--- title: Vanillasoft Reviews meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 729 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: 729 scale: '5' date_modified: '2026-07-03' 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:** 729 ## About Vanillasoft Vanillasoft is the only sales engagement software that has \*built in\* lead management and auto dialling. Its the best for fast-moving revenue teams. Most sales engagement tools orchestrate and automate communication channels, standardize workflows, cadences, and scripts, and provide reporting and analytics. But, most sales engagement software rely on external CRMs to manage lists, and external dialers to launch calls. Vanillasoft's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. Plus, Vanillasoft optimizes agent outreach deliverability, making sure that every call, SMS and email reach their destination. The primary audience for Vanillasoft are organizations with fast-moving revenue teams that rely on quick and effective communication with leads. The platform is tailored for teams that prioritize responsiveness and efficiency, making it an ideal choice for industries such as real estate, insurance, and financial services. With its focus on optimizing lead engagement, VanillaSoft serves as a critical tool for fast-moving revenue teams aiming to enhance their performance and streamline their processes. Fast moving revenue teams love Vanillasoft's: - Material, dramatic increases in agent activity - often 500% increase - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections G2 Sales Engagement users say it clearly- we help teams move faster by being 1. The Easiest To Do Business with 2. The Best User Adoption 3. The Easiest To Use Vanillasoft users get going faster, get agents working sooner, and ramping to be productive faster. Vanillasoft ensures that communication is timely and effective. The platform's lead management and sales automation manages the sequence of calls, emails, and texts, ensuring that messages are sent in the optimal order and with the appropriate content. This capability not only improves the likelihood of successful contact but also helps agents avoid common pitfalls such as spam filters and blocked calls. By streamlining communication, Vanillasoft enhances the overall effectiveness of sales efforts, allowing teams to reach their leads more consistently. Overall, Vanillasoft's comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results. ## Vanillasoft Pros & Cons **What users like:** - Users praise the **ease of use** of VanillaSoft, appreciating its intuitive design and helpful customer support. (63 reviews) - Users find VanillaSoft to be extremely **intuitive** , simplifying account management and enhancing their overall sales efficiency. (23 reviews) - Users value the **user-friendly interface** of VanillaSoft, making it accessible for both sales reps and managers. (23 reviews) - Users value the **time-saving automation** of VanillaSoft, enhancing productivity and streamlining outreach efforts. (22 reviews) - Users appreciate the **effective lead generation tools** of VanillaSoft, streamlining contact management and outreach efforts. (21 reviews) - Easy Setup (20 reviews) - Navigation Ease (18 reviews) - Integrations (17 reviews) - Users highlight the **user-friendly interface** of VanillaSoft, making integration and CRM usage seamless and efficient. (16 reviews) - Features (14 reviews) **What users dislike:** - Users find the **slow loading** times of Vanillasoft frustrating, often causing delays in accessing crucial information. (15 reviews) - Users experience frequent **call issues** with VanillaSoft, leading to embarrassment and a lack of professionalism during calls. (13 reviews) - Users experience **slow performance** with Vanillasoft, often facing delays between pages and during call dispositioning. (12 reviews) - Users are frustrated by the **missing features** of VanillaSoft, particularly regarding client information and tracking options. (10 reviews) - Users often face **connectivity issues** with VanillaSoft, experiencing frequent drops and glitches that disrupt professional interactions. (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) - Technical Issues (8 reviews) - Clunky Design (7 reviews) ## Vanillasoft Reviews ### 1. Real-Time Segmentation Makes Special Campaigns Faster and More Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Andres B. | CampusPlus Program Manager @ University of Northern Colorado, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** VanillaSoft has been a great tool for our Engagement Centers to use, thanks to its ability to segment and filter in real time. Being able to manage contacts ourselves has made us faster and more efficient when we’re asked to run special campaigns, and it also helps us react quickly to events happening in the world, ensuring we’re contacting the best people possible. **What do you dislike about Vanillasoft?** Some of my main pain points with VanillaSoft are the lack of AI compared to other systems in the industry. Our partners are consistently asking about AI and how it can help, and within our scope of work in Engagement Centers, it feels like AI is still a long way off compared to competitors. We’ve also had a lot of recent issues with the VoIP system, which has led to significant downtime and a loss in revenue. Lastly, over the past year, customer support has been slower to reply or assist. When I first became a VS user, support was one of the best things about VanillaSoft, so it’s been really disappointing to see that decline over the past year. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft is our primary tool for engagement efforts with our partners, alumni, donors, and friends. It supports multi-touchpoint cadences, provides real-time reporting, and offers user-friendly, intuitive routing capabilities. ### 2. Efficient CRM with Great API, Needs Better Query Interface **Rating:** 3.0/5.0 stars **Reviewed by:** Julian S. | Senior Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft as our CRM at work, and as a developer, I appreciate that it has an API which makes it easy to integrate with our app. I like its straightforward UI, which helps us route leads, manage contact history, and handle text and email efficiently. The ability to integrate other apps by syncing data to and from VanillaSoft is also very valuable, as it serves as the source of truth for our leads. **What do you dislike about Vanillasoft?** The query builder and routing interfaces being UI only is very awkward. I want to be able to type in an expression like you can do in JIRA. For filtering and sorting of the queue, the same goes for the Contact Management query builder interface. There's no advanced version where you can just type in expressions. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to manage contact history, route leads, and handle text and email. It integrates other apps, syncing data so it serves as the lead source of truth, which is convenient. **Official Response from James Bishop:** > Hi Julian - thank you for taking the time to write a review for us, I appreciate it! We don't hear a lot of feedback about our API, glad to hear that it works well for you! Point taken on queries and reporting - I've been at queries and reporting for 25 or so years and have yet to find any one interface that is REALLY good. Regardless, I hear you that ours can do with some work. Keep an eye on our roadmap page (which is new) there are some changes to the caller scorecards coming this spring that might help? Always new stuff coming so watch for the launch webinars as well. ### 3. Efficient Call Management, Needs Better CRM Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Constancia M. | Assistant Director, Annual Giving, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I like how quickly VanillaSoft helps me sift through more than a hundred people that I need to make calls to. It's just really convenient to punch a call button, do the result coding, and send an email. It's quicker than having to manually punch in numbers and look up the records in another CRM because everything is available on the user interface. The features are helpful because when I'm speaking with a prospect or donor, I can quickly see where they made their last gift and how much it was. It helps me think quickly on my feet and ask for a larger amount. It also helps me see buyer information like what they're interested in and their history with the organization. Additionally, it allows me to see when they were last contacted and the comments made on their last contact, which really helps me do my work efficiently. **What do you dislike about Vanillasoft?** Integrating the reports with the CRM that I use, that would be great. Because right now, the reports just come separate and then have to manually enter them into the CRM. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to quickly update prospects and donors about our organization. It's great for efficiently managing calls and emails, with everything available on the user interface. It helps me quickly access donor history, allowing me to make informed asks. **Official Response from James Bishop:** > Hi there - thank you for writing a review, I appreciate your taking the time. Helping save time so you can have more time to make calls and engage with the folks you are calling is 100% the heart of what we are trying to do. Sounds like that is working for you! ### 4. Excellent Service and Support - +3 Years of Reliable Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Tina F. | licensed agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Vanillasoft?** I've been using Vanilla Soft for over 3 years every day and have had consistently positive experiences. The platform is incredibly user-friendly with intuitive navigation that makes daily operations smooth and efficient. What truly sets Vanilla Soft apart is their exceptional customer support. Whenever I've encountered an issue, their team has been readily available and responsive. I've never gone days waiting for a solution - they address problems quickly and effectively, which is crucial for maintaining productivity in my work. The ease of use combined with reliable, accessible support makes this dialer an excellent choice for anyone looking for a dependable calling solution. After 3+ years, I can confidently recommend Vanilla Soft based on their consistent performance and outstanding customer service. Rating: 5/5 stars **What do you dislike about Vanillasoft?** waiting on support to resolve issues in a timely manner **What problems is Vanillasoft solving and how is that benefiting you?** keeping up with schedule and can easily go to calendar and see appointments made in case any follow-up fell thru the cracks.. ### 5. VanillaSoft: Simple, Beginner-Friendly CRM That’s Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Argel Joven G. | Lead Generation Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** VanillaSoft is a user-friendly CRM designed with simplicity in mind. Its buttons and features are self-explanatory, eliminating unnecessary complexity. It’s easy to navigate, beginner-friendly, and allows users to get started quickly without a steep learning curve. **What do you dislike about Vanillasoft?** In my case, I’m not entirely sure if the issue is related to our facility’s internet connection, but I occasionally experience some latency when disposing of calls or saving updates while editing lead information. However, this happens less frequently, and it could possibly be due to our network connection rather than the CRM itself. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps solve the challenge of managing callbacks and organizing the sales pipeline efficiently. Since I work in a lead generation account, one of the biggest benefits is how easy it is to schedule callback dates and times. The system accurately reminds and brings up callbacks at the scheduled time, helping ensure that no leads are missed. It also supports US time zones, which makes it easier for us to manage and build our pipeline while working with different schedules. ### 6. Supportive Onboarding and an Easy Student-Facing Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Caitlyn C. | Director of Annual Campaigns and Initiatives, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I really enjoy working with their onboarding team. They have been there with us every step of the way to help us understand the tool and work to make sure we are using it in the best way possible. The reporting features are also nice, but we definitely could find better ways to use them. I also like the student facing side of the product. It is very easy for them to interface with. **What do you dislike about Vanillasoft?** Much of what VanillaSoft was built to do doesn't fully match with how we intend to use it. Our use case is a bit of a unicorn example, but it means some of the features don't work well with what we need them to do. Additionally, the integration of the product to our CRM has been a bit more cumbersome than we were initially led to believe it would be. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helped us to transition from a very antiquated software to a much more dynamic product during a time that we really needed a product upgrade. The functionality of their software works well and has only had a couple of technical issues. ### 7. Extremely Supportive, Responsive Customer Success Team **Rating:** 4.0/5.0 stars **Reviewed by:** Erin L. | Vice President of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** Customer Success is extremely supportive and responsive whenever I run into issues, and they’re quick to help resolve them. **What do you dislike about Vanillasoft?** Have experienced frequent platform bugs and glitches, often take a significant amount of time to get resolved. Over the last year or so, it also seems like a lot of the Support staff has been replaced, and the current team hasn’t been as helpful as the previous one. Since the switch to the Cloudli telephony carrier earlier this year, we’ve had to change our workflows quite a bit, and we’ve also lost much of our autonomy when using the platform. I also wish the database could be more searchable/exportable across all projects. **What problems is Vanillasoft solving and how is that benefiting you?** I appreciate the new features they have been adding, such as Call Transcription and Call Scoring. Very helpful from a Management perspective when running a large team of SDRs. ### 8. All-in-One Solution with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Leonardo T. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** The only issue we had was a VanillaSoft phone connection and showing agents unavailable but it was fixed promptly after contacting customer care. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to keep our CX database organized, manage dispositions, and streamline communication. It's an all-in-one platform that helps track daily tasks, contact customers directly, and maintain info efficiently. It's a valuable tool for improving efficiency and organization in projects and campaigns. ### 9. VanillaSoft Streamlines Outreach and Follow-Ups, Saving Hours Each Week **Rating:** 4.5/5.0 stars **Reviewed by:** Drishti P. | annual fund ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft solves the challenge of managing a large volume of outreach and follow-up activities efficiently. Before using the platform, it was easy to lose track of contacts, miss follow-ups, or spend too much time organizing call lists. The queue-based system automatically prioritizes records and guides me to the next task, allowing me to focus on conversations rather than administrative work. For my role, this has improved productivity by helping me handle more calls in less time while ensuring that every interaction is properly documented. Features such as call notes, follow-up scheduling, and activity tracking keep information organized and make it easier to maintain consistent communication. As a result, I am able to work more efficiently, stay organized, and provide a better experience for the people I contact. ### 10. Easy to Navigate, but Frequent Crashes and Freezes Hurt Reliability **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Vanillasoft?** It is a pretty straightforward interface. Easy to navigate my way through it and manage it daily . **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** I don't think it does anything outside of the norm for a basic stripped down crm. Perhaps my organization doesn't use it to its full potential, but given that it's as buggy as it is in it's stripped down execution, I'd be afraid to get deeper in the weeds. Just yesterday it sent a call result to the wrong client. That was a first, but unpredictible things happen alo the time with vanillasoft ## 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/vanillasoft-review-1490087?section=pricing&secure%5Bexpires_at%5D=2026-07-03+17%3A07%3A04+-0500&secure%5Bsession_id%5D=b4917f4e-6c92-460a-aaeb-019a1e7779e1&secure%5Btoken%5D=e39a6ee97b188a5f7ed55187dad6577d0eda28ad3fdbe7cb66a27f52f07aa12e&format=llm_user) ## Vanillasoft Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Argos](https://www.g2.com/products/smooth-code-argos/reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - [Ellucian CRM Advancement](https://www.g2.com/products/ellucian-crm-advancement/reviews) - 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Other Outreach Options - CRM Integration - Calendar - Shared Records **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Contacts** - Personalization - Information Locater - Record Prospect Data **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Management** - Conversion Viability - Workflow **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Generative AI** - AI Text Generation **Platform** - Data Synchronization - Analysis **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Vanillasoft Alternatives - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,152 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,498 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,253 reviews)