--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find **VanillaSoft very easy to use** , appreciating its intuitive features that streamline outbound calling and note-taking. [(62 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405632&qs=pros-and-cons#reviews) Users appreciate the **intuitive interface** of Vanillasoft, making navigation and learning a breeze for everyone. [(23 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405359&qs=pros-and-cons#reviews) Users appreciate the **ease of use** of VanillaSoft, highlighting its straightforward interface and effortless navigation. [(22 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405530&qs=pros-and-cons#reviews) Users value the **time-saving capabilities** of VanillaSoft, enhancing productivity through efficient navigation and easy scheduling. [(22 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1402309&qs=pros-and-cons#reviews) Users appreciate the **user-friendly lead organization** of Vanillasoft, simplifying outreach through accessible contact details and integrated communication. [(21 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405869&qs=pros-and-cons#reviews) Users often face **slow loading times** that hinder workflow and delay moving to the next lead. [(15 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1406171&qs=pros-and-cons#reviews) Users find the **call issues** with Vanillasoft problematic, particularly regarding mobile dialing and call prioritization. [(13 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405317&qs=pros-and-cons#reviews) Users experience occasional **slow performance** with Vanillasoft, including lag and delays between dials. [(12 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1404611&qs=pros-and-cons#reviews) Users note a **lack of flexible report features** in VanillaSoft, impacting their reporting efficiency and experience. [(10 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=2280392&qs=pros-and-cons#reviews) Users experience frustrating **connectivity issues** with VanillaSoft, leading to embarrassing dropped calls and unreliable performance. [(9 mentions)](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1406364&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Vanillasoft ##### 1. Ease of Use Users find **VanillaSoft very easy to use** , appreciating its intuitive features that streamline outbound calling and note-taking. [ See 62 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405632&qs=pros-and-cons#reviews) See Related User Reviews SM scott m. Small-Business (50 or fewer emp.) 5.0/5 "VANILLA SOFT REVIEW" What do you like about Vanillasoft? Great support and AI features have been added since last review given. These are all working well along with the regular parts of the CRM system. ![Anjill T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anjill T.") AT Anjill T. Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly CRM with Efficient Lead Management" What do you like about Vanillasoft? I like using VanillaSoft as a CRM tool for cold calling because it eliminates time wasted through its queue-based lead management, ensuring there are ##### 2. Intuitive Users appreciate the **intuitive interface** of Vanillasoft, making navigation and learning a breeze for everyone. [ See 23 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405359&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Easily Navigatable, Modular, and Customizable—Plus Strong Privacy and Backup History" What do you like about Vanillasoft? It's easily navigatable, a lot of list and organization for each tabs. I find it really modular, with each view expandable and customizable allowing f ![Jeff J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff J.") JJ Jeff J. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Integration and Effective Lead Management" What do you like about Vanillasoft? I like VanillaSoft's disposition options and the comment section for taking notes. The timestamps for every call are helpful as they provide a paper t ##### 3. Simple Users appreciate the **ease of use** of VanillaSoft, highlighting its straightforward interface and effortless navigation. [ See 22 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405530&qs=pros-and-cons#reviews) See Related User Reviews ![nicholas B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "nicholas B.") NB nicholas B. Small-Business (50 or fewer emp.) 5.0/5 "Excellent user friendly CRM tool" What do you like about Vanillasoft? Very simple and user friendly platform and very reliable contractability of leads. ![phoebe g.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "phoebe g.") PG phoebe g. Small-Business (50 or fewer emp.) 4.0/5 "Effective Call Management with Minor Glitches" What do you like about Vanillasoft? I like how you can see all of the contact information on file, and it's very easy and accessible to use. It wasn't hard to navigate, and it makes Vani ##### 4. Time-saving Users value the **time-saving capabilities** of VanillaSoft, enhancing productivity through efficient navigation and easy scheduling. [ See 22 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1402309&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 3.0/5 "Good potential, tough rollout timing during AEP" What do you like 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 ![Susan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Susan S.") SS Susan S. Mid-Market (51-1000 emp.) 5.0/5 "BDC" What do you like about Vanillasoft? It is easy to navigate, learn, and runs efficiently ##### 5. Lead Generation Users appreciate the **user-friendly lead organization** of Vanillasoft, simplifying outreach through accessible contact details and integrated communication. [ See 21 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405869&qs=pros-and-cons#reviews) See Related User Reviews ![nicholas B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "nicholas B.") NB nicholas B. Small-Business (50 or fewer emp.) 5.0/5 "Excellent user friendly CRM tool" What do you like about Vanillasoft? Very simple and user friendly platform and very reliable contractability of leads. ![Julia P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julia P.") JP Julia P. Enterprise (\> 1000 emp.) 5.0/5 "Effective Lead Management with Room for Improvement" What do you like about Vanillasoft? I like that VanillaSoft has all the contact information I need and allows me to call and email leads. This feature is really convenient for managing m ### 5 Cons or Disadvantages of Vanillasoft ##### 1. Slow Loading Users often face **slow loading times** that hinder workflow and delay moving to the next lead. [ See 15 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1406171&qs=pros-and-cons#reviews) See Related User Reviews ![Brandi W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandi W.") BW Brandi W. Mid-Market (51-1000 emp.) 4.5/5 "Best App I've used!" What do you dislike about Vanillasoft? maybe include AI coaching, and note/summary's ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Easily Navigatable, Modular, and Customizable—Plus Strong Privacy and Backup History" What do you dislike about Vanillasoft? The most annoying part of each modular is the scroll function, where it would be janky to say the least and would sometimes bugged out when clicked to ##### 2. Call Issues Users find the **call issues** with Vanillasoft problematic, particularly regarding mobile dialing and call prioritization. [ See 13 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1405317&qs=pros-and-cons#reviews) See Related User Reviews ![Anjill T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anjill T.") AT Anjill T. Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly CRM with Efficient Lead Management" What do you dislike about Vanillasoft? I think, some bug issues are occurring more often lately, just lag issues I guess. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 0.5/5 "Unreliable Calling Feature, Frustrating Experience" What do you dislike about Vanillasoft? I really don't like that VanillaSoft Connect barely works. It drops in and out all the time, making me look unprofessional on calls. They always blame ##### 3. Slow Performance Users experience occasional **slow performance** with Vanillasoft, including lag and delays between dials. [ See 12 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1404611&qs=pros-and-cons#reviews) See Related User Reviews ![Brandi W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandi W.") BW Brandi W. Mid-Market (51-1000 emp.) 4.5/5 "Best App I've used!" What do you dislike about Vanillasoft? maybe include AI coaching, and note/summary's ![Rick S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rick S.") RS Rick S. Mid-Market (51-1000 emp.) 4.0/5 "Efficient Call Management with Minor Technical Glitches" What do you dislike about Vanillasoft? Sometimes VS Connect has issues where I have to force quit multiple times on Mac OS for it to recognize my headset microphone or even my Mac's interna ##### 4. Missing Features Users note a **lack of flexible report features** in VanillaSoft, impacting their reporting efficiency and experience. [ See 10 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=2280392&qs=pros-and-cons#reviews) See Related User Reviews ![Janene B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Janene B.") JB Janene B. Small-Business (50 or fewer emp.) 5.0/5 "Still Loving It" What do you dislike about Vanillasoft? I can't always get what I need for a detailed report to send to a client. I would like to be able to tell it exactly what fields I would like put int MP Mythri P. Small-Business (50 or fewer emp.) 5.0/5 "Easy to Understand and Use" What do you dislike about Vanillasoft? It is slow at times and features are not very flexible ##### 5. Connectivity Issues Users experience frustrating **connectivity issues** with VanillaSoft, leading to embarrassing dropped calls and unreliable performance. [ See 9 mentions ](https://www.g2.com/products/vanillasoft/reviews?filters%5Bsentiment_snippet%5D=1406364&qs=pros-and-cons#reviews) See Related User Reviews ![Anjill T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anjill T.") AT Anjill T. Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly CRM with Efficient Lead Management" What do you dislike about Vanillasoft? I think, some bug issues are occurring more often lately, just lag issues I guess. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 0.5/5 "Unreliable Calling Feature, Frustrating Experience" What do you dislike about Vanillasoft? I really don't like that VanillaSoft Connect barely works. It drops in and out all the time, making me look unprofessional on calls. They always blame ![Leonardo T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leonardo T.") LT Leonardo T. Small-Business (50 or fewer emp.) 6/25/2026 "All-in-One Solution with Excellent Support" 5/5 What do you like best about Vanillasoft? I use VanillaSoft for work and find it to be an easy-to-use and reliable platform. It helps streamline our workflow effectively, allowing us to keep track of each customer and contact them directly from the same platform. This also helps in maintaining information for internal purposes while keeping track of daily tasks and time. The platform is an all-in-one solution which is valuable for improving efficiency and staying organized for each project and campaign we offer. Customer care is amazing, always responding promptly to any issue, like the phone connection issue we had which they fixed quickly. The initial setup was easy and our IT department found it helpful. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? The only issue we had was a VanillaSoft phone connection and showing agents unavailable but it was fixed promptly after contacting customer care. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? I use VanillaSoft to keep our CX database organized, manage dispositions, and streamline communication. It's an all-in-one platform that helps track daily tasks, contact customers directly, and maintain info efficiently. It's a valuable tool for improving efficiency and organization in projects and campaigns. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-13030669/official_response/edit) Thanks for the review Leonardo, I appreciate you taking the time to write! "All-in-one solution with excellent support" - thats a about the nail on the head of what we are going for! Validated ReviewerSource: G2 invite on behalf of seller ![Drishti P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Drishti P.") DP Drishti P. annual fund ambassador Small-Business (50 or fewer emp.) 6/23/2026 "VanillaSoft Streamlines Outreach and Follow-Ups, Saving Hours Each Week" 4.5/5 What do you like best about Vanillasoft? VanillaSoft has significantly improved my productivity by streamlining outreach and follow-up tasks in one platform. The queue-based lead management system is one of the most valuable features, as it automatically prioritizes contacts and eliminates the time spent deciding who to call next. This allows me to focus more on conversations and less on administrative work. The integrated calling and email tools make it easy to communicate with prospects without switching between multiple applications. I also appreciate the detailed reporting and activity tracking features, which help me monitor performance and identify areas for improvement. One unexpected benefit has been how much easier it is to stay organized during high-volume calling campaigns. Automated reminders, call notes, and follow-up scheduling ensure that no lead falls through the cracks. Overall, VanillaSoft has helped me manage my workflow more efficiently, increase outreach consistency, and save several hours each week that would otherwise be spent on manual tracking and organization. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? While VanillaSoft is very effective for managing outreach and follow-up workflows, there are a few areas that could be improved. The user interface can feel somewhat dated compared to newer CRM and sales engagement platforms, and certain settings can take time to learn for new users. Reporting is useful, but customizing reports and extracting specific insights can sometimes be less intuitive than expected. Additionally, when working with large volumes of records, navigating between screens or updating information may require more clicks than necessary. That said, these issues have not significantly impacted my ability to use the platform effectively, and the overall productivity benefits outweigh the drawbacks. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? VanillaSoft solves the challenge of managing a large volume of outreach and follow-up activities efficiently. Before using the platform, it was easy to lose track of contacts, miss follow-ups, or spend too much time organizing call lists. The queue-based system automatically prioritizes records and guides me to the next task, allowing me to focus on conversations rather than administrative work. For my role, this has improved productivity by helping me handle more calls in less time while ensuring that every interaction is properly documented. Features such as call notes, follow-up scheduling, and activity tracking keep information organized and make it easier to maintain consistent communication. As a result, I am able to work more efficiently, stay organized, and provide a better experience for the people I contact. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-13002041/official_response/edit) Hi Drishti - thank you so much for writing such a detailed review! You are SO right about the user interface, but I can tell you that an updated UI is coming soon. I am so glad to hear of the unexpected benefit of staying on top of high-volume calling times - Vanillasoft DOES work really well for that - high volume outreach when the records really matter is core to what we are trying to do. I am so glad that its working well for you! Validated ReviewerSource: G2 invite on behalf of seller ![Verified User in Business Supplies and Equipment](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Business Supplies and Equipment") UB Verified User in Business Supplies and Equipment Small-Business (50 or fewer emp.) 6/23/2026 "Easy to Navigate, but Frequent Crashes and Freezes Hurt Reliability" 1/5 What do you like best about Vanillasoft? It is a pretty straightforward interface. Easy to navigate my way through it and manage it daily . Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? It's a very unreliable platform. It crashes regularly. It often freezes up. It doesn't time keep the way it should. Sometimes you'll click to look at your worked hours and it will tell you it's unavailable. Then you click again and it's a blank white screen. The response from customer service is usualy the same--clean out your cache--but it's always sort of working poorly. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? I don't think it does anything outside of the norm for a basic stripped down crm. Perhaps my organization doesn't use it to its full potential, but given that it's as buggy as it is in it's stripped down execution, I'd be afraid to get deeper in the weeds. Just yesterday it sent a call result to the wrong client. That was a first, but unpredictible things happen alo the time with vanillasoft Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-12999184/official_response/edit) Hi there - thanks for your honesty on this - and you are right, we did have some stability issues this spring. Upgrades to our platform should have them resolved. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Joslyn A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joslyn A.") JA Joslyn A. Optical Assistant Small-Business (50 or fewer emp.) 4/14/2026 "Efficient CRM for Student Management, Needs Better Email Tracking" 3/5 What do you like best about Vanillasoft? I use VanillaSoft as a CRM for students, and I like how it carefully organizes touch points to keep both students and me on track for starting school. I like that you can set timed reminders and events way out. It's really useful because even if I have 20 things to do, a reminder will prompt me to complete a task that I might otherwise forget. Also, I found the initial setup to be extremely easy. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? The email through the app doesn't notify you when the app email has been responded to. I'm honestly not even sure it's sent. We need to be able to follow the lifecycle of an email sent through the app, like when it's delivered, read, and responded to, or if it's ignored. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? VanillaSoft organizes student touch points, keeping us on track. It lets me set reminders for tasks so they don't get forgotten. Review collected by and hosted on G2.com. Show More 6/22/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Anjill T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anjill T.") AT Anjill T. Business Development Specialist Mid-Market (51-1000 emp.) 10/28/2025 "User-Friendly CRM with Efficient Lead Management" 5/5 What do you like best about Vanillasoft? I like using VanillaSoft as a CRM tool for cold calling because it eliminates time wasted through its queue-based lead management, ensuring there are no wasted leads. It's user-friendly and easy to navigate, making it simple to result every lead right after a call. The access to call recordings is great, and the initial setup is as easy as 123. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? I think, some bug issues are occurring more often lately, just lag issues I guess. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? I use VanillaSoft for cold calling. It eliminates time wasted by using queue-based lead management, ensuring no leads are wasted. It's user-friendly, making it easy to result every lead after calls and access call recordings. Review collected by and hosted on G2.com. Show More 6/20/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Olivia C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Olivia C.") OC Olivia C. Annual Giving Manager Mid-Market (51-1000 emp.) 6/30/2026 "Affordable, Robust Calling Platform — Powerful Features but Outdated UI & Heavy Onboarding" 3.5/5 What do you like best about Vanillasoft? The pricing is very friendly and makes it doable for a small team to acquire a calling software. The system is robust and has a lot to offer. Unfortunately, we don't have enough data to make the best of Vanilla Soft. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? The interface is not that friendly and looks outdated. While our AM was dedicated and responsive, we found the onboarding/training overwhelming at times. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? Before using Vanilla Soft, we didn't have a secure and effective place for students to access the calling pool. Vanilla Soft has proven to be a friendly alternative for callers to access data and create follow-up comms. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-13048982/official_response/edit) Thanks for taking the time to write a review Olivia, I appreciate it! (and stay tuned for a an update to the interface UI that is long overdue, coming soon!) Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Jeff J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff J.") JJ Jeff J. Insurance Agent/Broker Mid-Market (51-1000 emp.) 4/24/2025 "Effortless Integration and Effective Lead Management" 5/5 What do you like best about Vanillasoft? I like VanillaSoft's disposition options and the comment section for taking notes. The timestamps for every call are helpful as they provide a paper trail if a prospect 'forgets' a conversation. The notes being saved and transposed into Google Calendar when integrated make appointment setting and follow-ups a breeze. The initial setup was cake, indicating ease of use. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? VanillaSoft could be better at filtering for bogus names and phone numbers that have all the same numbers. Sometimes there are things on there that obviously shouldn't be, and I experience the occasional disconnect from phone calls without explanation. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? VanillaSoft handles asking for PPI, demographic info, and prevents calls to my personal cell. It eases appointment setting and follow-ups by saving notes to Google Calendar. Timestamps help with lead attrition, acting as a paper trail if a prospect forgets. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-11082109/official_response/edit) Thats great to hear Jeff - thanks for the review! 4/15/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Bushra M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bushra M.") BM Bushra M. Sales Specialist Small-Business (50 or fewer emp.) 6/29/2026 "Simplifies Call Center Operations, Minor Glitches Present" 4/5 What do you like best about Vanillasoft? I feel like VanillaSoft is easier to use and it operates our calls and makes our tasks easier. It basically solves our problem without having to do a lot of manual work. I like how straightforward and simple it is to use, and how compliant it is. There's almost never any issues with the calls, so it's good. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? I think it should be that the calls don't get glitched out. Sometimes the information gets mixed up or the calls glitch, or the other party is unable to hear us or we're unable to hear them. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? VanillaSoft makes calling for our call center easy, with seamless operation and direct calling without issues. It simplifies tasks, eliminates manual work, and is straightforward and compliant, resulting in almost no call issues. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-13043869/official_response/edit) Thanks for taking the time to write a review for us Bushra; I am so glad to hear that we are making your tasks with calls easier without a lot of manual work. Validated ReviewerSource: G2 invite on behalf of seller ![Mikey E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mikey E.") ME Mikey E. Benefits advisor Small-Business (50 or fewer emp.) 6/18/2026 "Slow Performance and Setup Challenges, but Automatic Features Useful" 2.5/5 What do you like best about Vanillasoft? I like VanillaSoft's automatic feature to send out text and emails. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? It's super laggy. It's super slow. It sometimes goes off at the last second. The connection to clients is sometimes not stable either. The setup took a few days, and the support didn't really know what they were doing. I had to connect with a supervisor who fixed it in two minutes. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? I use VanillaSoft for making dials to clients, and I like its automatic feature to send out texts and emails. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-12980058/official_response/edit) Hi Mikey, I appreciate you taking the time to write a review. I'm sorry to hear that your onboarding was rocky, resolved though it is. Glad to hear that the automation work is helping! 7/7/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Franchesca V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Franchesca V.") FV Franchesca V. Small-Business (50 or fewer emp.) 5/4/2026 "Complicated Features, Potential for Improvement" 1.5/5 What do you like best about Vanillasoft? I use VanillaSoft for keeping track of my clients and follow-up timings. It prompts me to follow-up with clients at the appropriate time or when I have asked the system to remind me. Initial setup was not difficult. Review collected by and hosted on G2.com. What do you dislike about Vanillasoft? The advanced features are very complicated to use. Setting up automatic texting and automatic emails is pretty difficult. I can't pull in my personal calendar into my HealthMarkets calendar so all appointments are on one calendar. Therefore, I don't use the calendar link in VanillaSoft for my clients to make appts. I have subscribed to Calendly for this. I thought VanillaSoft was going to provide that ability, but it doesn't. An additional dislike - is the duplicate client entries. I constantly have to merge to clean that up, and they just keep happening. So there are still some glitches. Honestly, I would not recommend it at this point. Review collected by and hosted on G2.com. What problems is Vanillasoft solving and how is that benefiting you? VanillaSoft prompts me to follow-up with clients at the appropriate time, helping me manage follow-up timings effectively. Review collected by and hosted on G2.com. Show More Response from James Bishop of Vanillasoft [Editedit](https://www.g2.com/survey_responses/vanillasoft-review-12747171/official_response/edit) Hi Franchesca - thank you for taking the time to write a review for us - I'm sorry that its not meeting the expectations that you had. We can probably have someone on our team get in touch to see if there is anything we can do to help further. Absolutely reach out to our support team if you would like to give first-hand feedback and talk to your account team. 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