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Yesware
Sales Engagement Made Easy
Last updated: November 2024
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Reviews by rating
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EngageBay CRM
Mixmax
Recommended
Alvaro P.
Executive Coach
Professional Training & Coaching, self-employed
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Transcript
Alvaro P.: Hi, I'm Alvaro and I am an executive coach and experiential sales trainer, and I give Yesware a five out of five. For more reviews like this, click below. I considered using HubSpot to do what Yesware does, and it didn't really work out for me. It was way too much program with too many features and didn't do any one thing particularly to the level that I wanted. I chose Yesware because it's simple, easy to use, very intuitive, and it does what it says it's going to do. And it functions across my Android device, my PC, and I couldn't be happier. Getting started with Yesware was really easy. It was pretty well click and play. There's not a lot to do and I don't think there's more than a handful of instructions to get going. So it's super easy and it just works. If you are looking to have excellent communications with your clients and your prospects, if you want to know what perhaps some of your colleagues or teams are doing when they're checking their emails, what they're clicking through on, how often they're opening the email, when they open their email, Yesware is a no-brainer. It's easy to use. It gives you all the alerts you need. It has a very easy to follow and use dashboard, and I think that since I've started using Yesware, my open rate on emails and how often I've talked to clients has increased dramatically.
Terra G.
VP of Ops
Marketing and Advertising, 1-10 employees
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Transcript
Terra: Hi, I'm Terra, I'm the VP of operations and creative for a marketing agency, and I give Yesware a four out of five. Before Yesware we were having a really hard time figuring out how to track our emails and opens. We were trying to use things like Bitly to make our documents a hyperlink, and we could go log in and see how often somebody had clicked on them, but it wasn't all the information that we needed. We had tried using our CRM to track the opens, but again, it just wasn't what we needed. So then we found Yesware. The reason we chose Yesware is because it did pretty much everything that we needed it to do. It would track when people had opened the emails, it would track if they clicked on a link, and it actually did more than that. It could tell us how many times they had clicked on the link, what time they had opened the email, if they opened it from their cell phone or their computer. And it can even tell us a bit of their location, so sometimes we knew somebody was obviously on vacation and not at their desk. I will say it was a little difficult to integrate Yesware. They definitely try to make it simple, and they send you an email of, click this, do this test, we'll make sure that it's going, and you definitely see it in your inbox, it's got a little bit of a layover of user interface. But I do remember that it took a couple of times to get it figured out, and now it wants to be on all of my email addresses. So if I open another inbox, it tries to add Yesware to it. So it wasn't super, super simple to get integrated with our Gmail, but it also wasn't extremely difficult. I'd say maybe, on one to 10, it was probably a four. My recommendations for anybody considering using Yesware is they do a free trial, add it in, give it a try, see if it does what you need it to do. And then beyond that, it's actually very cheap to keep running, so just do the free trial.
Miranda M.
Marketing and Advertising, 1,001-5,000 employees
Used daily for 6-12 months
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I love how this integrates with Sales Force and how you can customize campaigns. The email tracking is super useful (sometimes it doesn't show exact details though) as it can tell when a client is engaging and when are the best times for outreach.
I wish there were more helpful tutorials on best practices of this product and that editing a campaign already in use was a bit more intuitive.
Verified reviewer
Computer Software, 1,001-5,000 employees
Used daily for 6-12 months
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Overall - great product! Saves you a lot of time and makes email writing more effective!
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.
Verified reviewer
Insurance, 201-500 employees
Used daily for 2+ years
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Yesware is a core part of our business, we use it daily to generate business and keep customers coming into our company.
We are able to use Yesware to send out emails to prospects at scale and manage those leads and turn them into customers.
I didnt like the limits on sending amounts, but this is something we have been able to work with eventually.
Verified reviewer
Insurance, 51-200 employees
Used daily for 6-12 months
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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.
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.
Heyden G.
Financial Services, self-employed
Used daily for 2+ years
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Enabling sales team to connect more closely with their prospect pools.
Check open, open rates, send later, templates, batch send using templates. This software has it all. Even works on Gmail and Outlook. Customer service also very responsive.
Enterprise edition is not cheap, but is probably worth it.
Mish E.
Photography, 1-10 employees
Used other for 6-12 months
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Frustrating and out of pocket.
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 more than below average with limited: font selection, size selection or colour coding. Their layout within their templates are completely restricted. This means you cannot upload anything from a photo to a gif without some type error or layout dysfunction. - Yesware customer service is delayed. If you have a design issue or need guidence they won't respond within 1-2 working days. They attribute this to being based in the USA, however, continue to market towards customers in all times zones. - Yesware do not permit public google reviews for open disclosure of issues and limitation of their service.
Verified reviewer
Marketing and Advertising, 1-10 employees
Used daily for 2+ years
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I love Yesware and tell people to use that all the time!
Love that I can see when a client opens an email and clicks on a link.
sometimes there are issues with connecting
Verified reviewer
Financial Services, 201-500 employees
Used daily for 1-2 years
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Yesware makes me more efficient and effective as a salesperson and relationship builder.
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.
I wish it was more customizable, but overall I have gained so much from using this software.
Jacob W.
Newspapers, 11-50 employees
Used other for 2+ years
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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.
Josh B.
Construction, 51-200 employees
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Not sure if the product performs well at its other functions, but I didn't see results with email/ attachment tracking.
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.
Elizabeth H.
Computer Software, 201-500 employees
Used daily for 1-2 years
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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
Dan W.
Marketing and Advertising, 201-500 employees
Used daily for 2+ years
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The email tracking is accurate and the mail merge feature is great
Analytics not very useful. Not much data.
Verified reviewer
Internet, 51-200 employees
Used daily for 2+ years
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Fantastic as long as you are OK with some problems with CRM.
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.
Didn’t integrate too seemlessly with SFDC and customer support is something left to be desired.
Christina Ferrara E.
Education Management, 51-200 employees
Used daily for less than 6 months
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Yesware has made my job so much simpler. As a template, the fields where I need to enter information are shown as RED if I forget to enter the proper information there, which makes it really easy to catch if you do a quick scan of the message before pressing send. Possibly my favorite feature is that you can share the templates with your team, so everyone doesn't need to create their own.
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.
Sam S.
Events Services,
Used daily for 1-2 years
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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.
Verified reviewer
Computer Software, 201-500 employees
Used daily for 2+ years
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Great tool that easily connects with our mail system to check when customers open and click on emails. Tool is so helpful in the sales process
Nothing really, I guess the software could be cheaper so we can expand it to the whole organization.
Maurizio A.
Used daily for 2+ years
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The thing I like the most about this software is that it will tell you not only when someone opens an email but actually what they are clicking on and looking at within the email.
The thing I like the least is that sometimes it won't sync to a certain email and the tracking tools won't work. This happens very, very rarely.
Lana M.
Public Relations and Communications, 1-10 employees
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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.
Verified reviewer
201-500 employees
Used daily for 2+ years
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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.
No cons were added to this review
Lauren M.
Marketing and Advertising, 201-500 employees
Used daily for 1-2 years
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I like the tracking and how you can see when are where an email was opened. My team uses the tracking to see what email is performing the best and we share our ideas.
I wish there was more ability with outlook's scheduling, but I was told that was on the road-map so that is the only complaint.
Verified reviewer
Computer Software, 51-200 employees
Used daily for 6-12 months
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Simply to use, saves a lot of time to communicate with your prospects. The software is being updated and developing with time, unlike other vendors who do not update their platform.
It offers a lot of features, interface is intuitive and it is very easy to use. It gives you the option to save your templates, insert them when needed and saves time to communicate with your prospects.
Sometimes the emails do not populate correctly and lags. For example, the name does not populate or the template.
Verified reviewer
Used daily for 2+ years
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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.
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!
Sanjay S.
Used daily for 1-2 years
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The email tracking, Campaign after all these getting the analytics of CTR & OTR gives really a much more clear picture for the marketing strategy.
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.
Matt C.
Oil & Energy, 1-10 employees
Used daily for 1-2 years
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Valuable insights on prospect interest.
The email tracking. Knowing when emails are read and how often they are viewed helps understand prospect interest.
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.
Aaron M.
11-50 employees
Used daily for 1-2 years
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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.
Fast time to value
Driving teamwide adoption can be a challenge