The Need

A U.S. national health insurance distributor needed a more user friendly lead management and CRM software with auto dialer capabilities.

Client Required Features:
  • Ease of Use/Administration
  • Lead Importing/Exporting, Routing & Distribution
  • Appointment Setting
  • Logical Branch Call Scripting
  • Custom Fields & Data Capture
  • Auto Dialing (Progressive & Preview)
  • VoIP Features and Integration
  • Email Templates and Document Libraries
  • Call-Activity Dashboards & Web Reporting

The Solution

VanillaSoft’s robust feature set gives them the solution.

The Client

  • 50-100 active users
  • Main office in Dallas-Fort Worth, TX
  • Regions served – United States
  • Pain point – Difficult to use software
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