Average Ratings 26 Ratings

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Description

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Description

Vanillasoft is a sales engagement software platform designed to streamline and optimize outreach for revenue teams. It combines key functions such as lead management, sales automation, and auto dialing into one integrated solution. The platform guides agents by delivering the next best lead and recommended action, reducing guesswork and improving efficiency. It automates communication across multiple channels, including phone calls, emails, and SMS. Vanillasoft’s built-in auto dialer offers different dialing modes to help agents work at the most effective pace. The system prioritizes high-value leads, ensuring that sales teams focus on the most important opportunities first. It also provides structured workflows that keep outreach consistent and organized. The platform is widely used in industries like insurance, fundraising, and outsourced sales operations. Its reporting and analytics tools help teams track performance and improve results. Vanillasoft is designed to reduce administrative tasks and increase agent productivity. By combining automation, guidance, and communication tools, it helps teams close deals faster.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chat Agents Yes 
Constant Contact Lead Gen & CRM Yes 
Desktop.com Yes 
Docusign No 
Dropbox Yes 
Formstack Documents Yes 
GA Connector Yes 
KonnectzIT Yes 
Microsoft Outlook Yes 
QuickEmailVerification Yes 
Quickwork Yes 
Sage Payroll Yes 
Salesforce No 
StarfishETL Yes 
Unbounce Yes 
VirtlX Yes 
Vonage Business No 
WhatsApp Yes 
WiserNotify Yes 
Workers by Delos Yes 

Integrations

Chat Agents No 
Constant Contact Lead Gen & CRM No 
Desktop.com No 
Docusign Yes 
Dropbox No 
Formstack Documents No 
GA Connector No 
KonnectzIT No 
Microsoft Outlook No 
QuickEmailVerification No 
Quickwork No 
Sage Payroll No 
Salesforce Yes 
StarfishETL No 
Unbounce No 
VirtlX No 
Vonage Business Yes 
WhatsApp No 
WiserNotify No 
Workers by Delos No 

Pricing Details

$9.95 per user/month
Professional Plan

$15 per user/month
or
$9.95 per user/month in the annual plan (4 MONTHS FREE)

Business Plan

$ 29 per user/month
or
$19.95 per user/month in the annual plan (4 MONTHS FREE)
Free Trial Yes 
Free Version No 

Pricing Details

$100
($100 for first user)
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OnePageCRM

Founded

2010

Country

Ireland

Website

www.onepagecrm.com

Vendor Details

Company Name

Vanillasoft

Founded

2003

Country

United States

Website

www.vanillasoft.com

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation No 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences No 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

Auto Dialer

Call Center Management No 
Call Recording No 
Call Reporting No 
Call Scripting No 
Lead Management No 
Power Dialer No 
Predictive Dialer No 
Preview Dialer No 
Progressive Dialer No 
Surveys No 

Call Center

Blended Call Center Yes 
Call Logging No 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management Yes 
IVR / Voice Recognition No 
Inbound Call Center No 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer No 
Progressive Dialer Yes 
Queue Management No 
Real-time Chat Yes 
Reporting/Analytics Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture No 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Predictive Dialer

Call Monitoring No 
Call Recording No 
Call Results No 
Call Transfer No 
Callback Scheduling No 
Campaign Specific Caller ID No 
Contact Management No 
FCC Compliance No 
FTC Compliance No 
Lead Capture No 
Lead Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

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