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Product review

VanillaSoft

VanillaSoft

Sales engagement with built-in dialer and lead routing

Category

Sales Engagement

Key features

Auto dialer with several dialing modes

Real-time lead routing

Multi-step sales cadences

01 — Overview

What is

VanillaSoft

VanillaSoft is a sales engagement platform for inside sales and call-heavy teams that combines outreach automation, sales workflows, an auto dialer and real-time lead management in one product. It pushes the next best record to each rep, sequences calls, emails and texts around every lead, and supports progressive, preview and parallel dialing. Teams use it to raise rep activity, follow up on web leads instantly and keep cadences consistent.

02 — Who it’s for

Ideal Customer Profile

Built for inside sales, appointment setting, telemarketing and fundraising teams at small to large organizations, including outsourced call teams, that rely on high call volumes.

03 — Capabilities

Key Features

Auto dialer with several dialing modes

Real-time lead routing

Multi-step sales cadences

Sales workflow automation

Web lead capture

SMS and email outreach

Salesforce integration

06 — FAQ

Frequently Asked Questions

What is VanillaSoft used for?

VanillaSoft helps call-focused sales teams work leads faster by combining a dialer, lead routing and automated cadences, so reps always know which record and which action come next.

Who owns VanillaSoft?

Austin based private equity firm Tritium Partners acquired a majority stake in VanillaSoft in September 2023.

Which tools does VanillaSoft integrate with?

Its ecosystem includes Salesforce, DocuSign and Vidyard, along with payment gateways, VoIP providers, web lead sources and custom integrations for in-house systems.

How does VanillaSoft handle new web leads?

It captures web form submissions through XML, HTTP POST or JSON and routes each new lead in real time to the right rep for immediate follow-up.

Ready to try

VanillaSoft

Sales engagement with built-in dialer and lead routing