1. Home
  2. Sales Engagement Platforms (SEPs)
  3. VanillaSoft Reviews
  4. User Review of VanillaSoft
VanillaSoft Review
May 26, 2020

VanillaSoft Review

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

Everybody in the mortgage department here uses this system. We use VanillaSoft to keep track of when we have called people and when we are due to call them again. We also use it to leave notes so we do not forget what we have done for a customer and what needs to be done on the next call. It is also a great way to make sure we are making enough contact with clients.
  • Allowing us to monitor contact with clients
  • Allowing us to contact new clients as they are put into the system
  • Keeping notes so that we can confirm compliance with customers
  • I am not sure how it can be improved as I have not used another system, and this one is fine for us all.
  • Not forgetting to call clients after completing mortgages has increased my referral rate.
  • My income has increased as I have contacted past clients when I know a product has expired that I did not sell them.

Do you think VanillaSoft delivers good value for the price?

Not sure

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

I have used VanillaSoft for mostly mortgage and insurance-related tasks and have found it excellent in all circumstances. It is particularly useful for clients who need a lot of attention as you never forget where you are in a case and never forget to let them know what is to be done next. Though a diary may be able to do the same, VanillaSoft seems to help me target what has to be done.