Close vs VanillaSoft | TrustRadius

What users are saying about

Score 8.2 out of 10

Based on 21 reviews and ratings

Score 9.6 out of 10

Based on 64 reviews and ratings

Feature Rating Comparison

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

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Owner

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

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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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Owner

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

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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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

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Likelihood to Renew

No score

No answers yet

No answers on this topic

VanillaSoft 10.0

Based on 2 answers

Use of VanillaSoft has become essential to our business.

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Sales Representative

SellCookieDough.comFund-Raising, 1-10 employees

View all 2 answers on this topic

Usability

No score

No answers yet

No answers on this topic

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!

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Owner

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

View all 2 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

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.

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Owner

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

View all 2 answers on this topic

Performance

No score

No answers yet

No answers on this topic

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.

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Owner

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

View all 2 answers on this topic

Support Rating

No score

No answers yet

No answers on this topic

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.

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Data Business Unit Manager

Nurture MarketingMarketing & Advertising, 11-50 employees

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In-Person Training

No score

No answers yet

No answers on this topic

VanillaSoft 10.0

Based on 1 answer

Website easy to use, questions were answered easily and quickly either by e-mail or phone call.

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Owner

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

View all 1 answers on this topic

Implementation Rating

No score

No answers yet

No answers on this topic

VanillaSoft 10.0

Based on 4 answers

Our implementation was very easy.

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Sales Representative

SellCookieDough.comFund-Raising, 1-10 employees

View all 4 answers on this topic

Alternatives Considered

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.

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VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

View all 5 answers on this topic

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

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SDR

dentalqoreMarketing & Advertising, 201-500 employees

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Scalability

No score

No answers yet

No answers on this topic

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

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Owner

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

View all 1 answers on this topic

Return on Investment

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.

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Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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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.

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Francisco Martinez

Agent

Penn Global MarketingInsurance, 201-500 employees

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Screenshots

See All (3) Close Screenshots

See All (4) VanillaSoft Screenshots

Pricing Details

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
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

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

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

Close

VanillaSoft

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VanillaSoft

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VanillaSoft

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VanillaSoft

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VanillaSoft

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VanillaSoft

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VanillaSoft

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VanillaSoft

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