Likelihood to Recommend If someone only runs a campaign using email and telephone communication, Autoklose is perfect, and I highly recommend it. If someone uses a more diverse set of tools and wants a more complex type of sequence, Autoklose does not allow their users to program communication tools that some other tools and software allow.
Read full review VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
Read full review Pros It is helping in editing, managing, and send[ing] out large marketing campaigns. It is easy to handle multiple emails in appropriate sequence. Our company [has been] using this for a very long time. It is one of the perfect email solutions we found for our organization. I have been very much impressed by their support staff. Ryan Dury Senior Manager Strategic Accounts & Sales Support
Read full review Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately. Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately. Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors. Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities. Read full review Cons AutoKlose uses your own email, (e.g. Microsoft Outlook), so it runs the risk of exceeding the Microsoft Message Rate Limit, which can be problematic for your Outlook account. Additional throttling limits for the SMTP Authentication protocol are: 30 messages per minute Recipient rate limit of 10,000 recipients per day. Exceeding these limits will cause the following issues: Exceeding the per minute limit causes email delivery delays, any excess in message submission will be throttled and successively carried over to the following minutes. Exceeding the per day limit causes the following error message: 554 5.2.0 STOREDRV.Submission.Exception:SubmissionQuotaExceededException. Read full review It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over. This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier. Read full review Likelihood to Renew We love it and it works
Read full review We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
Read full review Usability Whether it's setting up integrations, creating email campaigns, managing conversations with prospects, Autoklose is a well-designed tool that provides clarity along the way for users to find their bearings, and understand what to do. The help documentation is excellent, the support is great, but the tool is built in a way that simply makes sense when you're using it.
Read full review The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
Read full review Reliability and Availability We have really had no issues.
Read full review It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
Read full review Performance Always loads fast.
Read full review I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
Read full review Support Rating Our Autoklose rep is amazing! Jelena has always gotten back to us within 24 hours, despite living on a different continent. She is completely proficient with the tool and is usually able to answer our questions with a brief email or short virtual meeting.
Read full review Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Read full review In-Person Training Jelena is amazing! Very knowledgable. Great instructor.
Read full review It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
Read full review Online Training Jelena is fantastic. She always responds to emails immediately.
Read full review It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
Read full review Implementation Rating It is extremely easy to implement and start using right away
Read full review Our implementation was very easy.
Read full review Alternatives Considered I think that I have already said it, Autoklose has much better support and is really quick to set up and use compared with any of the other systems that I have used over the years.
Read full review VanillaSoft stacks up against
Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and
Microsoft Power BI are a great bundle for the report and analytics team.
Read full review Scalability It's expensive to have a single seat for each salesperson, so the alias feature will be the perfect addition to this product.
Read full review VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
Read full review Return on Investment I feel the increased prospect engagement and business opportunities created supported the cost. In my industry 1 customer can support positive ROI. I saw an overall increase in mass emailing effectiveness and we were able to automate majority of our campaigns which increased productivity for marketing & sales. Read full review Ability to contact more clients each day. The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking. Increased sales from the calendar setting and saving my notes. Read full review ScreenShots