What users are saying about
21 Ratings
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Top Rated
64 Ratings
21 Ratings
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Score 8.2 out of 100

VanillaSoft

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Top Rated
64 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.6 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

VanillaSoft

VanillaSoft is really good for companies who need help with call/priority management. Even more so for companies that have reps who have either hundreds of thousands of clients they work with. It helps the employees to make more calls in a shorter period of time. It helps them maximize their time.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
VanillaSoft
Customer data management / contact management
Close
9.0
VanillaSoft
Workflow management
Close
8.6
VanillaSoft
Territory management
Close
8.0
VanillaSoft
Opportunity management
Close
9.9
VanillaSoft
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
VanillaSoft
Contract management
Close
10.0
VanillaSoft
Interaction tracking
Close
9.5
VanillaSoft
Channel / partner relationship management
Close
9.7
VanillaSoft

Customer Service & Support

Close
9.3
VanillaSoft
Case management
Close
8.3
VanillaSoft
Call center management
Close
9.7
VanillaSoft
Help desk management
Close
10.0
VanillaSoft

Marketing Automation

Close
10.0
VanillaSoft
Lead management
Close
10.0
VanillaSoft
Email marketing
Close
10.0
VanillaSoft

CRM Project Management

Close
9.1
VanillaSoft
Task management
Close
7.4
VanillaSoft
Billing and invoicing management
Close
10.0
VanillaSoft
Reporting
Close
10.0
VanillaSoft

CRM Reporting & Analytics

Close
9.4
VanillaSoft
Forecasting
Close
10.0
VanillaSoft
Pipeline visualization
Close
8.3
VanillaSoft
Customizable reports
Close
10.0
VanillaSoft

Customization

Close
9.2
VanillaSoft
Custom fields
Close
9.5
VanillaSoft
Custom objects
Close
10.0
VanillaSoft
Scripting environment
Close
8.3
VanillaSoft
API for custom integration
Close
9.1
VanillaSoft

Security

Close
7.7
VanillaSoft
Single sign-on capability
Close
8.3
VanillaSoft
Role-based user permissions
Close
7.2
VanillaSoft

Social CRM

Close
10.0
VanillaSoft
Social data
Close
10.0
VanillaSoft
Social engagement
Close
10.0
VanillaSoft

Integrations with 3rd-party Software

Close
9.0
VanillaSoft
Marketing automation
Close
9.0
VanillaSoft

Platform

Close
10.0
VanillaSoft
Mobile access
Close
10.0
VanillaSoft

Pros

Close

  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

VanillaSoft

  • Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately.
  • Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately.
  • Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors.
  • Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities.
Valie Robbins | TrustRadius Reviewer

Cons

Close

  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

VanillaSoft

  • It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over.
  • This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 2 answers
Use of VanillaSoft has become essential to our business.
Janet Kennedy | TrustRadius Reviewer

Usability

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 2 answers
We used it for over ten years - never an issue - very easy to use. Our clients love it!
Valie Robbins | TrustRadius Reviewer

Reliability and Availability

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 2 answers
Had a couple of times when system was down, but was always made to feel they were working on addressing it and cared about my inconvenience.
Valie Robbins | TrustRadius Reviewer

Performance

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 2 answers
Very robust, easy to set up, can see issues immediately, answer telemarketers questions about system or suggestions, as well as address client's questions about a campaign immediately.
Valie Robbins | TrustRadius Reviewer

Support Rating

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 9.3
Based on 6 answers
Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Alvin Fayman | TrustRadius Reviewer

In-Person Training

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 1 answer
Website easy to use, questions were answered easily and quickly either by e-mail or phone call.
Valie Robbins | TrustRadius Reviewer

Implementation Rating

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 4 answers
Our implementation was very easy.
Janet Kennedy | TrustRadius Reviewer

Alternatives Considered

Close

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.
Joe Gatto | TrustRadius Reviewer

VanillaSoft

It is easy to use and access. It gives us all the tools and information that we need to have a productive work day. By giving us everything we need we therefore don't have to use more than one application throughout the work day which makes it a lot simpler
Beverly Dumas | TrustRadius Reviewer

Scalability

Close

No score
No answers yet
No answers on this topic

VanillaSoft

VanillaSoft 10.0
Based on 1 answer
Easy to add and train personal to use VanillaSoft. Can walk new people through set up or view issues on-line to address telemarketer questions
Valie Robbins | TrustRadius Reviewer

Return on Investment

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Ryan McCarty | TrustRadius Reviewer

VanillaSoft

  • VanillaSoft has drastically reduced my expenses associated with prospecting (fuel, car maintenance, etc.).
  • I was able to make a profit during the COVID shutdown, in a time where I would have continued to have overhead and no income whatsoever.
  • I made 6 appointments today where generally I would have made 6 appointments in a week.
Francisco Martinez | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Close Editions & Modules

Edition
Starter$351
Basic$651
Professional$951
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

VanillaSoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

VanillaSoft Editions & Modules

Edition
VanillaSoft Pro$801
  1. user
Additional Pricing Details
VanillaSoft offers several add-ons to use in conjunction with our base platforms including: Auto Dialing Call Recording VoIP SmartCaller ID SMS

Rating Summary

Likelihood to Recommend

Close
9.0
VanillaSoft
9.6

Likelihood to Renew

Close
VanillaSoft
10.0

Usability

Close
VanillaSoft
10.0

Reliability and Availability

Close
VanillaSoft
10.0

Performance

Close
VanillaSoft
10.0

Support Rating

Close
VanillaSoft
9.3

In-Person Training

Close
VanillaSoft
10.0

Implementation Rating

Close
VanillaSoft
10.0

Scalability

Close
VanillaSoft
10.0

Add comparison