User friendly CRM
September 09, 2021

User friendly CRM

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

It is used as our CRM by all the staff. Easy to use and navigate.
  • User friendly.
  • Exporting data quickly.
  • Importing data quickly.
  • Telephone numbers should contain dialing code in same column when exporting.
  • Should be easier to import dialing code for telephone numbers by country code.
  • Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').
  • Value for money.
  • Good performance visibility.

Do you think VanillaSoft delivers good value for the price?


Are you happy with VanillaSoft's feature set?


Did VanillaSoft live up to sales and marketing promises?


Did implementation of VanillaSoft go as expected?


Would you buy VanillaSoft again?


  • It's easy to use.
  • Could do with refining the export process.
  • Should be easier to import both the UK and overseas telephone numbers from one spreadsheet.