Gist Packs a Powerful Punch!
Gist is used in various capacities in my business. The first is their very very comprehensive CRM which allows for generous data storage …
Starting at $29 per month
View PricingOverview
What is Gist?
Gist is a unified marketing, sales, and support platform. It includes live chat, a help desk, knowledge base, email marketing, marketing automation, opt-in forms, and more.
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Reviewer Pros & Cons
Video Reviews
1 video
User Review: Graphic Design Director Comments on the Limitations of Gist's CRM
02:16
Pricing
Professional
$29.00
Cloud
per month
Premium
$99.00
Cloud
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://getgist.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Gist?
Gist is a unified marketing, sales, and support platform that helps organizations engage and lead their audience through the entire journey from website visitor to happy customer.
The vendor’s value proposition is that their solution is an affordable product on the market that ties live chat, a help desk, knowledge base, email marketing, marketing automation, opt-in forms, and more into one easy-to-use tool.
Gist Features
- Supported: Live Chat
- Supported: Email Marketing
- Supported: Marketing Automation
- Supported: Help Desk
- Supported: Knowledge Base
- Supported: Meetings
- Supported: Chat Bots
- Supported: Opt-in Forms
- Supported: Event Tracking
Gist Screenshots
Gist Video
Engage and Lead your Audience through the Entire Customer Lifecycle with a Single Source of Truth.
Gist Integrations
- WordPress
- Meta Business Suite
- Zapier
- Stripe Payments
- Zoom
- Google Analytics
- PieSync
- from HubSpot
Gist Competitors
Gist Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | All |
| Supported Languages | English |
Frequently Asked Questions
Gist is a unified marketing, sales, and support platform. It includes live chat, a help desk, knowledge base, email marketing, marketing automation, opt-in forms, and more.
Reviewers rate Support Rating highest, with a score of 8.6.
The most common users of Gist are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(115)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Gist is a powerful all-in-one software platform that has been highly praised by users for its versatility and convenience. Users have found Gist to be an easy-to-integrate software with WordPress, making it a popular choice for website needs. The interactive website chat feature of Gist allows users to engage potential clients quickly, leading to increased conversions. Additionally, Gist's live chat and chatbot solutions provide a unified inbox for handling inquiries through social media and lead generation, streamlining the communication process. Another valuable use case of Gist is its ability to serve as a lead segmentation tool, enabling users to interact with their brand from the website and send targeted email marketing based on specific criteria and triggers. By replacing multiple high-profile applications like Zendesk and Mailchimp, Gist has saved users both time and money. Moreover, Gist's responsive support team and regular delivery of new features have garnered positive feedback from customers. Overall, Gist offers a wide range of functionalities including live customer support, knowledge base management, email marketing automation, inbound and outbound marketing, contact management, website popup forms, online calendar bookings, and activity tracking across applications and websites. It is favored by various businesses and organizations seeking an all-in-one solution for managing contacts, chat support, email campaigns, FAQ management, and more. By simplifying tech stacks and providing real-time data insights, Gist has proven to be a valuable tool for enhancing customer communication, support services, and marketing efforts.
Simple and Quick Setup: Users have found Gist to be simple and quick to set up, with a user-friendly UI/UX. Several reviewers have mentioned that they were able to get started with the app without any hassle or complications.
User Engagement Tracking and Email Campaign Feature: The ability to track user engagement and behavior, as well as the email campaign feature, has been appreciated by many users. Some reviewers have specifically mentioned how these features have helped them effectively reach their target audience and improve their marketing efforts.
Credit Allocation Better Value Compared to Competitor: Reviewers have noted that the credit allocation feature in Gist is seen as a better value compared to competitors like Mailchimp. This feature allows users to allocate credits for sending emails or using other functionalities, providing flexibility in managing their usage effectively.
Difficult User Interface: Some users have found the user interface of Gist to be confusing and expressed difficulty in completing tasks quickly. They feel that the design and layout could be more intuitive, making it easier for them to navigate through the software.
Lack of Documentation: One user mentioned that the lack of comprehensive documentation was a negative aspect of Gist. They felt that having more detailed guides and tutorials would greatly help users in understanding and maximizing the potential of the software.
Overwhelming Number of Features: Users have expressed feeling overwhelmed by the numerous features available in Gist. While they appreciate the versatility, they find it challenging to fully grasp and utilize all the functionalities. Some users suggest that streamlining or categorizing features could make them more accessible and manageable.
Users of Gist have made several recommendations based on their experiences with the product. Many users recommend trying out Gist as an alternative to Intercom, especially for those who find it costly. They suggest taking advantage of the free trial to see if Gist meets their company's communication needs. Gist is praised for its affordability and value proposition, offering features that are often lacking in other marketing software.
Gist is highly recommended for companies that aim to enhance their communication with customers and gather more information and knowledge. Users find Gist to be a great tool that allows them to effectively communicate with customers and automate lead capture, nurture, and sales processes. It is particularly beneficial for mobile teams that rely on live chat and email, as it offers additional features like email automation and marketing.
Many reviewers suggest considering Gist as a complete customer contact system for SaaS companies. It provides a comprehensive solution for managing users, serving as a one-spot solution for businesses. Additionally, Gist is commended for its integration capabilities, making it suitable for those looking for a suite of marketing products that work seamlessly together.
Overall, users find Gist to be an affordable and powerful tool with excellent customer support. They recommend exploring its various features and comparing it with similar tools to determine the value it brings to their business.
Attribute Ratings
Reviews
(26-50 of 112)Companies can't remove reviews or game the system. Here's why
May 28, 2020
Solid Customer Interaction Tool
Score 8 out of 10
Vetted Review
Verified User
We are using Gist as our live chat software for our website. Gist has solved our problem of not having a customer support feature to engage site visitors. With the chat features of Gist, it's a perfect solution for our website needs. Highly recommend this tool for all businesses out there!
- User friendly.
- Contact sorting.
- Multi features.
- Can remove the GIF feature.
- Finds information about people on the web that is not related to your contact.
- Options for chat app look.
May 11, 2020
So glad I've found Gist!
I have been with Gist since the days when it was called Convertfox. I use it on all my sites to communicate with potential as well as existing clients. Prior to this, I had used Intercom, Drift, and etc. I am so happy I have finally found a solution which is both high-quality and cost-efficient!! I am now able to stay in touch with everyone easily. I also use the service to send out a weekly newsletter to my community & engage in other promotional email campaigns.
- Awesome customer service.
- Comprehensive set of tools.
- Marketing powerhouse.
- I don't have any complaints right now.
We use Gist as our unified customer contact system. Customers can use integrated Gist chat in our app for immediate contact both before and after purchase. We use the strong email automation to drive our onboarding of customers and for ongoing customer engagement.
- Complete customer contact with: chat + email automation + help desk
- Easy to use and powerful email automation
- Beautiful UI that is fast and powerful
- A few niggling bugs, but support were great to help solve.
April 28, 2020
Affordable price for Essential Marketing Tools
Score 10 out of 10
Vetted Review
Verified User
8 powerful tools to increase my business. Gist is the perfect tool
to handle automation: marketing, support, knowledge base, forms, bots,
tracking and much more. Your perfect ally!
We use Gist for
customer support, integrated in our SaaS application. Furthermore we use
GIST API to create many marketing automations based on customers' behaviours. That's great!
- Great marketing automation.
- Chat support with bot.
- Affordable price.
- More detailed documentation.
Gist is being used as our main support, marketing, and sales tool. The all-in-one platform allows us to provide a holistic approach to our customers. It is very important for us to have a macro view of everything that is going on in our business as much as at the micro-level. With Gist we can see where we need to focus in terms of handling customer support cases and also sales opportunities.
- Customer support chat.
- Email marketing campaigns.
- Bot integration that improves sales.
- Marketing tools such as Forms to increase leads.
- All SaaS companies have room for improvement and Gist is not the exception but their team is always improving. Is amazing how fast they do it.
Score 8 out of 10
Vetted Review
Verified User
We're currently using Gist for email marketing and automation in our organisation. It's used by myself and the marketing team. We found the software to be easy to use and intuitive, and are pleased with the overall experience so far. The main problem it addresses for us is staying in touch with clients and prospects through email and chat.
- Email automation works well.
- Integrates nicely with our current tool stack.
- Gist is consistently improving and adding features.
- Looking forward to more templates for emails and workflows.
- Looking forward to more integrations.
- Looking forward to more themes for knowledge base design.
March 08, 2020
Get the Gist: one marketing automation / lead gen / lead nurture / customer support tool to rule them all
I use Gist as a live chat, chat bot solution, unified inbox to handle inquiries through social media, lead generation tool, and email marketing and lead segmentation tool. Users can interact with my brand from my website to get any presale questions answered. I also track their interaction via my site from Gist and can send them targeted email marketing if they meet certain criteria and set off corresponding triggers.
- Customer service via a unified inbox so you dont have to separately monitor your twitter, Facebook or IG account for consumer communication there. Gist unified all into one inbox, better than anyone else I've seen in the market. They archive all communications and tie them back to a single user so you get unified customer history / data.
- Marketing segmentation and automation: they track user history and behavior across the site and have super detailed segmenting capability, on par with ActiveCampaign's, but better I'd say. Better UI for the marketing admin person, and more unified data than in AC.
- Live chat and chatbot. Usually it's either one or the other but with Gist you can do both seamlessly.
- Better integration with e-commerce platforms. I don't know where the Shopify integration stands right now but the WooCommerce one leaves something to be desired. I will have to use a traditional cart abandonment plugin instead of Gist for actually recovering my carts because even though Gist has all the automation features to trigger cart abandonment workflows, it lacks a dynamic cart inserted via URL and lacks native coupon generation. They seem to be working on those things but they're not there yet. For SaaS businesses and the like it won't be a problem but for ecom it is.
- The automation workflow UI is a bit overwhelming and under documented. The features are there but it's sometimes not clear from the wording WHAT you are implementing, because the copy is not 100% clear on some fine points. HOWEVER their support is available to sort it out for you and the options are very powerful when implemented correctly. They'll just need to fine-tune the copy / explanations and beef up documentation.
- In an ideal world their lead capture forms and display rules would be on par with Convertful's. They're not there yet and it's fine. It's still much better than ActiveCampaign's or any other CMS/marketing-automation tools out there.
February 25, 2020
A fine contender
I used Gist last year to manage my email newsletter program, and also tested it for live chat. Ultimately, I decided not to offer live chat at that point in time so we dropped Gist for the time being and switched to another program for email marketing. On the whole, I feel Gist is quite a good product for basic CRM, EDM, and live chat. It lacks the bells and whistles in mature products like HubSpot, but it also costs a fraction of the price so it's worth a try for small companies just starting out.
- Live Chat administration is seamless across email, desktop, and the app.
- Support team is good at communication and is not some half-baked team.
- Lacks the polish of mature platforms like HubSpot & ActiveCampaign.
- Lacks documentation.
February 19, 2020
Full Featured Support & Lead Gen Suite That's Priced Right
We are using Gist as part of our marketing and customer support software stack. We currently use it for live chat as well as a knowledgeable for customer support as well as some of the marketing automation services for new leads coming into our marketing funnel. Gist has helped us to consolidate several of the services we use and has streamlined our support and lead gen process. We used to have separate live chat and support tools which made it difficult to centralize information, Gist has allowed us to communicate via several different channels and keep the information streamlined across all of them.
- Full suite of applications to deploy for lead generation as well as customer support
- Even with several different tools the setup process is easy, never needed to support to help.
- I was an early adopter of the software and it was very buggy during the first year. They did a great job fixing these early issues but better and more frequent communication would have been helpful.
- They should work on the reliability of their email software. While it is good I still have occasional issues with deliverability.
February 13, 2020
Gist saves me time
We mainly use Gist as part of our Customer Support department. Although all of our employees have access to it, only a few need it. That is because we make most of our communication with clients via email, not via chat. With Gist, we mainly get to reply to about 50 chats per day, which helps us solve problems much faster and communicate live with our clients. Needless to say, this makes both us and them very satisfied with what Gist has been offering so far. 😊 Overall, we are very pleased with the purchase we made and we recommend it to everyone.
- Communicating live with clients
- Saving replies
- Loading speed
- Some bugs appear when closing or snoozing chats so it doesn't happen properly
February 13, 2020
Email automation that is going somewhere!
Score 9 out of 10
Vetted Review
Verified User
For someone that needs user-friendly email automation for website visitors, especially if your website is built on WordPress, it works very well. Their simple and straight forward interface is critical for beginners and experts alike. However, do note like with any platform, that there is a learning curve, especially with some of the targeting features. We use the platform for website interactions on our website and it takes care of everything from emailing, collecting emails, chat, and tracking.
- Ongoing monthly development cycles, with robust targeting.
- Simplified interface, which has gotten simpler over time.
- Opportunities exist with the chat feature.
- No visual workflow for the email automation feature, but it's still user-friendly.
February 12, 2020
The only marketing automation platform I need and use!
Score 10 out of 10
Vetted Review
Verified User
Gist allows us to follow-up with users who have done a trial of our software and convert them into sales without any extra effort on our part. It also allows us to send targeted emails to different segments of our list to maximize customer lifetime value without annoying various irrelevant list segments.
- Marketing automation.
- Email segmentation.
- The learning curve for more advanced features may be daunting, but spending a few hours learning makes things easier.
February 12, 2020
All you need for customer support and marketing
Score 10 out of 10
Vetted Review
Verified User
I use Gist for all my marketing and customer support needs. As an insurance website, we were able to automate a lot of things we do on a daily basis with Gist, saving a lot of time for other tasks.
- Chat works like a charm.
- Endless automation options.
- Better documentation.
February 12, 2020
Gist is the all-in-one solution I needed
I just started using Gist and it has blown my mind. It has all the features I was using on different platforms summed into one. Their free plan has more features than most competing brands have on their paid memberships. I like how they have incorporated email marketing, live chat, and customer service all in one dashboard. I was using and paying for different platforms before but now have it all with Gist.
- Email marketing
- Live Chat
- Their website is mobile optimized
- Use TicketTailor to send emails from customers back to Gist email marketing
February 04, 2020
All-in-one support software!
Score 9 out of 10
Vetted Review
Verified User
Gist is an all-in-one platform to provide customer support. I like their super cool chat widget. Using their mobile app I can reply to my customers on the go. It helps me a lot to provide faster support. Also, they have a knowledgebase feature. This knowledgebase reduces customer ticket submissions a lot. My business is so smooth because of this powerful software!
- Super cool chat widget.
- Awesome user-experience.
- In Facebook page integration I can only reply to FB page messages through Gist. But there is no option to reply to customer comments like on LiveAgent. This is a feature I really wish was available in Gist.
January 31, 2020
Gist has greatly improved our efficiency!
Score 9 out of 10
Vetted Review
Verified User
We use Gist to help guide our customers through the registration process and ultimately through the purchase process to answer questions along the way and make the process very easy. The easier we make the process for our customers, the better experience they have which leads to long-term and loyal customers. We also use Gist for product education to send prospects relative and timely emails with more details about products of interest that are triggered based upon their behavior.
- The newly updated forms are great and very robust.
- Workflows are amazing because actions are performed based on customer behavior.
- I would like to see hosted forms.
- I would like a direct integration with Magento 2 without having to use a third party service.
January 30, 2020
Gist is a powerful marketing magnet!
I use Gist to communicate to customers and potential customers through the chatbot, sending newsletters, and delivering free guides to my audience. It's also used to sell courses and products through email.
- The newsletters are easy to create and send to the people on the list.
- I love using the chat bot to field questions about consulting services and courses during a launch.
- There's definitely a learning curve starting out.
- It's not easy to integrate with other tools.
January 30, 2020
Start now, start with Gist.
We recommend Gist to customers that want to start using a marketing platform.
- The platform to get started!
- Has everything I need to manage the marketing efforts.
- Need more integrations from other platforms.
- Not as many features as a long-time marketing platform.
January 28, 2020
Gist Makes Running My Business Easy!
Score 10 out of 10
Vetted Review
Verified User
As a solopreneur selling higher priced art, I need to have a really strong support tool to help answer any questions my clients may have before or during their purchase. I love that Gist gives me the ability to have live chat (which I can respond to from my phone!), a chat bot, and even a knowledge base!
- The live chat has a beautiful UI; is easy for both the end-user and admin and I can even respond to my users from my phone.
- Customer support is phenomenal! They use their own live chat tool, which just proves they believe in it, and are usually available to help me even at night and on weekends when I'm working on my business.
- There's a lot of features available, so it can be a little overwhelming at first but it only takes a few minutes to learn how to use and implement each of the features.
I'm using Gist across my entire organization to assist with customer service and getting in contact with customers. Before using Gist, I had no live chat option for my website and I also had a disjointed approach to email that wasn't integrated with past interactions that a customer had on my website. Now with Gist, I'm able to unite email, chat, and customer service queries and see the breakdown by person.
- Unified system - no need to integrate multiple tools.
- Easy to set up chat functionality and customize display rules.
- More customization in emails. You can code a custom email template, but it would be nice to have a WYSIWIG editor to create something in the platform.
- CRM capabilities. It already has lite-CRM capabilities, but it would be nice to have some more CRM options since you can already see email/chat history, customer service tickets, etc.
January 27, 2020
Great service at an adequate price
Gist is being used by our customer support
team. We use it for live chat, email marketing automation, and our knowledgebase. It is easily integrated with our website. Thanks to Gist,
we can help our customers during office hours, plan drip
campaigns, send emails to selected groups of customers, maintain our knowledge base, and easily update it when needed.
- Software is constantly updating and improving.
- They have responsive support that is always ready to answer any questions.
- They have some bugs in their WYSIWYG in knowledge base.
- Our email templates broke after one of their system updates.
January 25, 2020
Excellent marketing automation solution
Gist is being used to interact with my website visitors, who mostly are software testing professionals. Gist chat user interface helps us to touch base with the visitors, understand their needs, and help them. It is being used across the platform along with pop-ups, UI, and emails. Gist is very easy to set up, and improves our interactivity with our visitors.
- Intuitive UI.
- Easy to set up.
- It has limited pop-up designs.
- No gamification.
January 22, 2020
Great email marketing software for any small website owner
Score 9 out of 10
Vetted Review
Verified User
I'm personally using gist for my small WordPress website. I'm a one-man band and required an integrated marketing automation tool to welcome any new visitors to my website. I use it across my whole website and I personally control and run it by myself. It basically simplifies the initial welcome step in my business and assists me in targeting my potential customers. The
best part about Gist is that it is scaleable. As my small website grows, I can
scale with the number of contacts in the database, and at the same time have
access to all their advanced features.
- Customer support.
- Marketing automation.
- Interface may look a little dated compared to the competition.
January 15, 2020
All-In-One Marketing Software for Small-Medium Businesses
Score 10 out of 10
Vetted Review
Verified User
I’ve been a fan of Gist (formerly Convertfox) since after they launched their product. Since then, the product has developed with updates and new features being rolled out to assist business owners. The fact that it’s an all-in-one marketing automation platform is where it demonstrates its value.
It incorporates: automations based on events, email automation, live chat & bots, scheduling, help desk / knowledge base, forms, tracking, plenty of integrations.
The platform essentially saves you from connecting different apps via APIs as it’s an all-in-one where contact data is updated along the way, from lead to customer. Gist are constantly improving and listening to customer feedback which is great, but sometimes it does take time to implement. This is to be expected, though, from any company, especially when there are many users wanting all types of integrations and features added.
It incorporates: automations based on events, email automation, live chat & bots, scheduling, help desk / knowledge base, forms, tracking, plenty of integrations.
The platform essentially saves you from connecting different apps via APIs as it’s an all-in-one where contact data is updated along the way, from lead to customer. Gist are constantly improving and listening to customer feedback which is great, but sometimes it does take time to implement. This is to be expected, though, from any company, especially when there are many users wanting all types of integrations and features added.
- Automations -- scheduling
- Email automation, integrations
- Nothing that stands out
- Time of adding specific features (normal for any company)
December 31, 2019
Gist offers a great all-in-one customer support and marketing tool
Score 10 out of 10
Vetted Review
Verified User
We've used Gist for several years for our live chat and support. We've also tried their email drip-feed campaign feature in the past and the segmentation tools within the Contacts/CRM feature of Gist.
In the near future we'll implement more email campaigns and broadcast messages, as well as their Knowledgebase. They keep developing their tool and have already had some major updates since we started using them, including an entire user interface redesign as well as a redesign of their chatbox.
In the near future we'll implement more email campaigns and broadcast messages, as well as their Knowledgebase. They keep developing their tool and have already had some major updates since we started using them, including an entire user interface redesign as well as a redesign of their chatbox.
- Live chat.
- Contacts and segmentation.
- Email deliverability was shaky in the past (but is apparently fixed now).