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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

VanillaSoft logo
Sales Engagement Software

4.6 1,213 user ratings

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

oClient logo
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97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

monday.com logo

monday.com

Project Management Software

4.5 6,812 user ratings

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Overview

Description This sales engagement tool is focused on the art of selling. VanillaSoft gathers all the information about leading prospects and clients and puts them into action. It combines unique cadence automation with data management to help boost your sales operation. It offers queue-based routing that allows sales representatives to call the right lead at the correct moment. The engagement platform of Vanillasoft eradicates administrative activities and automates workflows for better practice of sales activities. VanillaSoft is preferred over traditional CRM software as it offers a level of innovation and productivity to the sales teams. With this software, users can monitor the performance of individual team members and assist in additional lessons or training if required. It also features performance visibility that can analyze all call activities very easily and offer better trends for improving the sales process. Sales leaders can also measure the quality of lead channels to enhance the efforts of inbound marketing. Read more oClient is a Client Management software that helps the companies to enhance their client list. The software generates leads, creates instant PDF offers and contracts for the clients on behalf of the organization. With this application, organizations can generate client invoices in the form of customized PDFs and keep the files related to the clients who are organized in a client card. Users can invite clients to their system and build sales pipeline together. oClient comes with an inbuilt calendar where the organizations can add upcoming events and appointments with clients. There is also an inbuilt task list regarding those events and appointments. The software has an SMS and Email feature that sends SMS and Emails to the clients on behalf of the company. oClient comes with an evidation system through which organizations can track down the assets that their clients possess. Users can then store those data in customized fields, groups, and tags, thus making account management simple and easy. Read more With monday.com, managers can better keep their team aligned from one collaborative workspace. This flexible platform allows you to truly centralize your data, leveraging native integrations, third-party apps, and helpful widgets. With an overview of all ongoing processes, you can quickly gauge the status of essential tasks and follow up with the relevant team member efficiently. Essentially, on monday.com, executives have the flexibility to build the perfect tools for their team using intuitive drag-and-drop technology. Simply select one of over 200 templates, and customize it using the 20 editable columns to support any of your workflows. Then if your team grows, your workflows can easily scale with you, empowering your team to new heights with complete visibility. Read more
Pricing Options
  • Free Trial Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $1.00.
  • Free Trial Available
  • Starts at $9.0. Offers Free-forever and Custom plan.
SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    90%
  • Momentum
    67%
  • Popularity
    89%

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    67%

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    96%
  • Momentum
    70%
  • Popularity
    97%
SaaSworthy Awards # 3 Most Worthy # 1 Highly Rated
Not Available
# 3 Most Worthy # 1 Most Popular

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • NA
  • Available
  • Available

Reviews & Ratings

User Rating
4.6/5 1,213 user ratings
Not Available
4.5/5 6,812 user ratings
Rating Distribution
  • Excellent

    64.3%
  • Very Good

    31.9%
  • Average

    3.1%
  • Poor

    0.5%
  • Terrible

    0.2%
Not Available
  • Excellent

    66.3%
  • Very Good

    25.5%
  • Average

    4.2%
  • Poor

    1.5%
  • Terrible

    2.5%
User Sentiments

    User Friendly Interface, Excellent Customer Support, Effective Lead Management, Robust Reporting

    Occasional System Freezes, Occasional Software Bugs, Limited Third-Party Integrations, Occasional VoIP Issues

    Not Available

    User-friendly Interface, Extensive Customization, Effective Team Collaboration, Robust Automations

    Mobile App Functionality, Limited Sub-Item Functionality, Inconsistent Notifications, Slow Loading Times

Review Summary

VanillaSoft receives mixed reviews from users, with some praising its user-friendly interface, robust features, and effective lead management capabilities, while others criticize its occasional technical glitches, limited customization options, and subpar customer support. Users appreciate its seamless integration with other business tools, extensive reporting and analytics functions, and the ability to automate various sales processes. However, concerns are raised regarding its pricing structure, which some deem expensive compared to competitors, and the need for more comprehensive training and onboarding resources.

Not Available

Overall, users praise the user-friendly interface, customization options, and ability to manage projects and tasks efficiently. They also appreciate the integrations with other tools and the mobile app. However, some users mention occasional glitches and a learning curve for new users. While customer support is generally well-received, some users report slow response times. Nevertheless, the majority of users find the platform valuable for project management and collaboration, highlighting its flexibility, ease of use, and positive impact on their productivity.

  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $1.00.
  • Free Trial Available
  • Starts at $9.0. Offers Free-forever and Custom plan.
Pricing Plans
Monthly Plans Annual Plans

VanillaSoft Custom

Basic $1.00 $1.00 per month

Free Free

Basic $9.00 $12.00 per user / month

Standard $12.00 $14.00 per user / month

Pro $19.00 $24.00 per user / month

Enterprise Custom

 
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Screenshots & Videos

Screenshots Lead routing integration
+ 6 More
oClient : Sales screenshot
+ 3 More
Columns
+ 20 More
Videos Video Thumbnail
+ 4 More
Not Available Video Thumbnail
+ 4 More

Vendor information

Company Details Located in: Plano, Texas Founded in: 2005 Located in: London, United Kingdom Located in: New York, NY 10003 Founded in: 2012
Contact Details

972-200-0179

https://www.vanillasoft.com/

Not available

https://oclient.me/

Not available

https://monday.com

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