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Everything in One
May 26, 2020

Everything in One

Ashley Piwowar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

I own my insurance agency, and am president/CEO (chief everything officer). VanillaSoft is everything I didn't know I needed in a dialer/CRM system. Intellectual routing takes the thinking out of dialing leads. It's a one click call then next lead. It makes me more efficient and increased my productivity 10x. In a business of volume, more dials equals more profitability.
  • Intellectual routing
  • Text and email templates
  • One-click dialer
  • Requires 2-3 logins before access
  • Sometimes text alerts don't show
  • Learning curve in the beginning can take a week or two to get used to the software
  • Increased productivity
  • Increased sales
  • Better follow-up
I have used other CRMs but this is the first dialer I have used based on the recommendation of others in my industry.

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?

Yes

Did implementation of VanillaSoft go as expected?

Yes

Would you buy VanillaSoft again?

Yes

Anyone wanting to make outbound calls, VanillaSoft is everything you need. This can be integrated with Zapier to automatically send your fresh leads directly to the CRM to be dialed immediately. If speed to lead is essential for your business, this system will maximize potential. If you are just looking for a CRM, this may be more than you need.