Krisel Q.
KQ
Krisel Q.
Student Representative
Small-Business (50 or fewer emp.)
"Efficient Multitasking with Room for Improvement"
3.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

There’s a lot of small glitches in which the script disappears. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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!

Zach B.
ZB
Zach B.
Enterprise (> 1000 emp.)
"Effortlessly Organizes Leads and Appointments"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Vanillasoft?

there could be more callback time slots besides just 1 hour and 3 hours Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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!

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Organizes Well with Custom Options, Callbacks Need Improvement"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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?

See how Vanillasoft improved
Verified User in Fund-Raising
UF
Verified User in Fund-Raising
Mid-Market (51-1000 emp.)
"Handy “No Answer” Shortcut Saves Time, Though There’s Room to Improve"
3/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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. :)

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Vanilla Soft Keeps My Leads Organized in One Place"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

Hi and thanks for writing a review! Love what you are saying about keeping all of your leads organized and managing your work!

Verified User in Fund-Raising
UF
Verified User in Fund-Raising
Mid-Market (51-1000 emp.)
"Easily Navigatable, Modular, and Customizable—Plus Strong Privacy and Backup History"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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.

See how Vanillasoft improved
Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"VanillaSoft: Easy to Use and Simple to Navigate"
4.5/5
What do you like best about Vanillasoft?

VanillaSoft is an easy to use and navigate platform. Love the built in email and text options. Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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.

Verified User in Fund-Raising
AF
Verified User in Fund-Raising
Small-Business (50 or fewer emp.)
"Intuitive for Callers, but Recent Outages and VOIP Issues Hurt Reliability"
3/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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!

Verified User in Fund-Raising
UF
Verified User in Fund-Raising
Small-Business (50 or fewer emp.)
"Powerful Result Codes with Easy Customization"
3/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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!

Christian A.
CA
Christian A.
Mid-Market (51-1000 emp.)
"Great Workflow, Needs Better Call Quality"
3/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from James Bishop of Vanillasoft

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!

See how Vanillasoft improved