Yesware Features
What are the features of Yesware?
Analytics
- Open Rates
- Link Activity
- Attachment Activity
Customizations
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates
Integrated Workflows
- Task Management
- Email Tracking/Automation
- Other Outreach Options
- CRM Integration
Repeatability and Reportability
- Content Management
- Workflow Management
- Workflow Performance
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Analytics
Open Rates | As reported in 371 Yesware reviews. Records the rate at which emails are opened. | 87% (Based on 371 reviews) | |
Link Activity | As reported in 346 Yesware reviews. Records the rate at which links in emails are followed. | 85% (Based on 346 reviews) | |
Attachment Activity | Based on 323 Yesware reviews. Records the rate at which email attachments are opened or downloaded. | 84% (Based on 323 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 326 reviewers of Yesware have provided feedback on this feature. | 86% (Based on 326 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 322 Yesware reviews. | 86% (Based on 322 reviews) | |
Notifications | As reported in 348 Yesware reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 86% (Based on 348 reviews) | |
Email Categorization | As reported in 159 Yesware reviews. Allows for the categorization of emails. | 84% (Based on 159 reviews) | |
Templates | Based on 332 Yesware reviews. Allows for the creation of templates for frequently-sent emails. | 85% (Based on 332 reviews) |
Integrated Workflows
Task Management | Based on 111 Yesware reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 79% (Based on 111 reviews) | |
Email Tracking/Automation | Based on 168 Yesware reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 91% (Based on 168 reviews) | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 56 Yesware reviews. | 67% (Based on 56 reviews) | |
Other Outreach Options | Based on 78 Yesware reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 75% (Based on 78 reviews) | |
CRM Integration | Based on 117 Yesware reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 83% (Based on 117 reviews) | |
Calendar | Based on 31 Yesware reviews. Integrates with calendar software so users can seamlessly schedule calls. | 74% (Based on 31 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 22 reviewers of Yesware have provided feedback on this feature. | 70% (Based on 22 reviews) |
Repeatability and Reportability
Content Management | Based on 109 Yesware reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 82% (Based on 109 reviews) | |
Workflow Management | Based on 108 Yesware reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 82% (Based on 108 reviews) | |
Workflow Performance | Based on 113 Yesware reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 82% (Based on 113 reviews) | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 69 Yesware reviews. | 75% (Based on 69 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance 16 reviewers of Yesware have provided feedback on this feature. | 56% (Based on 16 reviews) |
Notifications
Confirmations & Reminders | Ability to send confirmation and reminder emails & texts | Not enough data | |
Appointment Follow-Up | Ability to send automated follow-up emails/texts upon conclusion of appointment | Not enough data | |
Scheduling Notifications | Receive a notification whenever a customer schedules an appointment | Not enough data |
Settings
Time Zone Detection | Automatically detects the time zone of both parties to avoid booking mistakes | Not enough data | |
Availability Settings | Ability to set preferred availability to ensure appointments are only booked during approved times | Not enough data | |
Blocked Time Settings | Ability to block off additional time between appointments for travel or preparation | Not enough data |
Personalization
Branding | Personalize booking page with custom logos and colors to match branding | Not enough data | |
Links | Personalize a booking link to share with customers 10 reviewers of Yesware have provided feedback on this feature. | 80% (Based on 10 reviews) |
Integrations
Multi- Calendar Integration | Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. | Not enough data | |
Video Conferencing | Integrates with video conferencing tools to allow for virtual appointments | Not enough data | |
MS Teams Integration | This software integrates with Microsoft Teams. | Not enough data | |
Email Integration | This software integrates with popular email providers. | Not enough data | |
Zoom Integration | This software integrates with Zoom. | Not enough data | |
Google Meet Integration | This software integrates with Google Meet. | Not enough data | |
Salesforce Integration | This software integrates with Salesforce. | Not enough data |
Branding & Customizatio
Custom Booking Page | Provide the ability to create a custom booking page. | Not enough data | |
Personalized Links | Provide the ability to create custom scheduling URLs. | Not enough data | |
Personalized Web Embed | Provide the ability to create a personalized web embed. | Not enough data |
Automatic Rules & Configurations
Set Working Hours | Allow users to set automatic working hours. | Not enough data | |
Automatic Updates | Automatically update calendars after a meeting has been booked. | Not enough data | |
Buffer Times | Provide the ability to incorporate buffer times, leaving time before and after meetings. | Not enough data |
