Yesware Reviews

Works just fine. With Yesware I'm able to keep track my sent emails and deliver better follow-ups with its templates.

It's kinda expensive and not integrated with marketing and CRM softwares other than Salesforce which limits its usefulness.

Good solution for email templates - easy to set up and use. Good email scheduling and tracking.

Reformatting links used in templates. Email scheduling could be improved by adding "Send in X hours".

Free! Huge pro is that it is free to use for unlimited email tracked and also it is simple to set up and implement across multiple emails.

If you had asked me 6 months ago to write this review it would have been extremely positive. However, over the past couple months I think the quality has gone way down. I think it confuses MY opens with other people's opens. This is based on my own testing (and obviously this is a huge issue with an email tracking service. Also it doesn't get as specific (time, date, location, etc.) as a lot of other options out there.

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

Analytics not very useful. Not much data.

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.

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

Not only are we able to create tons of custom templates, we can group them in folders for easier organization. Perhaps the most useful feature that Yesware provides is weekly reporting to see how templates are performing with open-rates & response rates.

Many templates that our team sends out require specific files to be included. Adding files to Yesware tempaltes is still not available, so our team is left attaching the same files over and over again to pre-built email templates.

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.

I learned how to use this software in under 1 day. It's straightforward and simple.

If you're looking for bells & whistles, yesware is not for you. Lack of calling features and reporting features are the two main downsides.

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.

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.

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.

I use this software to track my emails. It’s great to store templates and to see when people open your emails. It’s made my email cadence very easy!

There are no cons. I will say sometimes I emailed myself to my personal email and it would say I opened it when I did not but that’s all.

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.

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.

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.

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

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!

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 like how you can send targeted email campaigns and do it quickly. I also like that it tracks your emails in real-time.

I wish the plug in wasn't so buggy.- sometimes it connects to Salesforce and sometimes it doesn't. I hate having to reconnect them.

Emails are captured in Salesforce
Strong integration with Salesforce
Ability to create templates
Great insights on emails.

Many emails were caught in spam.
While integration with Salesforce was strong, other provides seemed to have a stronger integration.

Easy to create customizable templates which allows me to quickly compose emails when prospecting.

The MailMerge feature is slow and does not allow me to paste my original email signature.

Yesware's mailmerge and templates are some of the best in the industry in terms of ease of use and overall function. The read receipts and reminders were a nice plus as well and I never had any issue with the usability of the product.

There are now better products on the market - available for less. Vocus.io is the tool we are now using which has all the same features as yesware, but then adds even more and is nearly half the price. While I liked using yesware, it is not something I see myself using now that the market has moved beyond it.

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

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