Case Study: VanillaSoft achieves 50% increase in free-trial conversions and sales with Whatfix

How VanillaSoft Increased Free Trial Conversion & Sales By 50% With Whatfix

VanillaSoft is an award‑winning lead management and CRM platform (serving a global customer base since 2005) that helps sales teams boost productivity and manage outreach. As free-trial signups grew, VanillaSoft found conversions lagged—new users needed real-time onboarding to understand and use the product effectively.

VanillaSoft implemented Whatfix to deliver interactive, real‑time walkthroughs that guide free-trial users through setup and core tasks. The tool engaged roughly half of trial users and, combined with other initiatives, drove a 50% increase in free-trial-to-paid conversions and sales while reducing onboarding support queries and operational costs.

VanillaSoft

Genie Parker

Chief Operating Officer