VanillaSoft
All-in-One Sales Engagement Software with built-in auto dialer, lead management, and sales
VanillaSoft is a sales engagement platform that combines lead management, auto-dialing, sales automation, and workflow orchestration in a single system. It addresses the problem of agents spending time deciding which lead to work next by using queue-based routing, lead qualification, scoring, and Intellective Routing to automatically prioritize and assign leads. Leads can be captured from web forms, third-party providers, CRMs, and APIs, with user-defined rules for qualification and ranking that update as data changes.
The platform includes sales automation for email, SMS, call recording, and transcription, along with progressive and preview dialing options, reporting and dashboards, and SmartCaller Trust and SmartCaller ID for call deliverability. Enterprise plans add API access, custom tables, single sign-on, IP restrictions, and compliance partner integrations. VanillaSoft is aimed at outbound sales teams, including insurance, outsourced sales, fundraising, automotive, mortgage, home repair, and merchant services organizations.
Pricing follows an annual bundle model with four editions: Core, Advantage, Enterprise, and Fundraising, each including the first five seats, initial setup, ongoing support, and updates. A custom implementation option is available for organizations with additional requirements.
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