Merchant Services

Simple, Comprehensive Merchant Services Sales Engagement Platform

VanillaSoft’s merchant services sales engagement solution helps you identify and manage both cold leads and referrals for payment processing services. Whether it’s setting appointments with leads or managing referrals from banks or other third parties, VanillaSoft takes care of the details so you can focus on the sale.

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VanillaSoft Rating
Rating 4.6 / 5


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Increased Productivity


Plan to Renew


Trusted by Thousands of Businesses


Optimized Referrals

Enter referrals through web forms and provide instant feedback.

Maximize Productivity

Simple and intuitive, all the tools necessary for multi-channel customer engagement are available from one screen.

Enforce Consistent Follow-up

Customizable cadences ensures your agents work every lead thoroughly, maximizing the ROI for each lead

More Appointments

Schedule appointments in geographical clusters that cuts down travel time and maximizes your reps’ time.

Priority-based Lead Management

Agents are not required to manage lists or call-backs. The VanillaSoft routing queue will present the best new leads and follow-up activities automatically.

Eliminate Busywork

No more tedious tasks like managing lists, writing emails, hand dialing, and leaving voice messages.


We have been working on Vanillasoft for my telemarketing business for over 5 years and could not be happier with the product. Truly a game changer for us.

Christina Condos

President, Kentwood Partners

The platform is extremely reliable. We have a team of 30+ agents using VanillaSoft daily and were quickly able to systemize our sales process with this platform.

Apostoli Tsilikas

CEO, Quantum Advertising Co.

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See how VanillaSoft can help you increase sales with a free, personalized demo.

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