Yesware Reviews

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

Analytics not very useful. Not much data.

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.

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!

Its great being able to review if someone has opened your email - IF your email even gets sent!

- Product does NOT send your scheduled emails & keeps them in your drafts - Yesware is not able to match their product well enough with Gmail which causes "environmental errors" - Yesware quote. Meaning, Yesware is comfortable moving this issue onto Gmail, the user or bad luck. - Yesware will not refund your money when they can't inform of why their product did not send - Yesware templates are...

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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.

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.

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!

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.

I used this product while shopping for software to track email attachments; Yesware flogs that feature heavily on their website. The Pro was that their Outlook integration is pretty concise. A small button in the Outlook ribbon gives you access to a dropdown containing your Yesware dashboard. Given that I was only interested in this product to subtly see who'd opened or shared my emails, the key information was very easily found.

I don't know what the issue was but the product never seemed to work. It told me emails I'd sent hadn't been opened... when I'd actually sent them to a peer at a neighboring desk and watched him open the message. I allowed several days for the system to update but didn't see a status change. This strongly influenced my decision to not recommend this product to my superiors.

Excellent tool for managing email marketing or just replies and basic inbox zero related tasks. The tracking feature to see when and where emails are open is extremely valuable/

I found Yesware sometimes had issues with my browser and Boomerang was a bit better with those issues. Additionally, I am not a lawyer but GDPR rules have made great tools like Yesware more complicated to use related to privacy rules of readers. However, overall its an excellent product and i recommend it.

I rely on "canned responses" a lot, and Yesware makes it so easy to personalize those responses by creating more of a e-mail template than a canned response. You're also able to track what e-mails templates get opened most frequently which is really beneficial when trying to figure out if your subject lines are effective.

I've only been using this software for a few months, and have not yet encountered anything negative about it.

Super easy to use! I have my templates I can use to respond to a high volume of emails fast and easy.

When creating the templates, there isn't a variable input, so you kind of have to remember how to structure the variables.

Ease of use, ability to save multiple templates and track how well your emails are doing

Setting up a mail-merge could be easier and more streamline, also increase the amount per mail-merge send

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.

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.

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

Lack of customizability makes it frustrating for more advanced users.

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.

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.

There are a lot of sales software similar to Yesware but I would say Yesware is one of the best. There are a few other softwares like outreach and salesloft but they are considerably more expensive. I love Yesware and it does the job.

It does lack features for salespeople who are looking to build lists of prospects and a few other features but you know that going in to it.

Excellent product & value. If you want to close sales this will help you! Know exactly who is opening your emails, clicking to your website, and checking you out on social media.

No cons so far! Long time user with no issues.

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.

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.

Yesware seems to have the best email tracking - telling you exactly who, when, and where they opened the email. It was easy to set up, use, and get data from it. One of my colleagues used it for months and was able to share with us exact details from her cold emailing to help us refine her approach and be more effective. It's also one of the first I think that started doing this and it makes a huge impact when you're sending hundreds of emails a week, like we often do in our company.

My only issue with yesware is that it seems other software has very similar features built in. Many people add email tracking - for example, we also use Nimble which has email tracking, and many other CRM's do. Yesware is simpler, more tools and data, but for our specific company I have a hard time seeing the extra value and paying for it when we already have the same basic service (email tracking) built in.

I enjoyed that Yesware allowed for email tracking. When someone opened an email, you were notified. You understand that the subject line worked! If they open multiple times, you know they are interested. This helps significantly in the sales process.

I did not find many negatives, although it almost seemed like an ad after installation.

Helps our office admins send out the same replies and answers to many clients every day without having to type them fresh (using yesware templates)

Can be a bit kludgy at times, working within Gmail. We often have to draft and format our emails in gmail itself, then paste over to a yesware template to preserve the exact formatting we want.

The tool is easy to use and simple. You can create email campaigns, track open and reply rates, and schedule when an email should be sent. This is a great way to track follow ups with your clients.

There are a lot of email tracking tools out there and Yesware doesn't really have strong differentiators for me. I've used Outreach, Tout, they're pretty much all the same tool.

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.

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!

Love that I can see when a client opens an email and clicks on a link.

sometimes there are issues with connecting

I like this software the most for business development. It allows me to have multiple people within 1 canvas email to where I can not only track the success of the outreach but create multiple touches to keep traction going.

I have had a couple of issues uploading CSV files into the system but other then that have not had any issues at all!

I love that I can create my own personal email sequence with content that I create. Quick, simple and easy to use. Great user functionality.

I did not experience and major problems. The tool worked as well as I needed it to.

1) It is very simple to start using it. 2) mail merge is a good feature to use 3) it allows for integration with SFDC

1) Pricing is not transparent, they keep giving out offers to those who don't sign up. But those who do they won't share any incentives. 2) Templates are pretty basic and not much help 3) Not much you can do with tracking as the IP usually tracked is not correct. So you cant use that information targeting