Vanillasoft
VanillaSoft, founded in 2005, is a privately held sales engagement platform providing natively integrated auto-dialing, lead management, and sales automation to phone-centric enterprise and mid-market revenue teams in insurance, outsourced sales, and fundraising across North America.
- Company typePrivate
- Founded2005
- HeadquartersPlano, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Vanillasoft does
VanillaSoft, Inc. is a privately held sales engagement technology company founded in 2005, headquartered in Austin, Texas, with a secondary office in Gatineau, Quebec. The company provides an all-in-one sales engagement platform purpose-built for phone-centric revenue teams, featuring natively integrated modules for sales automation, sales workflows, multi-mode auto dialing (single line, progressive, preview, and parallel), queue-based lead management via a proprietary Intellective Routing system, deliverability tools (SmartCaller ID/Trust and 10DLC registration), and reporting/analysis with call recording and transcription. In June 2026 the company introduced an AI-Powered Caller Scorecard that automatically evaluates sales conversations against customizable criteria. Per company scale metrics, the platform has facilitated 1.2 billion calls, holds 253 million active prospects in its database, and has executed 715 million cadence procedures across 8,500 users at 800+ organizations.
The company targets enterprise and mid-market revenue teams of five or more agents, with three primary verticals: insurance (Medicare, health, and life), outsourced sales (BDR/SDR agencies), and higher-education fundraising. Secondary verticals include automotive, mortgage, home repair, and merchant services. Distribution is direct via inside and field sales, supported by a self-serve customer portal, with quote-based pricing that is not publicly disclosed. Revenue is generated primarily through per-seat SaaS subscriptions on monthly, quarterly, or annual billing cadences, supplemented by usage-based charges for integrated VoIP/telephony services. The platform maintains SOC1 hosting plus GDPR, CCPA, and EU-U.S. Data Privacy Framework compliance and integrates with Salesforce (bidirectional), DocuSign, Zapier, Gong, Chorus, Vidyard, and HealthSherpa.
VanillaSoft received a growth investment from private equity firm Tritium Partners in September 2023, with stated intent to expand the AI-enabled sales platform and product features; Louis Summe concurrently joined as Executive Chairman. Leadership includes President and CEO David Hood, CFO Krista Kochivar, CRO Zach Miller, and senior VPs across Operations, Marketing, Business Development, Customer Success, and R&D. Recent industry recognition includes G2 Spring 2026 Leader status across Sales Engagement, Lead Scoring, Enterprise Sales Performance Management, Highest User Adoption, Fastest Implementation, and Momentum categories, alongside the 2025 Capterra Shortlist for Inside Sales and a G2 user rating of 4.6/5.
Vanillasoft firmographics
Firmographics- Name
- Vanillasoft
- Legal name
- VanillaSoft, Inc.
- Website
- https://vanillasoft.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- VanillaSoft, founded in 2005, is a privately held sales engagement platform providing natively integrated auto-dialing, lead management, and sales automation to phone-centric enterprise and mid-market revenue teams in insurance, outsourced sales, and fundraising across North America.
- Ownership category
- akta.pro rank
Vanillasoft industry classification
Industry- Product category
- Sales Engagement Software
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation Platforms & Services (BPAFAFAC)
- akta.pro secondary industry
- Channel/Partner Sales Support (Reseller Enablement, Deal Reg) (BPAAADAH)
Keywords
Where Vanillasoft is headquartered
LocationHeadquarters
- HQ city
- Plano
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Vanillasoft business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Supply Chain
Revenue model
- Subscription Licensing: SaaS subscription model with per-user licensing. Customers pay for user licenses on monthly, quarterly, or annual basis. 5-seat minimum requirement. Additional storage and services charged separately.
- Usage-based Services: VoIP and telephony services integrated into the platform, billed based on usage patterns including calling and messaging.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Standard per-seat subscription with 5-seat minimum |
| Subscription | Monthly | Enterprise tier for larger teams |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Vanillasoft product offering
Product offeringCore offering
Vanillasoft sells an all-in-one sales engagement platform that combines outreach automation, workflow orchestration, built-in auto dialing, and lead management into a single native tool. The platform is targeted at phone-centric revenue teams of five or more agents in industries such as insurance, outsourced sales, fundraising, automotive, mortgage, home repair, and merchant services. Pricing is delivered as a per-seat SaaS subscription with integrated VoIP/telephony services.
Product overview
Vanillasoft is an all-in-one sales engagement platform designed for fast-moving revenue teams. The platform consists of a unified suite of native modules including Sales Automation, Sales Workflows, Auto Dialer (with progressive, preview, and parallel dialing modes), Lead Management powered by Intellective Routing for queue-based lead prioritization, Deliverability tools (SmartCaller ID/Trust and 10DLC SMS compliance), and Reporting & Analysis with call recording and transcription. The platform also includes an add-on AI-Powered Caller Scorecard feature that automatically evaluates and scores sales conversations. All components are natively built into a single platform rather than layered on top of existing tools, enabling outreach automation, workflow orchestration, auto dialing, and lead management to work as one integrated system.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 35% increase in call connection rate (customer average)
- +6 more outcomes
Companies that use Vanillasoft
Customer profileNamed customers6 records
Segments8 records
Ideal customer profiles4 records
Vanillasoft technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability4 records
Feature8 records
Vanillasoft partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and preferred.
- OraclecoreOracle partners referenced in VoIP service incidents. VanillaSoft engages with Oracle partners for VoIP infrastructure and services.
- AlianzacoreAlianza is VanillaSoft's VoIP host partner. VanillaSoft works with Alianza for VoIP line provisioning, assignment, reassignment, and VS Connect login services. Issues with Alianza have impacted VoIP line creation and activation.
- SalesforcepreferredVanillaSoft offers a bidirectional real-time integration with Salesforce. The integration reduces SFDC costs while giving all teams better visibility into sales activity. Seamless synchronization improves data accuracy and provides a smoother customer experience from first contact to close.
- VidyardpreferredVideo engagement platform integration with VanillaSoft for enhanced sales conversations and video messaging capabilities.
- GongpreferredConversation intelligence platform integration. Gong analyzes sales calls and provides insights for coaching and performance improvement.
- DocuSignpreferredDocuSign integration allows representatives to send documents for signature directly from their workflow, with key fields auto-filled using contact data. Admins control available documents while tracking delivery and signature status in real time.
- ChoruspreferredChorus integration automatically sends call recordings for analysis without disrupting user workflows. Representatives and managers can easily access Chorus analysis from VanillaSoft to spot at-risk deals and improve coaching efficiency.
- ZapierpreferredZapier integration connects VanillaSoft to hundreds of other applications through a no-code interface without technical resources required. Users can configure bidirectional real-time data transfers to simplify workflows and keep systems in sync.
- HealthSherpapreferredHealth insurance lead marketplace integration serving the insurance vertical customer segment.
Scale indicators11 records
Recent moves5 records
Expansion highlights5 records
Vanillasoft competitors and assessment
Company assessmentBroad incumbents
- Salesforce Sales Cloud / Sales Engagement: Salesforce's Sales Engagement (formerly High Velocity Sales) offers cadences, automated emails, and dialer workflows inside the broader Salesforce CRM. It's a broad incumbent often displacing niche players like VanillaSoft in enterprise accounts.
- HubSpot Sales Hub: HubSpot Sales Hub bundles sales engagement, sequences, calling, and CRM into the broader HubSpot platform. It's a broad incumbent whose calling and workflow features overlap with VanillaSoft's, often bundled into a wider marketing/sales/CRM suite.
- ZoomInfo / Chorus: ZoomInfo's Chorus conversation intelligence and broader go-to-market platform overlap with VanillaSoft's reporting/analysis and AI call scoring features. As a broad incumbent with significant data assets, Chorus is an adjacent competitor for the analytics layer.
Direct peers
- Koncert: Koncert is a multi-channel sales engagement platform with parallel/preview/predictive dialers and cadence automation. It competes head-to-head with VanillaSoft for mid-market sales teams doing high-volume outbound, including insurance and B2B verticals.
- PhoneBurner: PhoneBurner is a power dialer and CRM platform aimed at outbound sales teams, with similar calling-focused positioning to VanillaSoft. It's a smaller, focused competitor in the same phone-centric sales engagement niche.
- Outreach: Outreach is a leading sales engagement platform that automates sales workflows including sequencing, call tasks, and AI-driven coaching. It directly overlaps with VanillaSoft's core offerings of sales automation, workflows, and AI call scoring, serving similar enterprise inside-sales teams.
- Orum: Orum is a sales dialer and conversation platform focused on live outbound calling and parallel dialing - highly comparable to VanillaSoft's auto dialer and Intellective Routing capabilities for phone-centric sales teams.
- Salesloft: Salesloft (now Salesloft Drift) is a sales engagement platform featuring cadence automation, dialer functionality, and conversation intelligence - directly comparable to VanillaSoft's all-in-one suite targeting sales teams running high-volume outbound.
Emerging players
- Apollo.io: Apollo.io combines a B2B contact database with sales engagement and calling workflows - emerging as a newer competitor overlapping with VanillaSoft's prospecting and outbound automation capabilities, especially for mid-market teams.
- XANT (formerly InsideSales.com): XANT is the re-launched InsideSales.com focused on AI-driven sales acceleration and predictive/dynamic dialing - directly comparable to VanillaSoft's auto dialer and Intellective Routing capabilities in the calling/lead prioritization space.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Vanillasoft social profiles
Digital presenceVanillasoft compliance and trust
Trust signalCompliance4 records
Vanillasoft financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vanillasoft leadership team
Management profileNumber of profiles
Profiles10 records
Vanillasoft funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vanillasoft M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vanillasoft
What does Vanillasoft do?
Vanillasoft sells an all-in-one sales engagement platform that combines outreach automation, workflow orchestration, built-in auto dialing, and lead management into a single native tool. The platform is targeted at phone-centric revenue teams of five or more agents in industries such as insurance, outsourced sales, fundraising, automotive, mortgage, home repair, and merchant services. Pricing is delivered as a per-seat SaaS subscription with integrated VoIP/telephony services.
Is Vanillasoft a public or private company?
Vanillasoft is a private company. It is classified as private equity controlled and is currently operating.
When was Vanillasoft founded?
Vanillasoft was founded in 2005. It employs 101 to 250 people.
Where is Vanillasoft based?
Vanillasoft is headquartered in Plano, United States, in the North America region.
How does Vanillasoft make money?
Two revenue lines are on record. Subscription Licensing is the primary driver. The others are usage-based Services.
Who are Vanillasoft's main competitors?
Broad incumbents on record are Salesforce Sales Cloud / Sales Engagement, HubSpot Sales Hub and ZoomInfo / Chorus. Direct peers are Koncert, PhoneBurner, Outreach, Orum and Salesloft. Emerging players are Apollo.io and XANT (formerly InsideSales.com).
Does Vanillasoft have an API?
No public API is recorded for Vanillasoft.
What industry is Vanillasoft in?
Vanillasoft's product category is Sales Engagement Software. Its primary akta.pro industry code is BPAFAFAC, Marketing Automation Platforms & Services, with a secondary code of BPAAADAH, Channel/Partner Sales Support (Reseller Enablement, Deal Reg). Its SIC code is 7372.