--- title: Vanillasoft Reviews meta_title: 'Vanillasoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 731 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: 731 scale: '5' date_modified: '2026-07-08' 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:** 731 ## 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. **Official Response from James Bishop:** > Thanks for taking a moment to write us a review Argel - happy to hear that we make it easy for beginners to ramp up and get going! ### 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. **Official Response from James Bishop:** > Hi Caitlyn - thank you for taking the time to write us a review! The student-facing side simplicity that you are seeing is fantastic. Sorry to hear about your integration not going well. I think you/your team are already in touch with Fiona - I know she and the team behind her are ready to help however they can! ### 7. Easy to Use, but Training and CRM Adaptation Still Need Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Steven A. | Independent Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2026 **What do you like best about Vanillasoft?** I have only been using VS for a month. It seems easy enough to use but so far, the adaptation of my company's proprietary CRM does not as yet approach the ease of use and functionality of the old CRM. Perhaps this will get better over time. **What do you dislike about Vanillasoft?** The initial training used the standard training guide and quizzes supplied by VS. This training method was ineffective and inefficient because it required tons of reading and quiz taking without actually using the app. Using common interactive video training on the actual implementation is far superior. **What problems is Vanillasoft solving and how is that benefiting you?** The only problem it has solved as far as I'm concerned as an end user is that transitioning to VS addressed the company's problem with the lack of the availability of cost effective support for ongoing development and maintenance of the old proprietary CRM application ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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 ### 12. Efficient CRM for Student Management, Needs Better Email Tracking **Rating:** 3.0/5.0 stars **Reviewed by:** Joslyn A. | Optical Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft organizes student touch points, keeping us on track. It lets me set reminders for tasks so they don't get forgotten. ### 13. User-Friendly CRM with Efficient Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Anjill T. | Business Development Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** I think, some bug issues are occurring more often lately, just lag issues I guess. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for cold calling. It eliminates time wasted by using queue-based lead management, ensuring no leads are wasted. It's user-friendly, making it easy to result every lead after calls and access call recordings. ### 14. Affordable, Robust Calling Platform — Powerful Features but Outdated UI & Heavy Onboarding **Rating:** 3.5/5.0 stars **Reviewed by:** Olivia C. | Annual Giving Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** The interface is not that friendly and looks outdated. While our AM was dedicated and responsive, we found the onboarding/training overwhelming at times. **What problems is Vanillasoft solving and how is that benefiting you?** Before using Vanilla Soft, we didn't have a secure and effective place for students to access the calling pool. Vanilla Soft has proven to be a friendly alternative for callers to access data and create follow-up comms. ### 15. Effortless Integration and Effective Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff J. | Insurance Agent/Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft handles asking for PPI, demographic info, and prevents calls to my personal cell. It eases appointment setting and follow-ups by saving notes to Google Calendar. Timestamps help with lead attrition, acting as a paper trail if a prospect forgets. **Official Response from James Bishop:** > Thats great to hear Jeff - thanks for the review! ### 16. Simplifies Call Center Operations, Minor Glitches Present **Rating:** 4.0/5.0 stars **Reviewed by:** Bushra M. | Sales Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft makes calling for our call center easy, with seamless operation and direct calling without issues. It simplifies tasks, eliminates manual work, and is straightforward and compliant, resulting in almost no call issues. ### 17. Slow Performance and Setup Challenges, but Automatic Features Useful **Rating:** 2.5/5.0 stars **Reviewed by:** Mikey E. | Benefits advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft's automatic feature to send out text and emails. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for making dials to clients, and I like its automatic feature to send out texts and emails. ### 18. Complicated Features, Potential for Improvement **Rating:** 1.5/5.0 stars **Reviewed by:** Franchesca V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Vanillasoft?** 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. **What do you dislike about Vanillasoft?** 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. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft prompts me to follow-up with clients at the appropriate time, helping me manage follow-up timings effectively. **Official Response from James Bishop:** > Hi Franchesca - thank you for taking the time to write a review for us - I'm sorry that its not meeting the expectations that you had. We can probably have someone on our team get in touch to see if there is anything we can do to help further. Absolutely reach out to our support team if you would like to give first-hand feedback and talk to your account team. ### 19. Easy Payment Processing and Alumni Updates, With a Short Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Jayden S. | Student Caller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Vanillasoft?** I like the data entry software, it's easy to process payments and update alumni information. The UI is easy to navigate after maybe about a week. I also love the integration with VSconnect to call alumni. **What do you dislike about Vanillasoft?** I dislike how slow it can be sometimes performance wise depending on where you're running it, and sometimes support can be wishy washy when Vanillasoft goes down. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft solved the issue of sorting alumni and their information, having to update it, and having two separate calling platforms. ### 20. Still Loving It **Rating:** 5.0/5.0 stars **Reviewed by:** Janene B. | Account Executive/Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2018 **What do you like best about Vanillasoft?** They improved the data routing and filtering process to be even better. It does take a few more steps but much more accurate and more options to be able to target exactly what you need to that day. I also love how it shows you if your email was opened and when. **What do you dislike about Vanillasoft?** I can't always get what I need for a detailed report to send to a client. I would like to be able to tell it exactly what fields I would like put into a report. Maybe I just haven't figured out how to do it yet. **Recommendations to others considering Vanillasoft:** I would highly recommend this product. It literally does everything that I need to track prospecting. **What problems is Vanillasoft solving and how is that benefiting you?** Call routing is a benefit we use to actually close deals with our clients. Because we are able to generate an informational email to prospects on behalf of our clients and then are able to set a date for that record to come back into the front of rotating is key for us and our clients. Also it automatically rotates the record to the front when the prospect has opened the email. Also being able to have extensive information on the home screen for our callers saves time as well. The ease of use and help features are amazing. **Official Response from James Bishop:** > Hi Janene - thanks for the review! I hear you on the reporting - its never easy regardless of the system being used when you are trying to get into complex stuff. If you haven't talked to the success team already, they have some wicked skills in getting custom reports set up that might help? ### 21. Effortlessly Keeps You on Schedule **Rating:** 5.0/5.0 stars **Reviewed by:** Franklin T. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft keeps me on schedule and helps me stay on task by reminding me of who to call and when. I love having all my notes, contact info, and contacts in one place, which makes it incredibly easy to find all the information I need. The ease of use is a major plus for me, as it simplifies my workday. Setting it up was also very easy, which was definitely appreciated. **What do you dislike about Vanillasoft?** Having more features such as AI could be nice or being able to call/text from the system. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps me on task by reminding me who to call and when, maintaining my schedule. It centralizes all my notes and contacts, making information easy to find and boosting efficiency. **Official Response from James Bishop:** > Thanks for the review Franklin! It sounds like Vanillasoft is helping make your day more efficient, which is awesome to hear. The calling and texting is interesting, we absolutely have built-in dialing and texting, it could be a matter of either the VoIP available in your area, or an Admin decision on your organization's side. ### 22. Good potential, tough rollout timing during AEP **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** VanillaSoft helps keep outreach organized and gives structure to the day—especially for calling and following up. The cadence/queue-style workflow is useful for staying consistent, and I can see the potential for improving productivity once you’re fully set up and trained. **What do you dislike about Vanillasoft?** The interface feels a bit clunky and not very intuitive at first, so the learning curve is real. It was also rolled out right before AEP, which is the busiest time of year, so there wasn’t enough runway to get comfortable and configure it properly. Some steps feel like extra clicks, and it’s hard to build momentum when you’re learning it under pressure. **What problems is Vanillasoft solving and how is that benefiting you?** It’s mainly helping with sales engagement—keeping leads and follow-ups from slipping through the cracks and giving me a structured workflow for outreach. When I’m in it consistently, it helps me stay organized and track activity. The benefit is less “mental sticky notes,” more repeatable follow-up—though I expect the biggest gains will come after I’ve had more time to fully learn it and tailor it to my process. **Official Response from James Bishop:** > Hi there - glad that Vanillasoft helps keep you organized and on track! We do have some user interface updates coming, stay tuned! ### 23. Detailed Call Stats and Fast Updates Make Performance Tracking Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** the detailed statistics it gives about the number of calls one makes per hour, it is easy to keep track of performance. It updates data about speed of calling relatively fast. Although my employer pays for Vanillasoft, I do think it is financially worth it. It also organizes information very well and makes it easy to locate necessary information. **What do you dislike about Vanillasoft?** It has crashed for my company several times, in which calls do not go through. It also tracks someone's performance even when they their computer is off if they have not logged out. However, my colleges were able to get in contact with support from Villanova soft to fix the issues, and the VanillaSoft team communicated effectively with us. **What problems is Vanillasoft solving and how is that benefiting you?** It is making the process of organizing the data of my school's donors and their information easy and accessible. It works well with my Mac computer's features to allow me to easy call donors. **Official Response from James Bishop:** > Hi and thanks for your review - we're really glad to hear that Vanillasoft is helping with your reporting and performance management. I hope that is helping to optimize your campaigns! I hear you on the outages we had earlier this spring. We have been migrating all of our customers to a new, more stable platform which has taken care of those connectivity problems. ### 24. Frustrating Tech Issues Amidst Useful Alumni Outreach Tools **Rating:** 1.5/5.0 stars **Reviewed by:** Emily L. | Supervisor at Tiger Call, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft offers a lot of interface options available directly on the website. It has various platforms and different ways to view alumni information, which is really important for outreach beyond just phone calls. As someone getting trained, I also found VanillaSoft pretty easy to navigate and traverse. **What do you dislike about Vanillasoft?** I'm not really happy with the software and UI issues I'm experiencing, especially affecting the supervisors of my team. There are a lot of technological issues with VanillaSoft lately. Features that used to work well, like email connectivity, aren't working anymore. The giving page is down, and the email connection to specific user information is also down. This means we have to write down all the emails manually, which is a hassle. I find these issues incredibly inconvenient. **What problems is Vanillasoft solving and how is that benefiting you?** I like VanillaSoft for its intuitive interface, enabling access to alumni data beyond just calls, which is crucial for outreach. However, it doesn't solve many problems lately due to software and UI issues. **Official Response from James Bishop:** > Hi Emily, thanks for your review. I am sorry to hear that your email and giving pages are down or not working fully. Our support team would love to hear from you to try and help. Could you or your Admin reach out and I am sure we can help! ### 25. Exceptional Lead Management and Scheduling Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jack A. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like how I can manage an entire team under VanillaSoft. We can all manage the same leads and the same pool without anybody interfering. I use VanillaSoft for lead management, to configure leads, schedule callbacks, and deal management. It's a really great platform. The organization and scheduling features are really great with callbacks, especially considering different time zones. It reverts back to you in your time zone and reminds you of the customers' time zones, which is pretty nice. The initial setup was super easy. **What do you dislike about Vanillasoft?** I would say VS Connect a little bit. Sometimes it fails a little bit, but other than that, really nothing. I mean, it's an amazing app. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for organizing and scheduling, especially with leads and callbacks across different time zones. It helps manage my team by coordinating lead distribution without interference, and it automatically adjusts to and reminds about time zones. **Official Response from James Bishop:** > Hi Jack - thank you for taking the time to write a review! I'm so glad to hear that we are helping make your and your team's work easier. ### 26. Effortless Lead Management with VanillaSoft **Rating:** 4.5/5.0 stars **Reviewed by:** Matheus U. | Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I love how VanillaSoft makes receiving leads much more organized and the overall system is very easy to use. I'm able to accurately build a pipeline of leads. One of my favorite features is the ability to leave notes for each lead and result with a certain disposition, which really helps me follow up on each lead accurately. The initial setup was pretty easy, and I definitely recommend it, giving it a nine out of ten. **What do you dislike about Vanillasoft?** I wish that your interface was a little bit easier to use, easier to read. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to receive leads, making the process much more organized. It helps me accurately build a pipeline of leads and is easy to use. **Official Response from James Bishop:** > Hi Matheus - thanks for taking a moment to write a review - super glad that we help with your lead management! Totally get you on the interface though I can tell you that updates are really really soon! ### 27. Easy to Use, But VoIP Issues Persist **Rating:** 4.0/5.0 stars **Reviewed by:** Crystal C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft easy to use, which is great because it doesn't have a huge learning curve, especially with the provided tutorials and videos. The layout is nice and clean, and it's succinct. I like that it's easy for multiple users to use it at once on the same project. I also appreciate the kind of data it outputs when running data and exporting it. **What do you dislike about Vanillasoft?** I would probably say the time it takes to assign VoIP lines and just the loading issues, sometimes those aren't great because VanillaSoft will sometimes drop calls randomly. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps reduce errors in demographic information and provides specificity with the data, which we couldn't achieve before. ### 28. All-in-One Solution with Room for Streamlining **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like how VanillaSoft is an all-in-one system. It helps me track my leads and allows me to upload them seamlessly. I can call through my leads very easily, set appointments, and follow up without any hassle. The integration with my softphone and CRMs is great because it enables me to text efficiently. Seamless calling makes it simple by connecting directly to the phone and helps me call clients without manually typing each number. Having everything in one place is super convenient instead of storing my leads elsewhere. The initial setup was very easy for us. **What do you dislike about Vanillasoft?** It's sometimes hard to go in and set an appointment because you have to put a note instead of just setting an appointment at a convenient time. Also, it'd be nice if I could call faster than every ten seconds because sometimes people have inactive numbers, and I have to just wait ten seconds and refresh. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to dial and track my leads, set appointments, and disposition prospects, making it an all-in-one system. It seamlessly connects to softphones and CRMs, streamlining my workflow. **Official Response from James Bishop:** > Hi and thanks for the review! I don't know your account or its set-up, but I believe that the calling pace is tied to some admin configuration, Glad you like us as an all-in-one system. Managing leads and automating your work all in once place is what we are aiming for! ### 29. Highly Customizable and Easy to Use Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Qudsia S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I use VanillaSoft for managing phonathons at American University and appreciate its cohesive, organized, and customer-focused approach. I like its organization capacities, intellective routing, and student interface, finding it great for management. It's comprehensive and easy to use. Also, I find it to be an excellent and very tailored platform to individual needs. The setup was very easy thanks to great training and onboarding. **What do you dislike about Vanillasoft?** VanillaSoft can be improved through additional channels, including built-in video and more robust texting. **What problems is Vanillasoft solving and how is that benefiting you?** I find VanillaSoft creates a cohesive, organized, and data-driven approach, focusing on customer-centric solutions. It offers excellent organization capacities, intellective routing, and an intuitive student interface, making management comprehensive and easy to use. **Official Response from James Bishop:** > Thanks for the review Qudsia - I'm glad to hear that Vanillasoft is working so well for you! ### 30. Responsive Support, Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Hope L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft's ease of use, which makes it straightforward to work with. I love the fact that if there's a problem, their customer service is very responsive and fixes it right away, providing great communication with their team. Having experienced poor communication and support with other software, I truly appreciate VanillaSoft’s ability to help us out if there are any issues. **What do you dislike about Vanillasoft?** I think that with the latest update, there were some glitches, but that's where their stellar customer service really shined. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft allows us to upload call lists, make calls, and get all the data points we need to share with clients, all in one place. ### 31. Straightforward Call Tracking with Clear Daily Progress **Rating:** 5.0/5.0 stars **Reviewed by:** Darious C. | Sales/Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Vanillasoft?** I like that I’m able to track my calls, and I can see my progress throughout the day, along with my appointments and call-backs. **What do you dislike about Vanillasoft?** There’s really nothing to dislike. It’s pretty straightforward for what I use it for, and it does what I need. **What problems is Vanillasoft solving and how is that benefiting you?** We used to have an issue where we’d get a code saying “Failure to establish calls,” but they resolved it pretty quickly on my end. ### 32. Time-Saving Auto-Dialing That Makes Calling Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** The auto-dial mechanism which saves time. I just have to click on the phone symbol and it automatically calls in the VS dialer. I find this very helpful because I do not have to copy paste the number into VS dialer all the time. **What do you dislike about Vanillasoft?** Sometimes it could be slow and if I do not engage for a couple minutes, then it freezes for a little but resumes again. But this short amount of time could be crucial when talking with people on the phone. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft shows me some very important information about the alumni who I need to call. It also keeps their information safe. Without it, we could not be able to see any information about our alumni and cannot communication with them when we have no information. There is a feature to send emails, which makes our work efficient as well. **Official Response from James Bishop:** > Hi and thank you for taking the time to write us a review - we are happy to hear that we help make your calling faster! ### 33. Efficient Call Management with Minor Technical Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Rick S. | Insurance Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** I like the dispositions that VanillaSoft provides and also the calendar schedule feature. It makes it easy for me to book sales calls without double booking, and I know my availability as well as the client being able to book directly. Also, the initial setup of VanillaSoft was simple. **What do you dislike about Vanillasoft?** Sometimes VS Connect has issues where I have to force quit multiple times on Mac OS for it to recognize my headset microphone or even my Mac's internal microphone. I know it's not my headset because it does it with every single microphone I use, and then after force closing multiple times it finally starts working. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft saves me from manually calling from my iPhone or uploading a CRM. It helps book sales calls without double booking and shows my availability while allowing clients to book directly. **Official Response from James Bishop:** > Hi Rick - thanks for the review! The automation of text messages, and auto dialling are key for us, so we are super glad they are working well for you. Interesting about the 10-second delay. That might be an organizational setting for you? Maybe get in touch with our support team, they might be able to help. ### 34. Intuitive UI/UX and Prompt Support but lots of bugs **Rating:** 4.0/5.0 stars **Reviewed by:** Oleksandr M. | Undergraduate Student Researcher, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Vanillasoft?** The intuitive UI/UX. Most of the time, the support team is prompt. **What do you dislike about Vanillasoft?** It often stops working as intended out of nowhere without an easy fix, which requires losing money as the price for your service is high but we do not get the actual service. It is also not that easily intergratable with other things in our ecosystem precisely due to its slowness/bugs **What problems is Vanillasoft solving and how is that benefiting you?** None of the intelligent features really stood out to me, but overall, it’s still a helpful tool because it saves me from having to copy and paste numbers from the database. **Official Response from James Bishop:** > Hi there Oleksandr, I appreciate the review, thank you! Glad to hear that its intuitive for you. I don't know your account, but could be that you are talking about some of the VoIP outages we had this spring. Those were absolutely frustrating for everyone. We have migrated to a new, upgraded platform since then and our outages to that end are solved. ### 35. Fast, User-Friendly Calling with Great Value **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** I like that Vanillasoft is very user-friendly and is easy to login to. It connects well with the phone system and it's very fast. Pricing is better than other calling software out there. I learned how to use it quickly and the features are self-intuitive. **What do you dislike about Vanillasoft?** The interface looks a bit old and isn't the most visually aesthetic. Also it can be annoying when the master list runs out of people to call and we have to wait to switch campaigns. Finally, sometimes I have to try logging in multiple times before it signs me in. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft is the interface that our call center uses to call members of our university community. It's an efficient system and allows multiple people to call at the same time without lags. That allows us to reach lots of people and spread our message. **Official Response from James Bishop:** > Hi thanks for the review - glad that we are making your calls launch and connect fast! The ease of learning to use Vanillasoft is great - awesome that you saw that too. The interface is a bit old looking - I get you. I can say a new one is on its way pretty soon. Stand by! ### 36. Easy to Use, Affordable Business Tracking with Plenty of Features **Rating:** 3.5/5.0 stars **Reviewed by:** Felix T. | Health Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** ease of use, affordable, variety of features available for business tracking **What do you dislike about Vanillasoft?** can be janky sometimes, servers go down every few days, and could do more to be an all inclusive crm to help me track lead opportunities rather than somewhere just for cold calling and keeping an appointment calendar **What problems is Vanillasoft solving and how is that benefiting you?** lead outreach, makes it easy to contact multiple clients without being flagged as spam **Official Response from James Bishop:** > Hi Felix - thanks for the review! ### 37. VanillaSoft Keeps Outreach and Follow-Ups Organized and Easy to Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Vanillasoft?** What I like best about VanillaSoft is how organized it makes outreach and follow-ups. It keeps tasks, contacts, and call notes in one place, so it’s easier to stay on top of conversations and know exactly what the next step is. I also like that the interface is straightforward, which makes it easier to use without needing a lot of training. **What do you dislike about Vanillasoft?** Some tools could be easier to find or use more smoothly. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me stay organized with outreach, follow-ups, and contact management. It saves time and makes it easier to keep track of conversations and next steps. **Official Response from James Bishop:** > Hi and thanks for your review! I appreciate you taking the time for it. We are happy to hear that we help keep your outreach and follow-ups organized! ### 38. The power of VanillaSoft **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel c. | Fundraiser, Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** It makes a cadence for follow up super simple. The customization is a huge plus as well. **What do you dislike about Vanillasoft?** I find the design to look very archaic and not modern. **What problems is Vanillasoft solving and how is that benefiting you?** It solves the problem of not being able to truly keep track of who I am calling. With their system in place it’s easy for me to keep track. ### 39. Excellent user friendly CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** nicholas B. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** Very simple and user friendly platform and very reliable contractability of leads. **What do you dislike about Vanillasoft?** Nothing really. Can't think of anything I would change. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft has streamlined my ability to manage lead flow ensuring that leads are contacted timely and efficiently as well as managing follow up contacts efficiently. Vanillasoft has also ensured that contact is made i.e calls/text/emails are going through effectively. **Official Response from James Bishop:** > Hi Nicholas, thanks for the review! Getting through to the lead contract is what we are aiming for, glad things are working out for you. ### 40. Easy Customization, Great Organization, and Complete Support **Rating:** 4.5/5.0 stars **Reviewed by:** Teayaka J. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Vanillasoft?** Customizing, organization, its easy, has complete support, reporting, **What do you dislike about Vanillasoft?** I can't easily see lists of my leads. I can't color coat it. It's quite expensive to onboarding new users. There should be some type of trial for new user. **What problems is Vanillasoft solving and how is that benefiting you?** VS Connect constantly down has my business losing thousands at time. Support can take days to resolve issues. ### 41. Fast Support, Easy Data Tracking, and Effortless SMS Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia M. | Admissions Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Vanillasoft?** I like the fact that I am able to trach data, the fast customer support that I receive from the help desk. The SMS feature allows me to communicate with students in a proficient manner. the AI used in this software has made my experience a breeze. **What do you dislike about Vanillasoft?** nothing. the entire platform is a part of making my job easier. **What problems is Vanillasoft solving and how is that benefiting you?** Some days the software is down, but corporate has been really good at hopping on the matter quick and fixing it for the company. Navigation of the platform is very smooth ### 42. Excellent Customer Support, Easy Setup, Minor System Recurrence **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy Z. | Small-Business (50 or fewer emp.) **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) ### 43. Easy to Use Lead Management with Efficient Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia T. | Activator, Mid-Market (51-1000 emp.) **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! :) ### 44. Easy to Use and Quick to Learn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **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. ### 45. Effortless Contact Management and Seamless Google Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Brent S. | Small-Business (50 or fewer emp.) **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. ### 46. 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.) **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. ### 47. 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.) **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. ### 48. Organized and User-Friendly with Great Dialing System **Rating:** 5.0/5.0 stars **Reviewed by:** Brielle L. | Mid-Market (51-1000 emp.) **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. ### 49. 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.) **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! ### 50. Efficient Multitasking with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Krisel Q. | Student Representative, Small-Business (50 or fewer emp.) **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! ## 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?section=pricing&secure%5Bexpires_at%5D=2026-07-08+12%3A25%3A02+-0500&secure%5Bsession_id%5D=4c14ceed-3eb7-4043-bbf5-fde8a7a6d847&secure%5Btoken%5D=a69cb5ff364cde6505b0042f7d5fb465943a1174765a35a46f16a4ff496944f9&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) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Millennium](https://www.g2.com/products/abila-millennium/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Softphone.Pro](https://www.g2.com/products/softphone-pro/reviews) - [Tessitura](https://www.g2.com/products/tessitura/reviews) - [Textdrip.com](https://www.g2.com/products/textdrip-com/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## 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 **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 (4,153 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,499 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,257 reviews)