| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Yesware is a sales productivity platform that adds powerful tracking and analytics capabilities to your inbox. It helps individual sellers and small teams track emails, create templates, and automate follow-ups. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-65/user/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Email tracking
- templates
- campaigns
- meeting scheduler
- analytics
- CRM sync
- attachment tracking
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy to install and use
- Good email tracking
- Affordable
- Works with Gmail and Outlook
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited advanced features
- Basic reporting
- Not suited for large teams
|
