Vanillasoft Pro

Vanillasoft Pro

Verified

VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from any computer. Because it was built with a focus on sales, VanillaSoft increases productivity, contact rates and close efficiency.

Rather than using a traditional list-based CRM platform, VanillaSoft utilities a queue-based sorting system that also provides lead generation and nurturing tools, helping to better manage sales in the pipeline and secure new business.

VanillaSoft offers integrated applications to manage lead tracking, auto dialing, email marketing, appointment setting and call recordings. Within those, each applications has specialized features and tools. The real-time management dashboard displays everything needed to monitor all sales campaigns on a single page. It can be broken out by user, group, call result and lead source. Lead scoring can incorporate multiple factors or input fields, so it tracks a more accurate sales funnel.

The software also comes with email templates that are predefined by management. VanillaSoft reports back on what emails were opened and information is recorded in the call history. Automated emails are sent out based on certain triggers per the Email Drip.

VanillaSoft is great for sales and appointment setting professionals who use the phone as their primary outreach tool. Because it’s flexible, it can be deployed across a wide variety of industry verticals including banking, professional services, education, hospitality, merchant services and non-profit.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.vanillasoft.com/contact-us

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

Send Vanillasoft Pro a Message





Required fields are marked *


Vanillasoft Pro Video Demo


Customer Reviews


No reviews to display.


Similar CRM Providers