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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BoldLeads No 
Botsplash No 
Constant Contact No 
FlowUp No 
FluentStream Yes 
Formstack Documents No 
Grow No 
KaseSync Yes 
Keap No 
LeadsBridge No 
LendingWise No 
Mav No 
ProspectBoss No 
Sales Boomerang No 
Salesforce Yes 
TrueDialog No 
Ytel No 
boberdoo Yes 
truDigital No 

Integrations

BoldLeads Yes 
Botsplash Yes 
Constant Contact Yes 
FlowUp Yes 
FluentStream No 
Formstack Documents Yes 
Grow Yes 
KaseSync No 
Keap Yes 
LeadsBridge Yes 
LendingWise Yes 
Mav Yes 
ProspectBoss Yes 
Sales Boomerang Yes 
Salesforce No 
TrueDialog Yes 
Ytel Yes 
boberdoo No 
truDigital Yes 

Pricing Details

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

Pricing Details

$60 per user per month
Free Trial Yes 
Free Version 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 

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 Yes 

Types of Training

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

Vendor Details

Company Name

Vanillasoft

Founded

2003

Country

United States

Website

www.vanillasoft.com

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

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 

Product Features

Inside Sales

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

Lead Management

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

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 Force Automation

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

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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