--- 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's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. Plus, Vanillasoft optimizes agent outreach deliverability, making sure that every call, SMS and email reach their destination. The primary audience for Vanillasoft are organizations with fast-moving revenue teams that rely on quick and effective communication with leads. The platform is tailored for teams that prioritize responsiveness and efficiency, making it an ideal choice for industries such as real estate, insurance, and financial services. With its focus on optimizing lead engagement, VanillaSoft serves as a critical tool for fast-moving revenue teams aiming to enhance their performance and streamline their processes. Fast moving revenue teams love Vanillasoft's: - Material, dramatic increases in agent activity - often 500% increase - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections G2 Sales Engagement users say it clearly- we help teams move faster by being 1. The Easiest To Do Business with 2. The Best User Adoption 3. The Easiest To Use Vanillasoft users get going faster, get agents working sooner, and ramping to be productive faster. Vanillasoft ensures that communication is timely and effective. The platform's lead management and sales automation manages the sequence of calls, emails, and texts, ensuring that messages are sent in the optimal order and with the appropriate content. This capability not only improves the likelihood of successful contact but also helps agents avoid common pitfalls such as spam filters and blocked calls. By streamlining communication, Vanillasoft enhances the overall effectiveness of sales efforts, allowing teams to reach their leads more consistently. Overall, Vanillasoft's comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results. ## Vanillasoft Pros & Cons **What users like:** - Users find **VanillaSoft 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. Good potential, tough rollout timing during AEP **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** VanillaSoft helps keep outreach organized and gives structure to the day—especially for calling and following up. The cadence/queue-style workflow is useful for staying consistent, and I can see the potential for improving productivity once you’re fully set up and trained. **What do you dislike about Vanillasoft?** The interface feels a bit clunky and not very intuitive at first, so the learning curve is real. It was also rolled out right before AEP, which is the busiest time of year, so there wasn’t enough runway to get comfortable and configure it properly. Some steps feel like extra clicks, and it’s hard to build momentum when you’re learning it under pressure. **What problems is Vanillasoft solving and how is that benefiting you?** It’s mainly helping with sales engagement—keeping leads and follow-ups from slipping through the cracks and giving me a structured workflow for outreach. When I’m in it consistently, it helps me stay organized and track activity. The benefit is less “mental sticky notes,” more repeatable follow-up—though I expect the biggest gains will come after I’ve had more time to fully learn it and tailor it to my process. **Official Response from James Bishop:** > Hi there - glad that Vanillasoft helps keep you organized and on track! We do have some user interface updates coming, stay tuned! ### 2. A Strong Dialing Tool for High-Volume Insurance Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Schantera M. | Insurance Broker, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** Vanillasoft is excellent for outbound calling and keeping me on track with daily call activity. The auto-dialing and queue-based system remove the guesswork from who to call next, which helps maximize productivity and maintain momentum throughout the day. **What do you dislike about Vanillasoft?** The interface can feel dated, and customization options are limited compared to more modern CRMs. It’s very call-focused, so it’s not ideal for managing long-term client relationships or tracking detailed policy information. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft solves the problem of call reluctance and inefficient dialing by keeping calls organized and continuous. This leads to higher call volume, better consistency, and improved reach rates, which directly supports lead contact and appointment setting. **Official Response from James Bishop:** > Hi Schantera - thank you so much for your review! We are really proud of our auto dialling and queue based lead management system too. Its great to hear that its working well for you. Good call on the interface - and I hear you - updates are coming so stay tuned. ### 3. Intuitive and User-Friendly CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** John R. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** I have been using VanillaSoft for over a year, and I find it to be very good because it is easy to use and user-friendly. The simplicity of VanillaSoft stands out, as there are not many buttons to press or click, making it self-explanatory. Setting it up was not difficult at all, thanks to the knowledgeable person who taught us how to use it. Additionally, VanillaSoft is effective in aligning my callbacks and ensuring they pop up on time, eliminating the need for me to remind myself about them. It serves critical functions for CRM purposes, handling calendars, and arranging callbacks efficiently. I highly value its integration capabilities with tools like Versus Connect for softphone and Outlook for calendar and email synchronization. The ease of use and direct interface make it highly recommendable, especially for beginners in this field of work. Its user-friendly nature is a major appeal, reflected in my recommendation score of 9.5 out of 10. **What do you dislike about Vanillasoft?** I would like the ability to see more detailed change logs in VanillaSoft. Currently, I can't track when changes were last made or who made them. Having access to this information would greatly assist my work, as it would provide clarity and accountability regarding modifications within the system. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to ensure my callbacks are timely aligned and notified, simplifying CRM and calendar tasks while preventing the need for manual reminders. ### 4. Streamlines Lead Management and Engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley A. **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft really helpful for contacting leads and setting appointments. It allows me to contact leads in a timely manner and stay organized. I like that it helps me remember which leads need to be contacted. The call recording feature assists me in perfecting my engagement with leads. I also appreciate that it allows me to work on new leads first, reducing the risk of losing them to competitors. The initial setup was very easy, which was a big plus for me. **What do you dislike about Vanillasoft?** I have to get through old no-show appointments to get fresh leads. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me contact leads in a timely manner and stay organized. It allows me to remember which leads need attention and perfects my engagement with call recording. **Official Response from James Bishop:** > Hi Ashley - thanks for your review! Sounds like its helping get rid of busy work so that you can get more done - amazing! ### 5. Easy to Use Dialer That Keeps Outreach Organized and Productive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** easy to use and keeps daily outreach organized and efficient. The dialer and lead flow help maximize productivity, reduce wasted time, and ensure consistent follow-up. It works well for high-volume calling and makes managing prospects straightforward. **What do you dislike about Vanillasoft?** Some features could be more customizable, and there is a learning curve at first. Occasional lag or minor technical issues can occur, but overall they do not significantly impact daily use. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft helps solve the problem of inconsistent follow-up and inefficient outbound outreach. It keeps leads organized, automates call flow, and ensures reps stay on task with daily priorities. This results in higher productivity, better contact rates, and more consistent engagement without manual tracking. **Official Response from James Bishop:** > Hi there - thanks for your review! We are so glad to hear that you are finding Vanillasoft helpful for your outreach and dialing. Less wasted time and consistent follow-up is what we are doing our best to help with! ### 6. Effortlessly Keeps Everything in Order, Perfect Dialer, 10/10 Recommendation **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer C. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Vanillasoft?** I love that VanillaSoft keeps everything in order, which is crucial for my job. I appreciate how it ensures that calls come through correctly and that records are well-maintained. The dialer works perfectly, making my work more efficient. I find the callback section to be really useful and that’s something I genuinely appreciate. VanillaSoft makes my work life more orderly and reliable. **What do you dislike about Vanillasoft?** I feel there could be improvements in the messaging features of VanillaSoft. It seems I would prefer to have additional functionalities in this area to enhance communication. **What problems is Vanillasoft solving and how is that benefiting you?** I find VanillaSoft keeps everything in order, ensuring that calls are answered correctly and the dialer works perfectly. **Official Response from James Bishop:** > Hi Jennifer - thanks for your glowing review! I can't believe I missed this back in the fall. Happy to hear that we are helping out with your day to day and makes things more efficient for you. Point taken on messaging features - both email and SMS - enhancements are on the way, stay tuned! ### 7. Effortless Usage and Integration Streamlines Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Justine C. **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** I find VanillaSoft incredibly easy to use, which significantly enhances my workflow. The integration of leads into the system is seamless, making my work more efficient and streamlined. I particularly appreciate the dispositions feature, as it adds valuable functionality to my daily tasks. Moreover, VanillaSoft's overall streamlined nature greatly benefits my work, making everything smoother and more manageable. The calendar feature stands out as a beneficial aspect, aiding in my work organization. Having transitioned back to VanillaSoft after using another less satisfactory service, I have a renewed appreciation for its quality. The setup process was made simple and straightforward by my job, further demonstrating VanillaSoft's user-friendly nature. **What do you dislike about Vanillasoft?** I dislike the ten-second rule in between dispositioning leads. **What problems is Vanillasoft solving and how is that benefiting you?** I find VanillaSoft easy to use with well-integrated leads and a streamlined process, enhancing my contact with health insurance leads. ### 8. Dependable and User-Friendly Tool for Daily Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Miss. R. **Reviewed Date:** January 21, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft daily for work, and I'm very happy with it. It's dependable and very user-friendly, making it easy to maneuver. It helps me be productive at work, enabling me to be faster and more efficient. The initial setup was very easy, and overall, VanillaSoft is a great tool to help get through my workday. **What do you dislike about Vanillasoft?** Sometimes it freezes and you have to refresh the system. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to look up profiles and accounts and reach out to prospects. It's dependable, user-friendly, and makes me more efficient and productive. **Official Response from James Bishop:** > Hi Miss R - thanks for the review - I appreciate it! Being productive, faster and more efficient is at the heart of what we try to do for our customers, so I am glad its working out for you! Freezing happens sometimes, its true, if its persistent, contact our support team or check our status page and see if its something on our end. ### 9. Simplifies Outreach with Intuitive UI **Rating:** 4.5/5.0 stars **Reviewed by:** Payton D. **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft has a straightforward UI, which makes it easier to use. I appreciate that almost everything is on one page, streamlining my workflow. The voicemail drop feature works well for me, and it's really nice that I can record one voicemail and use it over and over. **What do you dislike about Vanillasoft?** I think transferring to VS Connect could be smoother. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for calling alumni. It has a straightforward UI and I like that almost everything is on one page. **Official Response from James Bishop:** > Hi Payton - thanks so much for your review, we appreciate it! Sounds like the streamlined workflow is making your day a bit easier which we are glad to hear! ### 10. Effortless Lead Management with VanillaSoft **Rating:** 4.5/5.0 stars **Reviewed by:** Antonio G. | Admissions advisor **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft because it allows me to follow up with leads and organizes it based on how often I should be in contact. I appreciate the simplicity of it, and everything works fine for me. The initial setup was also easy. **What do you dislike about Vanillasoft?** Nothing **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft allows me to follow up with leads and organizes contact frequency. I like the simplicity of it. **Official Response from James Bishop:** > Hi Antonio - thanks for the awesome review! We are do glad to hear that Vanillasoft takes care of some of your busy work. Do get in touch if there is anything you need a hand with! ### 11. Effortless Lead Management with VanillaSoft **Rating:** 5.0/5.0 stars **Reviewed by:** Diamonique B. **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft is easy to use. It helps me sift through leads quicker and it's easy to result leads. The initial setup was easy too. **What do you dislike about Vanillasoft?** I don't like the buffering, but that's really due to the wifi. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft as a lead pipeline to quickly and easily sift through and manage leads. **Official Response from James Bishop:** > Hi Diamonique - thank you so much for your review! Making your way through leads faster and more effectively is exactly what we are trying to help with. Right you are that buffering is sometimes wifi - and yeah, sometimes us - check our status page if you are ever unsure. ### 12. Make Calling easier **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa G. | Assistant Director of Annual Giving, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** The platform's robust ability and flexibility, as well as the training and help desk staff, are excellent and patient. I love the ability to make changes on the fly as you're making calls and need to pivot directions, plans, and scripts. The ability to create templates and change them as needed with ease, and support if required. The product is self-contained, enabling users and administrators to manage their workflow efficiently. **What do you dislike about Vanillasoft?** The support hours are not conducive to the Pacific coast after 5 pm. Currently, their support is primarily based on the East Coast and Canada, and matches those hours. As a result, those of us on the Pacific coast who call beyond the 5 pm timeframe may be without support or the ability to fix system glitches after 5 pm. This can cause you to shut down your calling until the next day. This is an issue I have requested a review of. **What problems is Vanillasoft solving and how is that benefiting you?** The ability to facilitate all the information for the caller to be able to speak personally to the constituent with all relevant information and placemat data at their fingertips, the ability to keep detailed notes, and update bio information. Flag constituents for fundraisers and admin to follow up real time, and the flow to send further details through pre-set emails and SMS makes this a robust and easy-to-use system. The ability to drop pre-recorded voicemails makes us an efficient and comprehensive call center. In one system that connects to our CRM, it maintains all calls, details, payments, emails, and texts in one place for recording and generating very detailed reports. This allows us to track our calls for data-driven reporting. ### 13. BDC **Rating:** 5.0/5.0 stars **Reviewed by:** Susan S. | BDC, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Vanillasoft?** It is easy to navigate, learn, and runs efficiently **What do you dislike about Vanillasoft?** I would like to be able to move leads by groups as well **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me keep track of and schedule calls and appointments easily **Official Response from James Bishop:** > Hi Susan - thanks for the review! We're so glad to hear that we help keep track of and schedule your calls and appointments for you more easily. I'm curious to know a bit more about what you mean about moving leads as a group - that could mean a few things. Our support team captures requests like that all the time - give them a call if you get a second to tell them / talk to them about it! ### 14. Good platform, good customer service, good results **Rating:** 4.5/5.0 stars **Reviewed by:** Keegan M. | Director of Analytics/Research, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** Vanillasoft is one of the most comprehensive calling platforms I've used, and I've used several. I appreciate the flexibility in being able to implement IR filters, easily view and change calling assignments, and the built-in reporting features. Customer service is one of the best I've received from a vendor product/service. **What do you dislike about Vanillasoft?** There is a learning curve to Vanillasoft, especially for someone new to calling softwares if you are. Once you spend time in it it becomes easier and easier, but initially it can be overwhelming especially for entry level staff. **What problems is Vanillasoft solving and how is that benefiting you?** It solves the problem of needing multiple products or services instead of a "one stop shop" in regards to outreach/outbound call tracking/mgmt. It benefits me and the team by increasing efficiency in setting up our nightly calling shifts. ### 15. its very quick and versatile **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan A. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Vanillasoft?** being able to set up my follow up calls and appointments so easily **What do you dislike about Vanillasoft?** it does kind of look like a spread sheet I wish it'd look a little easier on the eyes **What problems is Vanillasoft solving and how is that benefiting you?** keeping track of all the dealerships i call on a day to day basis and to help keep acurate notes on each customer profile after a conversation ### 16. BDSR **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly W. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Vanillasoft?** Queue-based lead management – VanillaSoft uses a queue-based system instead of static lists, ensuring sales reps contact the next best lead automatically. This improves speed-to-lead and reduces decision fatigue. Cadence and scripting tools—It provides customizable workflows and sales cadences, making it easier for teams to stay on message and follow best practices without needing complex CRM setups. Real-time lead routing – Leads can be routed immediately to available reps based on priority, source, or performance, which helps increase conversion rates. Built-in tools – With integrated calling, email, texting, and recording features, reps don’t need to switch between multiple platforms, keeping them more productive. Ease of use – It’s user-friendly for both reps and managers, especially compared to more complex CRM systems like Salesforce. **What do you dislike about Vanillasoft?** Dated user interface – While functional, the UI can feel clunky or outdated compared to more modern platforms, which may impact user adoption or satisfaction. Limited CRM functionality – VanillaSoft isn’t a full CRM, so for more advanced CRM needs (like deep customer history or robust reporting), users often have to integrate it with other tools like Salesforce or HubSpot. Learning curve for setup – While reps find it easy to use, the initial configuration, especially setting up workflows, routing rules, and integrations, can be time-consuming and may require support. Reporting limitations – The built-in reporting is solid for basic metrics, but some users find it lacking in customization or advanced analytics compared to dedicated BI tools. Mobile experience—Mobile support isn’t as strong as desktop support, which can be an issue for remote or field-based teams. **What problems is Vanillasoft solving and how is that benefiting you?** Eliminate lead cherry-picking – With its queue-based system, reps can’t skip leads or waste time deciding who to call. This ensures faster follow-up and more consistent outreach. Improve speed-to-lead – New leads are automatically routed to the next available rep, reducing response time and increasing the chances of conversion. Enforce sales process – Through customizable workflows, scripts, and cadences, managers can ensure that reps are following a proven, repeatable process, especially important in high-turnover teams or fundraising campaigns. Increase productivity – By combining dialing, email, texting, and note-taking in one platform, it reduces time wasted toggling between tools and allows reps to focus on actual conversations. Provide visibility and accountability – Managers can track rep performance, call outcomes, and pipeline activity in real time, which helps coaching and decision-making. The benefit is a more streamlined, scalable, and disciplined sales process, leading to more contacts made, better lead conversion, and ultimately higher revenue or donations. ### 17. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Ana M. | Business Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** I love that it funnels all of my leads to one place where I have access to call, text, or email them. A lot of really useful features like finding their numbers and it's all laid out in an easy to read format. **What do you dislike about Vanillasoft?** The 15 second pause in between calls because when I get a disconnected number I have to wait. **What problems is Vanillasoft solving and how is that benefiting you?** It keeps my leads circulating and keeps them fresh in my mind so I don't put them in another CRM and forget that they exist. ### 18. VanillaSoft has taken my outreach to an entirely new level **Rating:** 4.5/5.0 stars **Reviewed by:** Evan M. | Career Agent, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** I love the Automation! I can call a prospect and can text, email, evaluate and capture important contact info that may be applicable to another aspect of my business, ALL while the line is still ringing! Then, upon hearing a voicemail greeting can kick off custom voicemail messages without even waiting for the beep! **What do you dislike about Vanillasoft?** the only downside is the lack of a mobile dialing option. **What problems is Vanillasoft solving and how is that benefiting you?** VOLUME! I can engage using multiple touchpoints (voice, text, email) with hundreds and hundreds of prospects every day ### 19. Great CRM, very easy to use and helped elevate my business. **Rating:** 5.0/5.0 stars **Reviewed by:** Austin S. | Healthcare Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** It is a very easy platform to use, and the VS Connect feature makes it extremely useless in growing my business. **What do you dislike about Vanillasoft?** The SMS features are very sub-par. Not being able to go over 160 characters in a text is very limiting, and they should at least charge extra and allow the text to be sent. **What problems is Vanillasoft solving and how is that benefiting you?** It allows me to have one CRM for all my leads and outbound calls. ### 20. My VS Review **Rating:** 4.5/5.0 stars **Reviewed by:** Marc M. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2020 **What do you like best about Vanillasoft?** It's relatively easy to use, especially if you've used other CRM systems. Ability to export some info to Excel is nice as well. **What do you dislike about Vanillasoft?** The site doesn't render well on mobile devices and loses some functionality because you can access certain buttons such as the Calendar button. **What problems is Vanillasoft solving and how is that benefiting you?** Managing my sales pipeline and callbacks. It can also sync with Google Calendar which is nice. ### 21. Easy and simple. Very convenient! **Rating:** 3.5/5.0 stars **Reviewed by:** Megan D. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** Auto dialing makes it easy to reach out to larger volumes. **What do you dislike about Vanillasoft?** Cannot navigate leaving s auto voicemail. **What problems is Vanillasoft solving and how is that benefiting you?** Auto calling makes it simple to reach leads. Access to large volumes. ### 22. Good flow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Vanillasoft?** How quick it allows you to do multiple ways to contact a client quickly. Using it for 7 years straight **What do you dislike about Vanillasoft?** I dislike the texting feature as it doesnt compare to other platforms out for being able to do large texting capacity **What problems is Vanillasoft solving and how is that benefiting you?** It is slowly getting better with VM drops, emails, and the quickness of making a call. ## 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%5Bsentiment_snippet%5D=1402309&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+18%3A57%3A19+-0500&secure%5Bsession_id%5D=73ed274e-57a7-414d-b565-c74280862b77&secure%5Btoken%5D=cc77cb9ce9c809ab5cf55682fd35b2a73f356246c0ea47f0c38b038180c80f43&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's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - [Ellucian Advancement](https://www.g2.com/products/ellucian-advancement/reviews) - 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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 (13,304 reviews)