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All-in-One Sales Engagement Software. Close More Deals. Faster.

The only sales engagement platform with a built-in auto dialer, lead management, and sales automation. Designed for fast-moving revenue teams.

Why Vanillasoft

The best sales engagement software for fast-moving revenue teams

Vanillasoft isn’t another sales tool layered on top of your existing stack. It’s the only all-in-one platform designed to eliminate wasted effort from the ground up, guiding every agent to the next-best record, the next-best action, and the right message. No guesswork. No platform switching. Just results.

  • Sales engagement and lead management, in a single platform

  • Loved by the revenue teams who rely on it most

  • White-glove onboarding and support, from day one through scale

Platform

The only all-in-one sales engagement platform with built-in lead management and auto dialer

Vanillasoft is the only sales engagement platform that includes outreach automation, workflow orchestration, auto dialing, and lead management. All native, all connected. One tool. Full coverage.

man talking on a headset with a pen in his hand

Sales automation

Vanillasoft’s sales automation tools orchestrate and automate outreach. We reduce agent busy work, so your team can focus on conversations.

  • Automate calls and messages around the lead, one-to-one, at scale

  • Lead management and auto dialing built in

  • Increased agent activity and productivity

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Sales workflows

Time, sequence, and coordinate every touchpoint with precision. No agent is left wondering what to do next, and no lead falls through the gaps.

  • Integrated with lead management and a dialer

  • Consistent engagement and high-quality data

  • Every agent always knows their next step

woman at a desk smiling with a headset

Auto dialer

Balance agent pace and customer experience. A variety of dialing options keeps agents moving efficiently without sacrificing customer experience.

  • Single line, progressive, preview, and parallel dialers

  • Built into the sales engagement platform

  • Agents move through their calls faster and more efficiently

Melissa Mason

Great CRM for outbound calling.

people around a conference table

Lead management

Push the next best record in real time so agents don’t waste time figuring out their next lead to contact. Top records are always worked first, so the most valuable records aren’t wasted.

  • Native to our sales engagement platform

  • The best leads are served to agents in real time

  • Less busy work and improved agent productivity

David Krieger

Intellective Routing has made a huge difference for us. Words cannot express how much I love this tool. It’s so cool.

Where We Shine

The best for fast-moving revenue teams across industries

Vanillasoft works across industries and workflows where high-value leads and high agent activity go hand in hand. Enterprise revenue teams of 5 or more agents rely on us to protect their lead investment and keep their pipelines moving. That includes teams in insurance, outsourced sales, fundraising, automotive, mortgage, home repair, and merchant services.

industries we serve - insurance agent

Insurance sales

Vanillasoft is a proven solution for Medicare as well as health and life insurance companies. We help full-cycle sales teams get the most out of their lead investment, connect more calls, and keep agent churn low by:

  • Pushing the warmest, most valuable leads to agents in real time

  • Preventing “Spam Likely” tags

  • Facilitating easy agent onboarding and ramp-up

woman in office with tablet

Outsourced sales

For outsourced sales teams, every client lead matters, so they must move fast. Sales directors, VPs of sales development, and operations leaders who manage BDR and SDR teams for their clients use Vanillasoft's sales engagement software to run outreach programs that scale with their customers by:

  • Pushing the best record in real time, across multiple campaigns

  • Setting up fast, effective email and messaging sales process automation

  • Delivering powerful reporting and analytics

higher ed fundraising

Fundraising

Higher education and fundraising-centric clients manage their giving programs with Vanillasoft. We maximize performance for large-scale programs, including annual and digital engagement centers and mid-level giving, and help customers keep constituents connected and engaged by:

  • Contacting potential donors fast

  • Eliminating fundraising caller guesswork

  • Capturing more live conversations

Customer Stories

Hear it from our users

Case Studies
June 26, 2025

Fender Insurance Agency

Learn how Fender Insurance Agency realized a 500% increase in sales per month agency-wide, which led to three new hires to maintain the agency’s success.

Read more
Case Studies
June 26, 2025

GenSales

Learn how Vanillasoft has helped GenSales open doors for the company’s customers and book appointments to close more deals.

Read more
Case Studies
June 26, 2025

University of South Florida Case Study

Learn how the University of South Florida transformed their fundraising efforts and achieved a donation boost propelled by Vanillasoft.

Read more
View all resources
illustration1

Great CRM for outbound calling.

Melissa Mason
Melissa Mason
Director of Operations
Melissa Mason
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“The ultimate 'phone' prospecting tool for businesses.”

capterra logo
Scott
President in US, Capterra
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“Vanillasoft is a great dialing CRM!”

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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.

Resource Center

Guides, resources,
and tools

Access our library to understand more about how Vanillasoft can streamline your workflow and power you to push through revenue goals.

What Is Sales Engagement?
Sales Automation
January 22, 2026

What Is Sales Engagement?

Learn what sales engagement is, isn’t, and how to use sales engagement software in your sales organization.

Read more
The Benefits of Queue-Based Lead Management
Lead Management
April 14, 2026

The Benefits of Queue-Based Lead Management

Queue-based lead management eliminates cherry-picking and list fatigue. Discover 8 benefits that help sales teams move faster and close more.

Read more
Parallel Dialer vs. Progressive Dialer: Which One Actually Moves the Pipeline?
Sales Automation
Phone
March 26, 2026

Parallel Dialer vs. Progressive Dialer: Which One Actually Moves the Pipeline?

Parallel dialer vs progressive dialer: learn how each works, when to use them, and which fits your sales motion to drive more pipeline.

Read more
View All Resources