Case Study: Canadian Business Development Firm achieves scalable, feature-rich lead generation and appointment setting with VanillaSoft

Canadian Business Development Firm - Customer Case Study

A small Canadian business development firm based in Ottawa (fewer than 10 users, serving North America) that focused on outbound calling was struggling with a home-grown CRM that wasn’t scalable and lacked essential capabilities for lead generation, pipeline management and appointment setting.

The firm adopted VanillaSoft, a SaaS solution that delivered a scalable, feature-rich platform—ease of administration, lead import/export and routing, appointment setting, custom data capture, digital call recording, progressive/preview auto-dialing, VoIP integration and real‑time dashboards. VanillaSoft was easy to implement into the organization’s complex structure, provided the reporting and appointment-setting functionality the team needed, and earned positive user ratings for ease of use and onboarding.