See What Our Customers Are Saying
Real stories from real teams who’ve transformed their outreach with VanillaSoft’s powerful sales engagement tools.
Turn conversations into conversions.
VanillaSoft serves up a real time lead management CRM and fully integrated sales dialler.
Turn conversations into conversions.
Did you know it can take up to 18 touches to make contact with a prospect? Let’s be real – your team is more than likely not doing that many touches. You, my friend, have a leaky funnel. You are disqualifying quality prospects before they have truly been exhausted. That’s where we can help.
See What Our Customers Are Saying
Real stories from real teams who’ve transformed their outreach with VanillaSoft’s powerful sales engagement tools.
See What Our Customers Are Saying
Real stories from real teams who’ve transformed their outreach with VanillaSoft’s powerful sales engagement tools.
Frequently Asked Questions
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
What is VanillaSoft and how does it support sales engagement?
How does VanillaSoft differ from traditional CRM tools?
Can I integrate VanillaSoft with my existing CRM or marketing tools?
Is VanillaSoft suitable for both inbound and outbound sales teams?
What onboarding or training resources are available for new users?
How does lead routing and prioritization work in VanillaSoft?
Automate outreach and follow-ups
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
What is VanillaSoft and how does it support sales engagement?
How does VanillaSoft differ from traditional CRM tools?
Can I integrate VanillaSoft with my existing CRM or marketing tools?
A taste of the top features
VanillaSoft is a lead management CRM and dialer, but that is just the start. Get a feel of our top features here and dive in to see them all.
VanillaSoft helps your team engage more prospects so you can pass even more warm leads on to your customers.
Empower your fundraisers with a user-friendly yet scalable tool that will help them launch your innovative strategies.
VanillaSoft helps you weather the change and meet the needs of an increasingly demanding market.
VanillaSoft lead management simplifies the entire insurance sales process for sales agents of all skill levels.
Your team can focus their time on multi-channel outreach to the leads most likely to convert.
VanillaSoft helps you identify and manage both cold leads and referrals for payment processing services.
A taste of the top features
VanillaSoft is a lead management CRM and dialer, but that is just the start. Get a feel of our top features here and dive in to see them all.
Real time management of records, prioritized with proprietary Intellective Routing. Business-set algorithms use an almost infinite number of criteria to always push the next best record to the top.
Preview, Progressive and multi-line parallel dialer options to meet your calling needs. Balance your lead value and your speed to dial for the best customer experience for your leads.
Increased trust in the number your prospects see when your agents place a call make for higher answer rates. More calls answered means more good conversations with leads.
Agents are equipped with automated email tools to engage leads across every stage of your lead engagement efforts. VanillaSoft Email empowers sales professionals to reach more leads, faster, and with greater impact.
Powerful reporting tools allow the measurement and analysis of agent and campaign performance. Reporting insight feeds back through the VanillaSoft administrator to improve and evolve IR filters and cadences for continuous improvement.
A taste of the top features
VanillaSoft is a lead management CRM and dialer, but that is just the start. Get a feel of our top features here and dive in to see them all.
Real time management of records, prioritized with proprietary Intellective Routing. Business-set algorithms use an almost infinite number of criteria to always push the next best record to the top.
Preview, Progressive and multi-line parallel dialer options to meet your calling needs. Balance your lead value and your speed to dial for the best customer experience for your leads.
Increased trust in the number your prospects see when your agents place a call make for higher answer rates. More calls answered means more good conversations with leads.
Increased trust in the number your prospects see when your agents place a call make for higher answer rates. More calls answered means more good conversations with leads.
A taste of the top features
VanillaSoft is a lead management CRM and dialer, but that is just the start. Get a feel of our top features here and dive in to see them all.
Agents are equipped with automated email tools to engage leads across every stage of your lead engagement efforts. VanillaSoft Email empowers sales professionals to reach more leads, faster, and with greater impact.
Powerful reporting tools allow the measurement and analysis of agent and campaign performance. Reporting insight feeds back through the VanillaSoft administrator to improve and evolve IR filters and cadences for continuous improvement.
Consult an Expert
See how your agents can have more good conversations and close more deals, get started on a personalized walk through today.
Sign Up for a Demo Today
See how VanillaSoft can help you increase sales with a free, personalized demo.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Turn conversations into conversions.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Created for leaders with ambition.
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
Each year that we have been using VanillaSoft, we have been able to top the previous year’s performance by a lot.”
Enhance Your Sales
Productivity
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.
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Bringing Your Strategy to Life
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort
To productivity reported by users on reviews on Capterra.com
Nominated as 2025 Winter High Performer by G2.com
Users have reported that they plan to renew on Softwarereviews.com
Bringing Your Strategy to Life
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort
To productivity reported by users on reviews on Capterra.com
Nominated as 2025 Winter High Performer by G2.com
Users have reported that they plan to renew on Softwarereviews.com
Bringing Your Strategy to Life
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort
To productivity reported by users on reviews on Capterra.com
Nominated as 2025 Winter High Performer by G2.com
Users have reported that they plan to renew on Softwarereviews.com
Bringing Your Strategy to Life
Automate outreach and follow-ups so your team stays focused on closing more deals with less effort
To productivity reported by users on reviews on Capterra.com
Nominated as 2025 Winter High Performer by G2.com
Users have reported that they plan to renew on Softwarereviews.com
VanillaSoft pushes the next best record to agents in real time, so the top records are always worked first, and agents don’t waste time figuring out who to contact next.
Ingest from multiple sources
Powerful real time ranking filters
Queue based routing
When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.
Delivers real-time, bi-directional updates
Reduces SFDC costs
Improves visibility into sales activity across all teams
Provides a better customer experience
When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.
Delivers real-time, bi-directional updates
Reduces SFDC costs
Improves visibility into sales activity across all teams
Provides a better customer experience
Salesforce
When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.
Delivers real-time, bi-directional updates
Reduces SFDC costs
Improves visibility into sales activity across all teams
Provides a better customer experience
Test heading
When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.
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Insurance programs and agencies use Vanillasoft for their sales solutions. With our tools, they can make better use of leads, connect with prospects more often, and help agents be more effective:
Exceptional speed to lead: route and engage warm leads in real time.
Automate agent administrative work.
Engage across multiple channels with highest returns.
Monitor campaign and team performance.
Hear it from our users
See what our customers have to say
“An 80% pledge fulfillment rate -17% above last year!”
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Testing
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