--- title: Vanillasoft Reviews meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 739 reviews by the users' company size, role or industry to find out how Vanillasoft works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 739 scale: '5' date_modified: '2026-09-17' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # Vanillasoft Reviews **Vendor:** Vanillasoft **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.5/5.0 **Total Reviews:** 739 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users appreciate the **ease of use** of Vanillasoft, finding setup simple and call management intuitive. (62 reviews) - Users appreciate the **intuitive design** of VanillaSoft, making navigation and training seamless and efficient. (23 reviews) - Users value the **ease of use** in VanillaSoft, finding the interface straightforward and intuitive. (22 reviews) - Users value the **time-saving features** of Vanillasoft, enhancing productivity and efficiency in their daily tasks. (22 reviews) - Users appreciate the **efficient lead generation** of Vanillasoft, benefiting from streamlined access and comprehensive lead details. (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 are frustrated with the **slow loading times** , which hinder lead progression and impact overall efficiency. (15 reviews) - Users find the **call issues** with Vanillasoft, particularly mobile dialing, to be a significant limitation. (13 reviews) - Users experience **slow performance** with occasional lag and delays between dials, impacting their overall experience with Vanillasoft. (12 reviews) - Users express frustration with **missing features** , wishing for more flexibility and specific reporting options in VanillaSoft. (10 reviews) - Users experience **connectivity issues** with VanillaSoft, leading to dropped calls and unprofessionalism during important conversations. (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. Excellent Customer Support, Easy Setup, Minor System Recurrence **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy Z. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft for sales and I find its customer support to be really efficient and quick. The support team is always available and they always have questions and answers to any problems that arise, making them very quick and efficient in resolving issues. **What do you dislike about Vanillasoft?** Sometimes the same issue will come back again and be resolved again. The installment of the program was easy, but getting to the features to function properly was a little struggle. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for sales. The customer support is always available and efficient, providing quick assistance when any problem arises. **Official Response from James Bishop:** > Thanks for the review Wendy! We appreciate you taking the time. Glad to hear that your set-up was easy and that our support team is there when you need them! (they are awesome) ### 2. Easy to Use Lead Management with Efficient Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia T. | Activator, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** Its ease of use, reliable lead management, and efficient automation that helps keep follow-ups organized and improves team productivity. **What do you dislike about Vanillasoft?** **The biggest drawback is that Vanillasoft logs me out frequently, which causes my timesheets to show fewer hours than I actually worked.** **What problems is Vanillasoft solving and how is that benefiting you?** **Vanillasoft helps me stay organized, keep track of my tasks, and manage my daily workflow efficiently.** **Official Response from James Bishop:** > Thanks for the review Claudia - Reliable Lead Management And Efficient Automation is practically a tagline for what we are trying to do! Glad we can help! :) ### 3. Easy to Use and Quick to Learn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** It’s easy to use, and I was able to learn how to use it in just a few minutes. **What do you dislike about Vanillasoft?** Sometimes I run into issues where it won’t transmit my voice from my headset, even though all the settings are correct. When that happens, I’ve had to uninstall and then reinstall the VS Connect dialer a couple of times to get it working again. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me organize my client and prospect list, and it makes it really easy to get a large number of dials in every day with minimal effort. **Official Response from James Bishop:** > Thanks for taking the time to write us a review! Glad to hear that you found us easy to learn and got ramped up fast! ### 4. Great experience **Rating:** 3.5/5.0 stars **Reviewed by:** ella p. | Insurance Agent, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 29, 2026 **What do you like best about Vanillasoft?** I appreciate the appointment booking software, as well as the "retry 1h" "retry 3h" etc. options. **What do you dislike about Vanillasoft?** Sometimes the messages randomly stop working for 5-30 minutes as well as the voicemail drop box. **What problems is Vanillasoft solving and how is that benefiting you?** prospecting and dialing ### 5. Effortless Contact Management and Seamless Google Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Brent S. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 24, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft links appointments to my Google Calendar, making it easy to see what I have upcoming and keeping everything organized and timely. The initial setup was very easy, and overall, it works well. **What do you dislike about Vanillasoft?** I wish I could see a total list view of all my contacts. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for organizing contacts in a cold call center. It helps with organization, cues up the next call, and links my appointments to Google Calendar, making it easy to see upcoming events and keeping everything organized and timely. **Official Response from James Bishop:** > Hi Brent, thanks for taking the time to write us a review, I appreciate it! I love that you find the appointment scheduling with your google calendar synch helpful. There actually should be a way for you to see all your contacts. There might be an Admin setting on your side preventing it, which is an admin decision, but if you see "My CRM" on the right hand side of your top navigation, that is it! Your admin or our support team can help more from here I am sure. ### 6. Great for Lead Management and Follow-Up **Rating:** 4.0/5.0 stars **Reviewed by:** Phillip V. | Health Insurance Advisor, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** Great for lead management and follow-up. **What do you dislike about Vanillasoft?** It seems to go down a lot or have a lot of lag lately and sometimes makes it difficult to accomplish tasks. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me manage leads, track follow-ups, and stay organized so I can spend more time helping clients and less time managing tasks. **Official Response from James Bishop:** > Hi Phillip thanks for the review. I'm happy that you find us helpful for your lead management! We did have some stability issues this spring that were frustrating for everyone. We have migrated our VoIP to a new platform that has resolved those issues. ### 7. Automates Calling Well, but the 10-Second Delay Between Calls Adds Friction **Rating:** 3.5/5.0 stars **Reviewed by:** Rick S. | Senior broker, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 04, 2026 **What do you like best about Vanillasoft?** It kinda automated the calling process for you so you don’t have to manually call **What do you dislike about Vanillasoft?** The 10 second delay between calls. Sometimes customers don’t pick up so you want to move on fast **What problems is Vanillasoft solving and how is that benefiting you?** Lead organization. Dispositioning of leads. Also works as a calendar. **Official Response from James Bishop:** > Hi Rick - thanks for taking the time to write a review. I'm glad to hear that the automated calling is working well for you. I am not CERTAIN but I am 98% sure that the delay in calling is an admin/organizational setting. I am going to look into that more on my side too. ### 8. Organized and User-Friendly with Great Dialing System **Rating:** 5.0/5.0 stars **Reviewed by:** Brielle L. | Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like how organized and structured VanillaSoft is, which makes my life easier due to its user-friendly nature. The dialing system is something I like a lot, and it really helps with my job. Also, it was fairly easy to set up initially. **What do you dislike about Vanillasoft?** I definitely think the 'Angry' button should 100% NOT be next to the 'No contact' button. It used to not be anywhere near it; it used to be at the top but now it's at the bottom next to the angry button and now me and multiple colleagues accidentally hit 'angry' by accident when we are trying to hit 'no contact'. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me filter my leads and makes my life easier with its user-friendly, organized structure. **Official Response from James Bishop:** > Hi Brielle - thanks so much for your review! I am so glad to hear that we make your life easier with your dialing and that we were easy to set up. That is unfortunate that the Angry button and No Contact button are close enough together to miss-click! I am 99.99% sure those are admin-configurable, so do check in with the admin on your team who sets up the back-end for you. ### 9. Always Helpful Support Team **Rating:** 4.0/5.0 stars **Reviewed by:** Des P. | Student Donor Experience Officer Coordinator, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** The support team is always very helpful. **What do you dislike about Vanillasoft?** The constant updates without being told about them. I don't mind the updates themselves, but the lack of communication costs a lot of time when trying to figure out why things are looking or working differently. **What problems is Vanillasoft solving and how is that benefiting you?** It makes it a lot easier to contact constituents in one place, as well as keeping necessary information stored. I appreciate being able to do multiple forms of contact in one place such as email, phone call, and text. **Official Response from James Bishop:** > Hi Des - I appreciate you taking the time to write a review for us. I actually sit next to the team that sends out notifications for when there are updates, I am a bit surprised they are not getting to you. If you get a second, give our support team a shout to make sure we have the right email address for you on file, they can pass your information along to the right person on our marketing team. I will say that sometimes the notifications go to the admins on an account. Your point is well taken though and I will pass that along in case there are other things we can do to get notifications out! ### 10. Best App I've used! **Rating:** 4.5/5.0 stars **Reviewed by:** Brandi W. | Sales Development Executive, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 06, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Vanillasoft?** They are constantly looking to add more integrations, and big on modernization goals overall, excited what the future will bring. **What do you dislike about Vanillasoft?** maybe include AI coaching, and note/summary's **What problems is Vanillasoft solving and how is that benefiting you?** Vanilla Soft helps me to build, manage, and maintain my pipeline. ### 11. Efficient Multitasking with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Krisel Q. | Student Representative, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I really enjoy VanillaSoft's features and love the ability to view how many calls I make and how long each call lasts. The features that let me view my script, see caller information, and make calls at the same time are incredibly helpful for multitasking and getting work done efficiently. The call tracking feature is valuable as it allows me to review the quality of my work and the efficiency of my calls. The initial setup was also great. **What do you dislike about Vanillasoft?** There’s a lot of small glitches in which the script disappears. **What problems is Vanillasoft solving and how is that benefiting you?** Having features that let me view my script and caller info while calling helps me multitask efficiently. Call tracking lets me review call quality and efficiency. **Official Response from James Bishop:** > Hi Kristel - thank you so much for taking the time to write a review, I appreciate it! I'm happy to hear that we are making your calling work easier! ### 12. Effortlessly Organizes Leads and Appointments **Rating:** 5.0/5.0 stars **Reviewed by:** Zach B. | Enterprise (> 1000 emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft keeps my appointments organized based on time zones. It also helps keep my leads organized and reminds me when I have to call a client. The setup was very easy, as it was simple to sign up with email and connect to my laptop. **What do you dislike about Vanillasoft?** there could be more callback time slots besides just 1 hour and 3 hours **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps my leads organized and reminds me when to call clients, while also organizing my appointments based on time zones. **Official Response from James Bishop:** > Thanks for the review Zach, I appreciate you taking the time to write it - and this one is awesome, thanks. I'm glad to hear how we are helping you keep your appointments and leads all sorted out and easy to remember who to talk to next! ### 13. Organizes Well with Custom Options, Callbacks Need Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I appreciate that VanillaSoft keeps me organized in my insurance sales work. I like the customizable ability, allowing me to customize features and make it my own. **What do you dislike about Vanillasoft?** Callbacks sometimes come up at a much later time if I miss it. They should come up on the very next opportunity. Also, callbacks don’t always pop up every single time on my Outlook reminders, only sometimes. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps me organized in my insurance sales work. I appreciate its customizable ability, allowing me to make it my own. **Official Response from James Bishop:** > Hi - thanks for the review! Glad we are helping keep your leads organized. The callback timing feels like a configuration issue - have you or your admin talked to the support team? ### 14. Handy “No Answer” Shortcut Saves Time, Though There’s Room to Improve **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 19, 2026 **What do you like best about Vanillasoft?** I like how there is the option of pressing "No Answer" without having to go into the drop-down menu of all of the options. This definitely saves me time every shift **What do you dislike about Vanillasoft?** Recently, I have been having a lot of issues with the calls not going through at all. Also, I feel like a decent amount of the time, the information that is provided about people is just completely wrong. For example, I will ask someone if they are still working at the job title that is given, and they tell me that they have never worked there. It makes the interaction more awkward, and I can tell that the prospects feel more uncomfortable after those situations. **What problems is Vanillasoft solving and how is that benefiting you?** Progressive dialing is really nice overall because then we don't have to sit there and put every phone number into the phone before dialing. This saves a lot of time, and was very nice to adapt to using when I was introduced to it because I was able to call so many more people in the same time frame as normal. **Official Response from James Bishop:** > Hi there - thanks for the review, I appreciate you taking the time. I am going to not say thanks at all though for how handy the "no answer" shortcut is, as that is not us - its your admin! That was a configurable thing that they set up for your campaign specifically, or at least for your organization overall, so huzzah! I'm glad we could help make that happen though. :) ### 15. Vanilla Soft Keeps My Leads Organized in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** Having my leads in Vanilla Soft has been a tremendous help to keeping me organized. All the data related to my prospects in one location has helped with managing appointments, callbacks, and maintaining customer relationships. **What do you dislike about Vanillasoft?** I did like having the ability to listen to all of my recordings in Vanilla Soft without having to use another application or website. **What problems is Vanillasoft solving and how is that benefiting you?** Vanilla Soft is solving prospects falling between the cracks. It keeps everything in one place and easy to follow up on leads. **Official Response from James Bishop:** > Hi and thanks for writing a review! Love what you are saying about keeping all of your leads organized and managing your work! ### 16. Easily Navigatable, Modular, and Customizable—Plus Strong Privacy and Backup History **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 20, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Vanillasoft?** It's easily navigatable, a lot of list and organization for each tabs. I find it really modular, with each view expandable and customizable allowing for flexibility. Yet, the privacy element still prevail in maintaining each entries with a backup history option is an added bonus. **What do you dislike about Vanillasoft?** The most annoying part of each modular is the scroll function, where it would be janky to say the least and would sometimes bugged out when clicked to fast. Additionally, I find it problematic when it doesn't saved the result, when you returned back to the main profile. As I would write something in the comment while going to result, then forget certain element that would caused me to go back and forth, but then I would forget which result I was giving in the first place. **What problems is Vanillasoft solving and how is that benefiting you?** It helps connect us, an organization with our client, which was a very important aspect of our mission. Allowing a seamless connection and record telling of each interaction, while maintaining the privacy is crucial to what we are doing. So, in turn I would say it greatly benefiting the organization in a procedural and organized method to reach our client. **Official Response from James Bishop:** > Hi there - thanks for your review! We are so glad to hear that that you are finding Vanillasoft to be easy to navigate and flexible. We would love to understand more about the saved results and capturing notes and/or comments. If you have not spoken to our support team already, they would love to hear from you to understand what is going on. ### 17. VanillaSoft: Easy to Use and Simple to Navigate **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 28, 2026 **What do you like best about Vanillasoft?** VanillaSoft is an easy to use and navigate platform. Love the built in email and text options. **What do you dislike about Vanillasoft?** The least helpful feature is that it only allows to track the last 5 calls for each lead. A full history feature for each lead (Actual call history to each individual lead would be valuable...also keeping the comment history as well) **What problems is Vanillasoft solving and how is that benefiting you?** This all-in-one CRM platform, with both texting and email capabilities, has helped us keep our costs in check. **Official Response from James Bishop:** > Thanks for taking the time to write us a review, I appreciate it! I am so glad to hear that you are finding us easy to use and navigate. ### 18. Intuitive for Callers, but Recent Outages and VOIP Issues Hurt Reliability **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** On the caller side, it is extremely user friendly! I would describe the interface as intuitive and easy to navigate. On the admin side, I would say the admin page is mostly navigable. Sometimes, I will need to hover over some menus to remember where something is. Uploading contacts is easy. VanillaSoft is usually fast on the caller side, though recently there have been outages and issues with connecting VOIPs and using the giving page. Support has historically been responsive and helpful, but recently they seem to be overloaded with requests. I do not use any AI features with VanillaSoft. I do wish there was a feature that let me change all my callers' calling assignment at once. **What do you dislike about Vanillasoft?** Lots of outages recently. There have been shifts where we have to send callers home with full pay because VS was not working properly. We have been experiencing VOIP connectivity issues, as well. **What problems is Vanillasoft solving and how is that benefiting you?** We no longer have to call directly from Google Sheets, and that’s the biggest benefit for us. It cuts down on user error by clearly laying out the information callers need and offering quick, easy ways to move from one contact to the next. Overall, I’d say it’s worth the price. We use VS Connect with VanillaSoft, and that setup works well for our team. We don’t use any other integrations at this time. I’m also not familiar with any artificial intelligence features within VS. **Official Response from James Bishop:** > Hi there - yes, the outages that we worked through this spring were frustrating to say the least. The view I have from the marketing side here is that those issues are by and large fixed and that there are just a few customers left that we are migrating to our new, more stable platform. I am really glad to hear that you are finding the caller side useful and user-friendly! That said, I know that there are updates on the way for our caller screen UX (and I think Admin side too) - our product marketing team sends invitations out to our admins in advance of releases for previews, so do watch your inbox! ### 19. Powerful Result Codes with Easy Customization **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 24, 2026 **What do you like best about Vanillasoft?** The most helpful feature that Vanillasoft offers are the result codes. There are so many outcomes, and finding a general code can be annoying but they make customization easy and efficient. Using it in combination with VS Connect as the calling platform is straightforward as well. **What do you dislike about Vanillasoft?** I wish there was a playable walkthrough of the website rather than the online video training. And I wish it would glitch less in the middle of my calls. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft is a great platform to hold a wide variety of information— phone numbers, addresses, past donations, alumni years, where they want the donations to go...It's great to not need a million spreadsheets to hold all this connecting data. **Official Response from James Bishop:** > hello Fundraiser! thanks for taking a moment to write us a review, I appreciate it! Thank you SO much for talking about result codes - they seem like a little thing at first, but yes, they ARE awesome! The go so far into reporting, and scoring leads again after you result them. Huge. Thanks again! ### 20. Great Workflow, Needs Better Call Quality **Rating:** 3.0/5.0 stars **Reviewed by:** Christian A. | Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I like having my leads route directly to VanillaSoft. I work faster with a good workflow that doesn't require too much in between work. I am dialing the people I need to without too much thinking. **What do you dislike about Vanillasoft?** The call quality with the VanillaSoft dialer is constantly choppy for me and the people I call, which makes it hard for effective callbacks. Also, I'm not sure if it is using random numbers or the same number when dialing people. Additionally, the initial setup was not as easy as I would like. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps with organization and speeds up my workflow by routing leads directly, allowing me to dial people efficiently without much thought. **Official Response from James Bishop:** > Hi Christian - my goodness, you hit the nail on the head for what we are trying to help with - I am so glad to hear that its working well for you! Saving time on admin work so you can spend more time dialing and talking to your contacts is exactly it. That's unfortunate about call quality though. I know we had some VoIP issues earlier this spring, that were resolved with a new platform migration - but the call quality seems like something else. Since its VoIP, it could be your IP connection too - check our status page that should tell you about the Vanillasoft plaform, or by all means give our support team a call if your quality is off! ### 21. Effortless Calls, Seamless Lead Connection **Rating:** 5.0/5.0 stars **Reviewed by:** Seth R. | Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 15, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Vanillasoft?** I like how easy VanillaSoft is to use, making it simple to quickly maneuver through prompts. This is important for me to ensure I'm connecting with as many leads as possible and getting through the steps efficiently. The initial setup is very simple, which made it easy to get started. **What do you dislike about Vanillasoft?** nothing **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for connecting with leads. It's easy to maneuver through prompts, which helps me quickly get through steps and make as many calls as possible. **Official Response from James Bishop:** > Hi Seth, thanks for taking a moment to write us a review. I'm super glad to hear that we are helping you connect with "as many leads as possible"! ### 22. Effortless to use and highly efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Nichol S. | SDR, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I love how easy it is to use and the effiency. **What do you dislike about Vanillasoft?** Nothing at all. It is so easy to use. I just love this CRM. **What problems is Vanillasoft solving and how is that benefiting you?** It helps me to make appointments for my company. It is so easy to use. **Official Response from James Bishop:** > Hi Nichol - thanks for your review - I'm so pleased that you love the Vanillasoft ease of use and the efficiency that you get! ### 23. Saves Time on Personal Outreach with Simple Cadences and Helpful Scripts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Philanthropy | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like that it saves me time with personal outreach. I'm able to quickly move through a list of prospects and follow a simple cadence, rather than second-guess as I had done in the past. The ability to have scripts also helps me speed up my work, but remain accurate as well. **What do you dislike about Vanillasoft?** I have found projects to be confusing. It seems that if one button is not clicked, it throws the entire project off. I wish items were more connected to one another without the details. **What problems is Vanillasoft solving and how is that benefiting you?** It solves the speed and cadence structure for prospect outreach. This has kept me more organized and on top of my work better. **Official Response from James Bishop:** > Hi there - thanks for taking the time to write a review! I love it, hearing that cadences are helping you move through prospects quickly and easily - amazing! Interesting feedback on the projects that you shared - I don't have a direct way to put you in front of our product team from here, but our support team helps capture feedback like that for the product team and development roadmap. Do give them a shout when you get a second if you can and share that - I will too but they always listen to customers more than they they listen to the marketing team! :) Could be that your org is talking to your customer success manager (Fi or Em maybe?) be sure to let them know! ### 24. Streamlines Lead Calling with a Super Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Justin K. | Insurance Broker, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like using VanillaSoft because it really streamlines my process of moving from one contact to another and helps me disposition leads properly. The dispositioning and search features make my work smoother by allowing me to plug in numbers and handle leads effectively. It's super easy to set up too, and I didn't have to worry about getting it up and running myself. **What do you dislike about Vanillasoft?** It takes a little while to load into VanillaSoft sometimes, and sometimes the servers crash, but I don't know what that's for. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to contact leads, making it easier to call from contact to contact and disposition leads properly, filtering out leads with dispositions. **Official Response from James Bishop:** > Hi Justin - thanks for the review! We're glad to hear that Vanillasoft streamlines your work and makes your day go smoothly! ### 25. Easy platform with the occasional hiccup **Rating:** 3.5/5.0 stars **Reviewed by:** Summit H. | broker, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** its simple to understand and navigate through and connects well to other platforms **What do you dislike about Vanillasoft?** it has server issues every now and then which cause a blatant pause on my work flow **What problems is Vanillasoft solving and how is that benefiting you?** it makes dialing tons of people everyday soooo easy **Official Response from James Bishop:** > I am so glad that you find Vanillasoft simple to understand - thank you for taking the time to write it in a review! ### 26. Quick, Easy Lead Follow-Up That Keeps Nothing Falling Through the Cracks **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Insurance Agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 19, 2026 **What do you like best about Vanillasoft?** Software allows me to follow up with leads quickly and easily, making sure nobody slips through the cracks **What do you dislike about Vanillasoft?** i want to be able to set tentative callbacks that are different from scheduled appoinments **What problems is Vanillasoft solving and how is that benefiting you?** helping me never forget anyone ### 27. High-Quality Dialer, Affordable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 03, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft because it offers much more affordable leads with an easy to use CRM. The high quality and easy to use dialer is something I really appreciate. It keeps me from having to call all leads off my personal phone, which allows me to make more dials easily. The initial setup was very easy, thanks to my team at the company. **What do you dislike about Vanillasoft?** Allowing you to go back to past leads easier, and putting them in the calendar easier as well **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft provides affordable leads and an easy-to-use CRM. Its high-quality dialer helps me make more calls without using my personal phone, improving my efficiency. **Official Response from James Bishop:** > Thank you for taking the time to write a review, I appreciate it. I am glad to hear that the dialer is making your calls easier! ### 28. A Strong Dialing Tool for High-Volume Insurance Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Schantera M. | Insurance Broker, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** Vanillasoft is excellent for outbound calling and keeping me on track with daily call activity. The auto-dialing and queue-based system remove the guesswork from who to call next, which helps maximize productivity and maintain momentum throughout the day. **What do you dislike about Vanillasoft?** The interface can feel dated, and customization options are limited compared to more modern CRMs. It’s very call-focused, so it’s not ideal for managing long-term client relationships or tracking detailed policy information. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft solves the problem of call reluctance and inefficient dialing by keeping calls organized and continuous. This leads to higher call volume, better consistency, and improved reach rates, which directly supports lead contact and appointment setting. **Official Response from James Bishop:** > Hi Schantera - thank you so much for your review! We are really proud of our auto dialling and queue based lead management system too. Its great to hear that its working well for you. Good call on the interface - and I hear you - updates are coming so stay tuned. ### 29. Easy to Stay in Touch and Keep Notes on Track **Rating:** 5.0/5.0 stars **Reviewed by:** casie d. | Administrative Assistant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** How easy it is to stay in contact with others. Also helps with the notes to stay on track **What do you dislike about Vanillasoft?** The lagging and how the contact information takes a while to load. **What problems is Vanillasoft solving and how is that benefiting you?** Staying in contact with students **Official Response from James Bishop:** > Hi Casie - thanks for the review - I'm glad to hear we are helping to stay in contact and to keep your notes together! ### 30. Efficient Dialing with Easy Setup, but Needs Better Lead Management **Rating:** 4.0/5.0 stars **Reviewed by:** Paul B. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** I like the ease of use of VanillaSoft. The autodialing feature is really easy and helps streamline my processes. Setting it up was very easy, and the user interface feels very intuitive. **What do you dislike about Vanillasoft?** I have an issue with duplicate leads, which is frustrating. Better filtering of information is needed to handle this problem. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft allows for easy dialing and efficient prospecting through multiple leads, making lead management smooth with easy dispositions. **Official Response from James Bishop:** > Thanks for writing us a review Paul, I appreciate you taking the time! I agree that the set-up is easy, we hear that a lot and are certainly proud that real users like you see that too. I'm happy to hear that the dialing is working to streamline things for you too! ### 31. Intuitive and User-Friendly CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** John R. | Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 15, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Vanillasoft?** I have been using VanillaSoft for over a year, and I find it to be very good because it is easy to use and user-friendly. The simplicity of VanillaSoft stands out, as there are not many buttons to press or click, making it self-explanatory. Setting it up was not difficult at all, thanks to the knowledgeable person who taught us how to use it. Additionally, VanillaSoft is effective in aligning my callbacks and ensuring they pop up on time, eliminating the need for me to remind myself about them. It serves critical functions for CRM purposes, handling calendars, and arranging callbacks efficiently. I highly value its integration capabilities with tools like Versus Connect for softphone and Outlook for calendar and email synchronization. The ease of use and direct interface make it highly recommendable, especially for beginners in this field of work. Its user-friendly nature is a major appeal, reflected in my recommendation score of 9.5 out of 10. **What do you dislike about Vanillasoft?** I would like the ability to see more detailed change logs in VanillaSoft. Currently, I can't track when changes were last made or who made them. Having access to this information would greatly assist my work, as it would provide clarity and accountability regarding modifications within the system. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to ensure my callbacks are timely aligned and notified, simplifying CRM and calendar tasks while preventing the need for manual reminders. ### 32. Easy to Use, but Overall Experience Needs Improvement **Rating:** 2.0/5.0 stars **Reviewed by:** Shambo B. | CALLER, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** ease of access, very user friendly interface **What do you dislike about Vanillasoft?** frequent disruptions, program itself is sometimes bugged **What problems is Vanillasoft solving and how is that benefiting you?** i work and i call at a call center for donors, so VS is very convenient **Official Response from James Bishop:** > Hi Shambo - thank you for taking the time to write us a review, I appreciate it, even though you have had some buggy experiences. ### 33. Intuitive CRM That Delivers Results **Rating:** 4.5/5.0 stars **Reviewed by:** Darrell C. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 02, 2026 **What do you like best about Vanillasoft?** I utilize VanillaSoft daily for my outbound calling efforts. It's easy to use and intuitive, letting me easily create new accounts, add contacts, capture important notes, schedule calls, and finalize deals. I can also quickly pull up targeted sales campaigns to drive more closed business. I found VanillaSoft to be one of the most valuable CRM solutions I've ever used. It offers ease of use and visibility across large accounts. **What do you dislike about Vanillasoft?** The only problem I have with VanillaSoft is latency or when the system is down. This is an issue that can only be resolved with VanillaSoft. Perhaps using a solution for high-availability for when the system is nearing capacity. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for outbound calls, easily managing accounts, capturing notes, scheduling follow-ups, and closing deals. It solves scheduling, prioritization, and closing business issues in my sales funnel. **Official Response from James Bishop:** > Hi Darrell - thanks for the response! Love what you said here "I found VanillaSoft to be one of the most valuable CRM solutions I've ever used." Thanks for the kind words! Point taken on the outages - we upgraded from our legacy VoIP platform last month. Our users are experiencing far improved uptime, system stability and reliability. ### 34. Great Integration, but Evening Support Needs Improvement **Rating:** 1.5/5.0 stars **Reviewed by:** Jay G. | Administrator, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 23, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Vanillasoft?** The integration with our institution and systems. **What do you dislike about Vanillasoft?** The lack of support during the evenings and response times. **What problems is Vanillasoft solving and how is that benefiting you?** Bridging the gap between us and our donors. **Official Response from James Bishop:** > Hi Jay - I appreciate you taking the time to write a review for us. ### 35. Effortless Case Management with Seamless Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Brian K. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** I like the ease of use and integration of VanillaSoft. It saves me time by allowing me to group action items and follow up easier. **What do you dislike about Vanillasoft?** could use more help articles **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for case management. It improves response times and resolutions, helps with tracking problems, and its ease of use and integration save time, allowing me to group action items and follow up easier. **Official Response from James Bishop:** > Thanks for the review Brian, I appreciate your taking the time to write it. I'm glad to hear that we are saving you time with your case management! ### 36. Great Performance for Emails and Note-Taking **Rating:** 4.5/5.0 stars **Reviewed by:** Manuel R. | Director of Recruiting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** The performance works great, especially being able to send emails and take notes. **What do you dislike about Vanillasoft?** The design looks like it’s from the early 2000s. **What problems is Vanillasoft solving and how is that benefiting you?** reminders of appts - integration of calendar **Official Response from James Bishop:** > Hi Manuel - thanks for taking a moment to write us a review! You are so right about the design - good news is there is an update coming really soon - stay tuned! ### 37. Organized UI, Smooth Performance, and Easy Onboarding **Rating:** 4.0/5.0 stars **Reviewed by:** Jay S. | Alumni Outreach Coordinator, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** Very organized UI Layout. Good device integration. Smooth performance, and very easy onboarding **What do you dislike about Vanillasoft?** some features are hard to understand and implement across calling **What problems is Vanillasoft solving and how is that benefiting you?** calling multiple people **Official Response from James Bishop:** > Hi Jay - thanks for taking the time to write us a review, I appreciate it! Glad to hear that you found the onboarding easy! ### 38. Clean Interface, Minor Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Gabriella Z. | ND Listens Caller, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like using VanillaSoft for calling with my work because it provides a list of contacts with their information and phone numbers, making it easy to move through. I appreciate that it's well formatted, which is both clean and simple. The initial setup was kind of easy and not too complicated. **What do you dislike about Vanillasoft?** Sometimes the buttons glitch on the screen when I finish the call and am categorizing it. Just a better user interface would help a smoother experience. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft provides a list of contacts with their information and phone numbers, making it easy to move through calls efficiently. **Official Response from James Bishop:** > Hi Gabriella - thanks for taking the time to write a review for us! Point well taken on the interface - I can tell you that changes are coming, stay tuned likely late spring/summer! ### 39. Effortless Scheduling with Intuitive Calendar and Customer Info **Rating:** 5.0/5.0 stars **Reviewed by:** Jasmine Y. | Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 28, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Vanillasoft?** Easy to use and easy to check the calendar in just one look, with customers info and other information. **What do you dislike about Vanillasoft?** So far none, it works really well with our work. **What problems is Vanillasoft solving and how is that benefiting you?** Previously, I struggled with incorrect tagging, but now there's a helpful message that appears if the documentation isn't complete. There's also a dropdown for additional information, which makes the process clearer. ### 40. Flexible Campaign Management with Some Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Toni B. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 23, 2026 **What do you like best about Vanillasoft?** I appreciate VanillaSoft's flexibility and its ability to tailor outcomes to suit our needs. It allows us to quickly and easily implement and initiate campaigns, report effectively, and make selections that optimize success for us and our clients. **What do you dislike about Vanillasoft?** No VOIP services offered in NZ, no plans to implement, payment gateway seems hard to improve to what we need, slow turn around for development of payment gateway requirement - if any. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft provides quick, easy campaign initiation, effective reporting, and tailored selections to optimize success, solving problems in outbound telesales and telefundraising. **Official Response from James Bishop:** > Hi Toni - I appreciate you taking the time to write a review for us. I'm glad that the campaigns and reporting are flexible for your needs. I can't say a lot about VoIP in NZ - its a fair point. ### 41. Efficient Lead Management, Needs Better Calendar Integration **Rating:** 2.5/5.0 stars **Reviewed by:** Margaret Anne M. | Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like that the result codes in VanillaSoft can be tailor-fitted to what our company needs. This customization makes it easier for us to monitor and track the progress of our leads. **What do you dislike about Vanillasoft?** Calendars can't sync with Google Calendar or Microsoft. It would be great if there was an integration where the calendar invite from VanillaSoft will automatically be added to the recipient's Google or Outlook calendar. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps with lead management and allows us to tailor result codes to fit our needs, making it easy to monitor and track our leads' progress. **Official Response from James Bishop:** > Hi Margaret Anne - thank you for taking the time to write a review! I'm surprised that your calendars are not syncing as you describe it - our features do that, here is a support article that might help: https://support.vanillasoft.com/hc/en-us/articles/204718060-Synchronize-VanillaSoft-Calendar-with-Google-or-Outlook-365. If that is not working, give our support team a call and they might be able to help - hopefully its not a setting with your Admin! :) ### 42. Timely Connections, But Voicemail Delivery Can Be Finicky **Rating:** 2.5/5.0 stars **Reviewed by:** Valery C. | Digital Philanthropy Caller, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** It helps us directly connect with the people that we need to in a timely manner. **What do you dislike about Vanillasoft?** It is very finicky when it comes to actually getting voicemails through and looking for someone in particular. **What problems is Vanillasoft solving and how is that benefiting you?** It is solving the issues that we have with calling people to inform them, and it makes my life a little easier. ### 43. Intuitive UI/UX and an Effortless, Easy-to-Use Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Nuzhat N. | Student Fundraiser, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** The UI/UX and the easy to use process that it offers **What do you dislike about Vanillasoft?** Sometimes it lags for 5-10 seconds and for updating the data/comments it takes some time. Maybe fixing that would increase my productivity more. **What problems is Vanillasoft solving and how is that benefiting you?** It is easier for me to input user data and I think calling them and updating their data is something that is benefiting my institution/company **Official Response from James Bishop:** > Thanks for the review Nuzhat, I appreciate you taking the time! ### 44. Excellent Note-Taking and Scheduling **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 15, 2026 **What do you like best about Vanillasoft?** Note taking and Scheduling are what I like best. It allows me to be prepared and remember my appointments when necessary. **What do you dislike about Vanillasoft?** The downside include the lagging at times. Sometimes it breaks my momentum. **What problems is Vanillasoft solving and how is that benefiting you?** It allows me to take notes so that I am prepared for my next appointment. **Official Response from James Bishop:** > Hi there, thanks for the review. Glad to hear that the note taking and appointment scheduling are helping you keep on top of things! ### 45. Prompt, Helpful Support—But Automation Set Up is a Struggle **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** The customer service from the Support team has been prompt and generally helpful! **What do you dislike about Vanillasoft?** Some of the automations are not working with our set up and no solution has been identified in our nearly 3 years as customers. **What problems is Vanillasoft solving and how is that benefiting you?** They've given us a generally user-friendly system to bring our phonathon program in-house when we've otherwise operated through a far more resourced third-party vendor. ### 46. Quick, Effective, and Seamless Contact Management **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle H. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 24, 2026 **What do you like best about Vanillasoft?** I appreciate VanillaSoft for its quickness, which really helps me go through my contacts efficiently. The feature of setting call backs works smoothly, enabling me to stay in touch with customers effectively. I found the initial setup to be easy, making the transition seamless. **What do you dislike about Vanillasoft?** Nothing **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me get through my contacts quickly, and my callbacks work smoothly. **Official Response from James Bishop:** > Hi Kyle, thanks for taking the time to write us a review! I'm glad to hear that setting call backs so the customer just comes back up when its time for you to contact them again is working well for you! ### 47. Efficient Call Management with a Few Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Robert F. | Sales Development Representative, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft is easy to navigate and not too hard to learn. This usability aspect is important to me because my time is valuable, and it allows me to work quickly. Additionally, the initial setup was very easy, which is another positive point for VanillaSoft. **What do you dislike about Vanillasoft?** Sometimes it fails to establish the call, and you have to hit the refresh button to try it again to get the call to go through. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps track of all my callbacks, making it easy to navigate and allowing me to work quickly. **Official Response from James Bishop:** > Hi Robert - thanks for taking a few minutes to post a review for us, I appreciate it! You hit the nail on the head - your time IS really valuable, and helping you make the most of it is our primary goal. I am glad that its working for you! ### 48. Efficient CRM with Room for Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Nathaniel G. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like the ability to make appointments within VanillaSoft. It allows me to keep a clean calendar and successfully stay on top of appointments and schedule new ones. The initial setup was very easy and straightforward. **What do you dislike about Vanillasoft?** Follow up campaigns are finicky and they can be interrupted by making simple updates to a profile. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for follow-up and organization as a CRM tool for prospective students. It helps me keep a clean calendar and stay on top of appointments while allowing me to schedule new ones. **Official Response from James Bishop:** > Hi Nathaniel - thank for taking the time to write a review, I appreciate it! I'm glad to hear that we are making appointments and scheduling easier for you. I'm sure you must have, but just in case, our support team might be able to help with the way your campaigns are set up and having the interruptions that you are seeing. ### 49. User-Friendly and Efficiency Boosting for Client Management **Rating:** 4.5/5.0 stars **Reviewed by:** Tashan M. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft very user-friendly, which makes my tasks easier. I like the click and dial functionality because it simplifies the workflow and helps me move efficiently. I've been using VanillaSoft for years, and the initial setup was very easy. **What do you dislike about Vanillasoft?** None that i can think of. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft aids in client management and is very user-friendly, enhancing my workflow. **Official Response from James Bishop:** > Hi Tashan - thank you for the review! ### 50. Effortless Lead Management with Minor Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Jack A. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** April 19, 2026 **What do you like best about Vanillasoft?** I love VanillaSoft because it helps manage leads through the whole team efficiently, preventing multiple people from calling the same lead. I appreciate being able to schedule callbacks and stay organized with the lead system. The setup was incredibly easy, taking only one or two minutes. **What do you dislike about Vanillasoft?** Probably their calling system, the Versus Connect, sometimes it's a bit delayed, and sometimes it does fail. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to manage leads through my whole team efficiently, preventing duplicate calls. It also helps schedule callbacks and stay organized. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-09-20+14%3A09%3A34+-0500&secure%5Bsession_id%5D=b1addd53-ab89-448c-8231-68d15329cd0c&secure%5Btoken%5D=fcb38b7a789d50537fd1f05376ca1884f2c1913bafe43b6a54b26c29876f35ed&format=llm_user) ## 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 - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management **Contacts** - Personalization - Information Locater - Record Prospect Data - Contact Management **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Management** - Conversion Viability - Workflow **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking - AI/Machine Learning **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Additional Functionality** - Meeting Management - AI Copilot - Reminders - Recommendations - Lead Distribution - Workflow Management - Performance Management - Dashboard - Email Management - Lead Management - Activity Tracking - Email Templates - Third-Party Integrations - Customizable Fields - Sales Pipeline Management - Generative AI - Automatic Call Distribution - Call Monitoring - Lead Capture - Deal Management - Call List Management - Multi-Channel Communication - Call Recording - For Contact Centers - CRM - Data Management - Calendar Management - Chat/Messaging - Lead Qualification - API - Task Management - Interaction Tracking - Reporting & Statistics **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation ## Top Vanillasoft Alternatives - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (9,621 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,526 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,670 reviews)