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Sales Automation

Vanillasoft's agent and communication CRM reduces agents' busy work, letting them focus on conversations and deals instead. With our automation, you can take time-wasting activities out of sales.

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Email Automation

Vanillasoft email gives agents the flexibility to engage leads with automated cadences, personalized templates, and custom messages in real time. With email nurturing, agents can reach more leads faster, warm up cold leads, and drive stronger engagement throughout the sales cycle.

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SMS Automation

Vanillasoft’s SMS features help agents stay in front of customers and prospects. Engage in live chats, send personalized templated messages as part of engagement cadences, and automate appointment reminders.

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Calendar and Appointment Setting

Vanillasoft’s appointment-setting features streamline scheduling with less time, effort, and error. Advanced functionality helps agents book more qualified appointments, including inside sales, outside reps, or client meetings, for themselves or downstream colleagues.

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Integrated Scripting and Disposition

Vanillasoft guides agent conversations with logical-branch scripting and automatically logs outcomes. With one click, agents access the right response in real time, while automatic result codes push every call, email, and SMS activity back to your CRM for seamless tracking.

Useful Extras

More Automations Tools

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Voicemail Drop

It's like an audio text message...that always gets delivered. Save time by leaving pre-recorded voicemail messages with one simple click.

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Videos and Attachments

Record and embed personalized videos into emails for highly engaging touchpoints. Attach approved sales and marketing documents directly from the Vanillasoft library.

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Templates

Create a catalog of text message templates to enable quick, consistent responses. Each message can auto-populate with contact details for fast, personalized communication...at scale.

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SMS Reminders

Automatically send text message reminders for upcoming appointments. Coordinate SMS timing alongside email reminders to ensure consistent, timely outreach.

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Outbound Posting

Push information from Vanillasoft to another system (including your CRM) using automated triggers.

Reduce Decision-Making, Get More Productivity

In the Vanillasoft platform, lead records have all the information that an agent needs, from call history to tasks and reminders. When reps can focus on the task at hand (making more calls and closing more deals), they can get to a "flow state": an unbroken rhythm of sales calls. Better efficiency means more sales, without losing sight of strategy.

Metrics

Here's how our customers have high-quality conversations with their most valuable leads...faster.

35%
Increase in call connection

Customer average

3x
More actions per hour

Customer average

500%
Increase in activity

One of a Kind Sales

Customer Testimonials

Hear It From Our Users

Don't just take it from us. See what our customers have to say about sales automation.

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“What I like most about Vanillasoft is that it’s extremely user-friendly.”

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BJ S
Platinum Agent
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“Vanillasoft has taken my outreach to an entirely new level.”

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Evan M
Career Agent
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“I have used this for five years, and I love the effortlessness of the platform.”

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Verified Telecommunications 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.

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FAQs

Common Questions and Answers

Resource Center

Learn even more about Vanillasoft and what you need to know about sales engagement.

How to Automate Sales Tasks
Are You Automating These Critical Sales Processes?
Lead Automation: How to Automate Lead Generation and Management
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