Yesware Reviews and Ratings

Rating: 8.3 out of 10

Score

8.3 out of 10

Community insights

TrustRadius Insights for Yesware are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Yesware is a versatile tool that has been widely used by various teams and departments within organizations. Users have found the product helpful in tracking email interactions, such as opens, clicks, and attachment views, to better gauge interest from sales prospects. It has also been used for mass communication and driving awareness and interest in products or services through outbound campaigns. Yesware's integration with Salesforce has enabled sales teams to track performance, manage leads, and automate tasks efficiently. Additionally, users have appreciated the insights provided by Yesware, allowing them to make data-driven decisions and improve their email content and subject lines for better engagement. Overall, Yesware has solved the problem of structuring and streamlining outreach efforts while saving time for sales representatives through its automation features and analytics capabilities.

Reviews

64 Reviews

Just say yes to Yesware

Rating: 9 out of 10

Incentivized

December 30, 2025

Use Cases and Deployment Scope

Yesware is the perfect tool to integrate with Gmail, and gives you quick access to email tracking, email templates, and meeting scheduling functionality. I'd summarize it as the additional things you wish Gmail could do, or having a mini personal assistant to help make the mundane things just a little bit faster.

Pros

Seeing when emails are opened
Using pre-written email templates to quickly draft an email
Allowing customers to quickly book time on my calendar

Cons

Improve the sequencing functionality to include manual steps
Give me more options for variables within the email templates
Email tracking can be improved to not trigger if it senses that the customer's spam filters are the thing opening the emails instead of a human

Likelihood to Recommend

If you need to improve your day-to-day life, want email tracking, want access to email templates, and want a way for your customers to schedule meetings on your calendar, then this is a great tool. If you want something with a bit more functionality, there may be other solutions out there for you.

Shaun Houshmand

Senior Revenue Operations Analyst in Sales at BigPanda (201-500 employees)

Vetted Review

2 years of experience

Solid for your email sequencing needs

Rating: 7 out of 10

Incentivized

November 20, 2025

Use Cases and Deployment Scope

We use Yesware for email sales sequencing and tracking. It helps us automate sequences while helping us personalize and track our messaging as well. All of our salespeople use it to get more emails out each day and ensure we can follow up in a more detailed way with prospects who are engaging with out content. All our sales sequencing goes through Yesware.

Pros

Email automation
Integrating with existing email tools
Logging to our CRM
Tracking engagement such as opens and clicks

Cons

Protections against getting marked as spam
Minimal support for use on mobile phone
Email focussed, does not help with multi- channel approaches

Likelihood to Recommend

I would recommend Yesware for teams who are looking to begin with email automation and want to increase their reach via email. There is so much room for growth if you are not yet using a tool like Yesware for sending and tracking. It may be less appropriate if you alread have an email automation tool that also assists in automating other steps in sales sequencing.

Verified User

Team Lead in Sales (11-50 employees)

Vetted Review

3 years of experience

Great for outbound campaigns - careful with your email domain health!

Rating: 7 out of 10

Incentivized

July 10, 2023

Use Cases and Deployment Scope

We use Yesware to organize and send out our mass outbound campaigns via email. It does have capabilities to build in phone and LinkedIn campaign steps but cannot do them for you. We primarily use it for an automated cold outbound email to reach more prospects without manual efforts from the team.

Pros

Organize campaigns.
Track email opens.
Save templates for commonly used emails.

Cons

False tracking notifications on link clicks.
Sending all emails immediately can hurt domain health.
Deeper connections with phone or LinkedIn.

Likelihood to Recommend

Yesware is well-suited for teams looking to begin using automated outbound email campaigns and for organizing the sales team's outbound process. It is best suited for mass outreach and for tracking engagement by prospects. It is not well-suited for teams with heavy cold-calling campaigns or for one on one outreach.

Verified User

Representative in Sales (51-200 employees)

Vetted Review

2 years of experience

Say yes to Yesware!

Rating: 8 out of 10

Incentivized

June 19, 2023

Use Cases and Deployment Scope

Yesware is an organization tool for the sales dept at my company. Through it, we are able to send mass emails out to customers, track their clicks and responses, and see their open rates to get a better insight into what is important to them. We are able to address what verticals and/or topics stand out the most to their organizations in particular, and send info that suits their needs.

Pros

Tracks email open rates
Tracks click rates
Mass email campaigns
Organizational tool

Cons

Being able to send mass flows, need better interface
Inserting images in emails, sometimes doesn't show up

Likelihood to Recommend

The interface needs updating when sending out large campaigns to hundreds of potential clients. Sometimes, I would preview my email and all looked correct. After I'd sent the emails out, the formatting was off and sometimes the image I inserted on the template didn't show up properly. This caused my email to look unprofessional. Other than that, Yesware has been an amazing tool to use and help keep my workflow stay organized.

Gabrielle Gregory

Account Executive in Sales at Planet (201-500 employees)

Vetted Review

6 years of experience

View profile

I heart Yesware

Rating: 10 out of 10

Incentivized

June 16, 2023

Use Cases and Deployment Scope

Yesware allows us to keep track of prospects and their interest level over long periods of time as we have a long sales cycle and work with multiple stakeholders. Yesware lets us know if our prospect's interests and, therefore, our deals are still alive and if the stakeholder is circulating our content and proposals throughout their organization by seeing how many are open, where, and even what time.

Pros

Sales resourcing.
Lead tracking.
Lead scoring.

Cons

Better understanding or email forwards.
Tie-in/integration with Active Campaign CRM.
Bulk billing.

Likelihood to Recommend

Very likely recommend I have been to my team, colleagues, and organizations for years. Every salesperson, I you are doing deals in four figures or seven figures, needs this tracking to see if your messaging is resonating, if your prospects are opening your comms, and as an easy way to trigger account management interventions and new biz follow-ups.

Verified User

Director in Corporate (51-200 employees)

Vetted Review

5 years of experience

Save time with templates and campaigns

Rating: 8 out of 10

Incentivized

June 14, 2023

Use Cases and Deployment Scope

I frequently send emails with similar subject matter, and my primary use of Yesware is the Template tool. This tool allows me to insert a template and customize certain fields, saving me time and allowing me to complete my tasks faster.

Pros

Email templates
Customizable merge fields

Cons

Better logic with recipient emails in campaigns
Editing campaigns can be clunky

Likelihood to Recommend

Yesware is a great tool for sales teams. The Campaign module is very helpful in setting up a sequence of messaging and creating an automated schedule.

If a recipient replies from an email alias, they won't be removed from the campaign, which has caused communication issues for me in the past. If this could be addressed, the campaign tool would be nearly perfect.

The nature of templates and campaigns lends itself to be tricky to use as a team if you want to modify or personalize the templates. But for quick emails that need to have the same messaging, the Template tool is super valuable.

Verified User

Account Manager in Sales (11-50 employees)

Vetted Review

2 years of experience

Easy to use email template tool

Rating: 9 out of 10

Incentivized

June 13, 2023

Use Cases and Deployment Scope

Yesware is used to create and send out email templates within the Customer Success team. These templates are great because they provide the basic details of the message but also still allow each CSM to personalize the message before sending it

Pros

Simple to use
Templates
Email tracking

Cons

Campaign sending

Likelihood to Recommend

I always found Yesware to be very easy to use and used it daily. It was great for creating template that the CSM team used on a regular basis for QBRs, upcoming events, follow up emails, renewal reminders, and more. The only thing that would have been nice was having a way to build out or start a campaign of emails, rather than just sending individual emails or a single bulk email. It would have been great to be able to automatically schedule a follow up emails

Erin Gracyalny

Customer Success Manager in Customer Service at Egnyte (501-1000 employees)

Vetted Review

4 years of experience

Verified on LinkedIn

Yesware keeps me on track!

Rating: 9 out of 10

Incentivized

March 21, 2022

Use Cases and Deployment Scope

We use Yesware to track email opens and clicks and for putting prospect into campaigns. I use it on a daily basis and as a guidance to my sales process. Campaigns help us with an efficient cadence and tracking allows us to know who has received, opened and clicked our emails.

Pros

Campaigns
Touch cadence
Tracking

Cons

Email opens are not always accurate
Campaigns can sometimes be thrown off with auto-replys

Likelihood to Recommend

Yesware is best suited when I'm in touch with a prospect and want to know if they've receieved my email and how consistantly they are viewing that information in that email. That helps me gauge how serious the prospect is and if they're even interacting with the information I've sent them.

Verified User

Employee in Sales (501-1000 employees)

Vetted Review

4 years of experience

Perfect fit for SMB trying to start and scale their Outbound efforts

Rating: 9 out of 10

Incentivized

March 15, 2022

Use Cases and Deployment Scope

We needed a solution for one of our teams that had recently started outbound efforts. Our problem was yet another mail merge being too simple and other sales products being too complicated or it required Salesforce along with it. Yesware was the exact platform that helped solve, campaigns, sequencing, email tracking, attachment tracking, etc.

Pros

Email tracking.
Sequencing.
Campaigns.
Pre and Post Sales Support.

Cons

Occasional Lags for email templates.

Likelihood to Recommend

It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff.

Wherein we had specific problems we wanted to solve.

-We needed a solution for a smaller team within our bigger sales team.

-We needed a solution to be easy to use point and click and did not require any setup.

-We needed to have a better solution to YAMM.

Verified User

Manager in Sales (201-500 employees)

Vetted Review

1 year of experience

Awesome for those who prospect a lot!

Rating: 7 out of 10

Incentivized

December 8, 2021

Use Cases and Deployment Scope

I use it primarily to track opens and clicks when I am mid-sales cycle to gauge prospective buyers’ level of engagement. Love the insights it gives you when you track a file. A proposal, for instance, will show you what pages they viewed and for how long, etc. It really helps when you know they haven’t yet opened it so you’re not in a state of panic

Pros

Track opens
Tracks clicks
Dashboard

Cons

Some companies have the ability to block the tracking, would love for Yesware to be able to get around this
Integrates with Outreach but why then two solutions?
Make sure you don’t have internal toggled on because it can confuse you as to who opened or clicked.

Likelihood to Recommend

Very well suited for prospecting. If a prospect opens your email 10 times in a day or clicks something a ton of times in a week, that’s a hot prospect. If you send a proposal with pricing and they keep looking at the page(s) with pricing and you hear nothing, then you know that your deal is possibly at risk.

Verified User

Contributor in Sales (501-1000 employees)

Vetted Review

7 years of experience

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