# Vanillasoft Reviews **Vendor:** Vanillasoft **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.5/5.0 **Total Reviews:** 650 ## 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 value the **ease of use** of VanillaSoft, enhancing productivity with its user-friendly interface and support. (62 reviews) - Users value the **intuitive interface** of VanillaSoft, enabling seamless management of accounts and sales activities. (23 reviews) - Users love the **ease of use** of VanillaSoft, enabling effortless navigation and productivity for both reps and managers. (22 reviews) - Users find that VanillaSoft offers **time-saving automation** , streamlining tasks and enhancing productivity throughout their workday. (22 reviews) - Users appreciate the **convenient lead management** features of Vanillasoft, enhancing their connection management efficiency. (21 reviews) - Easy Setup (20 reviews) - Navigation Ease (16 reviews) - Users highlight the **user-friendly interface** of VanillaSoft, making integration and CRM usage seamless and efficient. (16 reviews) - Features (14 reviews) - Integrations (14 reviews) **What users dislike:** - Users experience **slow loading times** with Vanillasoft, hindering quick access to information and smooth navigation. (15 reviews) - Users often face **call issues** with VanillaSoft, experiencing frequent dropouts that hinder professionalism during calls. (13 reviews) - Users experience **slow performance** with Vanillasoft, facing delays in loading pages and lagging during call disposition. (12 reviews) - Users express frustration over **missing features** , particularly in saving client information and accessing comprehensive data. (10 reviews) - Users experience frustrating **connectivity issues** with VanillaSoft, leading to interruptions and an unprofessional impression during calls. (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) - Clunky Design (7 reviews) - Connection Issues (7 reviews) ## Vanillasoft Reviews ### 1. 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! ### 2. 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. ### 3. 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? ### 4. 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! ### 5. Efficient CRM with Great API, Needs Better Query Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Julian S. | 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. ### 6. 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. ### 7. 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! ### 8. 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. ### 9. User-Friendly CRM with Efficient Lead Management **Rating:** 4.5/5.0 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. ### 10. 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. ### 11. 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. ### 12. 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 ### 13. 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. ### 14. 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! ### 15. 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! ### 16. Handy “No Answer” Shortcut Saves Time, Though There’s Room to Improve **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Vanillasoft?** I like how there is the option of pressing "No Answer" without having to go into the drop-down menu of all of the options. This definitely saves me time every shift **What do you dislike about Vanillasoft?** Recently, I have been having a lot of issues with the calls not going through at all. Also, I feel like a decent amount of the time, the information that is provided about people is just completely wrong. For example, I will ask someone if they are still working at the job title that is given, and they tell me that they have never worked there. It makes the interaction more awkward, and I can tell that the prospects feel more uncomfortable after those situations. **What problems is Vanillasoft solving and how is that benefiting you?** Progressive dialing is really nice overall because then we don't have to sit there and put every phone number into the phone before dialing. This saves a lot of time, and was very nice to adapt to using when I was introduced to it because I was able to call so many more people in the same time frame as normal. **Official Response from James Bishop:** > Hi there - thanks for the review, I appreciate you taking the time. I am going to not say thanks at all though for how handy the "no answer" shortcut is, as that is not us - its your admin! That was a configurable thing that they set up for your campaign specifically, or at least for your organization overall, so huzzah! I'm glad we could help make that happen though. :) ### 17. Easily Navigatable, Modular, and Customizable—Plus Strong Privacy and Backup History **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** It's easily navigatable, a lot of list and organization for each tabs. I find it really modular, with each view expandable and customizable allowing for flexibility. Yet, the privacy element still prevail in maintaining each entries with a backup history option is an added bonus. **What do you dislike about Vanillasoft?** The most annoying part of each modular is the scroll function, where it would be janky to say the least and would sometimes bugged out when clicked to fast. Additionally, I find it problematic when it doesn't saved the result, when you returned back to the main profile. As I would write something in the comment while going to result, then forget certain element that would caused me to go back and forth, but then I would forget which result I was giving in the first place. **What problems is Vanillasoft solving and how is that benefiting you?** It helps connect us, an organization with our client, which was a very important aspect of our mission. Allowing a seamless connection and record telling of each interaction, while maintaining the privacy is crucial to what we are doing. So, in turn I would say it greatly benefiting the organization in a procedural and organized method to reach our client. **Official Response from James Bishop:** > Hi there - thanks for your review! We are so glad to hear that that you are finding Vanillasoft to be easy to navigate and flexible. We would love to understand more about the saved results and capturing notes and/or comments. If you have not spoken to our support team already, they would love to hear from you to understand what is going on. ### 18. Intuitive for Callers, but Recent Outages and VOIP Issues Hurt Reliability **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** On the caller side, it is extremely user friendly! I would describe the interface as intuitive and easy to navigate. On the admin side, I would say the admin page is mostly navigable. Sometimes, I will need to hover over some menus to remember where something is. Uploading contacts is easy. VanillaSoft is usually fast on the caller side, though recently there have been outages and issues with connecting VOIPs and using the giving page. Support has historically been responsive and helpful, but recently they seem to be overloaded with requests. I do not use any AI features with VanillaSoft. I do wish there was a feature that let me change all my callers' calling assignment at once. **What do you dislike about Vanillasoft?** Lots of outages recently. There have been shifts where we have to send callers home with full pay because VS was not working properly. We have been experiencing VOIP connectivity issues, as well. **What problems is Vanillasoft solving and how is that benefiting you?** We no longer have to call directly from Google Sheets, and that’s the biggest benefit for us. It cuts down on user error by clearly laying out the information callers need and offering quick, easy ways to move from one contact to the next. Overall, I’d say it’s worth the price. We use VS Connect with VanillaSoft, and that setup works well for our team. We don’t use any other integrations at this time. I’m also not familiar with any artificial intelligence features within VS. **Official Response from James Bishop:** > Hi there - yes, the outages that we worked through this spring were frustrating to say the least. The view I have from the marketing side here is that those issues are by and large fixed and that there are just a few customers left that we are migrating to our new, more stable platform. I am really glad to hear that you are finding the caller side useful and user-friendly! That said, I know that there are updates on the way for our caller screen UX (and I think Admin side too) - our product marketing team sends invitations out to our admins in advance of releases for previews, so do watch your inbox! ### 19. Great Workflow, Needs Better Call Quality **Rating:** 3.0/5.0 stars **Reviewed by:** Christian A. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I like having my leads route directly to VanillaSoft. I work faster with a good workflow that doesn't require too much in between work. I am dialing the people I need to without too much thinking. **What do you dislike about Vanillasoft?** The call quality with the VanillaSoft dialer is constantly choppy for me and the people I call, which makes it hard for effective callbacks. Also, I'm not sure if it is using random numbers or the same number when dialing people. Additionally, the initial setup was not as easy as I would like. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps with organization and speeds up my workflow by routing leads directly, allowing me to dial people efficiently without much thought. **Official Response from James Bishop:** > Hi Christian - my goodness, you hit the nail on the head for what we are trying to help with - I am so glad to hear that its working well for you! Saving time on admin work so you can spend more time dialing and talking to your contacts is exactly it. That's unfortunate about call quality though. I know we had some VoIP issues earlier this spring, that were resolved with a new platform migration - but the call quality seems like something else. Since its VoIP, it could be your IP connection too - check our status page that should tell you about the Vanillasoft plaform, or by all means give our support team a call if your quality is off! ### 20. Saves Time on Personal Outreach with Simple Cadences and Helpful Scripts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Philanthropy | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like that it saves me time with personal outreach. I'm able to quickly move through a list of prospects and follow a simple cadence, rather than second-guess as I had done in the past. The ability to have scripts also helps me speed up my work, but remain accurate as well. **What do you dislike about Vanillasoft?** I have found projects to be confusing. It seems that if one button is not clicked, it throws the entire project off. I wish items were more connected to one another without the details. **What problems is Vanillasoft solving and how is that benefiting you?** It solves the speed and cadence structure for prospect outreach. This has kept me more organized and on top of my work better. **Official Response from James Bishop:** > Hi there - thanks for taking the time to write a review! I love it, hearing that cadences are helping you move through prospects quickly and easily - amazing! Interesting feedback on the projects that you shared - I don't have a direct way to put you in front of our product team from here, but our support team helps capture feedback like that for the product team and development roadmap. Do give them a shout when you get a second if you can and share that - I will too but they always listen to customers more than they they listen to the marketing team! :) Could be that your org is talking to your customer success manager (Fi or Em maybe?) be sure to let them know! ### 21. Streamlines Lead Calling with a Super Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Justin K. | Insurance Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like using VanillaSoft because it really streamlines my process of moving from one contact to another and helps me disposition leads properly. The dispositioning and search features make my work smoother by allowing me to plug in numbers and handle leads effectively. It's super easy to set up too, and I didn't have to worry about getting it up and running myself. **What do you dislike about Vanillasoft?** It takes a little while to load into VanillaSoft sometimes, and sometimes the servers crash, but I don't know what that's for. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to contact leads, making it easier to call from contact to contact and disposition leads properly, filtering out leads with dispositions. **Official Response from James Bishop:** > Hi Justin - thanks for the review! We're glad to hear that Vanillasoft streamlines your work and makes your day go smoothly! ### 22. A Strong Dialing Tool for High-Volume Insurance Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Schantera M. | Insurance Broker, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Vanillasoft?** Vanillasoft is excellent for outbound calling and keeping me on track with daily call activity. The auto-dialing and queue-based system remove the guesswork from who to call next, which helps maximize productivity and maintain momentum throughout the day. **What do you dislike about Vanillasoft?** The interface can feel dated, and customization options are limited compared to more modern CRMs. It’s very call-focused, so it’s not ideal for managing long-term client relationships or tracking detailed policy information. **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft solves the problem of call reluctance and inefficient dialing by keeping calls organized and continuous. This leads to higher call volume, better consistency, and improved reach rates, which directly supports lead contact and appointment setting. **Official Response from James Bishop:** > Hi Schantera - thank you so much for your review! We are really proud of our auto dialling and queue based lead management system too. Its great to hear that its working well for you. Good call on the interface - and I hear you - updates are coming so stay tuned. ### 23. Intuitive and User-Friendly CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** John R. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Vanillasoft?** I have been using VanillaSoft for over a year, and I find it to be very good because it is easy to use and user-friendly. The simplicity of VanillaSoft stands out, as there are not many buttons to press or click, making it self-explanatory. Setting it up was not difficult at all, thanks to the knowledgeable person who taught us how to use it. Additionally, VanillaSoft is effective in aligning my callbacks and ensuring they pop up on time, eliminating the need for me to remind myself about them. It serves critical functions for CRM purposes, handling calendars, and arranging callbacks efficiently. I highly value its integration capabilities with tools like Versus Connect for softphone and Outlook for calendar and email synchronization. The ease of use and direct interface make it highly recommendable, especially for beginners in this field of work. Its user-friendly nature is a major appeal, reflected in my recommendation score of 9.5 out of 10. **What do you dislike about Vanillasoft?** I would like the ability to see more detailed change logs in VanillaSoft. Currently, I can't track when changes were last made or who made them. Having access to this information would greatly assist my work, as it would provide clarity and accountability regarding modifications within the system. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to ensure my callbacks are timely aligned and notified, simplifying CRM and calendar tasks while preventing the need for manual reminders. ### 24. Intuitive CRM That Delivers Results **Rating:** 4.5/5.0 stars **Reviewed by:** Darrell C. **Reviewed Date:** February 02, 2026 **What do you like best about Vanillasoft?** I utilize VanillaSoft daily for my outbound calling efforts. It's easy to use and intuitive, letting me easily create new accounts, add contacts, capture important notes, schedule calls, and finalize deals. I can also quickly pull up targeted sales campaigns to drive more closed business. I found VanillaSoft to be one of the most valuable CRM solutions I've ever used. It offers ease of use and visibility across large accounts. **What do you dislike about Vanillasoft?** The only problem I have with VanillaSoft is latency or when the system is down. This is an issue that can only be resolved with VanillaSoft. Perhaps using a solution for high-availability for when the system is nearing capacity. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for outbound calls, easily managing accounts, capturing notes, scheduling follow-ups, and closing deals. It solves scheduling, prioritization, and closing business issues in my sales funnel. **Official Response from James Bishop:** > Hi Darrell - thanks for the response! Love what you said here "I found VanillaSoft to be one of the most valuable CRM solutions I've ever used." Thanks for the kind words! Point taken on the outages - we upgraded from our legacy VoIP platform last month. Our users are experiencing far improved uptime, system stability and reliability. ### 25. Clean Interface, Minor Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Gabriella Z. | ND Listens Caller, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like using VanillaSoft for calling with my work because it provides a list of contacts with their information and phone numbers, making it easy to move through. I appreciate that it's well formatted, which is both clean and simple. The initial setup was kind of easy and not too complicated. **What do you dislike about Vanillasoft?** Sometimes the buttons glitch on the screen when I finish the call and am categorizing it. Just a better user interface would help a smoother experience. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft provides a list of contacts with their information and phone numbers, making it easy to move through calls efficiently. **Official Response from James Bishop:** > Hi Gabriella - thanks for taking the time to write a review for us! Point well taken on the interface - I can tell you that changes are coming, stay tuned likely late spring/summer! ### 26. Effortless Scheduling with Intuitive Calendar and Customer Info **Rating:** 5.0/5.0 stars **Reviewed by:** Jasmine Y. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vanillasoft?** Easy to use and easy to check the calendar in just one look, with customers info and other information. **What do you dislike about Vanillasoft?** So far none, it works really well with our work. **What problems is Vanillasoft solving and how is that benefiting you?** Previously, I struggled with incorrect tagging, but now there's a helpful message that appears if the documentation isn't complete. There's also a dropdown for additional information, which makes the process clearer. ### 27. Flexible Campaign Management with Some Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Toni B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Vanillasoft?** I appreciate VanillaSoft's flexibility and its ability to tailor outcomes to suit our needs. It allows us to quickly and easily implement and initiate campaigns, report effectively, and make selections that optimize success for us and our clients. **What do you dislike about Vanillasoft?** No VOIP services offered in NZ, no plans to implement, payment gateway seems hard to improve to what we need, slow turn around for development of payment gateway requirement - if any. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft provides quick, easy campaign initiation, effective reporting, and tailored selections to optimize success, solving problems in outbound telesales and telefundraising. **Official Response from James Bishop:** > Hi Toni - I appreciate you taking the time to write a review for us. I'm glad that the campaigns and reporting are flexible for your needs. I can't say a lot about VoIP in NZ - its a fair point. ### 28. Efficient Lead Management, Needs Better Calendar Integration **Rating:** 2.5/5.0 stars **Reviewed by:** Margaret Anne M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like that the result codes in VanillaSoft can be tailor-fitted to what our company needs. This customization makes it easier for us to monitor and track the progress of our leads. **What do you dislike about Vanillasoft?** Calendars can't sync with Google Calendar or Microsoft. It would be great if there was an integration where the calendar invite from VanillaSoft will automatically be added to the recipient's Google or Outlook calendar. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps with lead management and allows us to tailor result codes to fit our needs, making it easy to monitor and track our leads' progress. **Official Response from James Bishop:** > Hi Margaret Anne - thank you for taking the time to write a review! I'm surprised that your calendars are not syncing as you describe it - our features do that, here is a support article that might help: https://support.vanillasoft.com/hc/en-us/articles/204718060-Synchronize-VanillaSoft-Calendar-with-Google-or-Outlook-365. If that is not working, give our support team a call and they might be able to help - hopefully its not a setting with your Admin! :) ### 29. Timely Connections, But Voicemail Delivery Can Be Finicky **Rating:** 2.5/5.0 stars **Reviewed by:** Valery C. | Digital Philanthropy Caller, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** It helps us directly connect with the people that we need to in a timely manner. **What do you dislike about Vanillasoft?** It is very finicky when it comes to actually getting voicemails through and looking for someone in particular. **What problems is Vanillasoft solving and how is that benefiting you?** It is solving the issues that we have with calling people to inform them, and it makes my life a little easier. ### 30. Efficient Call Management with a Few Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Robert F. | Sales Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like that VanillaSoft is easy to navigate and not too hard to learn. This usability aspect is important to me because my time is valuable, and it allows me to work quickly. Additionally, the initial setup was very easy, which is another positive point for VanillaSoft. **What do you dislike about Vanillasoft?** Sometimes it fails to establish the call, and you have to hit the refresh button to try it again to get the call to go through. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft keeps track of all my callbacks, making it easy to navigate and allowing me to work quickly. **Official Response from James Bishop:** > Hi Robert - thanks for taking a few minutes to post a review for us, I appreciate it! You hit the nail on the head - your time IS really valuable, and helping you make the most of it is our primary goal. I am glad that its working for you! ### 31. Efficient CRM with Room for Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Nathaniel G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like the ability to make appointments within VanillaSoft. It allows me to keep a clean calendar and successfully stay on top of appointments and schedule new ones. The initial setup was very easy and straightforward. **What do you dislike about Vanillasoft?** Follow up campaigns are finicky and they can be interrupted by making simple updates to a profile. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for follow-up and organization as a CRM tool for prospective students. It helps me keep a clean calendar and stay on top of appointments while allowing me to schedule new ones. **Official Response from James Bishop:** > Hi Nathaniel - thank for taking the time to write a review, I appreciate it! I'm glad to hear that we are making appointments and scheduling easier for you. I'm sure you must have, but just in case, our support team might be able to help with the way your campaigns are set up and having the interruptions that you are seeing. ### 32. Effortless Lead Management with Minor Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Jack A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Vanillasoft?** I love VanillaSoft because it helps manage leads through the whole team efficiently, preventing multiple people from calling the same lead. I appreciate being able to schedule callbacks and stay organized with the lead system. The setup was incredibly easy, taking only one or two minutes. **What do you dislike about Vanillasoft?** Probably their calling system, the Versus Connect, sometimes it's a bit delayed, and sometimes it does fail. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to manage leads through my whole team efficiently, preventing duplicate calls. It also helps schedule callbacks and stay organized. ### 33. Centralizes Donor Info, but Lacks Timely Support **Rating:** 2.5/5.0 stars **Reviewed by:** Joshua J. | Student Worker, Annual Giving Office, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like how VanillaSoft centralizes information about donors in one place, helping us manage notes and previous information effectively. It solves the problem of decentralized information, making our calls more efficient. Additionally, the initial setup of VanillaSoft was easy, which is a definite plus. **What do you dislike about Vanillasoft?** The support timing ends way before our shift ends, so oftentimes we have problems and have nobody to reach. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for calling alumni donors. It helps centralize information and notes about donors, solving the problem of decentralized information. **Official Response from James Bishop:** > Hi Joshua - I appreciate you taking the time to write us a review, thank you. Its true, we are not able to provide 24/7 support - we always have our knowledge base and support portal. I'll for sure pass along your concern though. ### 34. VanillaSoft: Easy Setup, Streamlined Alumni Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Emily F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft for its ease of use on the website, which makes my tasks simpler. The built-in script feature is particularly valuable and helps streamline processes. I also appreciate the easily updated info section that keeps profiles current without much hassle. Setting it up was very easy, which was a relief. **What do you dislike about Vanillasoft?** Sometimes info gets messed up. Sometimes the system results things wrong and switches information around. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to keep track of profiles and easily update information for contacting alumni at a call center. **Official Response from James Bishop:** > Hi Emily, I appreciate you taking the time to write a review! I am glad that we are making your work simpler and streamlined. We are happy to help! I am sorry to hear that data gets messed up sometimes. The resulting is a combination of our side and admin settings - just in case you have not yet, be sure to check with your admin, but absolutely give our support team a call to see if there is a setting that can be looked at. ### 35. Easy to Use, But Call Connectivity Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Destiny G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft to be a very easy platform to use, which makes my job of reaching out to alumni for donations smoother. I enjoy the script feature as it makes it easy to communicate with alumni. The initial setup was easy as well. **What do you dislike about Vanillasoft?** It's difficult to call alumni sometimes because the phones don't reach out. The call won't go through. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft to reach out to alumni for donations. It's an easy platform to use, and the script feature helps me communicate effectively. **Official Response from James Bishop:** > Hi Destiny - thanks for taking the time to write a review, I appreciate it! I'm so glad to hear that Vanillasoft is making your donor outreach smoother - the scripting for callers is awesome, we are really proud of it and glad that it is helping you out! ### 36. Effortless Fundraising, Though Pricey **Rating:** 3.5/5.0 stars **Reviewed by:** Alana R. **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I appreciate how easy VanillaSoft is to use. It makes calling and tracking donations and reports straightforward. I find the system to be seamless. I value having features like auto-dial and credit card processing all in the same system. Even though I only used it as an agent, I found it easy. **What do you dislike about Vanillasoft?** Expensive **What problems is Vanillasoft solving and how is that benefiting you?** I find VanillaSoft makes it easy to call and track donations and reports, with auto dial and credit card handling all in the same system. It's seamless and easy to use. **Official Response from James Bishop:** > Hi Alana - thanks for taking the time to write a review. Being an all-in-one platform and making the system seamless is certainly an area where we are proud to help! Making the day easier, spending more time calling, and less time doing administrative work is what we are aiming for. ### 37. Great Voicemail Drop and Custom Campaigns, but Data Flow and Navigation Need Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Vanillasoft?** I like VanillaSoft’s voicemail drop feature when making calls, as well as the ability to customize call and email campaigns. **What do you dislike about Vanillasoft?** I do not like how data flows in and out of VanillaSoft, and it can be glitchy at times. I also find the layout of information difficult to navigate. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps us reach out to donors and alumni more efficiently, which supports stronger communication and increased giving. It also streamlines outreach through automation, so we do not have to contact each person individually. **Official Response from James Bishop:** > Hi there - thank you for writing a review! I appreciate your taking the time. The voicemail drops are really great - I agree! There are updates to our layout coming - stay tuned for customer webinars to give some previews in the coming weeks. ### 38. Streamlines Scheduling, Needs AI Enhancements **Rating:** 3.5/5.0 stars **Reviewed by:** Tyler P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I like the ability to email directly from my CRM with VanillaSoft. It's great that I can see the emails I've sent to clients in the past without needing to actually open my email. **What do you dislike about Vanillasoft?** I find the initial setup of VanillaSoft somewhat tricky. It would be great if you could create AI assistants to help with sending emails and rescheduling calls. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me with scheduling callbacks and makes it easy to see emails I sent to clients without opening my email. **Official Response from James Bishop:** > Hi Tyler - thanks for your review, we appreciate you taking the time! We are really glad to hear that the email automation features are helping with your client work. Interesting idea bout AI set-up - I know our product team has a pretty extensive roadmap for new things, but I will check in to see if that is already on their radar. ### 39. Streamlines Lead Management and Engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley A. **Reviewed Date:** January 20, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft really helpful for contacting leads and setting appointments. It allows me to contact leads in a timely manner and stay organized. I like that it helps me remember which leads need to be contacted. The call recording feature assists me in perfecting my engagement with leads. I also appreciate that it allows me to work on new leads first, reducing the risk of losing them to competitors. The initial setup was very easy, which was a big plus for me. **What do you dislike about Vanillasoft?** I have to get through old no-show appointments to get fresh leads. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me contact leads in a timely manner and stay organized. It allows me to remember which leads need attention and perfects my engagement with call recording. **Official Response from James Bishop:** > Hi Ashley - thanks for your review! Sounds like its helping get rid of busy work so that you can get more done - amazing! ### 40. Essential for Streamlined Student Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I really like VanillaSoft's texting feature. It’s great for keeping student messages organized and easily accessible. I find it super valuable for contacting students quickly and directly on their cell phones. The initial setup was also very easy. **What do you dislike about Vanillasoft?** We no longer have the calling feature on our plan. This did make it useful to call students directly. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps keep student files organized and allows texting. The texting feature is great for contacting students quickly and directly on their cell phones. **Official Response from James Bishop:** > Hi Kristen - thanks for taking the time to write a review! We're happy to hear that Vanillasoft makes your outreach fast and easy! ### 41. Vanillasoft Keeps Alumni Tracking and Contact Updates on Track **Rating:** 4.5/5.0 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?** I can use Vanillasoft to keep on track with all non donor and alumni who did graduate from the school and also I can have the updating in their information whenever have a chance to have a contact with **What do you dislike about Vanillasoft?** Sometime the Vanillasoft gonna breakdown and also the information contain in the software sometime will be way too much to analyze **What problems is Vanillasoft solving and how is that benefiting you?** Vanillasoft is solving in providing different category of alumni and non-donor who have more involve with school even after graduate **Official Response from James Bishop:** > Hi there - thanks for the review - glad to hear that we are helping with your alumni and donor outreach! ### 42. Highly Recommended, Easy to Use, Outstanding Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I think VanillaSoft is a great platform to use. I find it very organized, which helps me organize my contacts so I can go back through my pipeline and get the appointments that I need to get. Also, the initial setup was very easy, which I appreciate. **What do you dislike about Vanillasoft?** Everything is great **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft helps me find numbers and get ahold of contacts, organizing my contacts so I can efficiently go back through my pipeline to secure needed appointments. ### 43. Eases Communication but Needs Regular Fixes **Rating:** 3.5/5.0 stars **Reviewed by:** Mohammad A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Vanillasoft?** I find VanillaSoft very easy to use for making calls and sending messages. I like the voicemail feature because it's very easy. It also makes it very easy to record results from calls. The initial setup was pretty simple. **What do you dislike about Vanillasoft?** A lot of times, I simply have trouble logging in or the voicemail will stop working **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft makes it easy to make calls, send messages, and record results from calls. I like the easy voicemail feature. **Official Response from James Bishop:** > Hi Mohammed - thanks for wringing a review, I appreciate you taking the time! We're happy to hear that lots of your engagement needs like calling messaging and voicemail drops are easy. Awesome! I imagine you must have already, but just in case, have you talked to our support team about the voicemail issues? ### 44. Good Callback Features, But Needs Improved Information Saving **Rating:** 3.5/5.0 stars **Reviewed by:** Heather M. **Reviewed Date:** January 22, 2026 **What do you like best about Vanillasoft?** I like the callback features where you can post what your clients have said and save it in the notes. I think VanillaSoft is better at connecting to my Google Calendar and saving information. **What do you dislike about Vanillasoft?** I don't like the fact that it doesn't allow me to save certain information for my clients. It will skip to the next client. It doesn't allow me to disposition very well the calls that I have made. And when I go to collect to push on maybe they don't want me to call them back, it won't save that information. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft solves the back and forth of trying to find client information. It's better at connecting to my Google Calendar and saving information. **Official Response from James Bishop:** > Hi Heather - thanks for the review! Sorry to hear that the disposition isn't quite right for you - have you checked in with our support team to make sure that your settings are correct? They would be happy to take a look for you! ### 45. It's a very effective and nice way to make calls without having to share too much information. **Rating:** 5.0/5.0 stars **Reviewed by:** Baleigh M. | student assistant/ soon to be student lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Vanillasoft?** I like that I have more hands on knowledge and get to use more tools. **What do you dislike about Vanillasoft?** It can be all over the place sometimes so you don't know what your looking at. **What problems is Vanillasoft solving and how is that benefiting you?** It gives us the chance to call individuals on a private line to chat with them that leads back to a main line which receives all the calls. **Official Response from James Bishop:** > Thanks for the review! ### 46. User-Friendly CRM with Strong Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Pamela M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** I really like that VanillaSoft is very easy to use. It's straightforward and simple, which makes my job a lot easier. Also, the initial setup was incredibly easy, I'd rate it a 10 out of 10. **What do you dislike about Vanillasoft?** I would say the dashboard. Having more assistance with the amount of calls that you have on a daily basis and the names of the leads. **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft calls my leads daily, enabling communication and helping me solve their problems. **Official Response from James Bishop:** > Hi Pamela - thank you so much for your kind words! Making it easier to get through your calls day to day is what we are trying to help with. Contact more leads, less busy-work, right? Interesting about the amount of calls and the names of leads that could be better - a lot of that is admin-controlled. Give our support team a call just to be sure as they can see things in your account set-up. ### 47. Efficient Telemarketing with Minor Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Bella L. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Vanillasoft?** I like how VanillaSoft makes dialing people so much easier with its automatic dialing feature. I also appreciate having ready-to-go email templates, which are quite handy. Moreover, the initial setup of VanillaSoft was super easy. **What do you dislike about Vanillasoft?** Some of the glitches that have been happening more recently, like the result codes disappearing. **What problems is Vanillasoft solving and how is that benefiting you?** I use VanillaSoft for telemarketing, and it makes dialing people much easier with automatic dialing. I also like having ready-to-go email templates. **Official Response from James Bishop:** > Hi Bella - thanks for the review, I appreciate you taking the time to write it. I'm happy to hear that we make dialing easier for you! ### 48. Real Time-Saver with Easy Navigation and Personalized Scripts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Enterprise (> 1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Vanillasoft?** A real time-saver. All the key information is available on one screen, and it’s easy to navigate between the different important tabs whenever I need to. The personalized scripts are a particular favourite of mine. **What do you dislike about Vanillasoft?** So far, everything I’ve used has been okay, and I honestly can’t think of anything I dislike about it. **What problems is Vanillasoft solving and how is that benefiting you?** I save a lot of time by using the platform, and it also makes it much easier to put reports together. **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! ### 49. User-Friendly Platform That’s Easy for Students to Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan M. | Senior Digital Engagement Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** The user friendly interface of the platform, allowing students to easily navigate certain aspects **What do you dislike about Vanillasoft?** Too many steps to upload data and the queries are hard to process **What problems is Vanillasoft solving and how is that benefiting you?** They have a staff support team to help out **Official Response from James Bishop:** > Hi Ryan - thanks for taking the time to write a review! Helping students navigate Vanillasoft, which hopefully gets them dialing and engaging faster, is one of the things we are pretty proud to be able to help. Sorry to hear that data upload is tricky - but I do hear you on queries being hard to process. I have been running DB work myself for the better part of 25 years now and its almost never "easy". Our support and success teams are available to help navigate reporting - I am sure you know, but just a reminder! ### 50. Effortless Cold Calling with Intuitive Navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Leah N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Vanillasoft?** I love how easy VanillaSoft is to navigate, I feel like I can flow through it as I am making my calls with ease. Everything is clearly on display, and it is so easy to get from place to place with a simple click. The initial setup was super easy as well. **What do you dislike about Vanillasoft?** N/A **What problems is Vanillasoft solving and how is that benefiting you?** VanillaSoft provides me prospect details before calls and is easy to navigate, making my cold calling process smooth and efficient. **Official Response from James Bishop:** > Hi Leah, thank you so much for taking a moment to write a review for us. I am glad to hear that you found Vanillasoft easy to set up and to navigate. I'll share that we have some caller-screen UX updates coming that look really good and should make it even better for you! ## 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=2026-06-05+11%3A54%3A52+-0500&secure%5Bsession_id%5D=5a2f1e92-3678-41d4-88e1-edb5bdfcc94f&secure%5Btoken%5D=97bc1b838b85cb6bd7afe51b4935e639872f27e2082817e02fd39c035cb862b9&format=llm_user) ## Vanillasoft Integrations - [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) - [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) - [Tessitura](https://www.g2.com/products/tessitura/reviews) - [Textdrip.com](https://www.g2.com/products/textdrip-com/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 (3,497 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,223 reviews)