--- 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. Make managing your leads a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Executive Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** VanillaSoft is easily compatible with all of the marketplaces I use for leadgen. When my leads turn on in an exterior platform that are routed with ease to Vanillasoft and all information is stored for my clients. The platform is easy to track on outreach, results of call, notes on the contact, and keeps everything streamlined for future use. The calendar feature for callbacks helps keep myself as well as agents who I have had as runners organized of when they have soft touchpoints with clients to check in. **What do you dislike about Vanillasoft?** The routing and wait times on the system give a feeling of clunkiness and a bit of an outdated feeling. Lack of customer support on the weekend when agents are working around the clock can be challenging when you need an answer to a question with immediacy. **What problems is Vanillasoft solving and how is that benefiting you?** Tracking leads, consistent touch points with leads with them being routed within a given schedule to ensure that they are reached out to increases likelihood of sales. Organization is everything in sales. ### 2. Efficient, Fast-Paced Sales Tool with One Small Scheduling Quirk Ask ChatGPT **Rating:** 4.0/5.0 stars **Reviewed by:** McGarrity H. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** VanillaSoft is a powerful platform for high-volume outbound sales. I find it easy it is to stay organized with lead routing, scripts, call tracking, and follow-ups all in one place. The interface is fast and efficient, and I can knock out hundreds of dials a day without getting bogged down. It keeps me moving, and that's critical in my line of work. **What do you dislike about Vanillasoft?** The only real frustration I have is with the follow-up scheduling flexibility. If I set an appointment and the prospect doesn’t answer, I can’t just shift them into a "try again in a few hours" bucket easily. I have to reschedule every follow-up attempt manually, which slows me down a bit. It would be great to have more dynamic control over no-shows or quick reschedules. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me manage a massive volume of outreach without losing track of leads. It solves the problem of follow-up fatigue by keeping my next step clear and automated. When I'm having to make multiple calls per minute, it keeps me focused and moving. That means more conversations, less admin, and higher close rates. ### 3. Easy Setup, Efficient Alumni Access **Rating:** 5.0/5.0 stars **Reviewed by:** Angela C. **Reviewed Date:** January 21, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft and find it incredibly easy to use and access, which is great for my job. The comments section is really helpful as it allows us to write notes and detail what our alumni say during phone calls. Plus, the initial setup of VanillaSoft was very easy and smooth. **What do you dislike about Vanillasoft?** A lot of times the phone calls say failed to establish a call. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft is an efficient way for me to access alumni at work. It's easy to use, allowing me to take detailed call notes with its comments section. **Official Response from James Bishop:** > Hi Angela - thanks for taking the time for your review, we really appreciate it! It sounds like we are helping you be more effective and efficient, as being easy to use should do! Sorry to hear about the calls not establishing correctly. Drop a line to our support team - they always want to hear whats going on and how they can help. ### 4. Effortless CRM with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Connor M. **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft for its ease of use, especially how it simplifies script usage by integrating scripts directly into the interface rather than needing a separate webpage or document. The initial setup was no trouble at all. **What do you dislike about Vanillasoft?** Much of the processes could be set up to be automated, more notifications to prospects regarding appointment times and their dates. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps with scheduling, categorizing, and tracking the state of prospects in the enrollment process. It's easy to use and allows me to integrate scripts directly on the interface, which is convenient. **Official Response from James Bishop:** > Hi Connor - thanks for your review! We're happy to hear that Vanillasoft makes things easier for you. There are lots of things that we can automate for you - maybe there are some tweaks we can help you make? If not, we would love to hear more about what would make your automation work better - our support team are the best place for either! ### 5. 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. ### 6. Timely Leads and Easy Disposition, But Needs Integrated Live Calendar **Rating:** 3.5/5.0 stars **Reviewed by:** josue c. | Insurance Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** I like that the leads come in with good timing, I like the easy way to disposition it. **What do you dislike about Vanillasoft?** I would like to see a callback or a new appointment calendar built in to the platform without having to switch pages ... aka doing it while on the call live through an interactive calendar **What problems is Vanillasoft solving and how is that benefiting you?** Easy way to dial without having to punch in numbers and end current calls to start the next call.. as well as some information coming in. Wish it was more populated with different information and make it an updated modern look ### 7. Effortless Sales Connection with VanillaSoft **Rating:** 4.0/5.0 stars **Reviewed by:** Urja D. | Student Ambassador at the Office of Annual Giving in Development & Alumni Relations **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** I appreciate VanillaSoft for the ease of use when it comes to handling my sales work. I value the comments feature, which lets me leave and review important notes. I also find it really helpful that I can go back into my CRM whenever needed. The initial setup was super easy, and I love how flexible it is in terms of working with the different ways I want to tweak it. **What do you dislike about Vanillasoft?** maybe ease of communication with IT **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me with the problem of connection with users and customers. **Official Response from James Bishop:** > Hi Urja - thank you for the review! So glad to hear that Vanillasoft is helping you out and making your days more efficient! ### 8. Great for Follow-Ups, But Glitches and Lead Filtering Issues Hold It Back **Rating:** 2.0/5.0 stars **Reviewed by:** Tierra M. | Health Insurance Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Vanillasoft?** Easier follow ups and less manual tracking needed **What do you dislike about Vanillasoft?** It’s glitchy. My appointments disappear sometimes and it’s really hard to filter my leads **What problems is Vanillasoft solving and how is that benefiting you?** Appointment times are all wrong **Official Response from James Bishop:** > Hi Tierra - thanks for your review. I'm glad to hear that we are making things easier for your follow-ups and manual tracking. I am surprised that your appointment setting is performing as you say. I am sure you must have, but just to check - have you checked with Support on that? There might be a configuration issue going on that is hiding somewhere? ### 9. Easy to Customize and Navigate for Our Company’s Needs **Rating:** 5.0/5.0 stars **Reviewed by:** madison s. | Student Philanthropy Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** I like how easy it is to customize it to our company’s needs and how to navigate it **What do you dislike about Vanillasoft?** Sometimes it lags and I need to refresh my browser to have accurate data **What problems is Vanillasoft solving and how is that benefiting you?** They have really good caller service if we have questions and it helps me monitor all associates at once **Official Response from James Bishop:** > Hi Madison - thanks for your review! We are happy to hear that Vanillasoft is working well for you. Sorry to hear about the lagging - sometimes that might be us, sometimes that might be internet connection - check out our status page to see if its us. ### 10. Easy to Use and Manage Callers for Work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I use it for work and it's easy to use and manage callers **What do you dislike about Vanillasoft?** Sometimes the voice drop takes a while to work or sometimes it doesn't work at all. **What problems is Vanillasoft solving and how is that benefiting you?** They help to manage different participant groups like alums, prospective donors, past donors, etc **Official Response from James Bishop:** > Hi there - thanks for taking the time to write us a review! So glad to hear that we make managing callers easier! ### 11. Efficient and Reliable for Daily Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Alicia B. | Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** efficiency can lead to contacting customers quicker and improve service **What do you dislike about Vanillasoft?** Can be a slow system some days can delay getting out information **What problems is Vanillasoft solving and how is that benefiting you?** Being able to keep track on who needs to be contacted and who needs to be spoken to in regards to updates, schedule etc **Official Response from James Bishop:** > Hi Alicia B - thanks for your review! We aim to have customers contacted quicker, so its good to hear that is working well for you! System slow-downs can be a pain - and frankly, complicated as well. Check our status page to see if there is something happening on our side, sometimes its internet latency as well. ### 12. Unreliable Calling Feature, Frustrating Experience **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** organization **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 it on the 'servers' or some other excuse. It's embarrassing when it doesn't work as advertised, even though it could be great if it did. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for organizing my clients, but VS Connect is unreliable, impacting my professionalism during calls. **Official Response from James Bishop:** > Hi and thanks for your review. You are right, our customers were impacted by a series of intermittent outages with our legacy VoIP platform in February. Our team took immediate steps to diagnose, find a solution, and migrate our customers to an upgraded VoIP platform. We have observed substantial improvement in uptime, system stability and reliability since. The outages were frustrating for everyone, and the solution took a bit of time, but these issues are resolved. ### 13. Auto-Save and Click-to-Dial Make Work Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** I like how it automatically saves the work that you enter and how it’s connected to the vs phone system so that you can click and auto dial **What do you dislike about Vanillasoft?** How slow it could be at times. The delay **What problems is Vanillasoft solving and how is that benefiting you?** Manually dialing numbers. Saves me a lot of time in between phone calls **Official Response from James Bishop:** > The work-saving and data collection is a great feature for sure - thanks for taking a moment to write a review! ### 14. Easy Caller Progress Tracking and Daily Reports, but Could Use a Visual Refresh **Rating:** 3.5/5.0 stars **Reviewed by:** Jonathan Y. | Director of Annual Giving, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** Easy to use and view caller progress. It also has great reports that we use on a daily basis. **What do you dislike about Vanillasoft?** The platform feels a bit outdated and could use a visual refresh. **What problems is Vanillasoft solving and how is that benefiting you?** It allows our students a way to reach out to our alumni to fundraise. **Official Response from James Bishop:** > Hi Jonathan - thanks for the review! Glad to hear that we are working out well for you with the tracking and reporting. No argument on the dated feeling - there are updates coming, stay tuned! ### 15. User-Friendly but Stability Needs Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Rey S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft because it's easy to use and I find the UI interface contributes to the ease of the software. **What do you dislike about Vanillasoft?** Sometimes it crashes and doesn't work. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for calling alumni and managing the database. It's easy to use. **Official Response from James Bishop:** > Hi Rey - thanks for writing a review, I appreciate you taking the time. We did have an unfortunate series of outages early this spring. We migrated to a new VoIP platform and the stability issues that we had have been solved. I am glad that you find us easy to use! ### 16. Fast Same-Day Issue Fixes Keep Us Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about Vanillasoft?** Issues are fixed within the work day so we can get back to work quickly. **What do you dislike about Vanillasoft?** The website seems old and could use a new look. **What problems is Vanillasoft solving and how is that benefiting you?** It solves issues with voicemails and calls actually going thru which makes my shifts easier **Official Response from James Bishop:** > Hi - thanks for the review! You are so right about the look and feel of the app. Good news is: change is coming real soon! ### 17. Easy Donor Lookup with Quick, Accessible Buttons **Rating:** 5.0/5.0 stars **Reviewed by:** Kylie T. | Engagement Center Ambassador, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I think how easy it is to find information and locate donors through easy access buttons **What do you dislike about Vanillasoft?** Sometimes it randomly closes me out or refreshes the screen to different scripts mid call **What problems is Vanillasoft solving and how is that benefiting you?** It helps me solve all problems I encounter **Official Response from James Bishop:** > Hu Kylie - thank you so much for taking the time to write us a review! We are happy to hear that its easy to find informations for your donors - sounds like it makes work a bit easier! ### 18. Effortless Fundraising with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** pavan v. **Reviewed Date:** January 21, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft makes it easier to reach out to people. I like that the UI is easy to use, navigate, and learn. It's straightforward to train others on how to use it. The initial setup was very easy and straightforward, and the customer support was really helpful. **What do you dislike about Vanillasoft?** Nothing **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft makes it easier to reach out to people. The UI is easy to navigate, learn, and train others on, and the initial setup was very straightforward with helpful customer support. **Official Response from James Bishop:** > Hi Pavan - thanks for the review! Being easy to use and fast to get going is something we are pretty proud of, I'm glad its working well for you! Getting ramped up fast and producing fast is key for fundraisers like you (and other revenue teams too!). ### 19. Powerful Audience Segmentation, but More Complexity Than We Needed **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2026 **What do you like best about Vanillasoft?** It's allows you to tailor different audience segments very well. **What do you dislike about Vanillasoft?** We needed something more simple for our campaign. We had 6 hour long sessions before with too much detail. **What problems is Vanillasoft solving and how is that benefiting you?** It solves data issues and easily allows you to automatically respond to your audience. **Official Response from James Bishop:** > Thanks for sharing a review for us! I can appreciate that there is a lot to go through to get campaigns going, thats the balance of having a very powerful system sometimes. ### 20. 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! ### 21. Effortless to Use, Smooth Day-to-Day Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Chris L. | Insurance Broker, Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** Ease of use, everything works smoothly on a day-to-day basis. **What do you dislike about Vanillasoft?** I can't think of anything wrong with the software itself. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me keep track of existing clients, as well as route incoming new leads in an efficient manner. **Official Response from James Bishop:** > Hi Chris - thanks so much for your glowing review! Happy to hear that Vanillasoft is smooth for you. (there is an ice cream soft-serve joke in there somewhere) ### 22. Excellent for Sales Engagement with Clients and Accountancy **Rating:** 5.0/5.0 stars **Reviewed by:** Badu p. | Founder / C.EO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about Vanillasoft?** The sales engaging aspect with clients and accountancy. **What do you dislike about Vanillasoft?** The pricing is the thing that I will urge developers to consider. **What problems is Vanillasoft solving and how is that benefiting you?** It helps our company to engage clients. **Official Response from James Bishop:** > Hi Badu - thank you so much for your kind words and taking the time to write us a review! ### 23. Amazing Prospecting Tool That Keeps Targets Engaged **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph D. | director of growth, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Vanillasoft?** amazing prospecting tool that helps me keep my targets engaged **What do you dislike about Vanillasoft?** limited characters for SMS, wish it could be minimum 200 characters **What problems is Vanillasoft solving and how is that benefiting you?** great way to make calls, use crm and send emails and SMS ### 24. Easy Texting, Emailing, and Calling Customers in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** It is an easy way to text, email, and call customers. **What do you dislike about Vanillasoft?** Sometimes the software would have glitches or would be slow. **What problems is Vanillasoft solving and how is that benefiting you?** They are fully integrated with many other platforms and are constantly evolving. **Official Response from James Bishop:** > Hi and thanks for your review. We're glad that we make your multi-channel outreach easy. Totally hear you on some glitches we experienced earlier this spring - we have migrated to a new platform which has resolved the intermittent issues. ### 25. Very Basic and User-Friendly Software **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian M. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** The software is very basic to use and user friendly **What do you dislike about Vanillasoft?** the simpleness of the system and haven't encountered any problem using it **What problems is Vanillasoft solving and how is that benefiting you?** It allows me to track my cold leads and easy to set appointment **Official Response from James Bishop:** > Hi Adrian - thanks for your review! We are so glad to hear that Vanillasoft is user-friendly for you, and no problems so far. Be sure to reach out to our support team if any hiccups come up. ### 26. Clean Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** Very clean UI and easy to navigate. Simple yet deatailed **What do you dislike about Vanillasoft?** Vanilla soft sometimes glitches with the data and some features don’t work sometimes **What problems is Vanillasoft solving and how is that benefiting you?** Solves having to call and input data manually **Official Response from James Bishop:** > Hi there - thanks for your review, I appreciate you taking the time! I'm glad to hear that you find the UI easy and simple to navigate. I know that there are improvements coming, which should make it even better for you! ### 27. Smooth Sales Boost, But Text Messaging Needs Work **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft is smooth and quick and works great. The initial setup was very easy, which I really appreciated. **What do you dislike about Vanillasoft?** Text messaging could be better. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me sell faster. **Official Response from James Bishop:** > Hi Alex - thanks for your review - glad things are working well for you! What sort of text messaging changes are you looking for? I know we have a pretty big release for SMS automation coming soon, so watch for invitations to preview webinars that I think are happening now (April 2026). ### 28. Very Easy to Use for Customer Callbacks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** Very easy to use, setting up callbacks with customers **What do you dislike about Vanillasoft?** Nothing stands out in specific, sometimes it goes down **What problems is Vanillasoft solving and how is that benefiting you?** They make it very easy to use to get in contact with your customers **Official Response from James Bishop:** > I love that you are finding Vanillasoft easy to use and to manage your callbacks! Thanks for taking the time to write it in a review! ### 29. All-in-One Contact Management, Seamless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa G. **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft because it allows me to have all contact info in one place and it's easy to use. The initial setup was seamless. **What do you dislike about Vanillasoft?** I don't like that only one number is labeled SMS. If there are multiple phone numbers listed, all should have the SMS feature. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me with outreach by providing all contact info in one place and being easy to use. **Official Response from James Bishop:** > Hi Vanessa - thanks for the review! I love your headline of "all-in-one" - right you are! We are pretty proud to have an all-in-one platform, and I'm glad to hear its working well for you. Interesting point about SMS labeling of phone numbers. Our support team is the front line to collect that sort of feedback - drop them a line, they are always happy to see how we can help. ### 30. Free Leads and Easy Scheduling, but Random Midday Failures and sometimes info for leads is wrong **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2026 **What do you like best about Vanillasoft?** Free leads and easy to understand. Good for setting appointments. **What do you dislike about Vanillasoft?** Sometimes it tends to fail randomly middle of the day. **What problems is Vanillasoft solving and how is that benefiting you?** providing me leads with their info **Official Response from James Bishop:** > Thanks for the review! Happy to hear that Vanillasoft is working well for your appointment scheduling. The free leads are coming from your organization, not us, but thanks for the shout-out on that! ### 31. 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! ### 32. Effortless Call Management with Intuitive Interface and Seamless Email Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Anonymous P. | Self Employed, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Vanillasoft?** Ease of use and end user interface. Easy call disposition. Simple call notes. Ability to integrate with email services. **What do you dislike about Vanillasoft?** Update rollout without notice to users. Customer Support does not like to admit there is a problem with VS and would rather blame it on Chrome functionality, etc. **What problems is Vanillasoft solving and how is that benefiting you?** Easy to see my call notes, submit qualified meetings, and schedule call backs. ### 33. Very functional crm **Rating:** 5.0/5.0 stars **Reviewed by:** Stevan P. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2023 **What do you like best about Vanillasoft?** I love the aesthetics. It is very user friendly. Some CRM are very complicated but from day one it was easy to navigate and understand **What do you dislike about Vanillasoft?** If i had to choose something I dislike I would say that the dialer is separate. Not really a issue. But only small thing I think could be changed **What problems is Vanillasoft solving and how is that benefiting you?** vanilla soft is enabling me to grow my business ### 34. 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. ### 35. All-in-One Convenience, But Slow Page Loads **Rating:** 4.5/5.0 stars **Reviewed by:** Brianna L. | Student Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Vanillasoft?** I like how it is all in one software, everything is accessible and easily interpreted without proper training of the system. **What do you dislike about Vanillasoft?** I do not like how vanilla soft is slow and takes a while to shift between pages or reports **What problems is Vanillasoft solving and how is that benefiting you?** Vanilla soft outlines our fundraising goals and analytics for every shift. It also tracks donations and funds donated for each ambassador. ### 36. 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. ### 37. Authentic and Simple Interface, But Needs More Customization and Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Adrian M. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** I appreciate the authenticity and simplicity of the interface. Its straightforward design makes it easy to use and feels genuine. **What do you dislike about Vanillasoft?** There is a noticeable lack of customization options and limited integration with other software. **What problems is Vanillasoft solving and how is that benefiting you?** This tool assists me in managing my sales pipeline and allows me to keep track of my progress and achievements. ### 38. very user friendly and dependable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Nick B. | Senior associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** very straight forward user friendly way to track lead flow and manage client through sales process. **What do you dislike about Vanillasoft?** no complaints. Everything has been functioning as I needed. I like the simplicity so I would not add anything really. **What problems is Vanillasoft solving and how is that benefiting you?** Helps me manage leads through the sales process and ensure consistent and efficient follow up through to close. ### 39. Vanilla soft is so user friendly anyone can use it! **Rating:** 4.0/5.0 stars **Reviewed by:** MaryJo C. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Vanillasoft?** It is easy to navigate around and also shows you everything. I like the fact that it's very user friendly and very self explanatory **What do you dislike about Vanillasoft?** the only thing I dislike is sometimes I will get a error message that it cannot respond so I have to close it out or restart **What problems is Vanillasoft solving and how is that benefiting you?** well, it's keeping my contacts in order by the last contact. So I do not call them too often, and I can see my comments and notes. I do like that it keeps track of my notes and the last time I called so I don't call the same person two days in a row ### 40. Efficient Lead Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Asyia T. | BDC Agent **Reviewed Date:** September 25, 2025 **What do you like best about Vanillasoft?** I find that having all client information centralized in one location is extremely helpful. The ability to troubleshoot in real-time is a valuable feature. I also appreciate the advanced search capabilities and the functionality to map areas specific to where I am working. **What do you dislike about Vanillasoft?** I find VanillaSoft to be a bit expensive, especially when it comes to having access to all cell phone numbers and any additional information from certain clients. Additionally, I would like to have an app that can be used with VanillaSoft, which currently seems to be missing. **What problems is Vanillasoft solving and how is that benefiting you?** I find VanillaSoft helpful for centralizing client information and timely troubleshooting, enhancing our data access and efficiency. ### 41. Easy to Understand and Use **Rating:** 5.0/5.0 stars **Reviewed by:** Mythri P. | Student Assitant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** It's easy to understand and simple to use on your own. Helps manage calls without being overwhelmed. **What do you dislike about Vanillasoft?** It is slow at times and features are not very flexible **What problems is Vanillasoft solving and how is that benefiting you?** It can automate tasks like followup emails and lead status. Helps manage outreach in a better way. **Official Response from James Bishop:** > Thanks for your review! We're glad to hear that Vanillasoft is helping you manage things more easily. ### 42. Flexible Calendar Booking Makes Scheduling a Breeze **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan Q. | Outbound Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** Calendar options for booking makes me get a birds eye view on our account managers availability **What do you dislike about Vanillasoft?** the only complaint I have is, it lags at times. This doesn't happen often though **What problems is Vanillasoft solving and how is that benefiting you?** Auto notes template options. being able to lock appointment scheduled on the appointment calendar on the home screen ### 43. Vanilla Soft to Maximize Data for Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Grace Naneth S. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** No leads wasted and easy to navigate. Easy to use. **What do you dislike about Vanillasoft?** You cannot move forward without disposing \a lead. Doesn't always sink as it should be. Buggy at times. **What problems is Vanillasoft solving and how is that benefiting you?** It helps find and maximize the leads given without much wasting time looking and browsing chaotic leads' list. ### 44. 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! ### 45. Vanillasoft Is User-Friendly and Adapts Easily to Any Calling Challenge **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** Vanilla soft is very user friendly and allows for adjustment based on any situation or challenge regarding calling! **What do you dislike about Vanillasoft?** Vanillasoft can occasionally have glitches and move slowly. **What problems is Vanillasoft solving and how is that benefiting you?** They allow for communication and clarity for calling campaigns. **Official Response from James Bishop:** > Hi and thanks for taking a minute to do a review for us. I'm glad to hear that it makes calling easier - we call that branch scripting - I am happy to hear you are finding that helpful with your adjustment as you are on a call and probably responding to objections or moving the conversation along. ### 46. Intuitive Design That’s Easy to Navigate **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** How intuitive the design is and how it’s so easy to navigate **What do you dislike about Vanillasoft?** Could Definitley have better customer support and service **What problems is Vanillasoft solving and how is that benefiting you?** Helping us contact people in easier ways, I’m doing better at my job **Official Response from James Bishop:** > Hi - thanks for taking the time to write a review - glad to hear that the design and UX is working well for you. Sorry to hear that customer support and service are not what you were expecting, normally that is a place where we shine. Its strange to say "call support because you had a support issue" but if you ask to be routed to the supervisor I am sure they would be more than happy to hear your feedback on how we can improve. ### 47. Main selling point is customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Reuben B. | Researcher, Youth Wing, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Vanillasoft?** The main reason why VanillaSoft should be chosen as a solution over other similar offerings is the customer service. It really is unique how tailored the support is, and how willing your rep is to answer every single tiny question (because there will be many), whether on a Zoom call or by email, often before you thought to ask. **What do you dislike about Vanillasoft?** While the training schedule is nice and long, some elements of the software are a bit unintuitive, so I often found myself trying to find certain features or tabs buried in places I wasn't expecting, even after spending a while with the software. This is very minor though, and it seems like improvements are being shipped all the time. **What problems is Vanillasoft solving and how is that benefiting you?** Reducing costs of traditional consultant-based telephone fundraising campaigns by bringing everything in-house. ### 48. 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. ### 49. Great Calendar & CRM, But Dialing Delay Frustrates **Rating:** 5.0/5.0 stars **Reviewed by:** Francisco G. | Sales Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Vanillasoft?** The Calendar, the CRM and how you have a lot of disposition options **What do you dislike about Vanillasoft?** There is a 10 second wait in between dials **What problems is Vanillasoft solving and how is that benefiting you?** The number of people I can contact in one day. ### 50. VanillaSoft is useful, but not optimal **Rating:** 0.5/5.0 stars **Reviewed by:** Alexander S. | Health Insurance Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** It is best used for distributing large campaigns to multiple people. It is simple and easy to use. **What do you dislike about Vanillasoft?** It only allows you to work one lead at a time. Very limited customization to manage pipelines and workflows. Text deliverability is subpar. Must be used in conjunction with a secondary CRM and too limited to be considered an all-in-one product. Too expensive to justify the cost of the product with what it offers. **What problems is Vanillasoft solving and how is that benefiting you?** Enables a streamlined distribution of leads with a built in VOIP caller ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+11%3A27%3A00+-0500&secure%5Bsession_id%5D=2eaacefd-fcb9-49f1-b26f-6e8f7ffbbcab&secure%5Btoken%5D=c0910895ac0336738414e39f3850278ce70779836fb71390a42612480996d29b&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) - 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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 **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Contacts** - Personalization - Information Locater - Record Prospect Data **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Management** - Conversion Viability - Workflow **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Generative AI** - AI Text Generation **Platform** - Data Synchronization - Analysis **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Vanillasoft Alternatives - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews) - 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