Yesware
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Tools & Tracking
- Unlimited Email Tracking
- Personal Templates
- Personal Reports
- Send Later
- Reminders
- Attachment Tracking
- Copy to Most CRMs
- Presentation Tracking
- Mail Merge
- Click to Call
- Team Reports
- Team Templates
- Manage Multiple Teams
- Role-based Permissions
- Centralized Team Billing
- Salesforce Integration
- Trusted IP Ranges
- Standard Email Support
- Priority Phone & Email Support
Pricing Info
Pricing Info
Yesware is available in 3 SMB and enterprise pricing packages. It also has a 28-day free trial that lets you use email tracking, email templates, data and insights, time-saving tools, and Salesforce sync for Gmail or Outlook. Once the trial is over, you may choose among the following plans:
Pro – $12/user/month (billed annually), or $15/user monthly
- Unlimited Email Tracking
- Attachment Tracking
- Book A Time via Gmail
- Copy to Most CRMs
- Find A Time via Outlook
- Personal Templates
- Personal Reports
- Presentation Tracking & Analytics
- Reminders via Gmail
- Send Later via Gmail
- Email Support
Premium – $25/user/month (billed annually), or $35/user monthly
- All Pro features
- Advanced Mail Merge (multi-stage)
- Basic Mail Merge (one stage)
- Basic Team Reporting
- Centralized Team Billing
- Create a Team
- Manage Multiple Teams
- Team Templates & Sharing
- Role-based Permissions
- Email Support
Enterprise – $55/user/month (billed annually)
- All Premium features
- Salesforce Auto Email Sync
- Salesforce Auto Reply Sync
- Salesforce Calendar Sync
- Salesforce Reports & Dashboards
- Salesforce Sidebar
- Salesforce Single Sign-on Support
- Trusted IP Ranges
- Via Gmail:
- Bidirectional Salesforce Sync
- Campaign Performance Report
- Campaign Templates
- Multi-Channel Sales Campaigns
- Prospect Status Report
- Smart To-Do List In Your Inbox
- Phone & Email Support
Integrations
Integrations
- Salesforce CRM
- Capsule
- SugarCRM
- Netsuite
- Base
- Insightly
- Batchbook CRM
- Nutshell
- Highrise
- Pipedrive
- Relenta
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Yesware is an all-in-one sales toolkit. Connect with prospects, track customer engagement, and close more deals, right from your inbox. Companies use Yesware to improve their sales performance using features such as unlimited email tracking, reports, presentation tracking, and attachment tracking. It also integrates well with other systems.
Company Email
sales@yesware.com
Contact No.
Company's Address
Yesware Boston
75 Kneeland St, Floor 15
Boston, MA 02111
Yesware Comparisons
Popular Yesware Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Complete and easy contact management
- Efficient sales management
- Track bids, deals, proposals and other opportunities
- Dashboard opportunities overview
- Adding milestones
- Linking milestones with a success factor
- Includes a standard set of milestones
- Easy to-do list and calendar management
- Easy customization of information categories to fit your business
- Secure access of your account from anywhere
- Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
- Tracking of all email communications into Capsule
- Quick document management, making it easy to attach documents and other files
- Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
- Easy creation and analysis of reports
- Customization of the sales milestones and process
- Management groups of contacts with lists using tags
- Easy addition of notes and other information about the contact
- Serious data security
- Controlled access
- Multiple backup
- One master copy of your data on secure servers
- Automatic upgrades
- Compatible with Windows, Mac, or Linux
- Brand your Capsule account using your colors and logo
Pricing Info
Capsule offers a flexible, pay-as-you go service. There are four paid plans offered and a free version. All paid plans offer a free 14-day trial:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
Starter –
$18 per user/month
- 14-day free trial
- 10GB storage per user
- 30,000 contacts
- 1 Sales Pipeline
- 1 Project Board
- 50 Custom Fields
- 5 Email Templates
- 1 Shared Mailbox
- 10 AI Content Assists
- Unlimited Sales Opportunities, Projects & Tracks
- Activity reporting
- Key integrations including Microsoft 365, Google, Xero, QuickBooks, Mailchimp, Zapier & many more
Growth
–
$36 per user/month
Everything in Starter, plus:
- 14-day free trial
- 20GB storage per user
- 60,000 contacts
- 5 Sales Pipelines
- Workflow Automation
- 5 Project Boards
- 50 Email Templates
- 150 Custom Fields
- 3 Shared Mailboxes
- 1000 AI Content Assists
- Important Fields
- User Roles & Permissions
- Activity reporting & custom activity types
- Advanced Sales Reporting
- Reporting by team
- Sales forecasting
- Custom reports with Google Looker Studio
Advanced
– $54 per user/month
Everything in Growth, plus:
- 120,000 Contacts
- 30GB Storage per User
- 500 Email Templates
- 50 Sales Pipelines
- 50 Project Boards
- 300 Custom Fields
- 5 Shared Mailboxes
Ultimate
– $72 per user/month
- 240,000 Contacts
- 50GB Storage per User
- 100 Sales Pipelines
- 100 Project Boards
- Unlimited Custom Fields
- 1000 Email Templates
- 10 Shared Mailboxes
- Implementation Support
- Import Assistance
- Custom Training
- Dedicated Account Manager
- Ongoing Priority Support
Integrations
Official Mobile App
- Capsule Mobile
Contacts
- Google Contacts
Contracts & proposals
- FormStack
- NiftyQuoter
- Quotient
- Tidy Build
- Better Proposals
Customer Success
- Akita
Marketing & Email Marketing
- Transpond
- MailChimp
- Leadinfo
Google integrations
- Gmail
- Google Calendar
- Google Contacts
- Google Data Studio Connector
- Google Workspace SSO
Help desk
- Zendesk
- Help Scout
- Enchant
Integration platforms
- Zapier
- Flow XO
- Cyclr
- LeadsBridge
- ZapUp
- Make
- Zoho Flow
- Integrately
Inventory management
- Cin7
- DEAR Systems
Invoicing & Accounting
- QuickBooks Online
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- Sage Business Cloud Accounting (UK)
- Paycove
Job & time tracking
- Toggl
- Clockify
- Tidy Work
Migration services
- Trujay
Office Management
- Office R&D
Project Management
- Tidy Enterprise
Telephone & VoIP
- Kixie
- Invoco
- CircleLoop
- Yay
- SwitchboardFree
Website chat
- Reve
- Userlike
Website forms
- Wufoo Forms
- Ninjaforms
- Gravity Forms
Want to develop your own integration?
Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Company Email
support@capsulecrm.com
Company's Address
None indicated
Capsule CRM Comparisons
Popular Capsule CRM Alternatives
You don’t want just a broad set of useful tools and scalable pricing plans from a credible Sales Tools. Almost as crucial as key features is a top-notch customer support. You want to make sure that when you have any questions about Yesware or Capsule CRM, or you run into a problem, or maybe you’ll need to request a specific change or functionality useful to your company you can count on a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are available. It’s also a significant advantage if you are able to enjoy personal training or at least an FAQ you can use.
Page last modified