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
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
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
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
It may not always be sufficient to just compare Yesware and Method:CRM against each other. Although specific functionalities, pricing plans and customer comments are all crucial and should be considered when making a final decision, you should also pay attention to the recognition and awards merited by each app. Frequently a less dominant solution may turn out to be a great choice that was a winner of many B2B awards such as our Great User Experience Award which reveals that despite smaller market presence it’s a worthy contender to the products that dominate the market.
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