Make Sure Your Team Is Connected

Coordinating workflows among sales reps, appointment setters and referral sources can get messy and confusing. In order to succeed in the merchant services business, you need to make sure your entire team is on the same page. VanillaSoft’s merchant services sales engagement platform ensures that appointments are set in a logical manner that cuts down travel time and maximizes your rep’s schedule, and that the pertinent lead information is properly communicated.

Streamline Your Sales


Enter referrals through web forms and provide instant feedback.


Automation gets rid of tedious tasks like writing emails, hand dialing, or leaving individual voice messages.


Queue-based routing ensures you follow up with the right leads at the right time.


Schedule appointments in geographical clusters to maximize reps' time.

Our Customers Love VanillaSoft!

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Merchant Services Case Study: A Continental Solution

A merchant services company needed a cloud-based CRM and lead management software solution that could reach their entire North American customer base. VanillaSoft’s intelligent call recording and other to easy to use features answered the bell.

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Product features to simplify your job