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VanillaSoft
Austin, Texas, United States
What it is
VanillaSoft is a sales engagement platform that combines lead management with an auto dialer. Its dynamic queue presents the next-best record to each representative, and dialing options include single-line, progressive, preview, and parallel modes. The Core bundle includes email and SMS sales automation, call recording, and transcription. The integration ecosystem covers web leads, payment gateways, and third-party VoIP providers, and includes Salesforce; VanillaSoft says updates to Salesforce records transfer immediately. Enterprise adds API access, custom tables, single sign-on, IP restrictions, and compliance partner integrations. Annual bundles include the first five seats, initial setup, ongoing support, and updates; Fundraising also lists white-glove onboarding and implementation support. Pricing is available on request. The site offers a free personalized demo but does not state that a free product trial is available. The platform supports Android, iOS, web, and API access. VanillaSoft says enterprise revenue teams with five or more agents use it across industries including insurance, outsourced sales, fundraising, automotive, mortgage, home repair, and merchant services.
For and against
For
- Queue routing serves the next-best record
- Four dialing modes are available
- Core includes email, SMS, call recording, and transcription
- Supports Android, iOS, web, and API access
Against
- Pricing is available only on request
- No free product trial is stated
- Annual bundles include the first five seats
The verdict
VanillaSoft brings queue-based lead handling together with dialing options and sales automation.
Who it suits
VanillaSoft may suit revenue teams with five or more agents that need lead management, calling, and sales automation. Its listed use areas include insurance, fundraising, automotive, and merchant services.
Plans and prices
Advantage
First 5 seats · pricing by request
Read 9 Oct 2026 · vanillasoft.com
Core
First 5 seats · pricing by request
Read 9 Oct 2026 · vanillasoft.com
Custom
Custom bundle
Read 9 Oct 2026 · vanillasoft.com
Enterprise
First 5 seats · pricing by request
Read 9 Oct 2026 · vanillasoft.com
Fundraising
First 5 seats · pricing by request
Read 9 Oct 2026 · vanillasoft.com
On the record
- Dialers
- The product offers single-line, progressive, preview, and parallel dialing options.vanillasoft.com · read 9 Oct 2026
- Enterprise controls
- The Enterprise bundle includes API access, custom tables, single sign-on, IP restrictions, and compliance partner integrations.vanillasoft.com · read 9 Oct 2026
- Integrations
- The ecosystem page describes integrations for web leads, payment gateways, and third-party VoIP providers, and lists Salesforce among its integrations.vanillasoft.com · read 9 Oct 2026
- Intended teams
- Vanillasoft says enterprise revenue teams with five or more agents use the platform across areas including insurance, outsourced sales, fundraising, automotive, mortgage, home repair, and merchant services.vanillasoft.com · read 9 Oct 2026
- Product
- Vanillasoft describes itself as an all-in-one sales engagement platform with built-in lead management and an auto dialer.vanillasoft.com · read 9 Oct 2026
- Queue-based routing
- Its dynamic queue automatically serves the next-best record to each representative without scrolling or cherry-picking.vanillasoft.com · read 9 Oct 2026
- Sales automation
- The Core bundle includes sales automation for email, SMS, call recording, and transcription.vanillasoft.com · read 9 Oct 2026
- Salesforce integration
- Vanillasoft says updates to Salesforce leads, contacts, opportunities, accounts, activities, and custom objects transfer immediately.vanillasoft.com · read 9 Oct 2026
- Security
- Vanillasoft's security statement says its databases are not directly available from the public internet and its data is backed up every 15 minutes.vanillasoft.com · read 9 Oct 2026
- Support
- The pricing page says bundles include ongoing support and updates, while the Fundraising bundle lists white-glove onboarding, implementation, and support.vanillasoft.com · read 9 Oct 2026
- Trial
- The site offers a free personalized demo; the pricing page does not state that a free product trial is available.vanillasoft.com · read 9 Oct 2026
