What users are saying about
31 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
113 Ratings
31 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100

VanillaSoft

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
113 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.6 out of 100

Feature Set Ratings

    Sales Force Automation

    8.3

    Close

    83%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    7.2
    72%
    6 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    6 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    7.9
    79%
    5 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    6 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    6.6
    66%
    6 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.2

    Close

    92%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.6

    Close

    86%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    7.2
    72%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    7.0

    Close

    70%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    5.1
    51%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    5.8
    58%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.3

    Close

    93%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.0
    80%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Customization

    7.6

    Close

    76%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    7.3
    73%
    6 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    5.2
    52%
    5 Ratings
    N/A
    0 Ratings

    Security

    7.9

    Close

    79%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    7.7
    77%
    4 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    2 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    VanillaSoft

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Close is rated higher in 1 area: Likelihood to Recommend
    • VanillaSoft is rated higher in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    8.8

    Close

    88%
    6 Ratings
    8.6

    VanillaSoft

    86%
    89 Ratings

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    9.1

    VanillaSoft

    91%
    3 Ratings

    Usability

    7.0

    Close

    70%
    1 Rating
    9.1

    VanillaSoft

    91%
    3 Ratings

    Availability

    Close

    N/A
    0 Ratings
    9.1

    VanillaSoft

    91%
    3 Ratings

    Performance

    Close

    N/A
    0 Ratings
    9.1

    VanillaSoft

    91%
    3 Ratings

    Support Rating

    7.0

    Close

    70%
    1 Rating
    8.9

    VanillaSoft

    89%
    6 Ratings

    In-Person Training

    Close

    N/A
    0 Ratings
    9.0

    VanillaSoft

    90%
    2 Ratings

    Online Training

    Close

    N/A
    0 Ratings
    9.0

    VanillaSoft

    90%
    1 Rating

    Implementation Rating

    Close

    N/A
    0 Ratings
    9.2

    VanillaSoft

    92%
    5 Ratings

    Product Scalability

    Close

    N/A
    0 Ratings
    9.0

    VanillaSoft

    90%
    2 Ratings

    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 well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
    Anonymous | TrustRadius Reviewer

    Pros

    Close

    • You can search for prospects by your activity & notes.
    • It helps automate the follow up process.
    • It ties cold emailing into a powerful CRM all in one portal.
    Joe Gatto | 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

    • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
    Ryan McCarty | 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

    Pricing Details

    Close

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $29 per user, monthly

    Close Editions & Modules

    Edition
    Starter$291
    Basic$691
    Professional$991
    Business$1491
    1. per user, monthly
    Additional Pricing Details
    15% discount on annual pricing in addition to the month-to-month prices listed here.

    VanillaSoft

    General

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

    Starting Price

    VanillaSoft Editions & Modules

    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

    Likelihood to Renew

    Close

    No score
    No answers yet
    No answers on this topic

    VanillaSoft

    VanillaSoft 9.1
    Based on 3 answers
    We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
    Anonymous | TrustRadius Reviewer

    Usability

    Close

    Close 7.0
    Based on 1 answer
    Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
    Anonymous | TrustRadius Reviewer

    VanillaSoft

    VanillaSoft 9.1
    Based on 3 answers
    The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
    Anonymous | TrustRadius Reviewer

    Reliability and Availability

    Close

    No score
    No answers yet
    No answers on this topic

    VanillaSoft

    VanillaSoft 9.1
    Based on 3 answers
    It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
    Anonymous | TrustRadius Reviewer

    Performance

    Close

    No score
    No answers yet
    No answers on this topic

    VanillaSoft

    VanillaSoft 9.1
    Based on 3 answers
    I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
    Anonymous | TrustRadius Reviewer

    Support Rating

    Close

    Close 7.0
    Based on 1 answer
    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Anonymous | TrustRadius Reviewer

    VanillaSoft

    VanillaSoft 8.9
    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 9.0
    Based on 2 answers
    It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
    Anonymous | TrustRadius Reviewer

    Online Training

    Close

    No score
    No answers yet
    No answers on this topic

    VanillaSoft

    VanillaSoft 9.0
    Based on 1 answer
    It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
    Anonymous | TrustRadius Reviewer

    Implementation Rating

    Close

    No score
    No answers yet
    No answers on this topic

    VanillaSoft

    VanillaSoft 9.2
    Based on 5 answers
    Our implementation was very easy.
    Janet Kennedy | TrustRadius Reviewer

    Alternatives Considered

    Close

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Jason Vance | TrustRadius Reviewer

    VanillaSoft

    VanillaSoft stacks up against Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and Microsoft Power BI are a great bundle for the report and analytics team.
    Bryan Sabillon | TrustRadius Reviewer

    Scalability

    Close

    No score
    No answers yet
    No answers on this topic

    VanillaSoft

    VanillaSoft 9.0
    Based on 2 answers
    VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
    Anonymous | TrustRadius Reviewer

    Return on Investment

    Close

    • Has allowed us to have full visibility into our pipeline
    • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
    Erik Zahnlecker | TrustRadius Reviewer

    VanillaSoft

    • Ability to contact more clients each day.
    • The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking.
    • Increased sales from the calendar setting and saving my notes.
    Justin Colvin | TrustRadius Reviewer

    Screenshots

    Add comparison