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Software Description:

Unlike traditional CRM software, simplifies an otherwise complex process with an intuitive interface and features built from a salesperson’s perspective.

Boost productivity by creating leads in seconds from any source (business card, spreadsheet, email, websites, or other apps), customize your own pipeline and manage your sales cycle from end to end.

Key Features:

☆ Customizable to match your sales process.

☆ Create leads from business cards, websites, and emails easily.

☆ Import / export from a spreadsheet.

☆ Stay on top of your leads with a "To do" action and reminders synchronized with your calendar to follow up.

☆ Monitor the health of your pipeline with visual pipelines and know exactly where leads are at in the sales process.

☆ Connect to thousands of other SaaS applications through our API or Zapier.

☆ Emphasized team management and collaboration.

☆ Available in English, French, Spanish, Portuguese, Russian, and German.

Software Description:

Yesware is an all-in-one sales toolkit Track emails, links and attachments so you always know what happens after you click send. Create new or choose from existing email templates that allow you to complete emails in a fraction of the time it would take to draft the same message over and over again. Keep track of your emails with detailed analytics and reports.

Yesware is also optimized for teams. With Yesware, it’s easy to gain transparency into the sales cycle by viewing team activity and email success rates. Team members can also share best-performing templates across the entire team.


  • Data Visualization
  • Notifications
  • API
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Lead Management
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Customer Management
  • Contact Management


  • Task Scheduling/Tracking


  • Create leads in a matter of seconds from your website contact form, mobile business card, spreadsheet or email

  • Each lead is a "To do" so you'll never forget about it

  • Reminders are automatically synced with your calendar

  • Customizable to match your sales process

  • Pipeline view allows users to know exactly where leads are in the sales process

  • Great statistics with breakdown by tag, user, category

  • Easily assign leads to sales people

  • Import and Export from excel or CSV

  • Connect with hundreds of apps using our API and Zapier

  • Mobile app for both IPhone and Android


  • Get new sales analytics by tracking your emails and presentations.

  • Get real-time insights on what content is helping you close deals.

  • Save time with powerful tools such as email templates, reminders, send laters, and click to call.

  • Integrate Yesware with Salesforce to ensure that every email you send is auto-saved to Salesforce.


1 user(s) / month
Included in plan:
  • Check our pricing page


1 user(s) / month
Included in plan:
  • Check our pricing page


    What is this service generally used for?
  • To stay on top of your sales pipeline, manage you leads, and turn prospects into customers.

  • Who are the main user groups of this service?
  • This product is to be used by salespeople, sales teams, managers and CEOs.

  • What are some applications this service is commonly used in tandem with?
  • Can be used with lead generation software, marketing automation apps as well as accounting software such as Freshbooks or Quickbooks. Connection to hundreds of other apps can be done through Zapier.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we provide an online help center; an academy full of help documents; a YouTube channel with tutorials and we also organize weekly introductory webinars. Customer support is also available directly from inside the app.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, multi user and team support is included.

  • What platforms does this service support?
  • Works on any computer with a modern browser as well as with mobile apps for IPhone and Android.

  • Does this service integrate with any other apps?
  • Yes, we have direct integration with Google Apps, Freshbooks, Quickbooks, and Zapier. Other apps can be connected via Zapier and our API.

  • Does this service offer an API?
  • Yes. The API is quite complete, as our mobile App is built on it.


    No FAQs associated with this application.


Based in:
Palo Alto


Based in:


Who uses
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
German, French, Spanish, English, Portuguese
Regional Restrictions:
No restrictions.


Regional Restrictions:
No restrictions.
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