time to write a review. I'm glad to hear that the automated calling is working well for you. I am not CERTAIN but I am 98% sure that the delay in calling is an admin/organizational setting. I am going to look into that more on my side too. 

  ### 19. 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! 

  ### 20. 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! 

  ### 21. 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.

**Official Response from James Bishop:**

> Hi - thanks for the review! Glad we are helping keep your leads organized. The callback timing feels like a configuration issue - have you or your admin talked to the support team?

  ### 22. 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! 

  ### 23. 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

**Official Response from James Bishop:**

> I am so glad that you find Vanillasoft simple to understand - thank you for taking the time to write it in a review! 

  ### 24. Efficient Dialing with Easy Setup, but Needs Better Lead Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Paul B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Vanillasoft?**

I like the ease of use of VanillaSoft. The autodialing feature is really easy and helps streamline my processes. Setting it up was very easy, and the user interface feels very intuitive.

**What do you dislike about Vanillasoft?**

I have an issue with duplicate leads, which is frustrating. Better filtering of information is needed to handle this problem.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft allows for easy dialing and efficient prospecting through multiple leads, making lead management smooth with easy dispositions.

**Official Response from James Bishop:**

> Thanks for writing us a review Paul, I appreciate you taking the time! I agree that the set-up is easy, we hear that a lot and are certainly proud that real users like you see that too. I'm happy to hear that the dialing is working to streamline things for you too! 


  ### 25. Effortless Case Management with Seamless Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brian K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Vanillasoft?**

I like the ease of use and integration of VanillaSoft. It saves me time by allowing me to group action items and follow up easier.

**What do you dislike about Vanillasoft?**

could use more help articles

**What problems is Vanillasoft solving and how is that benefiting you?**

I use VanillaSoft for case management. It improves response times and resolutions, helps with tracking problems, and its ease of use and integration save time, allowing me to group action items and follow up easier.

**Official Response from James Bishop:**

> Thanks for the review Brian, I appreciate your taking the time to write it. I'm glad to hear that we are saving you time with your case management! 

  ### 26. Organized UI, Smooth Performance, and Easy Onboarding

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jay S. | Alumni Outreach Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Vanillasoft?**

Very organized UI Layout. Good device integration. Smooth performance, and very easy onboarding

**What do you dislike about Vanillasoft?**

some features are hard to understand and implement across calling

**What problems is Vanillasoft solving and how is that benefiting you?**

calling multiple people

**Official Response from James Bishop:**

> Hi Jay - thanks for taking the time to write us a review, I appreciate it! Glad to hear that you found the onboarding easy! 

  ### 27. Clean Interface, Minor Glitches

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gabriella Z. | ND Listens Caller, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2026

**What do you like best about Vanillasoft?**

I like using VanillaSoft for calling with my work because it provides a list of contacts with their information and phone numbers, making it easy to move through. I appreciate that it's well formatted, which is both clean and simple. The initial setup was kind of easy and not too complicated.

**What do you dislike about Vanillasoft?**

Sometimes the buttons glitch on the screen when I finish the call and am categorizing it. Just a better user interface would help a smoother experience.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft provides a list of contacts with their information and phone numbers, making it easy to move through calls efficiently.

**Official Response from James Bishop:**

> Hi Gabriella - thanks for taking the time to write a review for us! Point well taken on the interface - I can tell you that changes are coming, stay tuned likely late spring/summer! 

  ### 28. Flexible Campaign Management with Some Limitations

**Rating:** 4.0/5.0 stars

**Reviewed by:** Toni B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2026

**What do you like best about Vanillasoft?**

I appreciate VanillaSoft's flexibility and its ability to tailor outcomes to suit our needs. It allows us to quickly and easily implement and initiate campaigns, report effectively, and make selections that optimize success for us and our clients.

**What do you dislike about Vanillasoft?**

No VOIP services offered in NZ, no plans to implement, payment gateway seems hard to improve to what we need, slow turn around for development of payment gateway requirement - if any.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft provides quick, easy campaign initiation, effective reporting, and tailored selections to optimize success, solving problems in outbound telesales and telefundraising.

**Official Response from James Bishop:**

> Hi Toni - I appreciate you taking the time to write a review for us. I'm glad that the campaigns and reporting are flexible for your needs. I can't say a lot about VoIP in NZ - its a fair point. 

  ### 29. Prompt, Helpful Support—But Automation Set Up is a Struggle

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2026

**What do you like best about Vanillasoft?**

The customer service from the Support team has been prompt and generally helpful!

**What do you dislike about Vanillasoft?**

Some of the automations are not working with our set up and no solution has been identified in our nearly 3 years as customers.

**What problems is Vanillasoft solving and how is that benefiting you?**

They've given us a generally user-friendly system to bring our phonathon program in-house when we've otherwise operated through a far more resourced third-party vendor.

  ### 30. Efficient Call Management with a Few Hiccups

**Rating:** 4.0/5.0 stars

**Reviewed by:** Robert F. | Sales Development Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2026

**What do you like best about Vanillasoft?**

I like that VanillaSoft is easy to navigate and not too hard to learn. This usability aspect is important to me because my time is valuable, and it allows me to work quickly. Additionally, the initial setup was very easy, which is another positive point for VanillaSoft.

**What do you dislike about Vanillasoft?**

Sometimes it fails to establish the call, and you have to hit the refresh button to try it again to get the call to go through.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft keeps track of all my callbacks, making it easy to navigate and allowing me to work quickly.

**Official Response from James Bishop:**

> Hi Robert - thanks for taking a few minutes to post a review for us, I appreciate it! You hit the nail on the head - your time IS really valuable, and helping you make the most of it is our primary goal. I am glad that its working for you! 

  ### 31. VanillaSoft: Easy Setup, Streamlined Alumni Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Emily F. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2026

**What do you like best about Vanillasoft?**

I like VanillaSoft for its ease of use on the website, which makes my tasks simpler. The built-in script feature is particularly valuable and helps streamline processes. I also appreciate the easily updated info section that keeps profiles current without much hassle. Setting it up was very easy, which was a relief.

**What do you dislike about Vanillasoft?**

Sometimes info gets messed up. Sometimes the system results things wrong and switches information around.

**What problems is Vanillasoft solving and how is that benefiting you?**

I use VanillaSoft to keep track of profiles and easily update information for contacting alumni at a call center.

**Official Response from James Bishop:**

> Hi Emily, I appreciate you taking the time to write a review! I am glad that we are making your work simpler and streamlined. We are happy to help! I am sorry to hear that data gets messed up sometimes. The resulting is a combination of our side and admin settings - just in case you have not yet, be sure to check with your admin, but absolutely give our support team a call to see if there is a setting that can be looked at. 

  ### 32. Easy to Use, But Call Connectivity Issues

**Rating:** 4.0/5.0 stars

**Reviewed by:** Destiny G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Vanillasoft?**

I find VanillaSoft to be a very easy platform to use, which makes my job of reaching out to alumni for donations smoother. I enjoy the script feature as it makes it easy to communicate with alumni. The initial setup was easy as well.

**What do you dislike about Vanillasoft?**

It's difficult to call alumni sometimes because the phones don't reach out. The call won't go through.

**What problems is Vanillasoft solving and how is that benefiting you?**

I use VanillaSoft to reach out to alumni for donations. It's an easy platform to use, and the script feature helps me communicate effectively.

**Official Response from James Bishop:**

> Hi Destiny - thanks for taking the time to write a review, I appreciate it! I'm so glad to hear that Vanillasoft is making your donor outreach smoother - the scripting for callers is awesome, we are really proud of it and glad that it is helping you out! 

  ### 33. Effortless Fundraising, Though Pricey

**Rating:** 3.5/5.0 stars

**Reviewed by:** Alana R.

**Reviewed Date:** April 15, 2026

**What do you like best about Vanillasoft?**

I appreciate how easy VanillaSoft is to use. It makes calling and tracking donations and reports straightforward. I find the system to be seamless. I value having features like auto-dial and credit card processing all in the same system. Even though I only used it as an agent, I found it easy.

**What do you dislike about Vanillasoft?**

Expensive

**What problems is Vanillasoft solving and how is that benefiting you?**

I find VanillaSoft makes it easy to call and track donations and reports, with auto dial and credit card handling all in the same system. It's seamless and easy to use.

**Official Response from James Bishop:**

> Hi Alana - thanks for taking the time to write a review. Being an all-in-one platform and making the system seamless is certainly an area where we are proud to help! Making the day easier, spending more time calling, and less time doing administrative work is what we are aiming for. 

  ### 34. Great Voicemail Drop and Custom Campaigns, but Data Flow and Navigation Need Work

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 16, 2026

**What do you like best about Vanillasoft?**

I like VanillaSoft’s voicemail drop feature when making calls, as well as the ability to customize call and email campaigns.

**What do you dislike about Vanillasoft?**

I do not like how data flows in and out of VanillaSoft, and it can be glitchy at times. I also find the layout of information difficult to navigate.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft helps us reach out to donors and alumni more efficiently, which supports stronger communication and increased giving. It also streamlines outreach through automation, so we do not have to contact each person individually.

**Official Response from James Bishop:**

> Hi there - thank you for writing a review! I appreciate your taking the time. The voicemail drops are really great - I agree! There are updates to our layout coming - stay tuned for customer webinars to give some previews in the coming weeks. 

  ### 35. Randomized Lead Delivery Makes Follow-Ups Easier

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Vanillasoft?**

I like how the leads come in randomized! With other CRMs, I've had difficulty doing follow up with leads because I get them in the same order every day

**What do you dislike about Vanillasoft?**

I wish it were easier to filter through dispositions for leads

**What problems is Vanillasoft solving and how is that benefiting you?**

It's helping drastically with contacting new leads

**Official Response from James Bishop:**

> Hi and thanks for the review! I wish I knew more about your set-up, but in most cases with Vanillasoft, the leads aren't actually random, but scored for the "next best lead" to get in touch with!  The same order every day is hard - When I was in sales AGES ago and using just a basic CRM, I used to get from "A" to about "J" in a week because it was all sorted by last name, and then the next week I would start at "A" again.... and the back half of the alphabet never got called! :\

  ### 36. Streamlines Scheduling, Needs AI Enhancements

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tyler P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Vanillasoft?**

I like the ability to email directly from my CRM with VanillaSoft. It's great that I can see the emails I've sent to clients in the past without needing to actually open my email.

**What do you dislike about Vanillasoft?**

I find the initial setup of VanillaSoft somewhat tricky. It would be great if you could create AI assistants to help with sending emails and rescheduling calls.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft helps me with scheduling callbacks and makes it easy to see emails I sent to clients without opening my email.

**Official Response from James Bishop:**

> Hi Tyler - thanks for your review, we appreciate you taking the time! We are really glad to hear that the email automation features are helping with your client work. Interesting idea bout AI set-up - I know our product team has a pretty extensive roadmap for new things, but I will check in to see if that is already on their radar. 

  ### 37. Eases Communication but Needs Regular Fixes

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mohammad A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2026

**What do you like best about Vanillasoft?**

I find VanillaSoft very easy to use for making calls and sending messages. I like the voicemail feature because it's very easy. It also makes it very easy to record results from calls. The initial setup was pretty simple.

**What do you dislike about Vanillasoft?**

A lot of times, I simply have trouble logging in or the voicemail will stop working

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft makes it easy to make calls, send messages, and record results from calls. I like the easy voicemail feature.

**Official Response from James Bishop:**

> Hi Mohammed - thanks for wringing a review, I appreciate you taking the time! We're happy to hear that lots of your engagement needs like calling messaging and voicemail drops are easy. Awesome! I imagine you must have already, but just in case, have you talked to our support team about the voicemail issues?

  ### 38. Good Callback Features, But Needs Improved Information Saving

**Rating:** 3.5/5.0 stars

**Reviewed by:** Heather M.

**Reviewed Date:** January 22, 2026

**What do you like best about Vanillasoft?**

I like the callback features where you can post what your clients have said and save it in the notes. I think VanillaSoft is better at connecting to my Google Calendar and saving information.

**What do you dislike about Vanillasoft?**

I don't like the fact that it doesn't allow me to save certain information for my clients. It will skip to the next client. It doesn't allow me to disposition very well the calls that I have made. And when I go to collect to push on maybe they don't want me to call them back, it won't save that information.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft solves the back and forth of trying to find client information. It's better at connecting to my Google Calendar and saving information.

**Official Response from James Bishop:**

> Hi Heather - thanks for the review! Sorry to hear that the disposition isn't quite right for you - have you checked in with our support team to make sure that your settings are correct? They would be happy to take a look for you! 

  ### 39. Efficient Telemarketing with Minor Glitches

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bella L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 21, 2026

**What do you like best about Vanillasoft?**

I like how VanillaSoft makes dialing people so much easier with its automatic dialing feature. I also appreciate having ready-to-go email templates, which are quite handy. Moreover, the initial setup of VanillaSoft was super easy.

**What do you dislike about Vanillasoft?**

Some of the glitches that have been happening more recently, like the result codes disappearing.

**What problems is Vanillasoft solving and how is that benefiting you?**

I use VanillaSoft for telemarketing, and it makes dialing people much easier with automatic dialing. I also like having ready-to-go email templates.

**Official Response from James Bishop:**

> Hi Bella - thanks for the review, I appreciate you taking the time to write it. I'm happy to hear that we make dialing easier for you!

  ### 40. User-Friendly Platform That’s Easy for Students to Navigate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ryan M. | Senior Digital Engagement Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Vanillasoft?**

The user friendly interface of the platform, allowing students to easily navigate certain aspects

**What do you dislike about Vanillasoft?**

Too many steps to upload data and the queries are hard to process

**What problems is Vanillasoft solving and how is that benefiting you?**

They have a staff support team to help out

**Official Response from James Bishop:**

> Hi Ryan - thanks for taking the time to write a review! Helping students navigate Vanillasoft, which hopefully gets them dialing and engaging faster, is one of the things we are pretty proud to be able to help. Sorry to hear that data upload is tricky - but I do hear you on queries being hard to process. I have been running DB work myself for the better part of 25 years now and its almost never "easy". Our support and success teams are available to help navigate reporting - I am sure you know, but just a reminder! 

  ### 41. Effective Call Management with Minor Glitches

**Rating:** 4.0/5.0 stars

**Reviewed by:** phoebe g. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2026

**What do you like best about Vanillasoft?**

I like how you can see all of the contact information on file, and it's very easy and accessible to use. It wasn't hard to navigate, and it makes VanillaSoft valuable to me because not many other software companies provide that easy accessible feature. It really stands out to me.

**What do you dislike about Vanillasoft?**

Sometimes I experience technical difficulties where my calls don't go through.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft solves making calls across Canada, helping with distance and range.

**Official Response from James Bishop:**

> Hi Phoebe - thanks for the review! Really glad to hear that you find us easy to use. Thanks for the feedback about links loading - if you have not, do get in touch with our support team so that they can push the problem up to our product team, we always want to hear from users on how things are going!

  ### 42. Highly Customizable—Easy to Make It Fit Our Needs

**Rating:** 4.0/5.0 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?**

I love how customizable it is. We've really be able to make it what we need it to be!

**What do you dislike about Vanillasoft?**

That's it's so customizable! It can be hard to decide what to include and what not to. It's a good and a bad thing when setting it up.

**What problems is Vanillasoft solving and how is that benefiting you?**

It has made it possible for us to move through a high number of prospects and develop a very successful Leadership Annual Giving team.

**Official Response from James Bishop:**

> Hi - thanks for your review! I get you - the customization is pretty powerful. You probably had some help from our Success/Support team in set-up, but don't forget that they are there later too, to help out with customizing, re-thinking of your caller screen as your needs change and your organization evolves. Give them a shout if you ever need some help figuring out what to include or not to, or how to do customizations you might not have thought of! 

  ### 43. Easy to Navigate, but Occasional Lag When Entering Codes

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 20, 2026

**What do you like best about Vanillasoft?**

Vanillasoft is easy to navigate, and it didn’t take me long to find my way around the website.

**What do you dislike about Vanillasoft?**

It sometimes lags whenever I enter a code.

**What problems is Vanillasoft solving and how is that benefiting you?**

VanillaSoft helps bridge the gap between the prospect and the situation.

**Official Response from James Bishop:**

> Thank you for taking time to write a review! Sounds like we are saving you time and making your work more efficient! 

  ### 44. Simple to Use and Works Great Most of the Time

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrew B. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Vanillasoft?**

It’s simple to use and works great about 80% of the time.

**What do you dislike about Vanillasoft?**

Can not work and drops calls. Also lags sometimes.

**What problems is Vanillasoft solving and how is that benefiting you?**

make phone calls really easily and not have to search for my own leads.

**Official Response from James Bishop:**

> Hi Andrew, thanks for taking the time to write a review. I'm glad you are finding us simple to use as an Account Executive! 

  ### 45. Seamless Calling Experience, but Login Glitches Persist

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2026

**What do you like best about Vanillasoft?**

Seamless transition to calling app and website

**What do you dislike about Vanillasoft?**

The login always glitches, takes a long time to boot up at the start of the shift

**What problems is Vanillasoft solving and how is that benefiting you?**

I’m not a business owner

**Official Response from James Bishop:**

> Thank you for taking the time to write us a review, I appreciate it. "Seamless calling experience" sounds pretty great - I am glad its working well for you for calling. The glitching at login is new for me - I will ping our product team to make sure thats on their radar. 

  ### 46. User-Friendly with Key Improvements

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2025

**What do you like best about Vanillasoft?**

I like how VanillaSoft is simple and very user-friendly. It helps me move things along from one task to the next and the updates have been really helpful. The notes feature is important for keeping track of our call cadence or if someone has to cover for us in our position. Plus, the initial setup was easy for my team.

**What do you dislike about Vanillasoft?**

The calendar is a little difficult to use, and also making certain calls a priority is an issue. I'd like to see more mobile options added.

**What problems is Vanillasoft solving and how is that benefiting you?**

I use VanillaSoft for sales with clients and organizing leads, which helps move things smoothly and keeps everything updated.

**Official Response from James Bishop:**

> Thanks so much for your review! Really glad to hear that you find Vanillasoft helps keeping you moving you along, so you can be efficient and effective. Good call out on the calendar - our support team would love to hear about what the specific problems are so we can push your feedback up to the product team. I know some updates are coming, but good to hear from our users!

  ### 47. Fast Auto-Dialing, But Quick Result Codes Need More Customization

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2026

**What do you like best about Vanillasoft?**

Auto dialing is a good thing because it makes dialing fast

**What do you dislike about Vanillasoft?**

That we cannot customize our own quick result codes

**What problems is Vanillasoft solving and how is that benefiting you?**

I haven't seen them any problem that I had with them

**Official Response from James Bishop:**

> Thanks for taking the time to write us a review, I appreciate it! The custom result codes - I do not want to pass the buck - but I am almost certain that is an admin decision and not a system limitation. We can create all sorts of custom result codes, but I can imagine that managing them on and Admin level can be hard. Happy to hear that our auto-dialing is working fast for you! 

  ### 48. Connects Us with More Clients

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ryan A. | sales agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2026

**What do you like best about Vanillasoft?**

The Platform get me in touch with more clients

**What do you dislike about Vanillasoft?**

Sometimes we get dead air on some of the phone calls...

**What problems is Vanillasoft solving and how is that benefiting you?**

It limits the downtime on the phone and speeds up the sales process

**Official Response from James Bishop:**

> Hi Ryan - thanks for taking a few minutes to write a review. Happy to hear that we are limiting your downtime on the phone! 

  ### 49. Excellent Customer Service and CRM for Tracking Dials and Clients

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 22, 2026

**What do you like best about Vanillasoft?**

customer service and CRM keeping track of dials and clients

**What do you dislike about Vanillasoft?**

wish had banking option for payment or had AI

**What problems is Vanillasoft solving and how is that benefiting you?**

customer tracking and dialing so my phone number doesnt get spammed

**Official Response from James Bishop:**

> Hi and thanks for the review, I appreciate you taking the time to write it! 

  ### 50. Great Callback Update Visibility, with Room to Improve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2026

**What do you like best about Vanillasoft?**

I really like that they give us the option to receive updates on every callback across all clients.

**What do you dislike about Vanillasoft?**

I don't like that sometimes my messages say they go through and once i pass the lead and go back to it, it disappears.

**What problems is Vanillasoft solving and how is that benefiting you?**

vanilla helped fix call failing and that helped me get in contact with a lot of missed clients.

**Official Response from James Bishop:**

> Hi there - thanks for taking the time to write us a review! 


## 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A43%3A15+-0500&secure%5Bsession_id%5D=12361bce-9ca3-4df0-aea8-54b0e5bfe220&secure%5Btoken%5D=90f6db5fca042f99fd7efdca984f98bbebfe616a9399cfbd8ae975acbee5695c&format=llm_user)
## Vanillasoft Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Blackbaud Raiser&#39;s Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews)
  - [Ellucian Advancement](https://www.g2.com/products/ellucian-advancement/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Landline Remover](https://www.g2.com/products/portman-holdings-llc-landline-remover/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)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Softphone.Pro](https://www.g2.com/products/softphone-pro/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)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/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
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Social Media Integration
- Third-Party Integrations

**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
- Pipeline Management
- Workflow Management
- Opportunity Management
- Task Management
- Contact Management
- Calendar Management
- Email Management
- Campaign Management

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data
- Contact Management

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**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
- AI/Machine Learning

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Additional Functionality**
- Meeting Management
- AI Copilot
- Reminders
- Recommendations
- Lead Distribution
- Workflow Management
- Performance Management
- Dashboard
- Email Management
- Lead Management
- Activity Tracking
- Email Templates
- Third-Party Integrations
- Customizable Fields
- Sales Pipeline Management
- Generative AI
- Automatic Call Distribution
- Call Monitoring
- Lead Capture
- Deal Management
- Call List Management
- Multi-Channel Communication
- Call Recording
- For Contact Centers
- CRM
- Data Management
- Calendar Management
- Chat/Messaging
- Lead Qualification
- API
- Task Management
- Interaction Tracking
- Reporting & Statistics

**Platform**
- Data Synchronization
- Analysis
- Sales Trend Analysis
- Demographic/Firmographic Data
- Real-Time Data

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- Drag & Drop
- Interaction Tracking
- Customizable Fields
- Multiple Scoring Models
- CRM
- Customer Segmentation
- Predictive Analytics
- Prioritization
- Lead Qualification
- Contact Database
- Reporting & Statistics
- Alerts/Notifications
- Email Marketing
- Lead Nurturing
- Web Forms
- Document Storage
- Search/Filter
- Prospecting Tools
- Email Tracking
- Sales Forecasting
- Customizable Templates
- Lead Generation
- Sales Reports
- Lead Distribution
- Data Enrichment
- AI Copilot
- API
- Real-Time Notifications
- Lead Capture
- Reminders
- Generative AI
- Forecasting
- Email Templates
- Activity Dashboard
- Activity Tracking
- Workflow Automation

## 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 (3,501 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)

