VanillaSoft Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

VanillaSoft Review | 54 Data compared

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  • Starting price: 80 $/user/mo
  • Free plan: no
  • AI assistant: no
  • Built-in quotes and invoicing: no
  • Workflow automation: yes

VanillaSoft review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

7.8

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

7.8

Technical Score

40.0%

8.0

User score

Very good
7.8

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.3

Product & Pricing

25.0%

8.4

Core CRM

20.0%

7.4

Sales & Automation

15.0%

7.7

Integrations & Access

15.0%

8.5

Security & Deployment

Very good
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 6.5
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    7.2

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    4.0

    Built-in quotes and invoicing

  • 8.5
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    4.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 5.2
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    4.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    4.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • vanillasoft
  • vanillasoft
vanillasoft
vanillasoft

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform VanillaSoft

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.3

Product & Pricing

25.0%

8.4

Core CRM

20.0%

7.4

Sales & Automation

15.0%

7.7

Integrations & Access

15.0%

8.5

Security & Deployment

7.8
VanillaSoft has a technical score of 7.83 points, which is higher than 64.2% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
VanillaSoft has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
VanillaSoft has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

7.8

Overall score

40.0%

10

Price

8.5
VanillaSoft has a quality-to-price ratio of 8.5 points, which is higher than 63.3% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

80 $/user/mo
VanillaSoft starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Monthly, Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
VanillaSoft does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
VanillaSoft offers a time-limited free trial.
7 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
VanillaSoft has a lower minimum seat requirement.
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Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
VanillaSoft supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft supports lead management.
Queue-based lead routing and progressive lead prioritization.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft supports deal and pipeline management.
Visual sales pipeline and opportunity tracking.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft lets users create custom fields.
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AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

no
VanillaSoft does not include native AI assistant capabilities.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft supports configurable workflow automation.
Automated cadence triggers, follow-up scheduling, and call routing.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
VanillaSoft supports lead scoring.
Queue prioritization based on prospect activity and lead score.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
VanillaSoft does not provide sales forecasting.
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Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
VanillaSoft provides a native integration marketplace.
Integrations with Salesforce, Zapier, and popular CRMs.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
VanillaSoft provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
VanillaSoft supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
VanillaSoft does not provide official mobile apps.
Web browser exclusive; no native mobile app.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
VanillaSoft supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft supports single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

SOC 2, HIPAA
SOC 2 and HIPAA compliant calling infrastructure.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft supports configurable roles and permissions.
Role-based security groups and supervisor permissions.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
VanillaSoft provides audit logs of user or record activity.
Detailed call and user activity audit logging.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web
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VanillaSoft vs the average CRM platform

  • Supports single sign-on
    VanillaSoft supports single sign-on, while the average CRM platform does not support single sign-on.
    Single sign-on supported for enterprise teams.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    VanillaSoft supports single sign-on, while the average CRM platform does not support single sign-on.
  • Omnichannel messaging
    VanillaSoft supports omnichannel messaging, while the average CRM platform does not.
    Unified two-way SMS, email, and voice communications.
    What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
    When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.

    Importance: LOW

    VanillaSoft supports omnichannel messaging, while the average CRM platform does not.
  • Territory management
    VanillaSoft supports territory management, while the average CRM platform does not.
    Intelligent territory and skill-based lead distribution.
    What it is: Tools to partition accounts, leads, and revenue goals across geographic regions, market segments, or business units.
    When it matters: Critical for mid-market and enterprise sales forces managing regional reps, multi-branch coverage, and territory quotas.

    Importance: LOW

    VanillaSoft supports territory management, while the average CRM platform does not.
  • Supports lead scoring
    VanillaSoft supports lead scoring, while the average CRM platform does not support lead scoring.
    Queue prioritization based on prospect activity and lead score.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    VanillaSoft supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    VanillaSoft supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Multi-channel sales cadences across phone, email, and SMS.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    VanillaSoft supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native calling or dialer
    VanillaSoft provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
    Integrated VoIP auto-dialer, predictive dialer, and call recording.
    What it is: Whether the CRM provides native calling or dialer tools.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    VanillaSoft provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Real estate templates included
    VanillaSoft provides real estate templates and workflows, while the average CRM platform does not.
    Pre-configured real estate prospecting and calling cadences.
    What it is: Whether the CRM includes dedicated real estate features, pre-built property pipeline templates, or listing management.
    When it matters: Essential for real estate agents, brokers, and property agencies tracking listings, buyers, and closings.

    Importance: LOW

    VanillaSoft provides real estate templates and workflows, while the average CRM platform does not.
  • 1.2% better value for money
    VanillaSoft offers better value for money than the average CRM platform (8.48 vs 8.377).
    What it is: An indicator that combines the overall scores of CRM platforms with their prices.
    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.
    VanillaSoft offers better value for money than the average CRM platform (8.48 vs 8.377).8.48 vs 8.38
  • Territory management
    VanillaSoft supports territory management, while the average CRM platform does not.
  • Real estate templates included
    VanillaSoft provides real estate templates and workflows, while the average CRM platform does not.
  • Supports lead scoring
    VanillaSoft supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    VanillaSoft supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native calling or dialer
    VanillaSoft provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Omnichannel messaging
    VanillaSoft supports omnichannel messaging, while the average CRM platform does not.
  • Supports single sign-on
    VanillaSoft supports single sign-on, while the average CRM platform does not support single sign-on.

Total
Overall
Core CRM
Sales & Automation
Integrations & Access
Security & Deployment
  • 51 $/user/mo Higher recurring entry-plan price
    VanillaSoft starts at a higher recurring entry-plan price than the average CRM platform.
  • 5 GB Smaller file storage
    VanillaSoft provides less file storage capacity than the average CRM platform.
  • No built-in quotes or invoicing
    VanillaSoft does not include built-in quotes or invoicing, while the average CRM platform does.
    Telephony sales CRM; does not include built-in quote builder.
  • Lower mobile app rating
    VanillaSoft has lower mobile ratings or user experience than the average CRM platform.
  • No official mobile apps
    VanillaSoft does not provide official mobile apps, while the average CRM platform provides official mobile apps.
    Web browser exclusive; no native mobile app.
  • 51 $/user/mo Higher recurring entry-plan price
    VanillaSoft starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    VanillaSoft starts at a higher recurring entry-plan price than the average CRM platform.80 $/user/mo vs 29 $/user/mo
  • No built-in quotes or invoicing
    VanillaSoft does not include built-in quotes or invoicing, while the average CRM platform does.
    Telephony sales CRM; does not include built-in quote builder.
    What it is: Whether the CRM includes native capabilities to generate price quotes, estimates, and invoices.
    When it matters: It matters when small businesses, freelancers, or consultants want to bill clients directly without paying for external invoicing tools.

    Importance: LOW

    VanillaSoft does not include built-in quotes or invoicing, while the average CRM platform does.
  • Lower mobile app rating
    VanillaSoft has lower mobile ratings or user experience than the average CRM platform.
    What it is: Real-world user satisfaction rating aggregated across iOS App Store and Google Play Store mobile apps.
    When it matters: Essential for field sales reps, mobile executives, and teams requiring reliable on-the-go CRM access.

    Importance: LOW

    VanillaSoft has lower mobile ratings or user experience than the average CRM platform.no mobile app vs 4.0–4.4
  • No official mobile apps
    VanillaSoft does not provide official mobile apps, while the average CRM platform provides official mobile apps.
    Web browser exclusive; no native mobile app.
    What it is: Whether the CRM provides official mobile apps.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    VanillaSoft does not provide official mobile apps, while the average CRM platform provides official mobile apps.
  • 5 GB Smaller file storage
    VanillaSoft provides less file storage capacity than the average CRM platform.
    What it is: Total cloud storage capacity provided for document attachments, customer files, and media.
    When it matters: Essential for teams storing contracts, proposals, presentations, and customer media directly in the CRM.

    Importance: MEDIUM

    Good value: 50 GB or more

    VanillaSoft provides less file storage capacity than the average CRM platform.5 GB vs 10 GB
Total
Product & Pricing
Core CRM
Integrations & Access

Graphic comparison of VanillaSoft and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Supports single sign-on
  • Supports omnichannel messaging
  • Advanced territory management
  • Supports lead scoring
  • Automated sales sequences
  • Native calling or dialer
  • Real estate features and templates
  • Higher included contact limit (unlimited)
  • Role-based permissions
  • Lower minimum seat requirement (1 seats)

Cons

  • Limited included file storage (5 GB)
  • Subpar or missing mobile apps (no mobile app)
  • Higher recurring entry-plan price (80 $/user/mo)
  • No built-in quotes or invoicing
  • No official mobile apps
  • No dedicated client portal
  • No in-quote online payments
  • No marketing automation
  • No native AI assistant
  • No project management

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