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. Review collected by and hosted on G2.com.

nothing Review collected by and hosted on G2.com.

I love how easy it is to use and the effiency. Review collected by and hosted on G2.com.

Nothing at all. It is so easy to use. I just love this CRM. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It takes a little while to load into VanillaSoft sometimes, and sometimes the servers crash, but I don't know what that's for. Review collected by and hosted on G2.com.

its simple to understand and navigate through and connects well to other platforms Review collected by and hosted on G2.com.

it has server issues every now and then which cause a blatant pause on my work flow Review collected by and hosted on G2.com.

Software allows me to follow up with leads quickly and easily, making sure nobody slips through the cracks Review collected by and hosted on G2.com.

i want to be able to set tentative callbacks that are different from scheduled appoinments Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Allowing you to go back to past leads easier, and putting them in the calendar easier as well Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

How easy it is to stay in contact with others. Also helps with the notes to stay on track Review collected by and hosted on G2.com.

The lagging and how the contact information takes a while to load. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have an issue with duplicate leads, which is frustrating. Better filtering of information is needed to handle this problem. Review collected by and hosted on G2.com.