Yesware Features

Yesware

All-in-one toolkit for sales professionals.

4.26/5 (162 reviews)

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AB Testing
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CRM
Calendar Sync
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Campaign Management
Campaign Planning
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Contact Management
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Prospecting Tools
Real-time Updates
Referral Tracking
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Reporting/Analytics
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Search/Filter
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Task Management
Team Management
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To-Do List
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AB Testing
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Audience Targeting
Auto-Responders
Availability Indicator
CRM
Calendar Sync
Call Recording
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Click Tracking
Collaboration Tools
Contact Database
Contact Management
Customer Activity Tracking
Customer Database
Customizable Templates
Drip Campaigns
Email Distribution
Email Invitations & Reminders
Email Management
Email Marketing
Email Templates
Event Triggered Actions
Interaction Tracking
Lead Management
Lead Nurturing
Live Chat
Location Tracking
Mail Merge
Meeting Management
Microsoft Outlook Integration
Multi-Campaign
Multi-Channel Communication
Performance Metrics
Personalization
Preview Functionality
Prospecting Tools
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Status Tracking
Task Management
Team Management
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To-Do List
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0 reviews

Yesware Feature Reviews

25 reviewers had the following to say about Yesware's features:

Sarah H.

Using Yesware to track the emails I'm sending and doing mailmerges

2017-12-20

You get real-time notifications when someone opens your email or clicks on a link in them which is very helpful when you have to follow-up with someone.

Pros

Real-time notifications when someone opens an email or clicks on an email.

Cons

I wish the interface was a little easier to use and the reporting software was more straightforward.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Excellent tool for sales efficiency for those that are cost conscious.

2018-06-19

Eliminate the adminstrative work in Salesforce, allowed for great email campaigns, easy to use templates and a pretty accurate view of how many times people are opening my emails.

Pros

Good Mail merge features - links to Salesforce reports Templates are handy as you can insert the subject line as well + make it a part of the same thread to continue to use that subject line.

Cons

Not a big deal but would be nice it was just logged as an activity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 10001+ employees)

Great sales productivity tool

2018-10-25

We have an inside sales team who use the tool and they see many benefits from it, including boosting productivity and tracking the opens/clicks that they get from campaigns and templates.

Pros

I think the layout is logical and it's easy to find what you need, even though some functionalities don't appear to be accessible from every page, which would be useful (for example, from the home page you can access templates but not campaigns).

Cons

I have used a similar tool called Tout and this was a good feature of that tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Dylan S.

Verified Reviewer

Great Sales Tool

2015-12-17

The quickness and accuracy of the email tracking gives us instant insight into our prospects and customers activity. They have added many new features that function smoothly and I know that they will continue to improve the product even further.

Pros

Email tracking Ease of Use Sync with SalesForce

Cons

Mass reporting on emails tracked / links clicked over time could be improved

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Sundeep G.

Verified Reviewer

Yesware is good but it can be better.

2019-03-19

Pros

Overall the tracking, setting up sequences and reporting are all good.

Cons

The only drawback of Yesware is its UI and this is very subjective, we used MixMax and its UI is very good and we felt that Yesware lacked in terms of how it looked.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Insurance company, 51-200 employees)

Very efficient relationship builder

2019-11-26

Overall the platform saves us a lot of time and great for creating campaigns.

Pros

Templates are great too and all mobile responsive.

Cons

Not many negatives, but sometimes I have found the reporting to be quite complicated.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1001-5000 employees)

Automate your emails with Yesware!

2021-03-26

Saves you a lot of time and makes email writing more effective!

Pros

I can create campaigns and templates which I can share to the team and they can make edits on it depending on their communication style.

Cons

The analytics part I think needs more work done, oftentimes I find the date doesn't match.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sruti S.

Bang for the buck

2020-01-07

I was looking at a tool for tracking emails as Google email tracking and streak did not work very well.

Pros

Also, I like the interface and it makes me understand and also gives alerts when the user has read my email and has checked out my links and read my material.

Cons

I did not get to see 24 hour phone or chat support which disappointed me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Tim T.

Good functionality, but user experience is lacking

2016-10-03

Additionally, support isn't easily accessible to contact. Often has a long turn around.

Pros

Templates

Cons

Support Reporting Ease-of-use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Sanjay S.

Started Yesware wilth its free version, found it so useful went for the paid version.

2017-08-12

Pros

The email tracking, Campaign after all these getting the analytics of CTR & OTR gives really a much more clear picture for the marketing strategy.

Cons

Nothing to say for the desktop usage...if Yesware can provide the Mobile App, it will add much more value for the management. They can take the marketing decision on the go.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
srilekha k.

Perfect for followups!

2019-01-15

Yesware provides quick reports on the campaigns and tracking helps us understand the customer.

Pros

We just need to import the leads and set up the campaign emails.

Cons

Customer support responds after a day if we send any queries through email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
tommy c.

use yesware for email tracking and email cadences

2018-03-09

Pros

real-time tracking of the e-mails, clicked links, and engagement. you can attach documents which will give you reports on time engaged and pages scrolled through on that specific document.

Cons

the ability to save a sent email as a template would be great. because it is running in the background and can slow down my browser a little.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Max C.

awesome support

2016-12-05

I do wish yesware had the feature of organizing data a little better-- for instance, the opened emails in a mail merge-- but the filter system is great.

Pros

Filters are great, real time opened rates are awesome.

Cons

I wish it was easier to organize data- for example, opened emails from a mail merge.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Public Relations and Communications company, 1-10 employees)

Great solution for outreach, UI integration could use a little help

2018-09-19

I am able to very easily design pitching campaigns with multiple touches and tracking.

Pros

Scheduling emails, mail merge features, template management, tracking.

Cons

The Gmail integration throws off a number of buttons and elements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
chattry m.

Great tool to help Sales Rep manage their contacts

2016-10-06

We seen increased conversion and sales reps are able to personalize their outbound email much faster and adding it to salesforce automatically (salesforce admin's dream)

Pros

gmail integration email tracking

Cons

yesware click to call bit buggy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben K.

Great for Email Tracking and Mail Merges

2018-12-19

Pros

The mail merge function and SFDC integrations are my favorite part.

Cons

I wish Yesware would work with more VOIP providers to act as an email AND one-click-call system within SFDC.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave C.

Good option if you are sending campaigns from Outlook

2019-02-20

Pros

Some of my favorite features include: Templates and the ability to add merge tags, click /email tracking and analytics.

Cons

Implementation of new features seems rather slow compared to similar products and the analytics section is rather minimal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Insurance company, 51-200 employees)

Great Email Activity Tracking!

2020-07-13

Yesware has more features that what we are currently using such as email campaigns but we are happy with the way that it syncs Gmail emails to Salesforce as we use Salesforce as our main system of record.

Pros

We use Yesware to sync Gmail activity into Salesforce in order to maintain and improve sales team efficiency.

Cons

Yesware did unexpectedly lose the connection to Salesforce for one of our users which resulted in some emails not being included in our reporting, but the Customer Service team were very responsive to investigate.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Honestly, not a fan

2018-11-07

Pros

Great set of features and easy to setup and use (individually).

Cons

A bit pricey for large teams and lacks reporting features.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
catherine c.

Great sales productivity tool

2018-04-10

Pros

Yesware is an email platform especially for the sellers segment, allowing them the management and tracking of their emails, thus enabling the evaluation to make sales more easily.

Cons

I wish it was easier to organize data- for example, opened emails from a mail merge, It is an excellent tool but I would like that I like to do that better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Mark O.

Shifting away from enterprise use - moving toward GMail and Microsoft-hosted offerings

2020-07-29

Email has become one of the least reliable forms of communication, but it remains essential to doing business.

Pros

We've been using it for several years and were notified recently by Yesware that the version that supports local versions of Outlook 365 is being eliminated. We were told that Microsoft is limiting the ability of developers to use plugins for PC-based Outlook, so they are dropping support for that in August 2020. We use our own ISP for email, using POP/SMTP mail, not a cloud-based environment hosted by Microsoft or Google. What we liked about it was its simplicity once set-up, and the ease of telling whether or not someone opened the email sent, and where that person was located.

Cons

The support organization was Zendesk, a third party. We found that every time we'd have a question or issue they were very responsive, but it took forever to get resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan W.

Great tool for sales people.

2018-11-27

Pros

The email tracking is accurate and the mail merge feature is great

Cons

Analytics not very useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

The simplest way to set up email marketing drip campaigns

2018-05-04

From newsletter style emails to cold prospecting it's a wonderful application for email management.

Pros

Email tracking is very well laid out in yesware and you can even sync them to third party applications like Salesforce.

Cons

The grouping of certain metrics could be better, and the template editor should be more robust. I'm sure there's a way to do the templating externally but I feel this shouldn't be required for such advanced software.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 201-500 employees)

Yesware has been incredibly intuitive and helped maximize conversions in our sales process!

2018-02-01

Pros

It offers great insight into what is working, and how we can better improve our messaging.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
George W.

Great tracking features, but wasn't used to its fullest potential

2018-04-24

Pros

Yesware is fantastic for tracking emails it's quick, alerts you when something has been opened and has great tools for checking opens of a single email thread.

Cons

I'd like to see the software offer up tips to access those other features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more