Close vs VanillaSoft | TrustRadius

What users are saying about

Score 8.8 out of 10

Based on 31 reviews and ratings

Score 8.6 out of 10

Based on 113 reviews and ratings

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

Close

88%

6 Ratings

8.6

VanillaSoft

86%

89 Ratings

Close

N/A

0 Ratings

9.1

VanillaSoft

91%

3 Ratings

Close

70%

1 Rating

9.1

VanillaSoft

91%

3 Ratings

Close

N/A

0 Ratings

9.1

VanillaSoft

91%

3 Ratings

Close

N/A

0 Ratings

9.1

VanillaSoft

91%

3 Ratings

Close

70%

1 Rating

8.9

VanillaSoft

89%

6 Ratings

Close

N/A

0 Ratings

9.0

VanillaSoft

90%

2 Ratings

Close

N/A

0 Ratings

9.0

VanillaSoft

90%

1 Rating

Close

N/A

0 Ratings

9.2

VanillaSoft

92%

5 Ratings

Close

N/A

0 Ratings

9.0

VanillaSoft

90%

2 Ratings

Pros

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.

Read full review

Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

View all 6 answers on this topic

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.

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Valie Robbins

Owner

Patterson-Robbins and Company LLCMarket Research, 1-10 employees

View all 89 answers on this topic

Cons

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!

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

View all 6 answers on this topic

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.

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Verified User

Manager in Customer Service

Marketing and Advertising Company, 11-50 employees

View all 89 answers on this topic

Pricing Details

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

per user, monthly

Additional Pricing Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

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

No score

No answers yet

No answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 3 answers on this topic

Usability

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.

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Verified User

Team Lead in Sales

Information Technology & Services Company, 11-50 employees

View all 1 answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 3 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 3 answers on this topic

Performance

No score

No answers yet

No answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 3 answers on this topic

Support Rating

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.

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Verified User

Team Lead in Sales

Information Technology & Services Company, 11-50 employees

View all 1 answers on this topic

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.

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Alvin Fayman

Data Business Unit Manager

Nurture MarketingMarketing & Advertising, 11-50 employees

View all 6 answers on this topic

In-Person Training

No score

No answers yet

No answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 2 answers on this topic

Online Training

No score

No answers yet

No answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 1 answers on this topic

Implementation Rating

No score

No answers yet

No answers on this topic

VanillaSoft 9.2

Based on 5 answers

Our implementation was very easy.

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Janet Kennedy

Sales Representative

SellCookieDough.comFund-Raising, 1-10 employees

View all 5 answers on this topic

Alternatives Considered

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.

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Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

View all 6 answers on this topic

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.

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Bryan Sabillon

Help Desk Technician

KM2 solutionsOutsourcing/Offshoring, 5001-10,000 employees

View all 89 answers on this topic

Scalability

No score

No answers yet

No answers on this topic

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.

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Verified User

Account Manager in Sales

Marketing & Advertising Company, 11-50 employees

View all 2 answers on this topic

Return on Investment

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

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

View all 6 answers on this topic

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.

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Justin Colvin

Owner/Agent

The Medicare Help DeskInsurance, 1-10 employees

View all 89 answers on this topic

Screenshots

See All (3) Close Screenshots

See All (4) VanillaSoft Screenshots

Close

VanillaSoft

Close

VanillaSoft

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Interaction tracking

Channel / partner relationship management

Close

VanillaSoft

Case management

Call center management

Help desk management

Close

VanillaSoft

Lead management

Email marketing

Close

VanillaSoft

Task management

Billing and invoicing management

Reporting

Close

VanillaSoft

Forecasting

Pipeline visualization

Customizable reports

Close

VanillaSoft

Custom fields

Custom objects

Scripting environment

API for custom integration

Close

VanillaSoft

Single sign-on capability

Role-based user permissions

Close

VanillaSoft

Social data

Social engagement

Close

VanillaSoft

Marketing automation

Close

VanillaSoft

Mobile access

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Close

VanillaSoft

Likelihood to Recommend

Close

VanillaSoft

Pros

Close

VanillaSoft

Cons

Close

VanillaSoft