--- title: Vanillasoft Reviews meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 736 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: 736 scale: '5' date_modified: '2026-07-30' 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:** 736 ## 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. 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. ### 2. 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 ### 3. its very quick and versatile **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan A. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Vanillasoft?** being able to set up my follow up calls and appointments so easily **What do you dislike about Vanillasoft?** it does kind of look like a spread sheet I wish it'd look a little easier on the eyes **What problems is Vanillasoft solving and how is that benefiting you?** keeping track of all the dealerships i call on a day to day basis and to help keep acurate notes on each customer profile after a conversation ### 4. Functional **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** I like how functional and easy to use it is. I like that you can change the size of the font, and that all the buttons are big. **What do you dislike about Vanillasoft?** I wish you could easily look at all your sales and calls instead of just the day or week before. **What problems is Vanillasoft solving and how is that benefiting you?** Helping gather patrons' information from theaters to create good sales leads for subscriptions. ### 5. BDSR **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly W. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Vanillasoft?** Queue-based lead management – VanillaSoft uses a queue-based system instead of static lists, ensuring sales reps contact the next best lead automatically. This improves speed-to-lead and reduces decision fatigue. Cadence and scripting tools—It provides customizable workflows and sales cadences, making it easier for teams to stay on message and follow best practices without needing complex CRM setups. Real-time lead routing – Leads can be routed immediately to available reps based on priority, source, or performance, which helps increase conversion rates. Built-in tools – With integrated calling, email, texting, and recording features, reps don’t need to switch between multiple platforms, keeping them more productive. Ease of use – It’s user-friendly for both reps and managers, especially compared to more complex CRM systems like Salesforce. **What do you dislike about Vanillasoft?** Dated user interface – While functional, the UI can feel clunky or outdated compared to more modern platforms, which may impact user adoption or satisfaction. Limited CRM functionality – VanillaSoft isn’t a full CRM, so for more advanced CRM needs (like deep customer history or robust reporting), users often have to integrate it with other tools like Salesforce or HubSpot. Learning curve for setup – While reps find it easy to use, the initial configuration, especially setting up workflows, routing rules, and integrations, can be time-consuming and may require support. Reporting limitations – The built-in reporting is solid for basic metrics, but some users find it lacking in customization or advanced analytics compared to dedicated BI tools. Mobile experience—Mobile support isn’t as strong as desktop support, which can be an issue for remote or field-based teams. **What problems is Vanillasoft solving and how is that benefiting you?** Eliminate lead cherry-picking – With its queue-based system, reps can’t skip leads or waste time deciding who to call. This ensures faster follow-up and more consistent outreach. Improve speed-to-lead – New leads are automatically routed to the next available rep, reducing response time and increasing the chances of conversion. Enforce sales process – Through customizable workflows, scripts, and cadences, managers can ensure that reps are following a proven, repeatable process, especially important in high-turnover teams or fundraising campaigns. Increase productivity – By combining dialing, email, texting, and note-taking in one platform, it reduces time wasted toggling between tools and allows reps to focus on actual conversations. Provide visibility and accountability – Managers can track rep performance, call outcomes, and pipeline activity in real time, which helps coaching and decision-making. The benefit is a more streamlined, scalable, and disciplined sales process, leading to more contacts made, better lead conversion, and ultimately higher revenue or donations. ### 6. Vanilla soft from a student caller perspective **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** How easily navigable it is. It is very easy to find the information you need. **What do you dislike about Vanillasoft?** It can be difficult to sync information, and it seems to have a lot of glitches. **What problems is Vanillasoft solving and how is that benefiting you?** It is allowing me to know who I am calling and see information about the contact which helps me know what to ask them about. **Official Response from James Bishop:** > Hi there - thanks for your review! Glad to hear that its easy to navigate and easy to find what you need - reducing busy-work like that is key. Sorry to hear about the glitches and syncing - our status page can share some info if systems are down which are rare but happen. https://status.vanillasoft.com/. Otherwise our support team is always happy to help where they can! ### 7. its ok **Rating:** 3.5/5.0 stars **Reviewed by:** Kristina Alex G. | insurance advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** that its rotating leads and keep separatly the one you bought. **What do you dislike about Vanillasoft?** that i cant pick my States, Dialing system is off.I dont like those sec of waiting. That i cant download leads to textDrip them. **What problems is Vanillasoft solving and how is that benefiting you?** the organization in 1 place all the leads. Convenient. That's all. I dislike more then I like about this CRM. I have to use it for work at my company. Unfortunately( ### 8. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Vanillasoft?** Using VanillaSoft has been a great experience. I have used this for five years and I love the effortlessness of the platform. Everything is straightforward. I would highly recommend. **What do you dislike about Vanillasoft?** Nothing. I hardly ever have problems with VanillaSoft. It's a great platform. **What problems is Vanillasoft solving and how is that benefiting you?** Easing of reaching out to potential prospects. **Official Response from James Bishop:** > Hi - glad Vanillasoft has been working for you for this long! ### 9. Easy to use, could use a facelift! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Vanillasoft?** The platform makes it incredibly easy to prioritize leads, automate follow-ups, and stay organized, all in one place. The queue based routing is especially helpful for keeping sales reps focused and productive, and the ability to customize scripts and workflows really supports consistency across the team. It’s a powerful tool that helps streamline outreach while improving response rates and conversion. **What do you dislike about Vanillasoft?** One area where VanillaSoft could improve is in its user interface and reporting flexibility. While the platform is functional and efficient, the UI can feel a bit outdated and less intuitive compared to newer tools. Additionally, reporting options sometimes require extra manual work to get deeper insights or customize data views. Enhancing those areas would make the platform even more user-friendly and powerful. **What problems is Vanillasoft solving and how is that benefiting you?** It has allowed us to have an internal call center on a small scale. ### 10. Simple Design, But Room for Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about Vanillasoft?** The platform is straightforward to use, with all the necessary information clearly presented from the start. **What do you dislike about Vanillasoft?** It tends to generate a significant amount of logs, especially during peak hours and at the end of shifts. **What problems is Vanillasoft solving and how is that benefiting you?** This tool assists me in keeping track of my sales callbacks. **Official Response from James Bishop:** > Hi - and thanks for your review! Glad that you have found Vanillasoft easy to use and well organized if I am reading you right. Sorry to hear about your experience with logs - we are not entirely sure we understand though as that might mean a few things. We would love to understand to try and help - have you contacted our support team? They would love to help you out as much as possible. https://vanillasoft.com/support ### 11. Does the job **Rating:** 4.0/5.0 stars **Reviewed by:** Chrissy F. | Fundraising Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Vanillasoft?** It does a good job of feeding you the next lead, organizing by filters, and keeping notes. **What do you dislike about Vanillasoft?** You can't shuffle the order of the leads in each filter, so you can get stuck calling groups all within one area. You also can't text the second contact separately. **What problems is Vanillasoft solving and how is that benefiting you?** i dont know that it's solving any problems. its a CRM. ### 12. I love VanillaSoft. I think its a great source to generate efficiant leads **Rating:** 5.0/5.0 stars **Reviewed by:** Jodie M. | Business Development Coordinator/ Calendar Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Vanillasoft?** I love VanillaSoft. I think its a great source to generate efficient leads. Its easy to use and navigate **What do you dislike about Vanillasoft?** nothing at all, its GREAT! I dont feel like i would change anything about it **What problems is Vanillasoft solving and how is that benefiting you?** it helps us find businesses in the area to which we are calling. it saves us a lot of research time ### 13. Vanilla Soft : Verfied User **Rating:** 4.5/5.0 stars **Reviewed by:** Gary K. | Executive Producer, Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Vanillasoft?** The ability to keep detailed information and update a patrons information in real time. The ability to immediately email a patron information and confirmation of their purchases **What do you dislike about Vanillasoft?** As much as I like the calendar for setting future appointments, I find a few small things bother me. Mostly, I can not just drag an appointment to a new date if the Appointment date changed. **Recommendations to others considering Vanillasoft:** None really. It's very user friendly **What problems is Vanillasoft solving and how is that benefiting you?** As I stated, keeping detailed notes helps me and anyone who may need to access a patron. The calendar keeps appointments, and I am able to update information immediately ### 14. Friendly and easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony B. | Insurance Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** I love the ability of being able to call and text all within the vanillasoft CRM all in 1 page **What do you dislike about Vanillasoft?** I wish the calendar was easier to customize. I was not a fan of the lastest calendar update. I wish there was a customize way to dial certain leads with some filters. Sometimes dialing throughout the day the algorithm doesn't give me my old leads as I want to go through all my leads everyday regardless how aged. **What problems is Vanillasoft solving and how is that benefiting you?** Keeping my business organized all within the CRM. It is the number 1 software I use daily ### 15. Great, clean, customizable software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** The most helpful items are the customization options for contact/data fields, and the filtering. Using these two together allows me to get into our contacts with a fine-toothed comb, and at just the right time. I like to filter for people who haven't been called lately or ever at all, so we don't keep calling the same folks over and over. **What do you dislike about Vanillasoft?** I wish I could see into the future when it comes to routing queues. So many of our contacts disappear after 9 pm, it would be great to be able to see ahead to how many people will *actually* be available to call after 9 pm. **What problems is Vanillasoft solving and how is that benefiting you?** VS is helping us reach out to thousands of constituents and connecting them with our students, and in turn raising funds for the University. ### 16. Money Lead management **Rating:** 5.0/5.0 stars **Reviewed by:** Sedrick B. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** The simplicity of it. It's a helpful way to share leads between an office. **What do you dislike about Vanillasoft?** It seems a bit too oldschool at times. Wheres the AI, faster processor, etc? **What problems is Vanillasoft solving and how is that benefiting you?** They're solving the calls going through instead of showing up as spam likely. They will show up a company or a local number. ### 17. Software that meets all Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Richard M. | Independent Contractor - Health Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** I love the smart calller ID feature where you can dial from your default number but have it appear as a local number for the person you are calling. This feature boost your contact rate, which is very needed in a cold calling industry like the one I am in. **What do you dislike about Vanillasoft?** It is a bit pricey but given it has fully functioning CRM built into it as well, which my company also utilizes makes sense for the cost. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft helps my company with the contact rate utilizing the smart caller ID feature. ### 18. Helps Me Work Smarter, Still Learning All Its Features **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** That it helps me with my job. It's very seamless. **What do you dislike about Vanillasoft?** That I don't know everything about it. I wish I had more training on it. **What problems is Vanillasoft solving and how is that benefiting you?** How much outreach I've completed in a day. ### 19. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Ana M. | Business Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** I love that it funnels all of my leads to one place where I have access to call, text, or email them. A lot of really useful features like finding their numbers and it's all laid out in an easy to read format. **What do you dislike about Vanillasoft?** The 15 second pause in between calls because when I get a disconnected number I have to wait. **What problems is Vanillasoft solving and how is that benefiting you?** It keeps my leads circulating and keeps them fresh in my mind so I don't put them in another CRM and forget that they exist. ### 20. Great CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Julian H. | Sales Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** Very good at regulating compliance. Keeps you organized and pretty user friendly. Little to no tech issues. Flexibility with long term follow ups and great integration capability. **What do you dislike about Vanillasoft?** Sometimes the routing process can be a little whacky. Texting through the platform is tough. **What problems is Vanillasoft solving and how is that benefiting you?** Organization and Compliance. ### 21. Health Insurance Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Kourtney R. | Field Training Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Vanillasoft?** VanillaSoft is user friendly and they are quick to resolve if there is any issues. At a high level its easy to teach and train my team too. **What do you dislike about Vanillasoft?** Learning the algorithm is difficult to understand and explain to my team **What problems is Vanillasoft solving and how is that benefiting you?** Mass calling and conversion tracking ### 22. Great CRM for outbound calling **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2020 **What do you like best about Vanillasoft?** VanillaSoft has great easy of use and super easy to train on. **What do you dislike about Vanillasoft?** The tracking of the time, sometimes if you search it lose time. **Recommendations to others considering Vanillasoft:** Extremely easy to use and can get callers up and running fast **What problems is Vanillasoft solving and how is that benefiting you?** I solved problems with the lead notifications. ### 23. VanillaSoft has taken my outreach to an entirely new level **Rating:** 4.5/5.0 stars **Reviewed by:** Evan M. | Career Agent, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** I love the Automation! I can call a prospect and can text, email, evaluate and capture important contact info that may be applicable to another aspect of my business, ALL while the line is still ringing! Then, upon hearing a voicemail greeting can kick off custom voicemail messages without even waiting for the beep! **What do you dislike about Vanillasoft?** the only downside is the lack of a mobile dialing option. **What problems is Vanillasoft solving and how is that benefiting you?** VOLUME! I can engage using multiple touchpoints (voice, text, email) with hundreds and hundreds of prospects every day ### 24. Simple to Use with a Clean, Intuitive UI/UX **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2026 **What do you like best about Vanillasoft?** The ease of use and simplistic UI/UX design. **What do you dislike about Vanillasoft?** It can shut down here and there, but support is responsive **What problems is Vanillasoft solving and how is that benefiting you?** Outbound outreach **Official Response from James Bishop:** > Thanks so much for your review! We are so happy to hear that you are finding us easy to use! ### 25. Vanilla Soft Review **Rating:** 5.0/5.0 stars **Reviewed by:** Norman D. | Real Estate Director Of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** Keeps track of my leads and callbacks flow **What do you dislike about Vanillasoft?** Sometimes freezes up and takes a few minutes to refresh again **What problems is Vanillasoft solving and how is that benefiting you?** It keeps track of all my open leads and allows me to put notes so I can remember the coversation ### 26. Review of Vanilla Soft From a Seasoned Sales & Marketing Agent **Rating:** 3.0/5.0 stars **Reviewed by:** Molly C. | Business Development Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** How quickly I can call, text and email from one platform. **What do you dislike about Vanillasoft?** ALL the errors, different bugs, and the fact that it's harder to manage as a CRM than a dialing tool. I wish I could look for all my leads and sort through them and rank them in importance, etc.... **What problems is Vanillasoft solving and how is that benefiting you?** Being able to call, text and email from one platform and quickly. That is benefiting my bottom line because it affords me more time to complete tasks. ### 27. Effortless to Use with an Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** Easy to use interface and the integration with my calendar **What do you dislike about Vanillasoft?** nothing I can honestly complain about here. **What problems is Vanillasoft solving and how is that benefiting you?** prospecting ### 28. Have used VanillaSoft for the last 13 years **Rating:** 5.0/5.0 stars **Reviewed by:** BJ S. | Platinum Agent. I brought VanillaSoft to the agents at USHA., Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Vanillasoft?** The thing I like most VanillaSoft is that it is extremely user-friendly. And if you get in a jam Customer Support will always get you straightened out. **What do you dislike about Vanillasoft?** I have tried several CRM tools and don't have any downside to using VanillaSoft. **What problems is Vanillasoft solving and how is that benefiting you?** Keeps me organized and running. I love that it never forgets I have an appointment or a callback to make. Synced with my calendar and phone. ### 29. Great CRM, very easy to use and helped elevate my business. **Rating:** 5.0/5.0 stars **Reviewed by:** Austin S. | Healthcare Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** It is a very easy platform to use, and the VS Connect feature makes it extremely useless in growing my business. **What do you dislike about Vanillasoft?** The SMS features are very sub-par. Not being able to go over 160 characters in a text is very limiting, and they should at least charge extra and allow the text to be sent. **What problems is Vanillasoft solving and how is that benefiting you?** It allows me to have one CRM for all my leads and outbound calls. ### 30. Jacob Turbeville Vanilla soft review **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob T. | Health & Life Ins. Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** Best part is the break down of each lead, what time it was sent, name, address, date of birth etc. Also allowing us to send emails from the system helps. **What do you dislike about Vanillasoft?** I don’t like how long you have to wait to move onto the next lead even if they don’t answer or it goes straight to voicemail. **What problems is Vanillasoft solving and how is that benefiting you?** Gathering leads and sending emails to potential prospects. ### 31. My VS Review **Rating:** 4.5/5.0 stars **Reviewed by:** Marc M. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2020 **What do you like best about Vanillasoft?** It's relatively easy to use, especially if you've used other CRM systems. Ability to export some info to Excel is nice as well. **What do you dislike about Vanillasoft?** The site doesn't render well on mobile devices and loses some functionality because you can access certain buttons such as the Calendar button. **What problems is Vanillasoft solving and how is that benefiting you?** Managing my sales pipeline and callbacks. It can also sync with Google Calendar which is nice. ### 32. Great for teams or organizations. **Rating:** 1.5/5.0 stars **Reviewed by:** Kevin M. | Insurance Agent/Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** the ease of use. the setting where it routes a lead through every three hours. **What do you dislike about Vanillasoft?** not very customizable. not at the downline level. some of the settings that I would like to change or information I would like to update, is not accessible to me. **What problems is Vanillasoft solving and how is that benefiting you?** tracking and receiving leads. using the softphone add-on to call outbound. ### 33. It's been okay, gets laggy with more than 1 window open **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** the way we can organize with filters and sort through past calls for the day **What do you dislike about Vanillasoft?** hard to search if you are not specific, page freezers or does not scroll all the way to bottom, texts take a minute to generate and are not in real time **What problems is Vanillasoft solving and how is that benefiting you?** organizing all my contacts in one place ### 34. Student Caller **Rating:** 5.0/5.0 stars **Reviewed by:** Tonyy B. | Student Caller, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** how easy it is to use I’ve never had any issues with that. Everything is pretty much straightforward and that’s one of the things I love about it. **What do you dislike about Vanillasoft?** I have any things that I don’t like pretty easy **What problems is Vanillasoft solving and how is that benefiting you?** so we were pretty much getting donations from different alumni to support our students on campus ### 35. Overall good CRM, I would like more flexibility with Email templates **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas B. | Senior Sales Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** Easy UI and simple navigation. Dispositions, previous contacts, all info is easily accessible **What do you dislike about Vanillasoft?** Contacts don't show up by name automatically on VS connect. Also, more email of calendar integration would be helpful. **What problems is Vanillasoft solving and how is that benefiting you?** CRM + a solid dialer. Handles lead flow through the dialer. I also appreciate the API access ### 36. Best Calling System Out There **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly S. | Appointment Setter, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Vanillasoft?** The navigation is easy and simple and it allows for almost everything you need on the main information screen **What do you dislike about Vanillasoft?** Sometimes there is a bit of lagging and delays in the recognition of dispositioning calls **What problems is Vanillasoft solving and how is that benefiting you?** Call tracking, Sales Performance, Notation of call activity, Productivity ### 37. User-Friendly Interface, But Outlook Feels Dated **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Vanillasoft?** The interface is super user friendly and easy to understand **What do you dislike about Vanillasoft?** Outlook is abit old and can be more modernized **What problems is Vanillasoft solving and how is that benefiting you?** Ease in connecting on calls **Official Response from James Bishop:** > Thanks for the review! Thanks for the transparency around the look and feel - our designers might be on that, logging in and seeing an update might be a coming surprise ! ### 38. Pivotal in my work flow, but not without imperfections. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Vanillasoft?** Vanilla soft has excellent UI. I'd hate if they updated their UI to match mobile responsive standards - since it's a platform best used on a desktop/laptop. **What do you dislike about Vanillasoft?** There's a glitch that doesn't delete phone numbers from user profiles, so it slows down the process since people have to recall to check those numbers. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft makes it easier to access donor information. The way VS presents information is extremely digestible and easy to learn. ### 39. It helped me get new experience with the computer and how to talk to people over the phone. **Rating:** 3.5/5.0 stars **Reviewed by:** Braelee G. | Call representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** I really enjoyed talking with the people. **What do you dislike about Vanillasoft?** Systems glitched sometimes and didn't work. **What problems is Vanillasoft solving and how is that benefiting you?** There are times when the system glitches and my boss calls and they get it fixed really quick which is very helpful. ### 40. Good majority of the time **Rating:** 3.5/5.0 stars **Reviewed by:** Darice C. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** Being able to use a VOIP line from it. Flexibility with updating records. **What do you dislike about Vanillasoft?** The frequent slowdowns, slow performances, especially when dispositioning leads. **What problems is Vanillasoft solving and how is that benefiting you?** It allows us to prospect and follow-up. We can also track sales performance metrics. ### 41. Everyone is Helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Carla V. | Sales Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Vanillasoft?** Ive been using it 5 years and I love that its just user friendly **What do you dislike about Vanillasoft?** The hours of operation, should be 24 hour service at least all day. **What problems is Vanillasoft solving and how is that benefiting you?** Easy dialer ### 42. Easy and simple. Very convenient! **Rating:** 3.5/5.0 stars **Reviewed by:** Megan D. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** Auto dialing makes it easy to reach out to larger volumes. **What do you dislike about Vanillasoft?** Cannot navigate leaving s auto voicemail. **What problems is Vanillasoft solving and how is that benefiting you?** Auto calling makes it simple to reach leads. Access to large volumes. ### 43. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle A. | Internal Customer Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** VS is a user friendly and easy to use product. **What do you dislike about Vanillasoft?** Not as pretty formatting as it could be. **What problems is Vanillasoft solving and how is that benefiting you?** easy access to contacts to call on ### 44. It is good **Rating:** 4.0/5.0 stars **Reviewed by:** Todd A. | Consulting Solutions Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** Organizes call campaigns and allows for follow ups. **What do you dislike about Vanillasoft?** I have to do alot of cutting and pasting to send emails **What problems is Vanillasoft solving and how is that benefiting you?** Organizning call campaigns ### 45. Better CRM than most **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Vanillasoft?** Quick and user-friendly. Reliable. Automated correction on info for clients and calls. **What do you dislike about Vanillasoft?** Monthly fee. Initial fee was at least $25 less than each subsequent payment afterwards. Would like to see a decrease in the monthly subscription. Too expensive **What problems is Vanillasoft solving and how is that benefiting you?** Better generated leads and more info required per client for better assistance. Quick access to calls and client info. ### 46. Vanilla Soft works for the tasks we use it for. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Vanillasoft?** I believe the overall system works well. Having all the data right there in our sights. **What do you dislike about Vanillasoft?** The only thing I dislike is when the system is down or acting slow, but Vanilla Soft is quick to respond to those issues. **What problems is Vanillasoft solving and how is that benefiting you?** We use Vanilla Soft for our leads. This system allows us to keep track of our outbound calls. ### 47. Good flow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Vanillasoft?** How quick it allows you to do multiple ways to contact a client quickly. Using it for 7 years straight **What do you dislike about Vanillasoft?** I dislike the texting feature as it doesnt compare to other platforms out for being able to do large texting capacity **What problems is Vanillasoft solving and how is that benefiting you?** It is slowly getting better with VM drops, emails, and the quickness of making a call. ### 48. Vanilla FAST **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** I like how it is simple and has most everything you need for a calendar and more. **What do you dislike about Vanillasoft?** Sometimes it is slower then usual, and emails are slow sometime as well. **What problems is Vanillasoft solving and how is that benefiting you?** Scheduling call backs appointment booking, Sending emails sending text message, Customer Information, and fresh Leads ### 49. Utilizing VS for leads in my business **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley Z. | Health Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** It’s very easy to use when generating leads **What do you dislike about Vanillasoft?** The amount of times I’ve had to reset VS because it went down. **What problems is Vanillasoft solving and how is that benefiting you?** I am able to establish leads in a very efficient way without having to find them myself ### 50. Unsure **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** the simplicity of dialing leads purchased with my company and the integration with google **What do you dislike about Vanillasoft?** Bombarded leads (not sure thats VS fault) but very little positive contacts. **What problems is Vanillasoft solving and how is that benefiting you?** simplicity of having leads in one place, with calendar integration ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-30+12%3A53%3A49+-0500&secure%5Bsession_id%5D=4d874e17-4e8a-461f-932d-4146742cbcc8&secure%5Btoken%5D=03782fa08a092d60cb850d159e7bbe657a89b11b2ccbac2ad6e547f2ccffc29e&format=llm_user) ## Vanillasoft Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - [Ellucian Advancement](https://www.g2.com/products/ellucian-advancement/reviews) - [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 - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,501 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,282 reviews)