# Vanillasoft Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Vanillasoft Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/27609/VanillaSoft

---

# 

 Vanillasoft Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Vanillasoft

## What is 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. 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. Vanillasoft is best for fast-moving revenue teams that prioritize responsiveness and efficiency by enabling: - Dramatic increases in agent activity - often 500% - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections

## What is Vanillasoft used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)

Top alternative

Featured

Overall rating

Based on 233 user reviews

Reviews sentiment

Positive

94%

Neutral

4%

Negative

3%

Pros & cons

Streamlined workflow and output

Comprehensive integration capabilities

Occasional slowness and lag

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Vanillasoft?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.vanillasoft.com&name=Vanillasoft)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Vanillasoft

4.6 (233)

VS.

[4.2 (1,300)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting Price

Contact vendor

Starting Price

$31.1

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (233)

Ease Of Use

4.0 (1,288)

Value For Money

4.5 (195)

Value For Money

4.1 (1,164)

Customer Service

4.5 (211)

Customer Service

3.9 (1,153)

## Vanillasoft alternatives

[4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (460)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.3 (6,970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.5 (4,457)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/27609/VanillaSoft/alternatives/)

## Pros and Cons

Streamlined workflow and output

96% positive reviews out of 25

Most users report productivity and efficiency are greatly improved by time-saving tools and organized workflows.

Theresa G

Assistant Director of Annual Giving, 501 - 1,000 employees.

"Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective."

Occasional slowness and lag

82% negative reviews out of 33

Most reviewers describe performance and speed issues, including slow loading, lag, and delays during key tasks.

Dennis V

Career Agent, 51 - 200 employees.

"My least favorite thing about Vanillasoft would be having to wait 15 seconds before going onto the next number, whenever I know it's a dead contact or has a 24 hour limit."

Comprehensive integration capabilities

91% positive reviews out of 23

Most reviewers indicate integrations with CRMs, marketing tools, and communication platforms simplify processes and reduce manual work.

Enhanced client management tools

91% positive reviews out of 22

Most users comment client support features help manage relationships, track interactions, and maintain organization effortlessly.

Sam B

Director of Operations, 51 - 200 employees.

"we use vanilla soft, for now, as a main tool to help our clients and our employees succeed."

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.5 (59)

86.44% of 59 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Workflow Management

4.3 (47)

93.62% of 47 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Lead Management

4.4 (44)

81.82% of 44 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Reporting/Analytics

3.9 (44)

79.55% of 44 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Lead Capture

4.3 (41)

78.05% of 41 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Campaign Management

4.1 (27)

74.07% of 27 reviewers that rated this feature as important or highly important

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Vanillasoft 77 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Distribute/route/connect calls

Track and manage schedules and meetings via an integrated calendar

Notifications/alerts for upcoming events or tasks

Manage and track all past and future calls.

Record the audio of phone conversations for quality assurance purposes

Track and report on all incoming and outgoing calls

Sends voice calls to a specific queue based on predetermined criteria

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Voice conversion to text

Identify the number and contact information of a caller before answering the phone

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Computer-telephony integration is the use of computers to manage telephone calls

Manage, organize, and store contact information

Distributing content through various platforms or channels

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Adjust the weighting of various scoring criteria to control how scores are calculated

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Ability to handle large datasets

Defines specific deal parameters to negotiate and secure deals

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage or track sales completed by field teams/employees

Intended to be used by insurers

Caters to sales teams

Allows employees to set and manage work or career related goals

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Divide leads into buckets based on predefined criteria and routing rules

Manage the process of planning and scheduling meetings, including agenda creation

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track all opportunities for potential sales and convert them into recurring revenue

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Streamlining repetitive tasks and activities through automated and predefined workflows

Tools designed to streamline the process of lead generation and management for sales teams

Monitor wait time and abandonment for incoming requests that have not been routed

Active monitoring of systems, applications, or networks

Record live video calls to play later

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Plan availability and assign specific time slots for tasks and resources

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Computer-based system that allows users to send and receive voice messages

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (231)

4.4

Based on 231 reviews

## Pricing

Value for money

4.5 (195)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.5 (195)

4.5

Based on 195 reviews

## Integrations

[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Gong.io](https://www.capterra.com/p/157969/Gong-io/)[

Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[

Vonage Business Communications](https://www.capterra.com/p/159047/Vonage-Business/)[

authorize.net](https://www.capterra.com/p/221412/authorizenet/)[

Vidyard](https://www.capterra.com/p/125653/Vidyard/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (211)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (211)

4.5

Based on 211 reviews

## User reviews

Overall rating

4.6

Based on 233 reviews

Filter by rating

5(162)

4(56)

3(9)

2(3)

1(3)

Mentioned topic

Sorted by most recent

QS

Qudsia S.

Assistant Director of Development

Higher Education

### "Excellent Platform for Managing a University Phonathon"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 16, 2026

Overall, my experience with VanillaSoft has been very positive. Managing a phonathon requires balancing efficiency, caller training, and donor engagement, and VanillaSoft supports all three well. The platform allows our team to maintain consistent outreach, track donor interactions effectively, and monitor caller performance in real time. It has been a dependable tool for managing our call center operations and helping our team stay organized and productive during calling shifts.

Pros

As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling program. The queue-based dialing system keeps callers moving efficiently between prospects and eliminates downtime, which helps maintain strong dial rates throughout shifts. The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team. I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour, contact rates, and pledges. This makes coaching callers and managing performance much easier. Overall, it’s a reliable system for organizing donor outreach and keeping a student call center running smoothly.

Cons

While the functionality is strong, the interface can feel somewhat dated and takes a little time for new callers to learn. Some administrative features, like list management and workflow customization, could be more intuitive. That said, once the system is set up, it works very well for structured calling programs.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 17, 2026

Hi Qudsia - thank you so much for taking the time to write a review. I am happy to hear that we are helpful with your high volume programs. That is what we aim for! Point taken on the interface and whatnot - I can tell you that there are updates in the works there, so do stay tuned!

JD

Jameel D.

Health Coverage Advisor

Insurance

### "Simple & Effective"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

February 4, 2026

Overall, my relationship with Vanillasoft is growing as I use it. Looking forward to seeing how it improves over time.

Pros

The way it integrates with other software to allow for an efficient workspace is what stood out most right away.

Cons

Multitasking is kind of limited, though the system provides more than enough information within its windows to do get the job done.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 9, 2026

Hi Jameel - thank you for taking the time to write a review, we appreciate it! helping make your day more efficient is what we are aiming for. :)

TJ

Teayaka J.

Agency Owner

Insurance

### "I LOVE VANILLA SOFT!!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 3, 2026

I am very satisfied! I can't imagine running my business without it. My organization and contacting more leads and being more efficient and thorough. Also the building rapport and keeping notes.

Pros

How smooth and easy everything and the customer service is literally top notch!! I love being able to view each lead easily by uploading a CSV and comment on it. Also the being able to customize the result codes. Just so much to love about it!

Cons

I can't easy pull reports and look at list of leads at a time. Being able to merge duplicate leads. That's really the only thing I can think of.

Alternatives considered

[Contest Burner](https://www.capterra.com/p/140304/Contest-Burner/)

[monday.com](https://www.capterra.com/p/147657/monday-com/)

Reasons for choosing Vanillasoft

All the features and in being all inclusive with managing and dialing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 9, 2026

Hi Teayaka - thanks so much for taking the time to write a review! Doing reports is hard - totally get you - I believe our customer success team can help in additional ways if you have not spoken to them directly. Start with Vannillasoft.com/support and they can dig into things with you if you have not already.

EJ

Eric J.

Health Insurance Advisor

Insurance

### "Vanillasoft not Vanillahard"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 29, 2026

Amazing, I've had it for over 5 years now and do not regret it what so ever. I recommend all new agents to give Vanillasoft a try.

Pros

I love how easy the setup is with calling leads and dispositioning them to their appropriate category.

Cons

I do not have any issues with Vanillasoft it's very easy to call the leads and really the only problem is the mindset I can have at times.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RL

Richard L.

Licensed Agent

Health, Wellness and Fitness

### "Vanillasoft "

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

2/10

January 27, 2026

Average. Good functionallity. Format of screen for managing leads could be improved. At times there was too much information crammed into the first screen.

Pros

Integration of many features and gerneal convenience were very good. Support for issues was quick ad timely.

Cons

inability to gain administrator status because of failures in company structure occassional problems with sound quality and speed of loading software.a

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PS

Pedro S.

Insurance Agent

Insurance

### "Great software that can be excellent choice for your journey "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

January 24, 2026

Pros

the whole program its easy to use, I love the auto dialing feature, and support team act fast every time you need something, this its important for any CRM

Cons

the interface looks kinda old school, would love having a modern look for this software, and the fact that can't read SMS from more than 7 days ago, we should have access to all our SMS, so we can track better our leads

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 30, 2026

Hi Pedro - thanks for your review! We hear you about the interface - and changes are coming, so stay tuned. We appreciate your comment about SMS that are more than 7 days old. That is a system limitation today, but I will pass that along to our product team.

SH

Sharon H.

Broker

Insurance

### "Review of VanillaSoft"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

January 21, 2026

Pros

Shows clients policy history and information all on one screen along with their payment history which is helpful.

Cons

Zero customer support is offered. Very difficult product to learn. Not user friendly or intuitive at all.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 22, 2026

Hi Sharon — thanks for taking the time to share this. I’m sorry to hear about your experience. We want Vanillasoft to be easy to use and well-supported, and it’s clear that wasn’t how this felt for you. While support paths can vary depending on your organization, we do want to make sure your concerns are properly addressed. Please reach out to us at support@vanillasoft.com or (972) 200-0179 ext. 2, and we’ll help ensure you’re connected to the right team and get clarity moving forward.

BC

Braxton C.

Health insurance advisor

Hospital & Health Care

### "Vanillasoft review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 9, 2026

good! It has helped keep me afloat and has paid for itself time and time again, I highly recommend vanilla soft for anyone balling on a budget.

Pros

amount of leads it has access too and the integrations available to fit into it from Nextgen, marketplace, CRMs for texting ect...

Cons

lots of unhealthy individuals who are frustrated and have been called a lot is the biggest thing, but that just comes with it, got to dig through sand and dirt to find the gold!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 13, 2026

Hi Braxton - we are so glad that Vanillasoft is working out for you - we love that it "has paid for itself time and time again"!

TM

Tabitha M.

Health advisor

Insurance

### "Quick, efficient support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 8, 2026

Pros

I enjoy the easy to navigate systemas well as the quick and kind support. The system is very user friendly

Cons

If i am being honest, I am new to the app and I currently do not have any complaints as far as the system or how it works.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 9, 2026

Hi Tabitha - thank for your review! "So far so good" is how it sounds! Seems like you have found our support team if you run into bumps along the way, we are always happy to hear about how we can help or to make things work even better.

TG

Theresa G.

Assistant Director of Annual Giving

Higher Education

### "Exceptional Call Center management System and support team"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 17, 2025

We implemented this project over a year ago, and I managed to get it up and running in a record three months. While such a quick turnaround is not typically recommended, the phenomenal support team played a crucial role in navigating the bumps associated with this rapid upstart. As someone entirely new to such a robust system, I anticipated a learning curve, but the grace and expertise demonstrated by the support team made all the difference. They walked me through each step, showcasing their deep understanding of the system's capabilities. Their advice was insightful, providing guidance on what would work best in our specific context, which has proven invaluable. The system itself is outstanding. Its seamless integration with our existing systems has significantly reduced human error from constant data entry. I can collect extensive data from each call and make changes on the fly, a feature that is both incredible and priceless. Moreover, the capability to provide real-time updates to our officers and team regarding constituents has transformed our workflow. Overall, this communication system, bolstered by an exceptional support team, has proven to be a game-changer for our organization. I highly recommend it to others seeking to enhance their communication and data management processes.

Pros

I have been utilizing the Vanilla soft system that integrates various functionality, and I could not be more pleased with its performance. The usability is exceptional, not only for backend operations but also for the user interface, making it easy to navigate and manage constituents. The ability to text, leave voicemails, and send emails seamlessly enhances interaction quality. The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation. What stands out most is how streamlined it makes tracking interactions—the process feels seamless and natural for both the user and the constituent. After each call, I can easily capture necessary data, which is automatically updated in each constituent's file. This feature ensures that I always have access to the most current information without the hassle of manual entries. Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective. I highly recommend it to anyone looking to improve their client engagement experience.

Cons

The only issue I really have is our user error it is not always intuitive if you are not trained on the system, but it is such a robust system that it makes sense that it is not super easy without support, but we have an amazing support team

Switched from

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

More effective and cost-effective, this robust system allows us to be autonomous and not rely on the product company to run our system or manage our data.

Alternatives considered

[RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/)

[CallHub](https://www.capterra.com/p/149279/CallHub/)

[Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)

Reasons for choosing Vanillasoft

User autonomy, vanilla soft offered the most reliable and robust product for the price and support that did not give us hours or time limit with cost.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

December 18, 2025

Hi Theresa - thank you so much for your review! All of that detail is fantastic, thank you! :) I am so glad that Vanillasoft is helping you and your team manage your constituent engagement, outreach and interaction with them, and data capture - just what we are hoping for. We think our support team is great too - I am sure you are, but just in case, do check out the knowledge base that has a lot of videos and content that might help before you get on the phone.

[View all Reviews](https://www.capterra.com/p/27609/VanillaSoft/reviews/)

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