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Yesware REVIEW

Sales Software

19 user reviews
USER SATISFACTION 99%
OUR SCORE 8.9

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

Position of Yesware in our main categories:

100

Yesware is one of the top 100 Sales Software products

100

Yesware is one of the 100
Sales Software products


Yesware is also listed in the following subcategories:

Category:Position:Category:Position:
Lead Management Software#12 Sales Automation Software#14
Sales Management Software#16
Category:Position:
Lead Management Software#12
Sales Automation Software#14
Sales Management Software#16

Each enterprise has its own characteristics, and may require a particular type of Lead Management Software solution that will be designed for their business size, type of clients and staff and even particular industry they deal with. You should not count on getting an ideal solution that is going to be suitable for every business regardless of their history is. It may be a good idea to read a few Yesware reviews first and even then you should keep in mind what the solution is supposed to do for your company and your workers. Do you require an easy and straightforward solution with only elementary functions? Will you really make use of the complex functionalities needed by pros and big enterprises? Are there any particular features that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to locate a trustworthy software that will fit your budget.

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

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.

POSITIVE SOCIAL MENTIONS

93

NEGATIVE SOCIAL MENTIONS

1

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING

Yesware User Reviews

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

User reviews


User reviews in total: 19

15
3
1
0
0

Average Rating:

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The most favorable review

Gerard

1 month ago


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.

The least favorable review

Alicia

8 months ago


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.

Published 1 month ago
Verified
user
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...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
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,...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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....



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor

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