---
title: Vanillasoft Reviews
meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 734 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: 734
  scale: '5'
date_modified: '2026-07-22'
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:** 734
## 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. Business Necessity!

**Rating:** 5.0/5.0 stars

**Reviewed by:** David L. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 10, 2020

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

Staying busy is the name of the game - without a comparable system to keep up with appointments and notes, you're going to fail. That's why I can't live without Vanilla Soft! I have been reminded of appointments that have entirely slipped my mind....

**What do you dislike about Vanillasoft?**

Not sure if it's just an internal setting via my company but when I have a personal client in there as just a noted follow up - I still have to wait 20 seconds to disposition. #timewaste Also I don't like the fact I can't connect to an external calendar to help remind me of appointments while I'm on the go.... or can I?

**Recommendations to others considering Vanillasoft:**

I'd like to see my notes a lot easier in an expandable platform on a client - also a longer timespan of them (they tend to delete after a few entries)

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

Solving my cluster of leads and notes problems - the benefit allows me to stay a bit more tidy! Your photo uploader won't let me upload an active screenshot of my VS profile....

  ### 2. VanillaSoft is a game changer in higher ed fundraising.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 10, 2020

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

Being able to customize all field types is amazing. As a university phonathon coordinator, I used to have to get creative by combining information due to limits on the number of fields the callers were able to see. With VanillaSoft I can create as many fields as I need AND that information can be used as merge fields in scripts, email templates and text messages. The possibilities are endless.

The support team is also amazing. Rachel is always available to help me and the support number and chat are very responsive to my student managers when they reach out in the evenings during our call shifts.

**What do you dislike about Vanillasoft?**

It takes awhile to learn all the nuances involved with the customization, but the support team is fantastic and the increased functionality is well worth it.

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

Our student calling program is usually conducted in a call center physically located in the Foundation's offices. I knew remote calling was an option with VanillaSoft, but we never expected to use it. We like the energy of having all of the callers and student managers in one location. Then COVID hit, our classes switched completely to online learning and the staff started working at home and I thought we would have to cancel our phonathon for the rest of the semester. Instead, we were able to seamlessly switch to remote calling. The students are calling from their apartments and dorm rooms, the managers are able to monitor stats in real time and our coach is still able to listen in to monitor calls and evaluate callers. 

When our fall semester started, we had hoped to resume in person calling, but the week before our program was set to begin, most classes went remote again. We were able to seamlessly make the transition to remote calling and did not miss a single day of calling. We even had callers leave campus and move back to their family homes. Because of VanillaSoft's remote calling capability, we were able to keep these students on staff and they were able to continue to raise money to help other students.

  ### 3. Good tool

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.)

**Reviewed Date:** January 04, 2021

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

VanillaSoft makes it very convenient to prioritize and record interactions with prospects and customers. I enjoy how easy it is to use and find doing my work quick and easy.

**What do you dislike about Vanillasoft?**

I think the UI is very elementary and could use updating. Also, it would be nice to be able to use from a Mobile Browser. An app would be great, but browser based would be more than sufficient, if it actually worked. Also, the Appointment Reminders need to notify you before you submit a result, if the time of the event is nearing. Where you could setup notifications like you would in Outlook or other CRM calendar tools. 
Additionally, the integration between Saleforce and VS is very poor. I feel like my work is redundant, because I am having to update both.

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

Keeping track of prospect/customer interactions.

  ### 4. Very Customizable 

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 02, 2019

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

The support staff that are available within seconds to chat with and are extremely patient with all of my questions. 

**What do you dislike about Vanillasoft?**

There isn’t a “pause caller” button when resulting something. Thus you have to be in either progressive or preview mode dialing. No gray area. 

**Recommendations to others considering Vanillasoft:**

Great CRM for us as a small business... and anytime I have an issue, they are very responsive to make sure the issue is resolved.

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

Converting our leads to sales. 

  ### 5. Assistant Director of Annual Giving

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** December 16, 2020

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

The best part about VanillaSoft is the ability to make changes at any given moment. Unlike with competitors, I do not have to wait for an account manager to make changes for me. I also like having the option to fully customize everything to match my institution's needs.

**What do you dislike about Vanillasoft?**

I did not love the learning curve that came with VanillaSoft, but I think with a brand new project the process would be much quicker. I also felt that there were some things that should have been covered in training with my account manager that were overlooked and I had to learn them on my own.

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

VanillaSoft is our chosen calling software for the University phonathon program. We have been able to secure thousands of dollars on behalf of the Annual Fund. We are looking into texting and what sort of advancements we can make through that channel.

  ### 6. Streamlined CRM ideal for our business

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 27, 2021

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

Easy to use interface, flexible options, good support team.

**What do you dislike about Vanillasoft?**

I wish a little more flexibility with mass update reports.

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

Easy to use and efficient for our automated calling and emails. It saves time, and money.

  ### 7. Great Support Team

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 29, 2020

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

When they get on the phone with you, you are the only thing they care about. No rushing off, simply hearing what your concerns are and check everything out thoroughly to get you back up and running.
The quality of their support team is top notch, very knowledgeable and professional.

**What do you dislike about Vanillasoft?**

Some times they are hard to get at the moment you need them. But never have gone more than 30 mins for them to response.
They do not work on the weekends so when we have to call B2C and have an issue we must wait until Monday CST.
Lastly, when starting at 6-7 AM EST and have an issue, you must wait until 8 AM CST to get a callback.

**Recommendations to others considering Vanillasoft:**

This product is flexible, easy to use and modify. It does not drag down your system. If you are looking for a system that covers many industries, mapping, scheduling and dispositions when calling a lead, VSoft should be highly considered.

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

We do appointment setting for clients. They expect us to get as many calls per day and the proper results. Some times the dialer getting hung up and they need to reset it. Or the system is too slow and causes a white screen. Many times we find out it is something in our own personal systems that are causing the issues and they go in and help us or guide us in what we need to do to fix the problems. 
As for the benefits, it beats calling from an Excel spreadsheet. It allow many modification to suit the needs of our client to make sure we are shining.

  ### 8. Very Satisfied

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 10, 2021

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

I like the ease of the program. It was straightforward for the callers to get in there and move from screen to screen.

**What do you dislike about Vanillasoft?**

At this time, I am unsure. This was our first time using the product.

**Recommendations to others considering Vanillasoft:**

When you are first starting to use the program, have weekly/monthly meetings with your trainers. They are invaluable to the success of your program.

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

We are able to call/email more people than before.

  ### 9. VanillaSoft revolutionized our sales process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justin v. | Team Builder, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2021

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

I love the ability to customize VanillaSoft to fit our agency's needs. Davis Arnold is AWESOME!

**What do you dislike about Vanillasoft?**

I can't think of anything aside from the difficulty in tracking talk time between VS and VS Connect in real time.

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

VanillaSoft has made it easier to call out to our clients in high volume, store information, and provide agents with the necessary information they need to make a sale.

  ### 10. Great sales platform with many custom capabilities

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 13, 2020

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

I appreciate that we can customize VanillaSoft to best suit our business needs. Specifically, how wonderful it was to see that together with the help of VS you can really make a change in your organization with the leading software and custom capabilities that is offered by Vanilla Soft.

**What do you dislike about Vanillasoft?**

VanillaSoft can be challenging to use at times specially with its credit card system which does not always process cards correctly. Sometimes my team will need to write down credit card numbers manually instead of the system processing it. I do not know why this keeps happening and at this point we are used to it. How can this be changed?

**Recommendations to others considering Vanillasoft:**

I would just recommend to people that this is truly a software that can meet your needs, and one that cares about your user experience. It is hard to find that in any business software, let alone one that needs to meet all of your B2B needs. Therefore the choice was not hard for us or my team. Also, I appreciate that we can customize VanillaSoft to best suit our business needs. Specifically, how wonderful it was to see that together with the help of VS you can really make a change in your organization with the leading software and custom capabilities that is offered by Vanilla Soft.

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

Problems include slow upload times for contacts, Credit cards not always processing, dashboard analytics showing number of dials but not number of picked up calls. I have not noticed that many problems with the software besides that it can be technically glitchy at times. I have always been impressed with how responsive and helpful the vanillasoft customer support team has been. They are available 24/7 most of the time and if not they will get back to you as quickly as possible. You do not often see that in a company.

  ### 11. Using VanillaSoft in these unprecedented times

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 18, 2020

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

The multiple panels on the calling screen. This without a doubt aids the flow of conversation and the overall user experience. Being able to check and edit key personal info while at the same time having the script open, all on one screen, allows for a streamline and effecient call.
The ability for te platform to work very easily with other tools (in our case it seamlessly was able to make calls using ring central) was invaluable for ease of use.

**What do you dislike about Vanillasoft?**

The software is initially quite an unwelcoming interface, it is not quite as refined and clean as it could be. That said, once you become familiar you get used to the quirks. Also not all information is viewable on the inital landing screen, this is presumably due to limitations of physical space, however should more detail be required, a conprehensive breakdown of prosoects can be reached on other screens

**Recommendations to others considering Vanillasoft:**

Be sure to have a clear goal in mind, as with good direction Vanillasoft really can revolutionise how you make meaningful contacts with people.
Also, before getting going with real people, run some trail attempts to get used to the system

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

We have been using the software to facilitate our annual telephone campaign, this is calling alumni and talking about financial support. It has really helped the speed with which we can get through contacts and has allow a lot more freedom in the way the campaign has been run, especially compared to previous years

  ### 12. Students

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.)

**Reviewed Date:** May 11, 2021

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

I'm able to forward emails from VS to admission reps to set up appointments for our students

**What do you dislike about Vanillasoft?**

The extra emails we get that tell us messages from the system

**Recommendations to others considering Vanillasoft:**

Its a simple applicatino, it self generates based on the information you input and what calls come in.

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

We are getting students in with admission reps and setting appointments for them to get into school.

  ### 13. Flexible and User-friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cris S. | Director of Annual Giving, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2021

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

Three integrated channels of communication

**What do you dislike about Vanillasoft?**

Sometimes the typical sales language doesn't match higher education terminology.

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

It's fantastic for delivering quick seamless messages to alumni.

  ### 14. Helpful tool for outreach.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 16, 2020

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

Using VanillaSoft has allowed my students to be more independent while making calls. They are coding calls more accurately and are able to do follow-ups. Overall our outreach efforts are more organized and more efficient.

**What do you dislike about Vanillasoft?**

Some of the reporting features are complicated. It takes a long time to write a report with the information I wanted displayed in a way that's meaningful to me. I do a lot of trial and error, which works, but is time consuming. It's helpful to know I can't break the system though so I feel comfortable playing around.

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

Our operation has experienced an increase in gifts because the students have access to accurate and updated information. We are able to make more phone calls and process our data changes more quickly than with our previous systenm.

  ### 15. User Friendly

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 17, 2020

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

Vanilla Soft is an application that is very user friendly and makes working from home so much easier. This program is excellent for the one whom works from home.

**What do you dislike about Vanillasoft?**

Vanilla Soft can lag at times during high peak usage.

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

With Vanilla Soft, I am able to get my work done in a timely manner and the benefits are that it is a user friendly application. Being user friendly makes our process go faster. We do not have to spend a great deal of time on something to get it done. Smooth sailing.

  ### 16. System Admin

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2020

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

I use it for the backend processes, but it's very intuitive, and the Support is AMAZING.

**What do you dislike about Vanillasoft?**

Its been pretty solid for my first time using the Software. I have had no issues.

**Recommendations to others considering Vanillasoft:**

Its a solid piece of software, and works as it should.

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

The support section was a little dry, but they have since improved the UI tremendously.

  ### 17. The perfect telemarketing choice

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan W. | Sales Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2021

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

How intuitive all elements of the system are

**What do you dislike about Vanillasoft?**

Managing and extracting data in certain formats

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

Team and performance management

  ### 18. VanillaSoft is my go-to.  I love it!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

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

When you hang up with on lead it auto-calls the next!

**What do you dislike about Vanillasoft?**

"My CRM" is not detailed enough, you have to actually click on leads name to get other info!

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

Quickly go from one lead to the next.  You're able to get in a real good rhythm

  ### 19. Great platform

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 16, 2021

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

I love how simple this CRM system is to use but most importantly the way this CRM stays up to date with the latest info about the industry.

**What do you dislike about Vanillasoft?**

The only dislike I have is the texting is not as useful as other CRM platforms.

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

n/a

  ### 20. First and only CRM

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** August 11, 2020

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

I have used this program daily for around 3 years.  I am fairly familiar with its ins and outs as it is necessary for me to manipulate the leads so that the correct people are seeing the leads that they need to.  I have done much work in the background with contact management and producing and editing result codes.  It is relatively easy to search for specific leads.  Assigning the leads to the correct teams is not difficult once you learn the process.  Also, manipulating the contact management tool to find specific leads based on multiple fields is nice.

**What do you dislike about Vanillasoft?**

Most everything else.  The auto-dial system is spotty at best, with its ability to operate through google chrome intermittent.  My team needs to restart at least once a day due to the slow down that VS causes whilst using the service throughout the day.  This has caused production stopping issues for hours at a time in some cases.  Whereas it seems that the representative are eager to help.  Their script or their access to the system prevents them from being able to assist and solve this issue.  I had an issue with 3 different reps in 3 different locations on 3 separate internet networks all experiencing the exact same issue.  On multiple calls I was told that the issue was my internet connection.  However, at all three locations there were other individuals using the internet with other programs that experience none of the same issues that my team was having.

**Recommendations to others considering Vanillasoft:**

Speak in depth with VS to determine if this system will be what you need.

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

We are using the system to call new leads.  It seems easy to import new lead lists.

  ### 21. It sometimes has a harder time loading which makes it harder to work efficiently.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Beverly  D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 30, 2020

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

I really like how it has our scripts in a convenient place and that we can easily just go to set and use the calendar to know the time difference between you and your client.

**What do you dislike about Vanillasoft?**

I don't like when it tends to load very slow and that we can't see our script once we click yes for a set.

**Recommendations to others considering Vanillasoft:**

It's really easy to use and understand.

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

By having the script there for me to get to easy it makes it so I can usually do really well speaking on the phone and saying what I need to say. I feel like it saves a lot of time with all the questions and everything we need for a call is to get to.

  ### 22. Very satisfied with VS

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 16, 2021

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

The ease of use, responsiveness of support, great all round crm tool

**What do you dislike about Vanillasoft?**

just that my sale lead had overall control of my account nd leads

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

Use of use to interact and get responses from leads. More interactions

  ### 23. Health Insurance agent/advisor

**Rating:** 2.5/5.0 stars

**Reviewed by:** Christine K. | Licensed Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 11, 2020

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

It's easy to use and keeps track of my dials and clients. I can make plenty of calls as long as I like.

**What do you dislike about Vanillasoft?**

The same leads sent back more than once a day.  If a lead is called 10 times a day the lead is frustrated.

**Recommendations to others considering Vanillasoft:**

If you are looking to make lots of calls and keep track of your leads this platform works great, take plenty of notes.

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

It's helped me reach out to lots of prospects without having to look for people.

  ### 24. R Law

**Rating:** 5.0/5.0 stars

**Reviewed by:** Richard L. | Licensed Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 11, 2020

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

The screen format is good and presents the relevant data needed for quick analysis of the lead. The integration of SMS,Email and voice drop is fantastic. That is the most efficient CRM software I have used.

**What do you dislike about Vanillasoft?**

It is somewhat difficult to add new leads as the data entry fields are small.  I would like to review daily CRM for more than two days.

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

Time management, information tracking, client tracking. I have realized greater contact and conversation quality by having the "script" readily available.

  ### 25. Increased our fundraising abilities

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** December 16, 2020

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

This kind of tele-fundraising platform has taken our student-led Phonathon to the next level. We used to be all paper-based in printing our donor cards and calling from office phones. VanillaSoft has enabled us to save in materials costs and streamline the calling process over the internet, which has also improved the number of call attempts in an hours and thus the amount of money we're able to raise per hour.

**What do you dislike about Vanillasoft?**

It can be glitchy some, but the support team is fast and tries to address issues as quickly as they can.

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

Moving from a paper/phone system, to an all online and now especially, caller workers can be virtual at their homes than in our office.

  ### 26. Guides me quickly and easily from start of call to the disposition of the call.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2021

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

Disposition options are plentiful and varied

**What do you dislike about Vanillasoft?**

For those of us who have to dial manually, there should be a "Redial" button.

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

When manually dialing, the keypad often closes before completing the dial.

  ### 27. Easiest CRM I've Ever Used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Suzanne G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 24, 2020

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

The click to dial functionality and the fact that SMS and emails are auto-triggered by result codes

**What do you dislike about Vanillasoft?**

Sometimes Incoming SMS are delayed before they pop up on the screen.

**Recommendations to others considering Vanillasoft:**

If your sales group is primarily telephone and SMS based, then VanillaSoft is for you!!   Fully customizable out of the box and can be set-up and ready in less than a day.  Great product and wonderful support.

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

It allows us to quickly result each lead and move on to the next seamlessly without a lot of unnecessary clicking

  ### 28. VanillaSoft works well for phonathons

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jill H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 18, 2020

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

It is very user friendly and the support is excellent.

**What do you dislike about Vanillasoft?**

I don't find the online knowledge base as user friendly as I would like. I feel like I have to really search to find help with my questions

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

This was an excellent option to moving from a paper phonathon to a computer based one. We no longer have to print 8,000 prospect forms. It is also easy for our callers to enter credit card gifts.

  ### 29. Vanilla Soft

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kisha Y. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2020

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

It is very user friendly and the screens are easy to navigate

**What do you dislike about Vanillasoft?**

I wish the font could be made a little larger

**Recommendations to others considering Vanillasoft:**

Great easy to use software that is reliable and user friendly

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

It is helping to solve issues with finding out how many times a lead has been contacted prior to my call.  It is very beneficial to be able to see previous messages and comments from contacts prior to mine

  ### 30. Awesome program!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shannon I. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2020

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

I like how easy everything is to access and for the most part how quick it is.

**What do you dislike about Vanillasoft?**

I dislike when the program slows down for maintenance but every program needs to do that.

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

There are many benefits: find your stats, helping my prospects with ease, and being able to have everything within a click of a button making it easy for me and a smooth transaction for my prospects.

  ### 31. Satisfied overall

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** November 24, 2020

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

It has multiple areas to store information useful for follow up.

**What do you dislike about Vanillasoft?**

At times it would be nice if the software when sending a call to VS Connect allows me to use the dialpad once the call is active. It would also be nice to have it resize automatically for the screen without having to adjust the bottom bar so it recognizes the change - added responsiveness to the screen size.

**Recommendations to others considering Vanillasoft:**

Always keep them on speed dial. Sometimes things break, and it is good to let them know asap.

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

I am able to call quickly and effortlessly when actually placing the call and leaving notes. It has the benefit of plenty of room for email templates as well.

  ### 32. Best CRM for Large Group

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Outsourcing/Offshoring | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2020

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

Their Dashboard. I can see what my callers activity are, if they are logged in or logged out or if they are idle or not.

**What do you dislike about Vanillasoft?**

That I can't do one time query and change result codes in call history all at the same time.
Routing order and intellective routing are still confusing how it really works. We still have records that aren't being called, so we always end up creating filters because of it.

**Recommendations to others considering Vanillasoft:**

if you are looking to easily dial many records and convenience, this may be right platform for you.

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

Definitely increase in productivity. Because of how easy records are feeding our callers.

  ### 33. Vanilla Soft is the BEST! I use it everyday.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica H. | Sales Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** December 15, 2020

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

Vanilla Soft is very easy to use! It is very fast.

**What do you dislike about Vanillasoft?**

There is really not anything that I dislike about this platform. The support is great.

**Recommendations to others considering Vanillasoft:**

I would highly recommend Vanilla Soft to all of my colleagues.

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

I am able to reach more customers by having the option to email, text and call. I had connection issues and they were resolved right away.

  ### 34. Great CRM for my sales platform.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kaley K. | Field Sales Leader, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2020

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

Quick customer service, easy-to-use platform. I like that I can also monitor my team's activity. Vanillasoft is always trying to improve and make the platform even better.

**What do you dislike about Vanillasoft?**

More integration capabilities would be nice. Other than that I enjoy it.

**Recommendations to others considering Vanillasoft:**

If you want an easy-to-use and effective platform, this has been great.

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

I am able to keep track of my follow ups easily.

  ### 35. VS efficiency

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 10, 2021

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

The system is easy to use and has all the functionality needed

**What do you dislike about Vanillasoft?**

Sometimes there are errors and disconnected calls

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

Live transfers are easy. It synchs on the calendar

  ### 36. Comprehensive but not intuitive

**Rating:** 3.5/5.0 stars

**Reviewed by:** Khristopher V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 15, 2020

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

Ease of use once you figure things out..

**What do you dislike about Vanillasoft?**

I wish I could see all my leads at once and cherry pick the ones I want to address first. I wish a set up tutorial was included.

**Recommendations to others considering Vanillasoft:**

Have some good training to get the most out of it

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

I like that I can swiftly work a lead using multiple communication methods very easily.

  ### 37. Great Software!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ciara C. | Catering Sales Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 18, 2020

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

Very user friendly. Helps keep information streamlined and all in front of you at once.

**What do you dislike about Vanillasoft?**

I wouldn't change anything I think it works fantastically.

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

It helps me to have all of my information needed about the customer in front of me so I don't need to pull any other screens up.

  ### 38. Ease of Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Obi E. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2020

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

VanillaSoft has very simple user interface that allows for easy navigation.

**What do you dislike about Vanillasoft?**

Although the user interface is simple, I do not dislike the VanillaSoft. I would recommend the usage of this software.

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

The problem that is being solved is providing great customer service with all information present while speaking with potential students.

  ### 39. Great system for a business running a call center

**Rating:** 4.0/5.0 stars

**Reviewed by:** Neil S. | Digital Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 28, 2020

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

It's very intuitive in terms of routing leads. The priority system is very clever and it help us work efficiently and effectively. Easy to use for the callers and admin user. All you need is integrate your softphone and you are ready to go.

**What do you dislike about Vanillasoft?**

Does not have SMS feature for Australia and does not have a lot of cloud storage to store documents and files.

**Recommendations to others considering Vanillasoft:**

Use Vanilla Soft if you are running a call center it is very helpful and can save you time. The appointment setting feature is great especially when you integrate it with Google Calendar.

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

We have issues with prioritizing leads considering that we have a lot of potential clients that needs to be called. With Vanilla Soft, it tracks the result history and you can create rules to prioritize the ones that needs to be called first. It also saves times because of the click-to-call feature without the pain of manually dialing a phone number.

  ### 40. The Best Value in Sales

**Rating:** 4.5/5.0 stars

**Reviewed by:** Timothy M. | Ambassador, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 10, 2020

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

VanillaSoft is easy to use and organized!

**What do you dislike about Vanillasoft?**

VanillaSoft can be tough to personalize.

**Recommendations to others considering Vanillasoft:**

Consider the value and the amazing support team offered by VanillaSoft!

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

I am able to contact a large number of people that I would struggle to reach otherwise. For what I invest, my return is seen 10 fold each year!

  ### 41. VanillaSoft has taken my business to the next level and into the 21st century.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Francisco M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2020

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

I love how customizable VanillaSoft is. Compared to similar CRMs and Dialers, VanillaSoft is customizable to my exact specifications and the way I like to do things.  I am not a computer engineer and I do not know how to script, but VanillaSoft is so easy to customize that even I can do it.

The dialer is fast, and accurate. Importing leads is quick and easy.

Creating rules for lead scoring is intuitive and effective.

Thanks to VanillaSoft, my followup has increased tremendously.  It used to be more cost effective to not followup with "maybes" and chase a new "yes." Now I can cultivate relationships with potential customers in the future.

**What do you dislike about Vanillasoft?**

VanillSoft is priced well but I do not like the value added things. I don't like that I have to pay more for call recording or changing my area code.  However the price is fair and comparable to the market.

I also wish I could use hot keys to disposition my leads, it may be a feature but I haven't figured it out.

I also do not like that i cannot integrate VanillaSoft with Chrome.  It seems odd that in this day and age I have to use Firefox.  Chrome requires permission to dial out on VanillaSoft's softphone before ever. single. dial.  I downloaded and have been using firefox for the first time in like 5 years.

**Recommendations to others considering Vanillasoft:**

Do it. Try it out.  VanillaSoft is the reason my business survived Covid-19.  If you want to use a CRM and Dialer that is customizable and routes your calls in the most efficient way to call then buy VanillaSoft. If you are looking to transition to online or phone sales, then buy VanillaSoft.

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

Working with seniors, covid-19 directly interfered with my ability to prospect.  I was unable to leave my home for 2 months, and being self employed I was not illegible for disability.   I went to work creating a true work from home system that I will carry with me long after covid-19 is gone.  VanillaSoft has cut my prospecting expenses so much that I will never return to the traditional method of routing and doorknocking.  I love the ability to make notes on all of my clients and use it as a true CRM and a dialer.  Because of VanillaSoft I am not chasing after the "yes" every time.  A maybe is just as good because I can cultivate a relationship with potential customers which will make them a better more long lasting customer in the future.

  ### 42. All in one system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley P. | Field Underwriter and Hiring Manager , Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2020

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

I love how its everything I didn't think I needed in a dialer/CRM system. Intellectual routing blows me away. It is a simple click, call, next lead so the thinking is done by the system, not the individual. I can easily schedule appointments, follow ups, keep detailed notes all in one spot. I love the templated text messages and emails I can save and send with one click.

**What do you dislike about Vanillasoft?**

Sometimes I have to log in 2-3 times, possibly a simple glitch. It does have a learning curve, it takes a couple of weeks to get use to all the features.

**Recommendations to others considering Vanillasoft:**

For an everything in one system, it's well worth the price.

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

I am able to call more clients in a day than dialing straight from my cell phone. It has increased my productivity 10x. I am in a business of volume. Being able to increase the number of people I am able to call also increases my profitability.

  ### 43. Best in Class Dialing Software and CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michelle P. | Managing Partner, Enterprise (> 1000 emp.)

**Reviewed Date:** December 15, 2020

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

Ability to send SMS or Email with pre populated scripts.

**What do you dislike about Vanillasoft?**

I am not sure...I like like this software.

**Recommendations to others considering Vanillasoft:**

Go for it!

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

Right, now I can't change any of the scripts and I guess I'll have to call VS for help as my phone # and other information is incorrect.

  ### 44. Vanilla Soft Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sabrina T. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 10, 2020

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

Ability to hold and manage all leads in one CRM.

**What do you dislike about Vanillasoft?**

Would like the ability to call from saved phone numbers I use for text messages.

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

Helps manage notes and follow up for all of my leads. Love that I can view calendar to ensure I'm on top of appointments and callbacks.

  ### 45. Compreshensive CRM

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 17, 2020

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

All of the information for contact in on the same page.

**What do you dislike about Vanillasoft?**

You have to pay extra for admin privileges.

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

I have figured out all the features in VanillaSoft that I was having problems with.  Recording feature, email and text templates and status features are unparalleled.

  ### 46. Excellent Platform and Superioir Customer Service!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eduardo M. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 11, 2020

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

The links to vast resources, dialer setups, and ease of use.

**What do you dislike about Vanillasoft?**

Amazingly can't think of any at the moment.

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

The ease of which I can send information through the many resources available have been great.  I also find resulting prospects , setting appointments and transfers very convinient.

  ### 47. Health Sales Broker

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex U. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 15, 2020

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

How easy it is to call clients back to back.

**What do you dislike about Vanillasoft?**

Sometimes it freezes up. There are times when it signs you out out of nowhere

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

I am able to complete hundreds of more dials a month than if I had to do it manually.

  ### 48. I Love VanillaSoft

**Rating:** 5.0/5.0 stars

**Reviewed by:** Diamond J. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2020

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

everything needed is in plain sight, very easy to navigate.

**What do you dislike about Vanillasoft?**

sometimes it freezes and causes us lose leads.

**Recommendations to others considering Vanillasoft:**

try to learn every feature cause it is a lot to do and simple to use.

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

easier way to contact potential leads

  ### 49. VS FOR YOUR BIZ

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gigi J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2020

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

VS is very easy to use, and intuitive. I like that we can control calling.

**What do you dislike about Vanillasoft?**

I dislike the fact that VS is not HIPAA compliant

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

VS is helping us solve how to contact and track contact efforts for our clients

**Official Response from Bergen Wilde @work:**

> Hi Gigi, thank you for your review.
You will be pleased to know that VanillaSoft is HIPAA compliant!
We were certified compliant by the Compliancy Group which can be verified on their website. 
If you have any other questions about HIPAA, please don't hesitate to contact the VanillaSoft support team. 

  ### 50. Works well and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sara P. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 10, 2020

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

It's extremely user friendly.  I'm technologically challenged and I have no problems with using it.

**What do you dislike about Vanillasoft?**

I wish there were a way to get out of a record without a result code

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

The ability to do the progressive dials is a huge time saver.


## 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?page=10&section=pricing&secure%5Bexpires_at%5D=2026-07-26+00%3A08%3A22+-0500&secure%5Bsession_id%5D=7183a545-ed7e-4bf1-a036-47152fe1adb0&secure%5Btoken%5D=a0dc4e023430eaeeea59ad7d3a72245b366a6fb050f6f659a2cf8864e094e733&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)
  - [ChurnZero](https://www.g2.com/products/churnzero/reviews)
  - [Ellucian CRM Advancement](https://www.g2.com/products/ellucian-crm-advancement/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [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

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context

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

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Management**
- Conversion Viability
- Workflow

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Generative AI**
- AI Text Generation

**Platform**
- Data Synchronization
- Analysis

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

## Top Vanillasoft Alternatives
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