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We Love VanillaSoft!
Updated February 13, 2020

We Love VanillaSoft!

Janet Kennedy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

VanillaSoft is used by everyone in our company, including bookkeeping. It is a precise tool to keep contacts and appointments organized, plus it's very easy to use. If we didn't have this system, we would not be able to keep with all of the appointments and data we are responsible for.
  • Calendar.
  • Data collection.
  • Customer service and response times.
  • Nothing that I can think of!
  • We have definitely had a positive impact with VanillaSoft, being able to route a large amount of contacts and increase our outbound calling.
VanillaSoft is easier for new employees to use quickly.
Very responsive and experienced team of customer service staff.

Do you think VanillaSoft delivers good value for the price?

Yes

Are you happy with VanillaSoft's feature set?

Yes

Did VanillaSoft live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of VanillaSoft go as expected?

I wasn't involved with the implementation phase

Would you buy VanillaSoft again?

Yes

VanillaSoft is very well suited to our sales department. We are able to keep precise appointment times and data about our clients. We can also collect data in spreadsheet form very easily. The customer service is very responsive and we have never had long periods of downtime from server issues. I would highly recommend VanillaSoft to a colleague.

VanillaSoft Feature Ratings

Using VanillaSoft

10 - Sales, client retention and prospecting, billing.
2 - VanillaSoft does require support employees that have a computer background and proficiency. Navigation and set up on the administrative side requires someone who can think methodically. Once it is understood, it's easy to navigate but takes some time and experience.
  • Client Retention
  • Prospecting
  • Billing
  • Email Drip Campaigns
  • Hoping for Texting Videos
Use of VanillaSoft has become essential to our business.

Evaluating VanillaSoft and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Features were the deciding factor. We are able to store a lot of information about clients and prospects along with documents.
There is nothing to change.

VanillaSoft Implementation

Our implementation was very easy.
  • Implemented in-house
Change management was a small part of the implementation and was well-handled
  • Set up of Emails and Documents

VanillaSoft Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support understands my problem
Support cares about my success
Slow Initial Response
All of the time! Their support team is wonderful!

Using VanillaSoft

ProsCons
Like to use
Relatively simple
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Difficult to use
  • Email Campaigns
  • Text Messaging
  • None
Very easy to use, especially for new employees.