Yesware Software

4.24 / 5 (128)

About Yesware


Yesware is a smart sales enhancement platform that lets sales teams connect with prospects, complete deals and monitor customer-engagement. It enhances work efficiency and tracks emails through Gmail or Outlook. It helps users understand the prospects and clients by utilizing the data based on the responses to emails and the links they click on.

The application cuts down the time in uploading data into a CRM by automatically syncing the entire process. The user interface displays data insights and sales communication tools. The tool also saves reporting time for managers and sales representatives, allowing them to devote more time to other tasks.

Yesware has tools that help improve accuracy and tracks relevant data through the activities performed by the sales teams. Users can update their contacts, accounts and leads directly from their inbox. It provides customized email options and choices when creating email templates that feature rich text and links to interesting content.



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Supported Operating System(s):

Web browser (OS agnostic)

128 Reviews of Yesware

Average User Ratings

Overall

4.24 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(63)

4 stars

(45)

3 stars

(12)

2 stars

(4)

1 stars

(4)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 128 reviews

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January 2018

Nicolas from Koombea

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

A must for any prospecting team

The first thing that attracted me to Yesware was the email tracking feature. That gives the sales rep the ability to know when things are happening on the side of the potential client so you can act on it. Then the email templates helped me a lot to get things done faster. I could see which templates performed better than others, hence improve my results. In addition you can create teams and share better working templates with everyone for them to use as well, that way you can maximize the impact of a good sales rep by sharing his findings with the whole team with a few clicks, instead a monthly template session. Lately what I've been using a lot is the touchpoint feature which allows you to build custom multi-touches multi-channel campaigns. It makes a sales rep day-to-day job a lot more easy when you can visualize quickly what's next to be done and where are the potential clients in the buyers journey you design for them.

Pros

Yesware is very user friendly which makes it easy for adoption within a sales team. Not only the web version of the product but the chrome and gmail add-ons work really well. Additionally the feature set is very powerful and makes the lives of any sales/hunter/prospector easier.

Cons

There is not much (or anything) to dislike about Yesware. It is a very rounded product and I have never had a single issue with it. I would like to see a native mobile application so I can work better on the go.

November 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2017

Yesware is an important tool to support my high performance as a sales person

Yesware helps me be efficient, effective and productive as a sales rep. I also am able to see which emails perform the best (both individual and on a team basis). Knowing when someone opens or clicks an email is great leverage in the sales cycle! I of course never mention this to the prospect, however it allows me to manage my pipeline effectively.

Pros

The visibility created from email tracking is extremely useful! I love knowing when someone opens or clicks on an email. In addition, I save a ton of time by using the templates feature. All my emails also sync directly to Salesforce, which saves a ton of time and energy and keeps me organized! Mail Merge and Reporting are also neat, although I use those less frequently.

Cons

The email editing software is a bit wonky on the web, but works great within gmail. That's really the only con I have - everything else is top notch!

November 2016

Olivia from Looker

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

November 2016

Not a huge fan

I want to love yesware. I've been using it for over 3 years, at 3 different companies. It does the basics pretty well--set-up and send mail merge, schedule future emails, and store templates. The problem is that as much as our team has asked for features to increase the customizability of emails, time of send, etc...we have not gotten them. The yesware team asks for a lot of feedback, and we give it. But unlike other software companies I give feedback to, they don't seem to actually take the feedback.

Pros

Easy to get going, easy to use for basic mail merge and template needs. Team functionality is cool.

Cons

Lack of customizability makes it frustrating for more advanced users.

September 2017

Ben from Patron Technology

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

September 2017

Great tool for inside sales people. helps to be more strategic and efficient with outreach

Pros

The ability to track emails to prospects and clients, see when they open (or if they didn't open) Mail Merge tools makes it incredibly easy to send customized messages en mass. Gmail toolbar also makes it very easy to see information from Salesforce right in the email screen

Cons

As a salesperson, there's not much to dislike about this software. The only thing I can mention that has ever been a challenge is the sync back to Salesforce will occasionally sync with a duplicate record and not with the record that I may have wanted. Other than that, this software is great

November 2017

Benjamin from Patron Technology

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

November 2017

Completely streamlined my sales prospecting and outreach

Pros

-Ability to sync emails and activities with CRM.
-Love the Gmail toolbar so I can view info from my CRM right in gmail
-Track email opens and response activities to know if my message is getting through to my prospects
-easy to create and save email templates to fire off custom emails on the fly
-Mail Merge capabilities with stages allow for multi touch email campaigns.
- vastly increased my efficiency of email outreach

Cons

The sync to CRM has failed to work on very few occasions. Other than that I totally love using the system

March 2018

Keith from Village Bible Church

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

Take control of your email. Know what is delivered and when.

Convenience & delivery confirmations.

Pros

1. Email delivery confirmations are SO helpful. The instant notifications are great as well as the ability to find delivery details on a specific email in history. Plus, not requiring a read receipt to get the confirmation is huge.

2. Email schedule function makes it easy to draft emails but not interrupt employees evenings or sleep!

3. Follow-up reminders are a great way to not let a task get delegated and forgotten.

Cons

It doesn't play well with my Gmail screen - it covers the bottom of the email where my email attachments normally show up - so it's hard to verify the right attachment is attached - or to delete it.

July 2018

Terra from GusmanBremner (GB Agency)

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2018

The best value for complex features

The most robust email tracking software with the most reasonable price tag.

Pros

Email tracking is a huge deal for us. While most CRMs offer it, they don't offer the ability to see who opened the email if you sent it to more than one person. They just tell you "someone opened your email". This was annoying to us so we found Yesware. Not only will it tell us who opened it, when, where, on what but it can also do amazing things like tell you if/when someone opened your attachment, how many times, AND (here's the kicker) how long they looked at the attachment. After the free trial, which is an ample 30 days, we were hooked. Oh! The notifications! Most systems gave us notifications in their system so we would have to keep going back to see notifications. Yesware gives me popup notifications, in real time, no matter what I'm doing on my computer so I always know when someone opened an email. Also, the price is not bad. It's really worth it.

Cons

It takes a while for the system to learn who is who. After a few emails though, it can tell me "Customer service opened you email" instead of "someone at Company A opened your email".

December 2018

Jacco from PhotoShelter

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

December 2018

Yesware adds a layer to your email strategy

Yesware gives our sales team extra insights about emails they send as well as time-saving tools to follow up and remind prospects.

Pros

It is eye opening to be able to track emails you send and the clicks and opens they generate. By knowing what happens with your emails on the receiver's end, you change your followup strategies.

Cons

Nothing we not like about Yesware. We're not using the Campaigns feature as we have other software for that, and that is not their core functionality.

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

November 2018

If you are in sales, you should be using this!

Fantastic as long as you are OK with some problems with CRM.

Pros

I was introduced to this software at my first SaaS job, and wish I had been introduced to this at the beginning of my career. I love knowing when a prospect is opening my emails and forwarding it within an organization. It also allows me the opportunity to reignite cold conversations.

Cons

Didn’t integrate too seemlessly with SFDC and customer support is something left to be desired.

May 2018

E'lona from Moore Relations

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

May 2018

Yesware is a life saver and worth every penny

Pros

So I actually used Yesware when it first came out and merged over to the paid version for a little while. I left my company and didn't need. Now that I have my little side hustle going, I came back to Yesware and can truly say it has been a vital point for email tracking, attachment tracking, setting reply reminders, and using templates. Prospecting hasn't become a pain and I'm in love with the new Appointment feature!

Cons

I don't have any "Cons," but more so a gripe. Yesware's only CRM integration is with Salesforce. I'm a solopreneur and Salesforce is way too big for me. I use a different, free, CRM that suits my needs and it's a popular CRM that has many other integrations... except Yesware. It would be nice to be able to integrate with Yesware with other CRMs. The only way to "integrate" is to save outbound emails via bcc with your CRM's custom email that will sort your emails inside of the CRM.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

April 2018

Love the Yesware product because it was so straightforward to understand all the different features!

Let's me know whether prospective clients opened up any or all communication that I sent them. Love this product!!!

Pros

1. The product's cost/value proposition is one of the best out there.
2. Instantly, Yesware provided value by informing me whether a prospect opened an email or not.

Cons

1. Some additional information about how Yesware would integrate with other CRM's would be helpful...however, I can probably Google the answer.

November 2018

Mike from Excel Impact, LLC

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money