VanillaSoft Review - why 4.7 stars?

Shlomi Lavi / updated: Sep 19, 2022

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What is VanillaSoft?

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.

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Who is it best for?

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.

Main features and functionalities

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.

What is the actual cost?

The cost of license starts at $80 per month. ITQlick pricing score is 5.8 out of 10 (10 is most expensive). Access ITQlick pricing guide for VanillaSoft. You can also find here pricing information from VanillaSoft's website.

Pros

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

Cons

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

How it stacks up?

Access a head to head analysis of VanillaSoft vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is VanillaSoft right for you or your business?

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.