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VanillaSoft Sales CRM REVIEW

CRM Software

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What is VanillaSoft Sales CRM?

VanillaSoft Sales CRM is built keeping simplicity in mind and offers powerful features that allow businesses to enhance productivity, sales accountability and improves contact rates. The sales CRM works particularly well for sale hunters and inside sales. Compared to most other sales CRM solutions that mainly focus on order and account management and customer services functions, VanillaSoft Sales CRM puts more emphasis on lead generation and nurturing, helping in closing new businesses deals more efficiently.

The solution works well in a variety of scenarios ranging from cold calling to hot deals. In addition to the CRM, VanillaSoft also offers ad-on features, including dialing, recording, VoIP, and SmartCaller ID. When used together, all these solutions provide sales teams with powerful tools to improve productivity and boost sales.

Overview of VanillaSoft Sales CRM Benefits

VanillaSoft Sales CRM is a sales-focused CRM that helps accelerate inside sales performance through customizable workflows. Email marketing, auto dialing, call recording and queue-based lead routing gives the CRM edge over other sales CRMs that mostly focus on the record-keeping and administrative side of sales. Queue-based lead management and routing helps teams manage their priorities in a better way and stay focused on new leads. This means that sales reps get the next-best lead automatically, allowing them to focus on building relationships and nurturing leads. The CRM aims to ensure consistent results by automating best practices.

Automation features such as custom routing filters, lead distribution and preview dialing help create across-the-floor consistency and allows teams to call the most qualified leads first. The logical-branch scripting helps sales reps respond to prospect questions more professionally and clear their objections. The CRM provides the ability to automate processes, customize workflows and predict ROI more accurately. In addition to the base Sales CRM platform, VanillaSoft also offers feature add-ons, including Dialing that allows using automated dialing with the existing lines or purchasing VoIP separately.

The Recording module ties call recordings to contacts and result codes. Telephony add-ons include VoIP that requires no additional hardware setup and SmartCaller ID that displays a caller ID with the local number. These add-ons can be purchased separately and seamlessly integrate with the core platform.

Overview of VanillaSoft Sales CRM Features

  • Lead management
  • Queue-based lead routing
  • Activity dashboard (real-time)
  • Logical branch scripting
  • Customized web reporting
  • Mass emails (separate purchase)
  • Customized email templates
  • Multi-level, team based selling
  • Web lead integration
  • Appointment setting
  • Call results and monitoring
  • Lead capturing, distribution, nurturing and scoring

VanillaSoft Sales CRM Position In Our Categories

Position of VanillaSoft Sales CRM in our main categories:


VanillaSoft Sales CRM is one of the top 500 CRM Software products


VanillaSoft Sales CRM is one of the 500
CRM Software products

If you are considering VanillaSoft Sales CRM it may also be beneficial to analyze other subcategories of Best CRM Software listed in our database of B2B software reviews.Online CRM Software, Social CRM Software, Feedback & Reviews Management Software

It is important to note that virtually no app in the CRM Software category will be an ideal solution able to meet all the needs of different company types, sizes and industries. It may be a good idea to read a few VanillaSoft Sales CRM reviews first as certain software may dominate only in a really narrow group of applications or be created with a really specific industry in mind. Others can operate with a goal of being simple and intuitive and consequently lack complicated elements desired by more experienced users. You can also come across apps that focus on a broad group of users and provide a rich feature set, but that in most cases comes at a more expensive cost of such a software. Make sure you're aware of your needs so that you buy a software that provides all the elements you search for.

How Much Does VanillaSoft Sales CRM Cost?

VanillaSoft Sales CRM offers several enterprise pricing options to meet the needs of different users. Here are the details:

  • Base Sales CRM Platform: $80/user/month (first user costs $100)
  • Dialing: $30/user/month
  • Recording: $30/user/month

*35% discount on these products if paid annually

  • VoIP: $30/user/month + USF taxes
  • SmartCaller ID: $2/area code/month (minimum 6 area codes, with 20+ codes)

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and VanillaSoft Sales CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with VanillaSoft Sales CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are VanillaSoft Sales CRM pricing details?

VanillaSoft Sales CRM offers several enterprise pricing options to meet the needs of different users. Here are the details:

  • Base Sales CRM Platform: $80/user/month (first user costs $100)
  • Dialing: $30/user/month
  • Recording: $30/user/month

*35% discount on these products if paid annually

  • VoIP: $30/user/month + USF taxes
  • SmartCaller ID: $2/area code/month (minimum 6 area codes, with 20+ codes)

What integrations are available for VanillaSoft Sales CRM?

At the moment, VanillaSoft Sales CRM offers a streamlined integration with Salesforce Sales Cloud.

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