VanillaSoft
VanillaSoft is a sales engagement platform that combines lead management with an auto dialer.
What VanillaSoft is
VanillaSoft is a sales engagement platform that combines lead management with an auto dialer. Its dynamic queue presents the next record to each representative, so users do not need to scroll through records or choose which one to call. Dialing options include single-line, progressive, preview, and parallel modes. The Core bundle includes sales automation for email and SMS, as well as call recording and transcription. VanillaSoft says changes to Salesforce leads, contacts, opportunities, accounts, activities, and custom objects 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, support, and updates; the Fundraising bundle also lists white-glove onboarding and implementation. Pricing is available by request, and the site offers a free personalized demo, but does not state that a free product trial is available. VanillaSoft supports Android, iOS, web, and API access. It was founded in 2005 and is headquartered in Austin, Texas.
Good
- Queue-based routing presents the next record automatically.
- Offers four dialing options.
- Core includes email and SMS automation.
- Salesforce updates transfer immediately.
- Annual bundles include ongoing support and updates.
Watch out
- No free plan is listed.
- Pricing is available on request.
- Annual bundles include the first five seats.
Who it suits
It may suit enterprise revenue teams with five or more agents, including teams in insurance, fundraising, automotive, mortgage, home repair, or merchant services. It is also relevant to teams that want queue-based lead routing and Salesforce synchronization.
Verdict
VanillaSoft brings lead management, queue-based routing, dialing, and sales automation into one platform, with Salesforce synchronization and several bundle options. Check the bundle details and request pricing; the site offers a personalized demo but does not state that a free product trial is available.
Plans and prices
From VanillaSoft's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Advantage | Priced on request | First 5 seats · pricing by request · Annual bundle; includes the first five seats, initial set-up, ongoing support, and updates. |
| Core | Priced on request | First 5 seats · pricing by request · Annual bundle; includes the first five seats, initial set-up, ongoing support, and updates. |
| Custom | Priced on request | Custom bundle · Custom implementation; contact Vanillasoft for pricing. |
| Enterprise | Priced on request | First 5 seats · pricing by request · Annual bundle; includes the first five seats, initial set-up, ongoing support, and updates. |
| Fundraising | Priced on request | First 5 seats · pricing by request · Annual bundle; includes the first five seats, initial set-up, ongoing support, and updates. |
The facts
Each one read from VanillaSoft's own pages, with the date it was checked.
What it does
- Dialers
- The product offers single-line, progressive, preview, and parallel dialing options.checked 9 Oct 2026
- Enterprise controls
- The Enterprise bundle includes API access, custom tables, single sign-on, IP restrictions, and compliance partner integrations.checked 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.checked 9 Oct 2026
- Product
- Vanillasoft describes itself as an all-in-one sales engagement platform with built-in lead management and an auto dialer.checked 9 Oct 2026
- Queue-based routing
- Its dynamic queue automatically serves the next-best record to each representative without scrolling or cherry-picking.checked 9 Oct 2026
- Sales automation
- The Core bundle includes sales automation for email, SMS, call recording, and transcription.checked 9 Oct 2026
- Salesforce integration
- Vanillasoft says updates to Salesforce leads, contacts, opportunities, accounts, activities, and custom objects transfer immediately.checked 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.checked 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.checked 9 Oct 2026
The company
- Founded
- 2005checked 28 Sep 2026
- Headquarters
- Austin, Texas, United Stateschecked 28 Sep 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.checked 9 Oct 2026
Money
- Trial
- The site offers a free personalized demo; the pricing page does not state that a free product trial is available.checked 9 Oct 2026
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