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Vanillasoft Reviews for 2026

Sales teams managing high-value leads with multi-channel outreach
Tekpon Score:
4.0/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

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What Is VanillaSoft?

VanillaSoft is a sales engagement platform that combines lead management CRM with an integrated auto dialer and multi-channel outreach capabilities. The platform uses proprietary Intellective Routing technology to automatically prioritize and push the best leads to sales agents in real time, eliminating manual list management and cherry-picking. VanillaSoft automates repetitive sales tasks including dialing, email sequences, SMS campaigns, and follow-up scheduling.

The platform offers preview, progressive, and multi-line parallel dialing modes with built-in VoIP and call recording. VanillaSoft includes deliverability features like SmartCaller Trust and SmartCaller ID to increase answer rates by displaying trusted caller information to prospects. The system imports leads automatically from web forms, CRM systems, and third-party sources, then filters and routes them based on customizable criteria including lead source, location, intent signals, and freshness.

VanillaSoft serves insurance sales teams, higher education fundraising programs, and outsourced sales organizations managing BDR and SDR operations. The platform includes reporting dashboards for tracking agent performance, campaign metrics, and compliance monitoring. VanillaSoft integrates with Salesforce, DocuSign, Vidyard, Gong, Chorus, Zapier, payment gateways, and meeting schedulers through its ecosystem of partner integrations.

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Best For

  • Small Business
  • Medium Business
  • Large Enterprise

Vanillasoft Pricing

Starting From: Custom
Pricing Model: Subscription
VanillaSoft uses a bundle pricing model based on per-user licenses offered on annual contracts. All bundles include a platform fee equivalent to five user licenses covering initial setup, ongoing support, and updates. Core bundle includes lead management CRM, VoIP, progressive dialer, email and SMS automation, call recording, and reporting. Advantage adds SmartCaller Trust, SmartCaller ID, and online appointment scheduling. Enterprise includes API access, single sign-on, IP restrictions, and compliance integrations. Fundraising bundle offers purpose-built features with white-glove onboarding. Custom enterprise plans available.
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Vanillasoft Features

  • Lead Segmentation
  • Contact Management
  • Performance Metrics
  • Campaign Analytics
  • API
  • Intellective Routing
  • Queue-based lead prioritization
  • Real-time lead scoring
  • Progressive dialer
  • Preview dialer
  • Multi-line parallel dialer
  • Enterprise VoIP
  • Call recording
  • Call transcription
  • SmartCaller Trust
  • SmartCaller ID
  • Email automation
  • SMS messaging
  • Automated followups
  • Lead import automation
  • Web form integration
  • Customizable filters
  • Agent performance dashboards
  • Campaign reporting
  • Compliance monitoring
  • Appointment scheduler
  • API access
  • Single sign-on
  • IP restrictions
  • CRM integration
  • Payment gateway integration
  • Video message integration
  • Call analysis integration
  • Document signing integration
  • Third-party app connections

Vanillasoft Integrations

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Vanillasoft Company Details

Company Name

VanillaSoft

Headquarters

United States

Website

vanillasoft.com

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About the Authors

Ana Maria Constantin |

Writer

Ana Maria Constantin

CMO @ Tekpon

Chief Marketing Officer
Ana Maria Constantin, the dynamic Chief Marketing Officer at Tekpon, brings a unique blend of creativity and strategic insight to the digital marketing sphere. With a background in interior design, her aesthetic sensibility is not just a skill but a passion that complements her expertise in marketing strategy.
Ana Maria Stanciuc |

Editor

Ana Maria Stanciuc

Head of Content & Editor-in-Chief @ Tekpon

Creative Content Chief
Ana Maria Stanciuc is a highly skilled writer and content strategist with 10+ years of experience. She has experience in technical and creative writing across a variety of industries. She also has a background in journalism.

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