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Yesware Features

Features Summary

Functionality

4.2

/5

169

Total features

67

10 categories

Yesware features

AB Testing
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Audience Targeting
Auto-Responders
CRM

Common features of Sales Enablement software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Campaign Management

Price starts from

0

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

169

Price starts from

0

visit website

Total Features

67

Unique features

  • For Sales Teams/Organizations

  • Performance Metrics

  • Real-time Updates

  • Role-Based Permissions

Functionality

4.7

/5

9.9K

Price starts from

Free

learn more

Total Features

16

Features in Common

9

Unique features

  • Email Monitoring

  • Prioritization

  • Spam Blocker

  • Response Management

Functionality

4.7

/5

882

Price starts from

19.95

Per month

learn more

Total Features

31

Features in Common

19

Unique features

  • Behavior Tracking

  • List Management

  • Mailing List Management

  • Subscription Management

Common Yesware comparisons

Yesware logo
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HubSpot Sales Hub logo
YeswarevsHubSpot Sales Hub

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Email Tracking Next Generation Tool

Reviewed 2 years ago

It's a best experience for me.

Pros

The tracking and email notifications on open of an email from the prospects has helped me to figure out best way of targeting right audience.

Cons

The price is constantly changing after subscription is taken.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Yesware helps connect the dots

Reviewed 18 days ago
Pros

I really liked the option to utilize email templates. It was also great knowing the emails would automatically be tracked with the contact in our CRM.

Cons

It may have been they way we set it up, but there was a popup every single time I logged into gmail which was a bit annoying!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Acceptable quality

Reviewed 2 months ago

Overall this is a decent product. It has a nice design and it's mostly easy to use. We only needed this product to manage emails and create email marketing templates, while it served this purpose it seems like it is set up for more complex purposes and it was difficult to use for only email management/marketing.

Pros

I do like the level of customer support that is provided, I like the features that are offered like real time reporting and real time notifications, campaign analytics, templates, marketing tools, CRM services, etc. I like the relatively easy to use layout and crisp design. I like the auto reply feature.

Cons

Compared to its competitors this product is expensive. It is not easy to integrate with other products although it claims to be. Some aspects were complex and difficult to use. I experienced an issue with auto reply and the entire software started to malfunction

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Bang for the buck

Reviewed 3 years ago

I was looking at a tool for tracking emails as Google email tracking and streak did not work very well. My boss suggested yesware and we bought the first premium plan. Before that I used the trial version for 40 days. I liked the tool and I was able to send timely invoices and assess whether my customers were really interested in my product.

Pros

It is very easy to use and light on the system. I was able to access all my client emails and keep track of them on yesware. Most importantly I loved the way yesware functioned and it always asks before installing on your other emails so that it does not interfere with every other email. 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

The support is not so great. I did not get to see 24 hour phone or chat support which disappointed me. They can bring more features compared to other tools in the market.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A must for any prospecting team

Reviewed 5 years ago

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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Yesware is great for tracking emails & responsiveness

Reviewed 10 months ago

My overall experience has been great. It has been useful to track emails as well as open rate/response rate, etc.

Pros

When my company initially announced that we were installing Yesware, I was cautious. I have been with my company since we were at about 25 employees and it felt like another spurt of growing pains moving towards having all of out business communications tracked and logged in SFDC. Once we had it installed, I realized how much value it provides. You're able to track when someone opens an email, where they open the email from & if they viewed content that you attached via the Yesware integration. You can also quickly add new contacts via the integration with SFDC without having to open another window.

Cons

No major issues with the product, but one issue that I have with the Gmail/SFDC/Yesware integration is that when you're attempting to add a new contact directly from an email, it doesn't always auto-populate the correct information leading to a less efficient way to enter new data.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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

Reviewed 2 years ago

Knowing if someone has received an email, or re-opened it, is a truly valuable piece of information from a sales and support perspective. Email has become one of the least reliable forms of communication, but it remains essential to doing business. Spam detection software is junk. We have found no spam detection software that is reliable and turn off anything to ensure nothing is missed. It can even...

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. Most of the time we'd just live with whatever it was we were dealing with.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 5 years ago

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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A Must For Anyone in the Sales/BizDev Field

Reviewed 2 years ago

Overall, Yesware's suite of tools have a huge impact on our sales and been very helpful. Some of it's features are available in most CRM platforms but it is pretty helpful to have it all available in one spot.

Pros

We initially looked into Yesware for our email sequences and reporting before we understood what its full offerings. Once we discovered that you can also share templates and allow each team member to track their own/others performance, we decided to give it a try. It has been a valuable tool/motivator for our entire team to meet and exceed their sale goals.

Cons

Yesware recently added a "Spam Risk Detection" feature that is supposed to predict the probability of your email being flagged as spam. Based on a few responses we received from existing clients, our newsletters' have been ending up in their spam folder while Yesware's "detector" suggested it was low risk. It could use a bit of tuning but we consider it a bonus feature.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Email Activity Tracking!

Reviewed 2 years ago

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. Other than one occurrence when a users connection from Yesware to Salesforce unexpectedly dropped, we have had no other issues and the automatic tracking of emails sent and also emails that have been opened, clicked and replied to has proven very beneficial for our company. Yesware send me a weekly report of all tracked email activity from the past 7 days which is a nice feature.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 5 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The best value for complex features

Reviewed 4 years ago

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,...

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".

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Automate your emails with Yesware!

Reviewed a year ago

Overall - great product! Saves you a lot of time and makes email writing more effective!

Pros

I love a lot of features of this product. First, the email templates saves a lot of time when sending out repetitive emails. I also like that I can create my own campaigns on Yesware which can run in the background. 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. It also integrates with Salesforce which allows up to back track previous communication if needed.

Cons

The analytics part I think needs more work done, oftentimes I find the date doesn't match. Or I just don't know how to interpret the numbers. Maybe someone from Yesware should build a guided tour of the reports tab.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Yesware is a life saver and worth every penny

Reviewed 4 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great For Any Salesperson!

Reviewed 3 years ago

Yesware makes me more efficient and effective as a salesperson and relationship builder.

Pros

First of all, the email tracking feature of Yesware has been life-changing. I no longer have to try to read a client's mind or guess when the appropriate time to follow up is. Beyond follow-ups, I can also track email performance, which is an incredibly powerful advantage to have when half of your job is through email communication.

Cons

I wish it was more customizable, but overall I have gained so much from using this software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very useful for individual contributors

Reviewed 6 years ago

Yesware was one of the original pioneers of software for salespeople. While it's become increasingly competitive, I'd still say it's a great choice, especially for reps who are responsible for the full sales cycle, reporting and forecasting for themselves. Now standard features like email analytics to let you know a prospect opened an email or clicked a link were magical. Since they've layered on a bunch of other features like dialers, step cadences, predictive analytics. In the end you have a lot of choices here, but I recommend taking them up on their free trial period and decide for yourself.

Pros

Fast time to value

Cons

Driving teamwide adoption can be a challenge

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great for Email Tracking and Mail Merges

Reviewed 4 years ago
Pros

The mail merge function and SFDC integrations are my favorite part. It integrates seamlessly with SFDC, and the mail merge functionality is easy to use (even for sales reps).

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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They wonder how I know....

Reviewed 3 years ago

Overall, I am very happy with the results. I renewed without a moment's hesitation.

Pros

It allows me to know exactly when someone has opened an email I have sent. When I call shortly thereafter, they often say, "I was just thinking about you" -- especially if the email was sent days or weeks earlier.

Cons

When you send an email to multiple people, you don't know which of them opened the email. I often send several emails instead of CC'ing to overcome that.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 5 years ago

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. I also keep email templates which saves a lot of time when reaching out to people.

Pros

Real-time notifications when someone opens an email or clicks on an email. I also like that you can save and easily re-use email templates.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very useful to track emails and when they are opened. This information is incredibly useful.

Reviewed 5 years ago

Valuable insights on prospect interest.

Pros

The email tracking. Knowing when emails are read and how often they are viewed helps understand prospect interest.

Cons

An alert pops up every time you view the email you are tracking. This can get annoying and clutter your alerts. The additional features like templates aren't explained very well. I'm sure I would like them, but I don't because of the fact I'd have to teach myself.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very efficient relationship builder

Reviewed 3 years ago

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

Pros

Really good for insights i.e. you can see when someone has clicked on an email and also the links they are clicking on. Templates are great too and all mobile responsive.

Cons

Not many negatives, but sometimes I have found the reporting to be quite complicated. Could do with simplifying a little bit.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 5 years ago
Pros

I love the transparency behind Yesware and it's reporting functionality to be more targeted in our approach. It offers great insight into what is working, and how we can better improve our messaging.

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 4 years ago
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

There's no doubt a lot more functionality here, but I never used any of it because I had no idea how. I'd like to see the software offer up tips to access those other features.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great sales productivity tool

Reviewed 4 years ago

Overall the experience has been very good. 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

The interface is very user friendly, with an attractive appearance. 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). The reporting is useful but could be more extensive. What I find the best thing about this tool is that you can train a novice o use it in an hour, and they can really boost their sales productivity by setting up campaigns and templates.

Cons

It would be useful if you could create a signature block which can be inserted into new templates (similar to Outlook), because when you copy/paste your signature into a template it requires a lot of formatting. I have used a similar tool called Tout and this was a good feature of that tool. Also, to insert an image you need to use a URL which is not easy to do and I feel it makes the process of inserting them too complex.