What users are saying about
Close vs VanillaSoft
31 Ratings
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Based on 31 reviews and ratings
VanillaSoft
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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
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
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
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
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
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
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
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
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
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
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
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...
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
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.

Verified User
Analyst in Marketing
Machinery Company, 501-1000 employeesPros
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.
VP of Marketing & International Business Development
ePaymintsFinancial Services, 1-10 employees
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.
Owner
Patterson-Robbins and Company LLCMarket Research, 1-10 employees
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!
Sales Development Representative
Vibrant TechnologiesComputer Hardware, 11-50 employees
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.

Verified User
Manager in Customer Service
Marketing and Advertising Company, 11-50 employeesPricing 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 |
- 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 SMSLikelihood 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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesUsability
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesVanillaSoft
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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesReliability 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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesPerformance
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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesSupport 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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesVanillaSoft
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.
Data Business Unit Manager
Nurture MarketingMarketing & Advertising, 11-50 employees
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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesOnline 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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesImplementation 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.
Sales Representative
SellCookieDough.comFund-Raising, 1-10 employees
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.
Owner
Red Mill Creative Inc.Marketing & Advertising, 1-10 employees
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.
Help Desk Technician
KM2 solutionsOutsourcing/Offshoring, 5001-10,000 employees
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.

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employeesReturn 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
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
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.
Owner/Agent
The Medicare Help DeskInsurance, 1-10 employees