I use VanillaSoft for work and find it to be an easy-to-use and reliable platform. It helps streamline our workflow effectively, allowing us to keep track of each customer and contact them directly from the same platform. This also helps in maintaining information for internal purposes while keeping track of daily tasks and time. The platform is an all-in-one solution which is valuable for improving efficiency and staying organized for each project and campaign we offer. Customer care is amazing, always responding promptly to any issue, like the phone connection issue we had which they fixed quickly. The initial setup was easy and our IT department found it helpful. Review collected by and hosted on G2.com.

The only issue we had was a VanillaSoft phone connection and showing agents unavailable but it was fixed promptly after contacting customer care. Review collected by and hosted on G2.com.

VanillaSoft has significantly improved my productivity by streamlining outreach and follow-up tasks in one platform. The queue-based lead management system is one of the most valuable features, as it automatically prioritizes contacts and eliminates the time spent deciding who to call next. This allows me to focus more on conversations and less on administrative work.

The integrated calling and email tools make it easy to communicate with prospects without switching between multiple applications. I also appreciate the detailed reporting and activity tracking features, which help me monitor performance and identify areas for improvement.

One unexpected benefit has been how much easier it is to stay organized during high-volume calling campaigns. Automated reminders, call notes, and follow-up scheduling ensure that no lead falls through the cracks. Overall, VanillaSoft has helped me manage my workflow more efficiently, increase outreach consistency, and save several hours each week that would otherwise be spent on manual tracking and organization. Review collected by and hosted on G2.com.

While VanillaSoft is very effective for managing outreach and follow-up workflows, there are a few areas that could be improved. The user interface can feel somewhat dated compared to newer CRM and sales engagement platforms, and certain settings can take time to learn for new users.

Reporting is useful, but customizing reports and extracting specific insights can sometimes be less intuitive than expected. Additionally, when working with large volumes of records, navigating between screens or updating information may require more clicks than necessary.

That said, these issues have not significantly impacted my ability to use the platform effectively, and the overall productivity benefits outweigh the drawbacks. Review collected by and hosted on G2.com.

It is a pretty straightforward interface. Easy to navigate my way through it and manage it daily . Review collected by and hosted on G2.com.

It's a very unreliable platform. It crashes regularly. It often freezes up. It doesn't time keep the way it should. Sometimes you'll click to look at your worked hours and it will tell you it's unavailable. Then you click again and it's a blank white screen. The response from customer service is usualy the same--clean out your cache--but it's always sort of working poorly. Review collected by and hosted on G2.com.

I use VanillaSoft as a CRM for students, and I like how it carefully organizes touch points to keep both students and me on track for starting school. I like that you can set timed reminders and events way out. It's really useful because even if I have 20 things to do, a reminder will prompt me to complete a task that I might otherwise forget. Also, I found the initial setup to be extremely easy. Review collected by and hosted on G2.com.

The email through the app doesn't notify you when the app email has been responded to. I'm honestly not even sure it's sent. We need to be able to follow the lifecycle of an email sent through the app, like when it's delivered, read, and responded to, or if it's ignored. Review collected by and hosted on G2.com.

I like using VanillaSoft as a CRM tool for cold calling because it eliminates time wasted through its queue-based lead management, ensuring there are no wasted leads. It's user-friendly and easy to navigate, making it simple to result every lead right after a call. The access to call recordings is great, and the initial setup is as easy as 123. Review collected by and hosted on G2.com.

I think, some bug issues are occurring more often lately, just lag issues I guess. Review collected by and hosted on G2.com.

The pricing is very friendly and makes it doable for a small team to acquire a calling software. The system is robust and has a lot to offer. Unfortunately, we don't have enough data to make the best of Vanilla Soft. Review collected by and hosted on G2.com.

The interface is not that friendly and looks outdated. While our AM was dedicated and responsive, we found the onboarding/training overwhelming at times. Review collected by and hosted on G2.com.

I like VanillaSoft's disposition options and the comment section for taking notes. The timestamps for every call are helpful as they provide a paper trail if a prospect 'forgets' a conversation. The notes being saved and transposed into Google Calendar when integrated make appointment setting and follow-ups a breeze. The initial setup was cake, indicating ease of use. Review collected by and hosted on G2.com.

VanillaSoft could be better at filtering for bogus names and phone numbers that have all the same numbers. Sometimes there are things on there that obviously shouldn't be, and I experience the occasional disconnect from phone calls without explanation. Review collected by and hosted on G2.com.

I feel like VanillaSoft is easier to use and it operates our calls and makes our tasks easier. It basically solves our problem without having to do a lot of manual work. I like how straightforward and simple it is to use, and how compliant it is. There's almost never any issues with the calls, so it's good. Review collected by and hosted on G2.com.

I think it should be that the calls don't get glitched out. Sometimes the information gets mixed up or the calls glitch, or the other party is unable to hear us or we're unable to hear them. Review collected by and hosted on G2.com.

I like VanillaSoft's automatic feature to send out text and emails. Review collected by and hosted on G2.com.

It's super laggy. It's super slow. It sometimes goes off at the last second. The connection to clients is sometimes not stable either. The setup took a few days, and the support didn't really know what they were doing. I had to connect with a supervisor who fixed it in two minutes. Review collected by and hosted on G2.com.

I use VanillaSoft for keeping track of my clients and follow-up timings. It prompts me to follow-up with clients at the appropriate time or when I have asked the system to remind me. Initial setup was not difficult. Review collected by and hosted on G2.com.

The advanced features are very complicated to use. Setting up automatic texting and automatic emails is pretty difficult. I can't pull in my personal calendar into my HealthMarkets calendar so all appointments are on one calendar. Therefore, I don't use the calendar link in VanillaSoft for my clients to make appts. I have subscribed to Calendly for this. I thought VanillaSoft was going to provide that ability, but it doesn't. An additional dislike - is the duplicate client entries. I constantly have to merge to clean that up, and they just keep happening. So there are still some glitches. Honestly, I would not recommend it at this point. Review collected by and hosted on G2.com.