Vanillasoft

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.

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.

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

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

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.

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!

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.

Pros: $7e

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

Pros: Makes it easy to call and the service is always online. Also integrates with all my leads making it easy

Cons: What I least like about vanilla soft is the fact I can’t auto call and I have to click every time. Also it is alittle hard to use on my phone

Pros: Comprehensive CRM with lots of features and many I haven't even got to. Easy to set-up and get going, but lots of depth to smooth the lead management process. Love the reporting and I haven't scratched the surface of what it can do.

Cons: Nothing specific, but it is not as intuitive as other systems I've used, but once I was trained up it is easy to manage and use.

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.

Pros: Versatility when using the interface. I like how easy it it to use, to dial through the leads and disposition everything

Cons: The quality of leads most times are not great. I would like to see more quality leads put int the system

Pros: Overall, it’s been a great sales system to use. I’ve been able to reach a lot of potential clients, the system is very user friendly and the customer support has been quick, polite and responsive.

Cons: Too frequently the phone system is trying to activate and it takes a bit for me to be able to move on to the next lead.

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

Pros: VanillaSoft made it really easy to stay organized. I liked how simple it was to keep track of leads, callbacks, and follow-ups without getting overwhelmed. The interface is straightforward, and when everything is running correctly, it definitely helps keep the workflow moving.

Cons: The biggest challenge for me was the text drip system. It’s easy to burn through messages quickly and the limits can get tricky. Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion. A little more control and flexibility would make a big difference.

Pros: Great customer support, client support & integrity. Highly recommend this platform to other businesses looking to grow & support an advanced sales structure & keep track of appointments, leads, and organizational needs.

Cons: Not all of the reps on the phone have the same skill set/ depth of knowledge base. It all depends on who picks up the phone, how much support you receive.

Pros: Vanilla soft/soft phone works well most of the time and is easy to use and easy to learn. I like that you can customize YOUR set up.

Cons: Vanilla soft/soft phone does have quite a few calling connection issues more than i would've expected.

Pros: ROI and support

Cons: Reliability .

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!

Pros: ’s intuitive, well-designed, and makes managing my clients so much easier. The dashboard gives me a clear overview of every lead and customer, and I can track conversations, quotes, and follow-ups in one place. I especially appreciate the automation features

Cons: there are a few areas that could be improved. Sometimes it feels a bit slow when loading or switching between tabs

Pros: The texting function with the clients and the pick up rate for out bounding clients which was far above other services.

Cons: The system seemed clunky at times. Screens would stop loading, wouldn't load all sections. It at times hindered our employees.

Pros: the functions and the email drip campaigns will be very helpful in the coming year. I do also like the client reporting options.

Cons: It is pretty complicated to use. 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.

Pros: Vanillasoft makes it easy to manage leads and automate follow-up tasks. The workflow automation saves a lot of time, and the interface is straightforward once you get used to it. I especially liked the call queue feature, it ensures reps never miss a lead and keeps outreach consistent. Their security features, including user permissions and data access controls, also inspire confidence.

Cons: The reporting tools could be more customizable. Some analytics are locked behind higher tiers, and integrating with other CRMs or marketing tools sometimes requires manual setup or third-party connectors. The learning curve for new team members can also be a bit steep. also Clarity is dope.