Modern Office with Three People Working

Have more productive conversations. Close more deals.

An all-in-one sales engagement platform.

vanillasoft thumbnail
The Vanillasoft Story

Serving up leads for revenue teams.

Vanillasoft prioritizes your best leads and automates busy work. Agents can have more high-quality conversations...faster.

Industries We Serve

Where We Shine

Fast–moving revenue teams who manage high-value leads love Vanillasoft. We work across industries and workflows to deliver the best results. Here are just a few examples.

industries we serve - insurance agent

Insurance Sales

Vanillasoft is a proven solution for insurance sales. Medicare and health and life insurance companies use our platform to get the most out of their lead investment, connect more calls, and keep agent churn low:

Push the warmest, most valuable leads to agents in real time.
Prevent “Spam Likely” tags.
Facilitate easy agent onboarding and ramp-up.
higher ed fundraising

Fundraising

Higher education and fundraising-centric clients use Vanillasoft to manage their giving programs. We help large-scale programs, including annual and digital engagement centers, to maximize performance. Vanillasoft is proud to help customers keep constituents connected and engaged:

Contact potential donors fast.
Eliminate fundraising caller guesswork.
Capture more live conversations.
woman in office with tablet

Outsourced Sales

For outsourced sales teams, every client lead matters. Leaders who manage business development representatives (BDRs) or sales development representatives (SDRs) for their clients use Vanillasoft for efficient sales outreach programs that scale with their customers:

Push the best record in real time, across multiple campaigns.
Set up fast, effective email and messaging sales process automation.
Get powerful reporting and analytics.
Platform

An all-in-one platform for your agents

Powerful reporting tools allow you to measure and analyze agent and campaign performance. Reporting insights allow administrators to evolve Intellective Routing (IR) filters and cadences for continuous improvement.

people around a conference table

Lead Management

Vanillasoft pushes the next best record in real time. Top records are always worked first, and agents don’t waste time figuring out their next prospect.

Input from multiple sources
Powerful real-time ranking filters
Queue based routing
woman at a desk smiling with a headset

Compliant Dialer

Vanillasoft’s TCPA compliant dialer ensures calls are connected fast, with high call quality and a variety of dialing options:

Single line, progressive, preview, and parallel dialers
Enterprise grade VoIP
Inbound call management
shaking hands

Call and Message Delivery

Vanillasoft ensures that no matter the channel, the call or message gets through.

SmartCaller solutions
A2P 10DLC management
Multi-address email support
man talking on a headset with a pen in his hand

Sales Automation

Vanillasoft’s sales automation platform reduces agent busy work, letting them focus on conversations instead.

Email and SMS nurture
Calendar and appointments
Integrated scripting and disposition
laptop screen with analytics

Reporting and Analytics

Vanillasoft’s reporting and analytics dashboards give a clear view of agent and campaign performance for compliance and performance improvement.

Call recording and transcription
Advanced and custom reporting
Agent and campaign dashboards
Customer Testimonials

Hear it from our users

See what our customers have to say

illustration1

"Best calling system out there."

G2 logo
Kelly S.
Appointment Setter
illustration2

“The ultimate 'phone' prospecting tool for businesses.”

capterra logo
Scott
President in US, Capterra
illustration4

“Vanillasoft is a great dialing CRM!”

G2 logo
Julia P
Vanillasoft User

Consult an
Expert

See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walk-through today.

Get a Demo
4.5/5 Rating
Resource Center

Guide, Resources,
and Tools

Access our library to learn more about Vanillasoft, sales engagement, and the benefits to your revenue goals.

View All Resources