Yesware Reviews

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Reviews (1-25 of 42)

Brett Eskelson profile photo
Score 10 out of 10
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We currently use Yesware for tracking all emails sent from the company. Our sales organization uses the ability to generate campaigns to try to reach new customers. Primary functionalities we use most include campaigns, tracking, open rates, templates, and tracking data for our teams.
  • Mass emailing
  • Salesforce integration
  • Templates
  • Data tracking
  • Sharing templates
  • Performance metrics
  • Open and click rates
  • Campaigns could sync better with CRM
Yesware is the easiest way to send and manage email campaigns. It's so simple to set up and only takes a few minutes. I've used other systems in the past that are so difficult to manage, Yesware is the best by far.
Read Brett Eskelson's full review
Alexa S profile photo
Score 6 out of 10
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Yesware is currently being used to track the sales teams' emails to both potential and existing partners. Our sales team will use Yesware to send follow up emails to leads they've recently spoken to. Our team then gets notified when an email is opened allowing them to gauge when to call back.
  • Immediate notifications.
  • Allows you to track when an attachment was opened.
  • Allows you to create templates.
  • Attaching files to Yesware has to be done one at a time. Very time-consuming.
  • The notification for when a person opens an email isn't always accurate.
  • The templates are very janky and take time to format.
I think Yesware is greatly suited in a cold calling, sales environment, specifically one with a short sale and minimal followup. This allows a sales rep to follow up with their leads and get a better insight into partner interest. It is not well suited for tracking marketing email opens as the accuracy is off.
Read Alexa S's full review
Joel Williams profile photo
June 18, 2019

Yesware is helpful

Score 10 out of 10
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To my understanding, Yesware is being used across the entire organization. Yesware alerts me know when a potential client has opened my email. This allows me to track which email templates are seeing a high success rate, and also it can trigger me to potentially reach back out to that client.
  • Yesware does a good job on keeping analytics of the emails. Information that can be very useful for sales.
  • A very timely alert of when emails are being opened.
  • It does a great job organize email templates and making them very easily accessible.
  • Yesware informs me when I open my own prior emails, which can useless and misleading
Sometimes the timing just is not right for a potential merchant to move forward the sales process. When the Yesware alert pops up and tells me that they have opened an email/clicked a linked, it lets me know to move that lead to the top of my list. Also the analytics allow me to compile a list of success email templates
Read Joel Williams's full review
Christina Tolman profile photo
Score 10 out of 10
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We use Yesware as a tracking software to gauge interest from sales prospects throughout the sales organization.
  • Templates: Monitors the best performing templates.
  • Tracking: Monitors emails that are opened and how often this occurs.
  • Links: Monitors whether users have clicked on links and attachments within the email.
  • Send Later: It would be helpful if there was a folder outside of drafts where emails could be stored.
Yesware is helpful when you are in a sales or prospecting role. I would not find it helpful if I was only working with internal employees at a company.
Read Christina Tolman's full review
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Score 6 out of 10
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It's a sales tool used for sending templates & reminders. Great for following up with prospects & creating reminders when you have a large pipeline.
  • Reminders.
  • Templates.
  • Keeping track of emails sent.
  • Not as robust as its competitors.
  • The sequencing can be challenging and rigid.
  • Does not integrate with Gmail as smooth as it should.
Small teams without a defined outreach process. Great for one-off emails that are hyper-specific.
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Score 7 out of 10
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Our teams used Yesware to enable them to run scaled email campaigns to promote events, reach out to prospects, and ensure that we could manage these things at scale at a very cost effective rate. Yesware was easy to use and served its purpose but there are areas where it can improve. The free version does help quite a bit.
  • Email campaigns. I found YesWare very easy to run targeted email programs with good tracking mechanisms in place, even for the free version.
  • Templates. This is very helpful for junior SDRs or AEs to be able to leverage what others have used and not recreate the wheel every time.
  • Simplify building campaigns. The templates are great and it inspires collaboration across the internal teams. That said, there is always room for improvement on targeting audiences and maximizing the tool.
  • Campaigns will erase if not saved ASAP. Had this happen numerous times and there was not an autosave and if you hit the wrong button the entire campaign would disappear.
An easy service to use with a free version that gets most of the work done especially for SDRs and AEs
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Score 9 out of 10
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Yesware is used across our sales team for prospecting and tracking email communications. It's particularly helpful in logging emails to the appropriate lead and contact records in Salesforce, and managing templates that are re-used in daily outreach. It's a simple plug-in that can easily be added to your instance of Gmail.
  • Easy to set up and navigate.
  • Helpful for tracking email opens and engagement with content.
  • Ability to see the geo and device-type that the recipient is using.
  • Sometimes the formatting can be frustrating.
  • If your Salesforce data includes duplicate contacts it can be difficult to make sure communication is logged on the correct record.
Well suited for any team that needs to log email communications and have a template library to resort to. Also, it is easy to share templates across the team for best practices, as well as build 1:1 drip campaigns for a personal experience without the manual work of writing new emails every time.
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Jillian Straw profile photo
May 10, 2019

Yes to Yesware!

Score 9 out of 10
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We utilize Yesware in all company-wide emails. Whether it be mass email merges or campaigns for Prospects or more personalized single use emails. It is used by our Sales department, Billing department, Marketing department and Account Management department as well as by our Executive and C-Level team. Yesware enables us to not only utilize the stats from Merges but also simply be aware of whether or not our emails have been opened and the links within them clicked on a single use scale as well.
  • Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
  • Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
  • Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.
  • Currently, if you send a personal email to more than one recipient it will only tell you that "someone" opened the email, it would be nice to know which of the 4 people it was CC'd to actually opened it.
  • With the last update from Google/Gmail, it made it so that Yesware reporting was a bit off. If the sender opened an email they would get the notification that "someone" opened it, despite the fact that is supposed to only be for recipients.
  • Despite being a Team Leader or Manager, there does not seem to be a way to track the stats of the others on your team, which makes reporting a very difficult and time-consuming task. If this is possible it is not user-friendly in that it is not easily accessible.
If you send mail merge campaigns it is necessary. The need that other platforms are missing to save templates and CSV contact lists is prevalent here. There is no need for other platforms to integrate into Yesware, despite some of its competitors requiring it. The ase of download and linking to Gmail is invaluable. It would not be necessary if a company or individual is sending less than 100 emails in a day, but for a company that is in SaaS and sends multiple hundreds of emails in a day, it is entirely needed.
Read Jillian Straw's full review
George Bakalis profile photo
Score 10 out of 10
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Yesware is being used as a tool to automate the prospecting process across our sales organization. From SDRs to AEs, we are using it to prospect and generate meeting, while also being used to nurture prospects that are not yet ready to make a purchase with us. It addresses the automation of prospecting, so reps/SDRs can focus more on targeted lead-gen that is not as time consuming. Overall, its an effective and efficient tool that is easy to use and helps automate a lot of the mundane, repetitive work that successful sales professionals have to do!
  • Ability to upload an entire excel sheet/CSV of contacts. Huge for avoiding to have to upload individuals manually.
  • The multi-touch function, where you can send a prospect multiple emails, automatically, throughout the course of weeks/months and keep them engaged. Super helpful.
  • The scheduling functionality. Some people check email first thing in the morning and are extremely busy during the day. The ability to schedule an email to go out at, for example, 7AM - is extremely effective and gives you a chance to make a touchpoint at a time when you otherwise wouldn't have been able to.
  • I used to think that a LinkedIn Sales Navigator integration would be ideal, and then they rolled it out!
  • One thing would be to find a way to auto-populate my signature line into the merge as opposed to copy/pasting it every time (but not the end of the world).
For automating email out reach, and then planning some strategic cold calling/other prospecting activities around that outreach. Its a very good tool for that, freeing up time for cold calling and targeted LinkedIn messaging. Generally, all top of the funnel like activities and then the next stage where prospects need some nurturing - Yesware helps to automate those early stages of the sales process.
Read George Bakalis's full review
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Score 9 out of 10
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Yesware is being used across several marketing and sales functions at our company to keep us connected to our prospect, pipeline, and partners. It allows us to send coordinated 'cadences' that include calls, emails, voicemails, and LinkedIn messages so that our important message is actually delivered to the people that we need to get it to. Specifically, we use YesWare to stay connected to our addressable market, as well as our current deal pipeline and partners.
  • Email tracking, read receipts
  • Lead/contact management
  • Planned and automated cadences
  • Personalizable and shareable templates
  • We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
  • Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
  • Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person
Yesware is well suited for targeted, coordinated, multi-touch cadences that seek to engage prospects, pipeline, and partners. It helps us measure which language is working and which personas are engaging with our message.

Yesware is not as well suited for large-scale marketing operations that don't want to take the time to personalize their outreach. It is not a competitor for Marketo, but is more of a personal tool for individual reps to follow up with their leads and contacts.
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Score 9 out of 10
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My sales team uses Yesware to auto sync emails into SalesForce, create campaigns, extra email functionality that Gmail does not provide. (Book a time, Send at a later time, Track Opens, clicks, replies, etc.) Helping us solve email data logging into Salesforce and gives sales reps visibility into emails being opened.
  • Sync emails into SalesForce
  • Book a Time to avoid back and fourth emails to set up meetings
  • Sync Events into Salesforce from gmail calendar
  • Track Opened emails
  • Campaign reporting. Being able to see where individuals are at the in the campaigns, how campaign templates are doing from a productivity standpoint
  • Auto checking invalid email boxes inside of Salesforce
Its a great price for all of the functionality we have. I am a huge fan and definitely recommend.
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Jonathan Flores profile photo
Score 8 out of 10
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Works great for sending multiple email campaigns and having insights on email activity including analytics on downloaded resources. Also helps track the effectiveness of emails being sent with real-time stats. The ability to copy campaigns to test subject lines is effortless. Quick Chrome plug-in allowed our entire team on-boarded in minutes and support was very responsive.
  • Dashboards with open, clicks, downloads, and replies help teams track the effectiveness
  • Real-time alerts increase contact rates and lets reps know when to reach out.
  • Adding custom fields and mapping to a CSV file allowed for a more personal touch in mass communication
  • Not being able to change subject lines for email campaigns per recipient impacted open rates
  • Suited for teams sending a lot of email campaigns where one-offs would exhaust resources.
  • Less appropriate if you are trying to nurture recipients based off of actions or track digital footprint.
  • If you have a big sales org and use Gmail the team will love being able to insert templates or run follow up campaigns to re-engage opportunities.
Read Jonathan Flores's full review
Daniel Brigham profile photo
Score 8 out of 10
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Yesware is used by our sales team to track emails, log emails back to SFDC, create templates and to build out cadences and follow up accordingly using their Touchpoints feature. I no longer have to worry about my emails not being logged as Yesware takes care of this for me. Their Touchpoints feature is what is the most valuable for me. We have campaigns built out based on if the contact is inbound or outbound, persona and other details about the account. These campaigns have templates specific to the campaign which makes it significantly easier for me to send more follow up emails. Also, the Touchpoints feature makes it so I don't have to leave Gmail to figure out who to email next which is a huge time saver.
  • Creating campaigns and templates with analytics to show which templates/cadences are the most effective. This has helped us improve our messaging and even better understand which types of companies/contacts we should spend our time with.
  • I have used other similar technologies and always run into some sort of problems with my emails being logged into SFDC. This isn't something I have run into with Yesware.
  • Sometimes the formatting, when you write a template, doesn't show up the same once you plug it into an email and it can be frustrating to mess around so that the email looks presentable.
  • I wish there was an easy way to sort through your email tracking so that you can sort by emails that were opened up the most. This would make it even easier to prioritize where you send your next email.
I think Yesware is well suited for any company that has an sdr team that is using email. The ROI is a no brainer compared to the cost. There are many other players in the market that offer more features, but I think Yesware has the core features that you actually need. For organizations that are strictly enterprise focused I could see how this might not be as great of a fit since you wouldn't be using templates and you have targeted accounts that are easier to keep track of.
Read Daniel Brigham's full review
Pablo Povarchik profile photo
Score 8 out of 10
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We used Yesware at wOw Prezi to automate some of our communications while avoiding to end in the recipient's "Updates" folder. We also used Yesware to automate most of our Outbound efforts.
  • Drip email campaigns.
  • SalesForce integration.
  • Automatic data manipulation.
  • Managing cadences can be cumbersome.
  • The UI's logic (or intuitiveness) could use some help too.
It has automatic email drip campaigns, predictable revenue and similar sales model, and who read emails when.
Read Pablo Povarchik's full review
Xander Franke profile photo
Score 8 out of 10
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Our sales team uses Yesware to track email opens and sends. It is a great tool to track your emails for follow-ups and outbound sales prospecting.
  • Email Tracking
  • Email Opens
  • Reporting
  • Better teams functionality
  • Better Reporting
  • Clean up notifications
Yesware is great for outbound sales prospecting but not sure how else it would be used by other departments. This tool is only really needed for departments who work with external contacts.
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Ashlie Mckelvie Garnett profile photo
Score 10 out of 10
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My company uses Yesware for mass mail merges, email tracking, templates and email efficiency. We also have been grandfathered into the click to call option that syncs with Salesforce to make calling seamless. We use this in certain regions like the US, UK, and Japan. Overall the tool solves the problem of efficiency and strategic targeting of prospects.
  • Mass Mail Merge - you are able to send scheduled emails to 200 contacts at once, with templates that you saved previously.
  • Click to call - calling functionality that we can just click the number and it connects to the sales reps cell phone which then logs automatically to Salesforce and you can type notes while on the call which also gets saved into the database.
  • Templates - quickly save and organize emails for later use
  • Tracking - being able to see the time, location, and action of your prospects makes outreach much more targeted
  • Templates - more ways to add pictures and videos and not have an error
  • I would also increase the limit of 200 people on the mail merge
  • Touchpoints which is a more sophisticated Mail Merge feature is NOT simple to use and the UEX needs to be dramatically increased
  • Tracking when you cc someone is not accurate. The tool can only track effectively when you send the email to one person only.
If you are looking for a tool to streamline your sales outreach process, then look no further than Yesware. There isn't a one fit all tool solution but this tool checks all the boxes.
Read Ashlie Mckelvie Garnett's full review
Andrea Kamp profile photo
August 10, 2018

Yesware Rocks!

Score 10 out of 10
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We use Yesware for our sales team as well as for our appointment setters.
It helps us do email blasts, see when people open our emails as well as manage email responses & appointments.
  • Alert you when an email has been opened by the recipient
  • Allows you to include available calendar appointment times into your email correspondance
  • Trackability
  • Ease of creating campaigns (series of emails pre-planned for delivery over a period of time)
  • Allow my appointment setters to use available calendar appointment slots for their sales partner
Makes emailing groups easy. Alerts you when those recipients have opened your email. Time saver.
Read Andrea Kamp's full review
Jaime Safianow profile photo
May 16, 2018

Yesware - love it!

Score 10 out of 10
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I use Yesware on a daily basis as a prospecting tool. It identifies to me who is reading my emails. This is important information for me to know.
  • It's great at identifying who reads my emails.
  • It has a good integration with Salesforce that allows me to track my activity history within the lead/contact in Salesforce.
  • It's easy to use.
  • The support is predominantly online only. I had an issue that required technical support and I had to push hard to set up a call. They wanted me to initially troubleshoot and I would have preferred to speak to a person.
  • That's really it; I love Yesware and would highly recommend it.
If you are in sales or sales development, it's a great tool. It's always good to know if someone is reading your emails and how often.
Read Jaime Safianow's full review
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Score 5 out of 10
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We used Yesware to conduct our outbound sales efforts.
  • Ability to send staged emails and replies to previous emails
  • Sales found the per-person reporting useful.
  • Mass reporting was severely lacking for data analysis
  • It was difficult to honor people's requests to unsubscribe.
Recommended for:
  • one-to-few email campaigns
  • targeted sales efforts
Not recommended for:
  • an email automation platform
  • marketing teams
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Score 7 out of 10
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The majority of our utilization of Yesware is done by our sales development and new business team. I had used Yesware at a previous company with the connection to Gmail, and now use it as a connection to Outlook. While I don't use all facets of Yesware, the email tracking and visibility provides a lot of clarity on the success of email hits and ensuring we understand what messaging is working and not working within the company.
  • Email Tracking - From opens/forwards/replies, it helps provide visibility.
  • Templates - If templates are working based on high hit rates, you can save them and use them in the future.
  • Reporting - Seeing how many opens/replies occurs gives me an idea as to what needs immediate follow up.
  • I'm not sure I understand other pieces of the technology enough to know what else to integrate. For what I use it for, it works quite well. There are probably opportunities for wider engagement based on my persona/use-case.
Great for business development and new business opportunities. Not great for key account management and specifically named accounts. It provides email tracking and visibility, but I'm not sure if there are other benefits that we aren't taking advantage of.
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Will Sharry profile photo
Score 8 out of 10
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Grovo used Yesware on the sales team. It was primarily used by SDRs to send out mass mail merge email drip campaigns with multiple follow-ups. At the time we used Yesware, we would layer these more personal style email campaigns to follow up on email campaigns sent by our marketing team.
  • Excellent user interface.
  • Great tracking on email opens.
  • Very easy to mail merge with data from spreadsheets.
  • Could be difficult to add multiple steps to an email drip campaign and keep track of how many you added.
Excellent for sales teams that do a lot of outreach and are looking for quick data on which prospects were most interested based on email opens.
Read Will Sharry's full review
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February 19, 2018

Love it!

Score 9 out of 10
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It’s a no-brainer tool. It works perfectly, tracks my emails and tells me when people are engaged so I can follow up with them.
  • Easy to use
  • Accurate
  • Good UX
  • Better reporting
  • Mobility
I sent a proposal to someone a number of years ago. I got a notification that they opened the email I sent back in 2015. I called them [and] they bought a site.
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Rick Scouffas profile photo
Score 8 out of 10
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We are currently using Yesware to help with tracking Activities in Salesforce. It provides simple, hands-free updating of email exchanges as well as templated email forms for reaching out to prospects. Also, by allowing the automatic tracking of emails, it frees my reps from needing to manually do it which not only saves time, but builds consistent Activities as we evolve and scale our business.
  • Automatically registers email exchanges in Salesforce saving time and actually getting Activities in Salesforce.
  • Provides feedback on the effectiveness of the messaging.
  • Builds confidence in the exchanges we're having to know if an engagement is tracking/trending in the right direction.
  • I wouldn't mind being able to customize how certain Activities in Salesforce are noted so that it's more clear that it's an acknowledgment of an email opening vs an actual email exchange.
  • It would really be great to extend the phone call conversation tracking to cell phone usage more easily. Most of my sales team operates through their cell so something that they can use from their cell directly rather than having to go through their phone via an app.
For any sales org that would like better tracking of their reps' Activities but appreciate the efficiency of having the system do it for them. The biggest challenge for any sales management/ops team is often the data management part of tracking sales effort in Salesforce (or whatever CRM you are using). This product helps with the email exchange aspect of that simply, and efficiently.
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Dries Lamont profile photo
Score 8 out of 10
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We use Yesware for our team of account executives and customer success coaches to enable them to set up automated and semi-automated email campaigns. On top of that, they send a lot of 'one off' emails to stay in touch with their prospects and customers. It allows them to track prospect/customer engagement and to see which email templates get the best open, reply and click rates.
  • Ease of use
  • Detailed analytics of customer/prospect engagement with your emails
  • Great for A/B testing of subject lines & templates
  • Not as advanced as some other solutions in this space
  • No bi-directional sync of contact/lead status in Salesforce
Scenarios where Yesware is well suited: for Account executives & customer success coaches who want an easy to use platform to send, schedule & track emails + easily set-up a short outbound campaign. It's great for people that don't want to spend a lot of time to set up such campaigns.

Scenarios where Yesware is less suited: for hard-core outbound prospecting teams - SDRs who have to work through hundreds of leads a month might prefer some more 'advanced' solutions with more options/bells and whistles.
Read Dries Lamont's full review
Brennan Middleton profile photo
Score 10 out of 10
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[It's] predominately used by the sales team during prospecting campaigns. We use yesware to track open rates and click throughs. We utilize the template feature as an organization!!!
  • Email open rate
  • Template feature
  • User communjcation
  • Tutorial vidoes
  • Communication around different features
  • On demand customer service
Well suited for prospecting campaign based on prospects with high security "gate keepers" where it is very difficult to get in touch. Government agencies are protected and seeing the open rate and times of opened emails allows our sales team to be more effective.
Read Brennan Middleton's full review

About Yesware

Yesware is a service for salespeople that helps them close deals faster. This solution includes an email service that tracks email, template responses and syncs to CRM solutions.

Yesware Features

Has featureReal-time email tracking
Has featurePresentation tracking & analytics
Has featurePersonal templates & reports
Has featureSend later & Reminders
Has featureiPhone mobile app
Has featureTeam template sharing & reporting
Has featureMulti-stage Mail Merge
Has featureSalesforce Integration
Has featureClick-to-Call
Has featureBook a Time

Yesware Integrations

Yesware Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No
EditionPricing DetailsTerms
Pro$12per user billed annually. $15/mo per user billed monthly.
Premium$25per user billed annually. $35/user billed monthly.
Enterprize$55per user, billed annually

Yesware Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS