VanillaSoft Review

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Last updated: Feb 02, 2020

VanillaSoft Review

ITQlick rating
(4.7/5)

Starting from $100 per month

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):

    • CRM
    • Banking CRM
    • Call Center
    • Call Center Workforce Management

Shlomi Lavi / updated: Feb 02, 2020

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.

Average Rating -

The rating of VanillaSoft is 4.7 stars out of 5. The rating is based on ITQlick expert review.

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.

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

Competitors & 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

The cost of license starting from $100 per month. The experts at ITQlick has reviewed VanillaSoft pricing and gave the software a total cost of ownership (TCO) rating of 5.8 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching VanillaSoft in action

Is it the right software for you?

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

CRM
Banking CRM
Call Center
Call Center Workforce Management
Casino CRM
Complaint Management
Customer Loyalty
Healthcare CRM
Insurance CRM
Lead Generation
Mac CRM
Online CRM

Specifications

Company:
Address: Plano, TX
Website:https://www.vanillasoft.com/
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

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)
$100 per month
Hosting
On premise and Cloud
Functionality score
23
Fit small business
Fit medium business
Fit large business
Software review
Blitz
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
82/100
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
2/10
License pricing license pricing (if provided by the software vendor)
$29 per user/month
Hosting
On premise and Cloud
Functionality score
7
Fit small business
Fit medium business
Fit large business
Software review
Core
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
6.8/10
License pricing license pricing (if provided by the software vendor)
$500 per license
Hosting
NA
Functionality score
6
Fit small business
Fit medium business
Fit large business
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Winmo
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
79/100
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
6/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
On premise and Cloud
Functionality score
3
Fit small business
Fit medium business
Fit large business
Software review
SalesLoft
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
76/100
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
7/10
License pricing license pricing (if provided by the software vendor)
$75 per user/month
Hosting
On premise and Cloud
Functionality score
4
Fit small business
Fit medium business
Fit large business
Software review