Agent CRM VS VanillaSoft

It is essential for Insurance Agents to reach their new leads as soon as possible in order to grow their business. Agent CRM and VanillaSoft both make this possible.

Immediately upon signing up for the base-level account, users in both Agent CRM and VanillaSoft will be able to take advantage of these features:

  • Lead Pipelines
  • Lead Management
  • Activity Dashboard
  • Web Lead Integration

While these few, base-level features are included in both software, Agent CRM offers users several more built-in features at no extra cost.

Alternatively, VanillaSoft users are offered additional features at itemized monthly prices, which must be outsourced and integrated into the software.

What else is included?


Agent CRM has multiple contact dialing solutions built in the system.

  1. Power Dialing – As new leads enter the system, automatically or through a manual import, Agent CRM will queue the leads into custom Power Dialer lists. Users will, then, have the ability to simply click “Let’s Start” and allow the system to dial through their leads automatically, showing each lead’s contact record as they are dialed and connected.
  2. Manual Dialing – Users have the ability to dial any contact or new phone number through their account.
  3. Live Transfers – The quickest way to get on the phone with a new lead is through the Live Transfer feature. The moment a new lead enters your account, the system can immediately dial the user, notify them of the new lead (including full name and source), then dial the lead and connect them with the Agent CRM user.

With each of these Built-In dialing solutions, Agent CRM gives the user the option to record each call with no extra cost.

VanillaSoft users must pay for additional add-ons in order to unlock the Dialing feature.
With VanillaSoft’s dialing add-on, each individual user will pay an additional $33/monthly.
To record calls, each individual user will pay an additional $30/monthly.

Even after paying up to $63/monthly per user, VanillaSoft users still will not have access to a Live Transfer feature.

2. Appointment Setting

Agent CRM users have the ability to set follow-up appointments through the Built-In Calendar feature.

Along with this, accounts allow for unlimited calendars, each with unique calendar links to allow for prospects, leads, and clients to easily schedule an appointment within the user’s availability.

After the appointment is scheduled, the system will automatically follow up with the lead by sending a confirmation email and text message, along with a reminder text when the appointment is coming up.

VanillaSoft users must pay for additional add-ons in order to unlock the appointment setting feature. After unlocking this feature, users will have the ability to set appointments with automatic appointment reminders; however, their prospects, leads, and clients still will not have the ability to self-schedule onto their calendars.


3. Mass Email & Text Marketing

Agent CRM offers users unlimited email marketing, which may be delivered to contacts in one bulk action, through bulk drip campaigns, or through one-on-one conversation.

Additionally, users may take advantage of the text marketing feature (with 6,000 minutes of free phone time), which may also be delivered to contacts in one bulk action, through bulk drip campaigns, or through one-on-one conversation.

VanillaSoft users must pay for additional add-ons in order to unlock the Email & Text Marketing feature. Although this add-on will bring users the ability to send mass emails and individual texts, they still will not have the ability to send mass text marketing campaigns.


4. Additional Features

  • Support

Like Agent CRM, VanillaSoft provides support through Email and Live Chat.

However, Agent CRM goes beyond this minimum level of support by also offering Onboarding Zoom Sessions and Twice-Daily Live Q&A Calls for all users.

  • Free Campaign & Funnel Templates

Agent CRM doesn’t stop at managing and marketing to new leads, but we also provide the tools to generate new leads with our free-to-use Insurance Funnel (Landing Page) Templates and Insurance Email/Text Campaigns. These templates are easily customized to fit the agent’s voice and brand.

Agent CRM, also, allows for unlimited funnels and campaigns to be hosted from within each account.

  • Trigger Automations

Using Agent CRM, users have the built-in ability to create custom and unlimited trigger automation to help automate their work-life. Repetitive manual tasks are greatly reduced as users take advantage of Agent CRM’s artificial intelligence.


Feature Agent CRM VanillaSoft
Power Dialer Included Yes 

(6,000 minutes for calls & texts)

Possible Add-On 

($33/monthly per user)

New Lead Live Transfer Yes No
Call Tracking & Analytics Yes Possible Add-On
Call Recording Yes Possible Add-On 

($30/monthly per user)

Unlimited Users Yes Possible Add-On 

($80/monthly per additional user)

Pipelines Yes Yes
Mass Email Marketing Yes Possible Add-On
Mass Text Marketing Yes No
Third-Party App Integration Yes Yes
Built-In Calendar Yes Possible Add-On
Custom Calendar Link Yes No
Appointment Reminders Yes Possible Add-On
Funnels & Website Hosting Yes No
Free Insurance Funnel Templates Yes No
Free Insurance Email/Text Campaign Templates Yes No
Twice-Daily Live Q&A Calls Yes No

(Including Everything Listed Above)


(Not Including Add-Ons)

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