--- title: "Vanillasoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Vanillasoft the right CRM solution for you? Explore 233 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/27609/VanillaSoft/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Vanillasoft 4.6 (233) [View alternatives](https://www.capterra.com/p/27609/VanillaSoft/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Vanillasoft Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour, contact rates, and pledges.“ March 16, 2026 KK Karan K Health BrokerHospital & Health Care, Self-employedUsed the software for: 1-2 years. “While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features“ September 22, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It has been a dependable tool for managing our call center operations and helping our team stay organized and productive during calling shifts.“ March 16, 2026 FV Franchesca V Independent Licensed AgentInsurance, 201 - 500 employeesUsed the software for: Less than 6 months. “It takes a lot of time training and watching and re-watching videos, and since it was rolled out pretty close to AEP/OE, I have not had time to master it yet.“ October 27, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team.“ March 16, 2026 CP Casey P Career AgentInsurance, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “The tracking isn't always correct, and the amount of time on the phone calls are never correct.“ October 15, 2025 QS Qudsia S Assistant Director of DevelopmentHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling program.“ March 16, 2026 AM Ahmed M AgentInsurance, 10,001+ employeesUsed the software for: Less than 6 months. “Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion.“ November 14, 2025 ## Showing most helpful reviews Showing 1-25 of 233 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JOIA W. Licensed Health Insurance Advisor Insurance Used the software for: 2+ years ### "VSoft Is Very Reliable " July 29, 2025 5.0 I have used it for many years and it has always been streamlined. Learning curves are very minimal and they have resources available to help resolve any issues Pros The ease of access is very sufficient. Communication tools are up to date and functions well with the tailored options Cons The preset combined options that I can not opt out of before purchase. I would like the opt out option added Review Source QS Qudsia S. Assistant Director of Development Higher Education Used the software for: 2+ years ### "Excellent Platform for Managing a University Phonathon" March 16, 2026 5.0 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 Response from VanillaSoft 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! GH Gabby H. Captain Fund-Raising Used the software for: 2+ years ### "Rudimentary At Best." August 25, 2025 1.0 The learning curve of to this program is that you need to memorize the ways that its bad so that you can work around the issue before it even presents itself. I should have to copy every email before I send it, in fear that the whole system is going to crash out the second I hit send. I'm honestly not the hugest fan of the program. It's very much not a user friendly platform in a lot of ways including the fact that literally everything HAS to be resulted to be moved/we cannot just drag and drop it. It's also incredibly inconvenient that your text platform is basically useless in most ways. Pros If I'm being honest, I don't really like anything about Vanilla Soft. Every single aspect of it is rudimentary at best. Cons If I have multiple people texting me, when a new message comes in, the other message fully disappears and if I'm not paying attention, my message is now being sent to someone that it has NOTHING to do with. We cannot receive photos. The phones and they're ability to call and it go through is a mess 9 times out of 10. If you email someone with another person cc'ed and one of the emails is wrong/bounces... NOW YOU CAN'T EMAIL EITHER OF THEM without getting Vanilla Soft involved. All of the improvements that have been rolled out have actually made pretty much EVERYTHING significantly WORSE. Review Source EJ Eric J. Health Insurance Advisor Insurance Used the software for: 2+ years ### "Vanillasoft not Vanillahard" January 29, 2026 5.0 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 Felipe C. Health Advisor Insurance Used the software for: 1-2 years ### "My overall experience with VS. " August 4, 2025 5.0 My overall experience with VanillaSoft was positive. It’s a powerful tool for managing outreach, keeping leads organized, and improving follow-up efficiency. The dialing and scripting features helped streamline conversations, and it supported consistent productivity. With a few improvements to reporting and system speed, it could be nearly perfect. Pros What I liked most about VanillaSoft was its intuitive user interface and powerful automation tools. It made it easy to prioritize leads, streamline follow-ups, and stay productive. The real-time performance tracking and call routing features also helped improve team efficiency and accountability. Cons What I liked least about VanillaSoft was the occasional lag and syncing issues, especially during high-volume outreach periods. Additionally, the reporting dashboard could be more customizable for detailed performance insights. Review Source BC Braxton C. Health insurance advisor Hospital & Health Care Used the software for: Less than 6 months ### "Vanillasoft review" January 9, 2026 5.0 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 Response from VanillaSoft 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"! SH Sharon H. Broker Insurance Used the software for: 6-12 months ### "Review of VanillaSoft" January 21, 2026 1.0 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 Response from VanillaSoft 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. ES Elliot S. Owner Insurance Used the software for: 6-12 months ### "Nice experience " November 24, 2025 5.0 Pros Vanilla Soft and VS Connect have completely streamlined our workflow. The intuitive interface, powerful automation, and seamless CRM integration help our team stay organized, boost productivity, and convert more leads efficiently. Both platforms are reliable, easy to use, and essential to our daily operations. Highly recommended for any growing sales organization. Cons The overall cost of using both platforms can add up for growing teams, and response times from support can occasionally be slower than ideal when urgent issues arise, which may impact operations Review Source Response from VanillaSoft December 8, 2025 Hi Elliot - thanks for your review! Getting your sales team more organized, more productive and converting leads more efficiently is exactly what we want to have happen for you and your team! DM Dennis M. SELF EMPLOYED Insurance Used the software for: 6-12 months ### "The Great Review" December 3, 2025 5.0 My overall experience with Vanillasoft was great. The platform is easy to use, efficient, and reliable, and it helped streamline my work in a very positive way. Pros The customer support is excellent, and the lead management tools are reliable, organized, and very easy to use, making Vanillasoft a smooth and efficient platform overall. Cons honestly have no major issues with Vanillasoft. Everything has worked smoothly for me, and I haven’t encountered any problems worth noting. Review Source Response from VanillaSoft December 8, 2025 Hi Dennis - thanks for the review. We are glad you like the lead management tools - us too! Let us know if you have any other thoughts, we would be happy to hear. PS Pedro S. Insurance Agent Insurance Used the software for: 6-12 months ### "Great software that can be excellent choice for your journey " January 24, 2026 5.0 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 Response from VanillaSoft 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. SF Shaun F. Executive Account Manager Financial Services Used the software for: 2+ years ### "Vanilla Soft is invaluable, Customer support rocks!" November 6, 2025 5.0 I believe Vanilla Soft’s service is invaluable—truly a game changer for our team! I believe they will continue to improve on their awesome services. Pros I really appreciate Vanilla Soft’s excellent customer support—always helpful and responsive! Super-fast! Cons There’s nothing I don’t like about Vanilla Soft’s service—everything is top-notch! Highly recommend! Review Source Response from VanillaSoft November 24, 2025 Hi Shaun - thanks for your review - glad we can help! We would love to hear more about how we are a game changer for you! https://vanillasoft.com/support CF Chrissy F. Fundraising Specialist Fund-Raising Used the software for: 2+ years ### "Hit or Miss" September 9, 2025 4.0 It is very hit or miss. Sometimes things work as they're supposed to, sometimes the emails fail to send or the phones stop working and then I'm stuck not being able to work. Pros It organizes leads well by different types of groups so similar groups can be grouped together under one filter. Cons There are a lot of features that are very basic. For example, there is no way to text the second contact. You also can't use emojis, can't send or receive photos in texts, and can't preview email responses. Review Source DM Dave M. Career Agent Insurance Used the software for: 1-2 years ### "Vanilla Soft Rocks!" June 16, 2025 4.0 Very Happy with Vanilla soft however the price point is a little high but you get what you pay for right? Pros VS Connect and the ability to dial new contacts fast! Auto dialer is incredible. I also like the ability to add in leads easily and accurately Cons I don't like that you can't see your total dials made on VS Connect but can only see them on regular VS. Review Source SD Savita D. Business development coordinator Marketing and Advertising Used the software for: 1-2 years ### "Vanilla Soft CRM Error" September 17, 2025 5.0 good experience overall with resolution did not have the ability to track the progress of the ticket Pros Easy to use Share screen option and the reporting process with the support team for the issue with the CRM error. Cons unable to track progress of ticket of the progress of the ticket that was emailed for the reporting. Review Source JD Jameel D. Health Coverage Advisor Insurance Used the software for: Less than 6 months ### "Simple & Effective" February 4, 2026 5.0 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 Response from VanillaSoft 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. :) KW Keith W. Broker Agent Insurance Used the software for: Less than 6 months ### "This platform means : hope!" October 21, 2025 4.0 Vanilla Soft makes this journey of helping people more hopeful...! As technology and this industry moves at such a rapid pace this allows one to breathe Pros The record opportunity. And the idea of the next best clients to service. The ability to edit data and leep track of the conversation without sticky notes. Email clients having them email back and SMS both are game changing 🙌🏾 Cons With Remote operations become more common...it's my current clients that feel the bite in that I sometimes am not sure how to help them sign correctly. I need customer support sometimes later than 5pm. What times are reps available for customer support Review Source Response from VanillaSoft November 24, 2025 Hi Keith - hope is always good! Glad we are helping out on your journey. :) GJ Griffin J. Agent Insurance Used the software for: I used a free trial ### "Thank you VS" October 13, 2025 5.0 My overall experience with VanillaSoft has been great. The platform is easy to use, helps me stay organized with leads, and improves follow-up efficiency. It saves time and makes outreach smoother. Pros What I like most about VanillaSoft is how easy it is to use. The layout is simple, organized, and makes managing leads or call campaigns super efficient. It saves time, reduces confusion, and keeps everything in one place without needing extra tools. Cons The most frustrating part about Vanillasoft was the repetitive and time-consuming human verification steps, especially the constant robot image selections that slowed down Review Source TA Tati A. Health Insurance Adivsors Insurance Used the software for: 1-2 years ### "Great for randomization of contacts!" August 25, 2025 5.0 Pros I like how contacts are randomized! With other CRMs/dialers, I find that my contacts are dialed in the exact same order every day, which doesn’t allow me to easily randomize the time each lead is called or texted. Cons Inability to sort my contacts by tags. Tags were newly implemented so maybe it will be a change soon! Review Source MW Mindy W. Director of Foundation and Advancement Engagement Higher Education Used the software for: 2+ years ### "Easy for Your Data Team!" September 11, 2025 4.0 I've been using VanillaSoft on the data side for 3 years and appreciate the easy navigation and the ease of data imports. Pros I appreciate the ease of importing data, the ability to set up scheduled reporting, and the easy-to-navigate user interface. Cons I would like to have the ability to specifically delete recently imported custom table data. We can delete the whole constituent, but cannot delete or run updates on custom table data. Review Source aB anthony B. sales agent Insurance Used the software for: 2+ years ### "ticket closed" July 10, 2025 5.0 Pros simple crm to follow so not hard to learn. I like the pre set emails given in the crm and the texting portion. Cons not fan of the calendar updates made. the color tags are very small and not the whole bar so it's barely noticeable to be effective Review Source SA Sumaiyah A. Student Fundraiser Fund-Raising Used the software for: 1-2 years ### "calling all vanillasoft fans" October 16, 2025 5.0 Pros it keeps all of the information i need in one place! it’s helpful to not have to keep a manual directory of people i need to reach out to. Cons the formatting can be clunky and glitches sometimes. the coding menu likes to spasm if i hover over it instead of clicking it Review Source FO Frank O. Insurance Agent Insurance Used the software for: 2+ years ### "Great dialing platform." May 9, 2025 4.0 Very good and have been using it for 7 years. Pros Its workflow process is fast and makes dialing and contacting leads from every aspect easy and fast. Cons Can only dial one lead at a time and woukd like to see it handle more line other newer dialers out now. Review Source SQ Serena Q. Health Advisor Insurance Used the software for: Less than 6 months ### "Vanilla Soft Pro/Con" May 20, 2025 4.0 6/10- pretty satisfied. CONS are a big thing for me. It's simple to use but I wish the messages layout was more convenient to pick up from when in the My sms tab Pros Vanilla Soft offers 1,000 messages per month with a monthly subscription. The dispositions are pretty straight forward and easy to use. Cons I dislike that we have to wait 15 seconds before we can disposition a lead and dial a new lead. Also I dont like the way the messages are categorized. I wish they all appreared and stayed there longer than a week. Review Source JS JOEY S. ceo Insurance Used the software for: 2+ years ### "Chief executive officer" May 7, 2025 5.0 Pros Manages my leads very good easy to set callbacks and support team is great they even built me a custom solution for my needs Cons Could be a little more cost effective but overall its a solid product Review Source AW Andrew W. Health Advisor Insurance Used the software for: 2+ years ### "Great customer service" August 16, 2025 5.0 Customer service which is most important to me. The customer service with VanillaSoft is some of the best I've experienced Pros Its efficiency and customer service. It is a top lead supporter that never goes down. You can always count on it working Cons Overused. You are calling all the same leads that every other person is calling, instead of exclusivity Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.