How to migrate from Yesware, for teams who are past the decision and ready to execute. Usually that's an AE or sales-ops lead who has been on Yesware for years and is now switching for cost or Outlook-coverage reasons.
Many teams have years of Yesware templates, reports and Salesforce sync set up. Moving takes about 30 days if you do it in order: copy your templates and export your reports before you cancel, and decide how you'll log email to Salesforce first, because Outsolvi doesn't sync to Salesforce.
This guide is the day-by-day playbook. The migration is structured as: Day 0 prep (data export, account audit), Day 1 install (Outsolvi alongside Yesware, dual-run), Day 7 check (compare open numbers against Yesware's), Day 30 cutover (cancel Yesware, finalise the new workflow). For team rollouts of 3-15 reps, a phased pattern (champions first, then wave 2 and 3) reduces team-side disruption.
Complete the pre-migration checklist above. Templates exported, tracked-sends baseline captured, Salesforce integration audited. Do NOT cancel Yesware yet, you'll dual-run for 14-30 days.
Both tools run in parallel during the calibration period. Outsolvi installs from your dashboard (Outlook) or the Chrome Web Store (Gmail) in 2-3 minutes per surface. Tracking starts on the next sent email; existing emails-in-flight continue to track through Yesware.
After a week of dual-running, compare the engagement data between Yesware and Outsolvi on the same campaigns. Open rates will look lower on Outsolvi, because Apple Mail pre-fetches and scanner opens are left out of its count. Reply rate is the cleaner side-by-side signal: if reply rate held while the open rate dropped, the gap was machine opens, not lost interest.
Decide what happens to CRM logging: Outsolvi doesn't log to Salesforce, HubSpot or Pipedrive, so if your team relies on Yesware's CRM activity logging, plan for that gap before you cancel.
After 30 days of running both tools, cancel the Yesware subscription. Historical Yesware data remains accessible during the cancellation window if you need to pull anything else. Outsolvi becomes the sole tracking tool going forward.
Yesware's templates use a different merge-tag syntax than Outsolvi. Direct CSV import may not recreate templates correctly.
Open numbers look meaningfully lower in Outsolvi than they did in Yesware, which can spook the team.
The team relied on Yesware's Salesforce sync to log emails and replies.
Team has built reporting in Salesforce that depends on Yesware-specific fields.
The team used Yesware's campaigns and shared templates every day.
For teams of 3-5 reps, all-at-once rollout works fine, install on Day 1 across the team, dual-run for 14 days, cancel Yesware at Day 30. For teams of 5-15 reps, phased rollout reduces team-side disruption: Wave 1 (champion + 2 reps) on Day 1, Wave 2 (next 4-6 reps) on Day 7, Wave 3 (remainder) on Day 14. By Day 30, the team is fully on Outsolvi. For teams of 15+, an additional Wave for management and reporting workflows (Day 21) helps the manager dashboards transition cleanly.
Run Yesware and Outsolvi in parallel for the full 30 days, even on the last week before Yesware cancellation. The cost overlap (one extra month of Yesware) is meaningful but small relative to the risk of cutting over before the team is calibrated. If the rollout is going well by Day 21, you can early-cancel Yesware on Day 22, but the full 30-day overlap is the safer pattern. Keep Yesware historical data exported and stored locally; cancellation deletes the in-Yesware view but the export remains.
No tool offers automatic historical-data migration between trackers. Outsolvi starts a fresh tracking history from install. The Yesware historical data remains accessible during your active subscription and can be exported before cancellation.
30 days end-to-end including dual-running and team calibration. Day 0 prep is 1-2 hours. Day 1 install is 2-3 minutes per rep. Days 7 and 14 are calibration days with 30-60 minutes of work each. Day 30 cancellation is 15 minutes. Total active time is roughly 4-6 hours over 30 days; the rest is passive dual-run during normal sales work.
One month of Yesware running in parallel with Outsolvi. For a 5-rep team on Yesware Premium ($35/user/mo yearly), the overlap cost is roughly $175. Most teams consider this acceptable for the de-risking of cutting over cleanly versus a hard switch.
Yes, from the day Yesware's Salesforce sync stops. Outsolvi has no Salesforce integration, so it won't log activity there. If Salesforce reports depend on email activity, keep a sync tool for that or accept the gap, and check those reports before Day 14.
Two common gaps. (1) Meeting scheduler. Yesware bundles one; Outsolvi does not (pair with Calendly). (2) Document tracking with page-level analytics. Outsolvi tracks email + click on document link; for page-level analytics inside the document, pair with DocSend or PandaDoc. Both gaps are typically acceptable trade-offs against the cost and confidence-scoring benefits, but worth flagging during the kickoff so the team isn't surprised.
Yes. The 30-day plan is the minimum recommended. Teams with longer evaluation cycles or higher risk tolerance extend dual-running to 60 days. The extra cost is meaningful but small relative to the value of cutting over with full team confidence.
Free tools, articles, and features tied to the Yesware migration.
14-day free trial of Outsolvi, no credit card. Run alongside Yesware during the calibration period, then cutover when the data confirms the new tool works for your team.
Head-to-head feature comparison and ranked alternatives list for Yesware.
Nate built Outsolvi after watching every email-tracking tool he had ever used lie to him about opens. Outsolvi grades every open as a person or a machine, in Outlook and Gmail, so the number on the dashboard is one a rep can actually act on.
We update these pages when the underlying mechanics change. new mailbox-provider rules, new tracker behavior, new measurement gaps. The dates above are real revisions, not auto-touches.