VanillaSoft 2019 Review

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Last updated: Jun 20, 2019

VanillaSoft Review

ITQlick rating
(4.7/5)

Small business

VanillaSoft is customer relationship management software and lead management built for small businesses. Its key features include inbound web lead capture, email marketing, call recording, live monitoring and e...

  • Categories (4/20):

    • Sales Force Automation (SFA)
    • Sales Automation
    • Lead Management
    • Hotel CRM

What is VanillaSoft? Updated: Jun 20, 2019

VanillaSoft is customer relationship management software and lead management built for small businesses. Its key features include inbound web lead capture, email marketing, call recording, live monitoring and eavesdrop, Salesforce integration, team-based selling and more. VanillaSoft company is founded in 2005 in Plano, Texas. It has up to 200 employees and specializes in inside sales, SDR, and sales engagement software development.

VanillaSoft Average Rating -

The rating of VanillaSoft is 4.7 stars. The rating is based on ITQlick expert review

VanillaSoft Typical Customers

VanillaSoft is suitable for a wide range of industries including insurance, banking and finance, education, manufacturing, mortgage, telemarketing, media and communications and nonprofit. Valor Medical Supplies, Concepta and Data Strategy are some of the clients of VanillaSoft.

VanillaSoft Features

VanillaSoft comes with robust web reporting, data querying, real-time management dashboard, lead scoring, custom fields support, intelligent call recording, appointment setting, automatic lead distribution, team-based selling, multi-level selling and email templates features. Users can create reports on all call information, last call information or try the pre-formatted call activity report template included in the solution. It’s also easy to create multiple teams and design team-specific result codes for reporting and lead management.

VanillaSoft 3 Pros

  • Easy to learn and navigate
  • Notifies user when sent email was opened by the customer
  • Customizable

VanillaSoft 2 Cons

  • More expensive than other CRM solution
  • Email capabilities need improvement

VanillaSoft Alternatives

ActiveCampaign is an email marketing, CRM, and sales automation software for small businesses at the same price range as VanillaSoft. ActiveCampaign is more flexible when it comes to platforms supported (web, iPhone app, and Android app) than VanillaSoft which is only web-based.

ActiveCampaign has the same email marketing features as VanillaSoft including lead generation, scoring, nurturing, and email templates. However, ActiveCampaign is only limited to email CRM, unlike VanillaSoft which has calls and email capabilities. Both have high vendor reputation online but VanillaSoft is a better choice for its wider range of CRM features than ActiveCampaign.

Hatchbuck is a CRM and marketing solution for small enterprises and agencies like VanillaSoft. However, Hatchbuck pricing is lower than VanillaSoft which is at $39 a month. Hatchbuck has better email capabilities and social media integrations than VanillaSoft such as drip email marketing, email tracking, and event-triggered emails.

However, it lacks advanced call management functions that VanillaSoft offers like auto redial, Voicemail Drop, SMS marketing, and call recording. Hatchbuck can be a cheaper alternative for VanillaSoft if a user only needs an email CRM solution. Both have excellent customer review score online.

VanillaSoft Pricing Information

VanillaSoft pricing is above the average cost of CRM solution. Price starts at $100 a month. Its lead and sales tracking features can produce real-time sales insights, monitor sales activity, evaluate call activity, generate custom reports, filter and segment data, and perform lead scoring. It offers automatic redialing, progressive dialing, and preview dialing which allow callers to view contact’s information before dialing.

It has flexible integration with analog telephones, PBX, and VoIP. It can records calls and categorize them for easy lead capture. Its VoIP solutions have Voicemail Drop where users can leave prerecorded voicemail messages, inbound call screen pop-up, SMS text messaging, HUD/live call monitoring, and automatic call distribution queues.

It has a scripting system and data collection from responses and feeds them to custom fields. It has appointment setting, lead routing integration, and email and SMS marketing features.

VanillaSoft demo

25 questions to ask the vendor on VanillaSoft demo

Is VanillaSoft the right software for me?

VanillaSoft fits small businesses which are looking for all-inclusive CRM software. Its clients are from various industries such as education, insurance, telemarketing, media and communications, and merchant services. Among its known customers are Millikin University, Cogent Analytics, SalesRoads, and National Cost.

VanillaSoft Categories

Sales Force Automation (SFA)
Sales Automation
Lead Management
Hotel CRM
Marketing Automation
Small Business CRM
Real Estate CRM
Pharmaceutical CRM
Online CRM
Mac CRM
Lead Generation
Insurance CRM

Specifications

Company:
Address: Plano, TX
Customers: Small business
Business Area: Cross Business Areas
Platforms: Desktop, Mobile, Cloud
Operating Systems: Mac OS, Windows, Linux

VanillaSoft Features

Data Import/Export
Basic Reports
Online Customer Support
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VanillaSoft Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
Compare
VanillaSoft
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
80/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
5.8/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
On premise and Cloud
Functionality score
23
Fit small business
Fit medium business
Fit large business
Software review
Nextiva
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
99/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
3.6/10
License pricing license pricing (if provided by the software vendor)
$20 Per month/user
Hosting
On premise and Cloud
Functionality score
20
Fit small business
Fit medium business
Fit large business
Software review
Winleads
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
91/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
5.2/10
License pricing license pricing (if provided by the software vendor)
$495 Per license
Hosting
Cloud
Functionality score
6
Fit small business
Fit medium business
Fit large business
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TouchStar
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
91/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
3.4/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
Cloud
Functionality score
6
Fit small business
Fit medium business
Fit large business
Software review
CenterWare
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
91/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
5.6/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
Cloud
Functionality score
9
Fit small business
Fit medium business
Fit large business
Software review