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VanillaSoft

A sales engagement platform that puts lead management, outreach automation and an auto dialer with up to five parallel lines in one tool.

VanillaSoft bundles lead management, outreach automation and an auto dialer into one platform built for sales teams that live on the phone. Its lead management points each agent to the next record and the next action, so reps spend their time on calls instead of picking who to dial.

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At a glanceChecked Oct 12, 2026
Starting priceCustom quote
BillingCustom quote
Works withSalesforce, HealthSherpa, boberdoo
From VanillaSoft’s own siteSources

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What is VanillaSoft?

VanillaSoft bundles lead management, outreach automation and an auto dialer into one platform built for sales teams that live on the phone. Its lead management points each agent to the next record and the next action, so reps spend their time on calls instead of picking who to dial.

The dialer offers progressive, preview and parallel modes, and the parallel mode can run on up to five lines at once. Deliverability settings sit beside it, including SmartCaller Trust, SmartCaller ID, 10DLC SMS management and email ramp-up, and its compliance engine checks the number an agent calls from each time a call goes out.

Who it’s for

VanillaSoft's home page describes it as built for revenue teams with five or more agents. The industries it names are insurance (Medicare, health and life), outsourced sales, fundraising and higher education, plus automotive, mortgage, home repair and merchant services. The roles it speaks to include sales leaders, sales operations and inside sales.

EnterpriseLarge teams with admin, security and procurement needs

Key features

Lead management
Three dialing modes
SmartCaller deliverability
Sales automation and workflows
Compliance checks
VanillaSoft core capabilities
  • Lead management
  • Three dialing modes
  • SmartCaller deliverability

Pricing

Sold as annual bundles (Core, Advantage, Enterprise and Fundraising) plus a custom option. No prices are shown; the Get Pricing button leads to a demo request.

Prices from VanillaSoft’s own pricing page. Check there before you buy.

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Where VanillaSoft fits in your calling

VanillaSoft decides which lead an agent sees next and then dials it, so the quality of the numbers in the queue sets how much of the day goes to calls that connect. Checking a lead file first gives its routing a cleaner list to work from.

  1. Step 1
    Find the number
    Build the list and fill in mobiles
  2. Step 2
    See who will pick up
    Check the list before you dial
    Will This Person Answer
  3. Step 3
    Dial
    Call the high chance contacts
  4. Step 4
    Log the call
    Record the outcome and follow up
    VanillaSoft

Frequently asked questions

VanillaSoft is a sales engagement platform that combines lead management, outreach automation and an auto dialer. Its home page calls it all-in-one, and it is aimed at teams that spend their day on the phone, such as insurance and fundraising sales.

WILL THIS PERSON ANSWER

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before you call.

Ask your AI tool who on your list will pick up. Every contact comes back High chance, Low chance or Bad data, with the best way to reach them.

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Try on 250 contacts for free