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Yesware Review

Yesware
Our score: 8.9 User satisfaction: 99%

What is Yesware?

Yesware is an all-in-one sales toolkit. With this tool, you can connect with prospects, monitor customer engagement, and complete deals, right from your inbox.

With Yesware, you will sell smarter. The tool allows you to track emails and work more efficiently, right from your Outlook or Gmail inbox.

Understand your prospects by utilizing data on when they read their email, clicked on the link, and which email templates are most effective. You will spend less time manually uploading your data into your CRM, as Yesware syncs that automatically.

By including data insights as well as sales communication tools into your email workspace, the tool removes barriers to productivity and boost sales teams to make smarter and faster decisions.

Overview of Yesware Benefits

Yesware helps not only your sales person who sends the email, but also the manager in your company who is reporting. Your sales representatives will spend less time reporting, and will have more time working to finish deals. With this tool, your sales management gets accurate and relevant data on your sales teams’ activity.

Know which of your prospects are most interested in the products or services you are selling with the tool’s tracking notifications. Know exactly who opens and then clicks on your emails.

With Yesware, you can save and reuse the messages you regularly use and send out to maximize productivity and effectiveness. In addition, you can quickly create personalized email templates, which can include links and rich text.

You can also quickly monitor the performance of your sales team, while at the same time providing them with the sales tools they can use to work more efficiently.

Yesware tracks emails, calls, and presentations directly from your inbox. For Salesforce users, Yesware automatically syncs all engagement activity with prospects eliminating the need for manual data entry. Users can also update contacts, leads and accounts from their inbox.

Overview of Yesware Features

  • Sales Tools & Tracking
  • Unlimited Email Tracking
  • Personal Templates
  • Personal Reports
  • Send Later
  • Reminders
  • Attachment Tracking
  • Copy to Most CRMs
  • Presentation Tracking
  • Mail Merge
  • Click to Call
  • Team Reports
  • Team Templates
  • Manage Multiple Teams
  • Role-based Permissions
  • Centralized Team Billing
  • Salesforce Integration
  • Trusted IP Ranges
  • Standard Email Support
  • Priority Phone & Email Support

What Problems Will Yesware Solve?

1. Knowing how to prioritize prospect engagement and who to follow up with next.

Yesware’s tracking gives users a real time notification identifying what type of content a prospect engaged with. This helps with prioritization, follow-ups, and an increase in call connection rate.

2. Users spend too much time updating their Salesforce records.

Yesware automatically syncs all user engagement with prospects on 1:1 emails, mail merges, calls, presentations, and calendar invites directly from their inboxes. Users can also update Salesforce contacts, leads, and accounts through Yesware’s Salesforce Sidebar.

3. Identifying which messaging resonates best with prospects

Yesware’s customizable and shareable templates indicate the open and reply rates for email templates used by individuals and entire teams. This helps salespeople share top performing templates with colleagues to optimize their sales outreach and close more deals, faster.

 

Yesware Position In Our Categories

Because businesses have unique business wants, it is reasonable that they steer clear of purchasing a one-size-fits-all, “perfect” solution. Just the same, it would be difficult to try to chance on such an app even among widely used software solutions. The reasonable step to undertake should be to tabulate the numerous major factors that necessitate investigation such as essential features, costing, technical skill aptitude of staff members, business size, etc. The second step is, you should perform the research fully. Read some of these Yesware evaluations and scrutinize each of the software products in your list more closely. Such all-encompassing research ascertain you weed out mismatched applications and subscribe to the system that offers all the function you require business requires.

Position of Yesware in our main categories:

TOP 50

Yesware is one of the top 50 Sales Software products

Yesware is also listed in the following subcategories:

Since each organization has specific business wants, it is advisable for them to desist from seeking a one-size-fits-all perfect software system. Needless to say, it would be useless to try to find such a system even among market-leading software applications. The smart thing to do would be to list the various essential aspects that require consideration such as main features, finances, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some Yesware Sales Software reviews and look into each of the other apps in your shortlist in detail. Such comprehensive homework can ensure you weed out ill-fitting applications and select the system that provides all the aspects you require for business success.

How Much Does Yesware Cost?

Yesware Pricing Plans:

Free Trial

Pro

$15/user monthly

Premium

$35/user monthly

Enterprise

$55/user/month

Yesware is available in 3 SMB and enterprise pricing packages. It also has a 28-day free trial that lets you use email tracking, email templates, data and insights, time-saving tools, and Salesforce sync for Gmail or Outlook. Once the trial is over, you may choose among the following plans:

Pro – $12/user/month (billed annually), or $15/user monthly

  • Unlimited Email Tracking
  • Attachment Tracking
  • Book A Time via Gmail
  • Copy to Most CRMs
  • Find A Time via Outlook
  • Personal Templates
  • Personal Reports
  • Presentation Tracking & Analytics
  • Reminders via Gmail
  • Send Later via Gmail
  • Email Support

Premium – $25/user/month (billed annually), or $35/user monthly

  • All Pro features
  • Advanced Mail Merge (multi-stage)
  • Basic Mail Merge (one stage)
  • Basic Team Reporting
  • Centralized Team Billing
  • Create a Team
  • Manage Multiple Teams
  • Team Templates & Sharing
  • Role-based Permissions
  • Email Support

Enterprise – $55/user/month (billed annually)

  • All Premium features
  • Salesforce Auto Email Sync
  • Salesforce Auto Reply Sync
  • Salesforce Calendar Sync
  • Salesforce Reports & Dashboards
  • Salesforce Sidebar
  • Salesforce Single Sign-on Support
  • Trusted IP Ranges
  • Via Gmail:
    • Bidirectional Salesforce Sync
    • Campaign Performance Report
    • Campaign Templates
    • Multi-Channel Sales Campaigns
    • Prospect Status Report
    • Smart To-Do List In Your Inbox
  • Phone & Email Support

User Satisfaction

Positive Social Media Mentions 93
Negative Social Media Mentions 1

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Yesware reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Yesware. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Yesware Comparisons

Yesware user reviews

Dependable Customer Support

Read full review >
May
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.10.2019 Company Size: More than 100 Employees Industry: Internet

Gets things done.

Read full review >
Gerard
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2019 Company Size: More than 100 Employees Industry: Internet

Awesome reporting and blog content. The best in e-mail intelligence.

Read full review >
Larry
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.09.2019 Company Size: 1-10 Employees Industry: Computer Software

The best email intelligence software with excellent reporting

Read full review >
Dan
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.09.2018 Company Size: 1-10 Employees Industry: Computer Software

Yes to Yesware!

Read full review >
James
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.05.2018 Company Size: 11-50 Employees Industry: Internet

What are Yesware pricing details?

Yesware Pricing Plans:

Free Trial

Pro

$15/user monthly

Premium

$35/user monthly

Enterprise

$55/user/month

Yesware is available in 3 SMB and enterprise pricing packages. It also has a 28-day free trial that lets you use email tracking, email templates, data and insights, time-saving tools, and Salesforce sync for Gmail or Outlook. Once the trial is over, you may choose among the following plans:

Pro – $12/user/month (billed annually), or $15/user monthly

  • Unlimited Email Tracking
  • Attachment Tracking
  • Book A Time via Gmail
  • Copy to Most CRMs
  • Find A Time via Outlook
  • Personal Templates
  • Personal Reports
  • Presentation Tracking & Analytics
  • Reminders via Gmail
  • Send Later via Gmail
  • Email Support

Premium – $25/user/month (billed annually), or $35/user monthly

  • All Pro features
  • Advanced Mail Merge (multi-stage)
  • Basic Mail Merge (one stage)
  • Basic Team Reporting
  • Centralized Team Billing
  • Create a Team
  • Manage Multiple Teams
  • Team Templates & Sharing
  • Role-based Permissions
  • Email Support

Enterprise – $55/user/month (billed annually)

  • All Premium features
  • Salesforce Auto Email Sync
  • Salesforce Auto Reply Sync
  • Salesforce Calendar Sync
  • Salesforce Reports & Dashboards
  • Salesforce Sidebar
  • Salesforce Single Sign-on Support
  • Trusted IP Ranges
  • Via Gmail:
    • Bidirectional Salesforce Sync
    • Campaign Performance Report
    • Campaign Templates
    • Multi-Channel Sales Campaigns
    • Prospect Status Report
    • Smart To-Do List In Your Inbox
  • Phone & Email Support

What integrations are available for Yesware?

  • Salesforce CRM
  • Capsule
  • SugarCRM
  • Netsuite
  • Base
  • Insightly
  • Batchbook CRM
  • Nutshell
  • Highrise
  • Pipedrive
  • Relenta

Yesware average rating:

Average score
5/5 (19 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

James

PROS: Yesware allows me to receive real-time information, like prospect reading my emails, mail merge data, and links clicked to mention a few. With all the information that is available to me, I can quickly decide to move in to a certain prospect if their actions indicate they are interested in what I offer.

CONS: I hope Yesware fix the bug in the mail merge function. Most of the time, I have to exit the program as well as Gmail and then log back in just to edit something.

Reviewed 2 years ago

Read full review >

The least favorable review

Alicia

PROS: Yesware's core functionality is all I need - telling me when someone opened my emai. The interface is also a big highlight. I also love the fact that it integrates with Gmail, enabling me to see email opens without having to exit the program.

CONS: The default pop up notifications are really annoying, especially if you send large volumes of emails. That means I get bombarded with notifications when I send my prospects and clients with bulk emails. I can simply turn that off if it gets annoying. I would also love it if they had a daily report of recent activities. Scheduling emails and the reminder feature are both lackluster.

Reviewed 2 years ago

Read full review >

More reviews from 19 actual users:

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Latest
  • Latest
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  • Most positive
  • Most negative

Dependable Customer Support

Read full review >
May
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.10.2019 Company Size: More than 100 Employees Industry: Internet

PROS: There is no doubt that Yesware is the best email tracking software we have used. We love its email tracking functionality and how it seamlessly syncs with Salesforce. But the customer service is the best thing about Yesware. They exceeded my expectations. Whenever I have issues, I know I can depend on them to get me through.

CONS: There are instances when emails end up not being tracked because people tend to check and uncheck tick boxes.

What do you think about this review? Great Poor

Gets things done.

Read full review >
Gerard
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2019 Company Size: More than 100 Employees Industry: Internet

PROS: Yesware greatly enhanced my team's efficiency. Its templates are fantastic in heping us with our e-mail outreach. This is so we can make a measurement on which templates are deemed highly effective for certain outreach types. It's great to save us time since it automatically logs things in Salesforce. In a nutshell, it saved us time and helped us be more smart with things.

CONS: Just recently, its integration for Outlook is a lot more stable. But we still faced problems whenever we use it. The web app's reporting functionality could use some improvement.

What do you think about this review? Great Poor

Awesome reporting and blog content. The best in e-mail intelligence.

Read full review >
Larry
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.09.2019 Company Size: 1-10 Employees Industry: Computer Software

PROS: If you're making use of G-Mail but you don't own Yesware, then you've missed out on something big. I've tried and tested other e-mail marketing services. So far, Yesware is the best that the market has to offer. I like how the info is delivered directly to your inbox regarding the sent e-mails. It'll help enhance your e-mail communication thanks to their awesome blog and analytics.

CONS: At times, I receive interferene with other third party extensions. But this could be from me overusing some extensions. Aside from that, there's no other e-mail client like it that has other functionality that Yesware lacks.

What do you think about this review? Great Poor

The best email intelligence software with excellent reporting

Read full review >
Dan
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.09.2018 Company Size: 1-10 Employees Industry: Computer Software

PROS: You are definitely missing out if you have a Gmail account and you're not using Yesware for email tracking. I have been using Yesware and it reigns supreme. All the information about the emails you send are all in your inbox. The software really makes you effective with your email communication. Their official blog is also brimming with amazing content as well as answers and tips.

CONS: There are instances where I receive some interference with other extensions. Other than that, I have no qualms about Yesware.

What do you think about this review? Great Poor

Yes to Yesware!

Read full review >
James
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.05.2018 Company Size: 11-50 Employees Industry: Internet

PROS: Yesware allows me to receive real-time information, like prospect reading my emails, mail merge data, and links clicked to mention a few. With all the information that is available to me, I can quickly decide to move in to a certain prospect if their actions indicate they are interested in what I offer.

CONS: I hope Yesware fix the bug in the mail merge function. Most of the time, I have to exit the program as well as Gmail and then log back in just to edit something.

What do you think about this review? Great Poor

It did a great job in helping us scale our monthly sales by more than 30%!

Read full review >
Vernon
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.05.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: In the intermediate level, Yesware is product that does a good job in terms of performance. It's a critical sales tool worth keeping. When it comes to the product level, its templates ended up being used frequently. They helped us make the most of our time. It allowed us to create the proper message for every sales cycles stage.

CONS: There's not much to hate with Yesware. An area that could use some improvement would be its analytics. Since we make heavy use of Yesware for outbound campaigns, it'd be a big benefit to go back the last month. This would make it easier in comparing campaign metrics.

What do you think about this review? Great Poor

An amazing tool that continutes to improve.

Read full review >
Irving
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.05.2018 Company Size: More than 100 Employees Industry: Internet

PROS: Mail merges are way too easy to set up. Plus, they can be customized. It also comes with Salesforce integration (a huge plus!). Click-to-call can easily be set up. I can now use my smartphone for calls and tracking Salesforce without failure.

CONS: Once the mail merge is set and ready, it can be challenging to get rid of/tracking emails from within the list. At times, you'll wind up sending e-mails you're not supposed to. I'm making use of a tool known as Export to Salesforce. Basically, it allows for exporting of LinkedIn profiles directly from Salesforce. If there's another way to export new contacts a lot quicker straight to Salesforce, then it would tremendously save a lot of time.

What do you think about this review? Great Poor

Perfect tool for organizing, expediting, and implementing crucial sales activities

Read full review >
Homer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.04.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: Their customer service is the best. I can ask them any question or come to them with any issue, I can be sure that they know the answer. Their response is very prompt. Also, I like how they take my feedback and make improvements based on the comments I made.

CONS: I may have several frustrations with the product but I submitted feedback and they took care of it.

What do you think about this review? Great Poor

I purposely fell in in love with this.

Read full review >
Marco
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.04.2018 Company Size: More than 100 Employees Industry: Internet

PROS: I've simply fallen head over heels with Yesware. I'm a Yesware user for the past past few years. There's a lot to love with it. Gains have been efficient. It's a great time saver and workflow has never been this simple.

CONS: I wouldn't picture it as something I'd hate. But I'm a little curious in terms of where the product is headed. Other tools for sales intelligence are mainly concentrated on list building, lead gen, and targeting (via different tech forms).

What do you think about this review? Great Poor

Yesware is a lifesaver if you’re working with emails

Read full review >
Sonia
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.04.2018 Company Size: 1-10 Employees Industry: Internet

PROS: I love how Yesware informs me when someone opens the emails I sent. Another good thing about the software is that I can "remind" people that they have received and read my email. This is crucial especially if people just say the usual "we never got that invoice" excuse. I have a log to prove it and I "gently" remind them that we have sent an emai.

CONS: There is not one thing I dislike about Yesware. It has been a good ride so far, although it would be great if the mail merge function is available in all packages.

What do you think about this review? Great Poor

A recommended e-mail client.

Read full review >
Taylor
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.03.2018 Company Size: More than 100 Employees Industry: Information Technology

PROS: The good thing about Yesware is being able to remain granular yet be efficient with follow-ups. Its reminder functionality has proven to be useful. The same goes for its template. Such methods keep you reminded (in case there's no response). A tailored message can be applied as your succeeding touches.

CONS: Some small things to take note of. If you somehow forgot to set a reminder and you're constantly going back and forth with e-mails, it won't show the number of times the e-mail has been opened or clicked. Whenever you offer a hyperlink, it'll show the domain of Yesware but it'll redirect it to the webpage you're aiming to bring the prospect too. This can be annoying since a prospect will observe you tracking them --- evidently turning them off. The touchpoints/sequencing functionality appears clunky.

What do you think about this review? Great Poor

When you need a reliable email tracking software, Yesware it is!

Read full review >
Alicia
3/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 19.03.2018 Company Size: 11-50 Employees Industry: Internet

PROS: Yesware's core functionality is all I need - telling me when someone opened my emai. The interface is also a big highlight. I also love the fact that it integrates with Gmail, enabling me to see email opens without having to exit the program.

CONS: The default pop up notifications are really annoying, especially if you send large volumes of emails. That means I get bombarded with notifications when I send my prospects and clients with bulk emails. I can simply turn that off if it gets annoying. I would also love it if they had a daily report of recent activities. Scheduling emails and the reminder feature are both lackluster.

What do you think about this review? Great Poor

Excellent for Tracking Emails

Read full review >
Jesus
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.03.2018 Company Size: 11-50 Employees Industry: Role

PROS: I really love the email templates. As a salesperson, I first used Yesware to monitor email opens, but I realized that the email templates are the best feature of the product. Creating 10 or more templates to plug them into an email is just a breeze.

CONS: I am not a huge fan of the email open tracking feature. It seems there are instances when there are just so many notifications pop up on the same email. I also dislike the fact that notifications are delivered when I open up the email that I sent.

What do you think about this review? Great Poor

You’ll want Yesware to know which people have opened your e-mail.

Read full review >
Adrienne
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.02.2018 Company Size: 1-10 Employees Industry: Internet

PROS: The best thing with Yesware is that I get to know which person has opened my e-mail. Another benefit is having a solution for individuals who forgot to open their e-mail. A log is available for you to give them a reminder. I'm all too familiar with the we-never-received-your-invoice excuse. I'd constantly remind them when my sent e-mail was opened.

CONS: As a long time Yesware user, I don't have much complaints. But I do wish the merge functionality would be omitted from the higher versions. I would use that functionality from time to time. But it's not enough to be purposely included in the higher tier service. Aside from that, the package has everything a user would ask for.

What do you think about this review? Great Poor

A valuable addition that’s very easy to utilize.

Read full review >
Lamar
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.02.2018 Company Size: 1-10 Employees Industry: N/A

PROS: The best thing with Yesware software is its simplicity in tracking e-mails. I felt that I'm good to go with the free plan. This is due to me not sending out too many e-mails. Nevertheless, I would've gone for the paid version if I really needed it. I like its G-Mail inbox interface.

CONS: The one that I'd say I hate with the program is that whenever I forget to untick any internal organization e-mails, they'll still be tracked. Hence, that would be included in my monthly limit. It'd be recommended to have some sort of functionality where you don't have to automatically track certain recipients. With that in mind, if I ended up on a paid plan, this wouldn't be an issue.

What do you think about this review? Great Poor

The Best Software For Tracking Emails

Read full review >
David
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 18.01.2018 Company Size: 1-10 Employees Industry: Staffing and Recruiting

PROS: I love how easily I can track my emails. All I have to do is tick a box and all of my emails are monitored. Notifications are delivered via that handy pop up whenever someone opens my email. And it works well with Gmail, which is a big deal. I can create templates and see which ones are getting opened more thanks to the software's reporting tool. The blog also provides useful content especially for beginners.

CONS: It doesn't sync with other popular CRMs, just Salesforce. Also, there is a need for the mail merge function to be accessible for premium accounts.

What do you think about this review? Great Poor

High-value, user-friendly software

Read full review >
Diana
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.01.2018 Company Size: 1-10 Employees Industry: Information Technology

PROS: I just love how Yesware simplifies tracking emails. I am currently using the free plan and it is already adequate. That said, I don't mind paying premium if it becomes necessary. The interface is also appealing and I love how the system instantly reveals to me which emails have been read and which have not been opened.

CONS: It can be a pain at times whenever I forget to uncheck internal company emails, they all get tracked and counted against my monthly limit.

What do you think about this review? Great Poor

Time is essential to any operation

Read full review >
Katy
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.12.2017 Company Size: More than 100 Employees Industry: Computer Hardware

PROS: The email notification feature is awesome along with the user-friendly interface that is ideal for salespeople who want to continuously work and don't want to be interrupted. Aside from being very friendly, the platform is quite intuitive too. The team tracking reports shows us which messages are effective in getting people to read our emails and take the desired actions.

CONS: While the automatic updates are a good thing, it can cause some issues in our end, particulalry with our endpoint security. I also wish they would allow administrators to cancel bulk jobs and not submit a support request for it to be performed.

What do you think about this review? Great Poor

Accurate Email Metrics

Read full review >
Lorraine
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.12.2017 Company Size: More than 100 Employees Industry: Computer Software

PROS: What I have is a platform that makes tracking emails simple and straightforward. This tool is ideal especially if you work in sales and you need to know whether your emails are getting opened or ignored. The email templates feature is also a great help as I can store templates that are getting positive responses. It syncs with Gmail which is useful to me.

CONS: I worry that the link tracking URLs are filtered as spams. Attachments I share via their tool is wrapped in Yesware skin, which can be unattractive to prospects.

What do you think about this review? Great Poor
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Reviewed By Louie Andre
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