Sales Automation
Ensure the highest user experience for your prospects, leads and contacts, and take time-wasting activities out of sales.
Automate multi-channel outreach
Vanillasoft sales engagement software automates outreach across channels. Agents and admins can automate personal email and SMS at scale, book appointments seamlessly, and drop voicemails faster.
Email automation
Vanillasoft email gives agents the flexibility to engage leads with automated cadences, personalized templates, and custom messages in real time. With email nurturing, agents can reach more leads faster, warm up cold leads, and drive stronger engagement throughout the sales cycle.
Email nurture
Dynamic email campaigns
Templates and custom messages
SMS automation
Vanillasoft’s SMS feature keeps agents in front of prospects via SMS. From live chat conversations to automated reminders and cadence messages that trigger based on lead activity.
Live SMS chat
Immediate SMS outreach
SMS reminders
Calendar and appointment setting
Vanillasoft's appointment-setting tools remove the scheduling back-and-forth. Prospects can book time directly through a self-serve appointment scheduler, while inside and field reps can manage their own calendars or book on behalf of colleagues.
Prospects lock in meeting immediately
Remove agent calendar administration
Group in-person meetings geographically
Voicemail drop
Leave a personalized voicemail without waiting for the beep, then move straight to the next call. Reps keep their rhythm while every prospect still hears a clear, consistent message.
”Every message that is dropped — the same message goes out; it’s professionally delivered. So for my clients and for my company, the audience is hearing exactly the same [thing], which is the beginning of branding…It’s free branding! So we [drop the voicemail], and then the email goes out automatically.”
Nancy Calabrese | One Of A Kind Sales
Everything agents need in one place
Vanillasoft surfaces everything agents need in a single lead record, from call history and tasks to reminders and next steps. There’s no switching between tools, no hunting for context, and no time lost figuring out where a conversation left off. With the busywork handled, reps reach an unbroken rhythm of sales calls. More conversations, more opportunities, without sacrificing the quality of each interaction.
Integrations and partnerships
Vanillasoft’s ecosystem of partners can enhance your experience.
Vanillasoft works with Textdrip by automatically synching leads and triggering SMS campaigns based on call outcomes and workflow stages.
Vanillasoft’s DocuSign integration lets reps send documents for signature directly from their workflow.
Vanillasoft’s integration with Vidyard enables reps to record and send personalized video messages directly from their workflow.
Vanillasoft’s integration allows prospects to book meetings directly with your agents and automatically receive a unique Google Meet link.
More automations tools
It's like an audio text message that always gets delivered. Save time by leaving pre-recorded voicemail messages with one simple click.
Record and embed personalized videos into emails for highly engaging touchpoints. Attach approved sales and marketing documents directly from the Vanillasoft library.
Create a catalog of text message templates to enable quick, consistent responses. Each message can auto-populate with contact details for fast, personalized communication at scale.
Automatically send text message reminders for upcoming appointments. Coordinate SMS timing alongside email reminders to ensure consistent, timely outreach.
Push information from Vanillasoft to another system (including your CRM) using automated triggers.
Metrics
Here's how our customers have high-quality conversations with their most valuable leads, faster.
Customer average
Customer average
One of a kind sales
Hear it from our users
Don't just take it from us. See what our customers have to say about sales automation.
“What I like most about Vanillasoft is that it’s extremely user-friendly.”
“Vanillasoft has taken my outreach to an entirely new level.”
“I have used this for five years, and I love the effortlessness of the platform.”
Consult an expert
See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walkthrough today.
Common questions and answers
How do I automate email outreach using Vanillasoft?
How do I send automated SMS messages to prospects?
How do I streamline appointment scheduling in Vanillasoft?
How do I use scripting to guide sales conversations?
How do I make sure I’m always calling the best lead next in sequence?
How do I connect Vanillasoft to my CRM or other tools?
How do I automate follow-up actions after a call?
How do I track and measure what’s working in my sales process?
How do I stay compliant when sending emails or texts through Vanillasoft?
How do I get started with sales automation in Vanillasoft?
Related resources
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