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
(51-75 of 112)Companies can't remove reviews or game the system. Here's why
December 19, 2019
Gist made an instant impact
Score 9 out of 10
Vetted Review
Verified User
- Live Chat
- Email Marketing
- Reporting
December 16, 2019
Gist delivers as a great all-in-one solution.
Score 8 out of 10
Vetted Review
Verified User
We use it for live chat, email marketing, email support, and chat bot. There are many parts of Gist that we have not used yet that we will try in the future, their portfolio of great tools is very attractive.
- Live chat functionallity
- Customer support
- Localization could be done better (more professional)
- More pre-made chat bot scenarios
Score 9 out of 10
Vetted Review
Verified User
We have tried many applications that offer live chat support and email marketing automation and nothing has come close to what Gist has to offer! One business problem we had was providing live support on our website. With Gist we have solved that problem, thanks to its amazing live chat feature! The one thing that we absolutely love is how stunning it looks on our website! The live chat feature is so easy to implement and set up. Now our visitors can instantly get our support and in return, we get to collect the leads! Thanks Gist!
- Easy to use live chat
- Robust email marketing automation
- Stunning forms and knowledge base
- A bit of a learning curve
- Even more integrations would be great
- Ability to completely debrand the live chat
December 13, 2019
Gist is a powerful all-in-one platform for sales and service.
Score 10 out of 10
Vetted Review
Verified User
- Gist provides us with a single, all-in-one software platform with incredible power to support our clients and enhance our sales and marketing. Gist allowed us to replace several very high profile applications like Zendesk, Mailchimp and others with one platform.
- At the same time, they have additional features well beyond those platforms that we did not expect. That is saving us money and time. More importantly, we can support our clients and potential clients 24 hours a day and seven days a week, and we can serve them with very targeted messaging and help.
- When it comes to their own support, Gist give us very responsive support using their application. From our experience, they care very much about their clients. They have a clear vision for the future and continue to live up to their promises by regularly delivering and releasing new features.
- We use Gist for live customer support, knowledge base, autoresponder messaging, targeted email drip campaigns, automations, inbound and outbound marketing, contact management, website popup forms, online calendar bookings, tracking activity across our application, our website, and more.
- Live customer support
- Knowledge base
- Email messaging and marketing
- Autoresponder emails
- Email drip campaigns
- Automations
- Contact management
- Online bookings
- Tracking activity across software and website
- Online forms
- Sales tracking
- Nothing is missing for us.
- Gist is adding new features all the time.
December 06, 2019
Gist is awesome!
I've used Gist for quite a while now and this is the first tool I can use to the full extent. The logic in workflow makes sense and I am very happy.
I use Gist with my team to deliver instant support to our customers via chat and our knowledge base. We've also set up a funnel for our frontend on the website so potential customers can ask questions easily.
I use Gist with my team to deliver instant support to our customers via chat and our knowledge base. We've also set up a funnel for our frontend on the website so potential customers can ask questions easily.
- Live chat.
- Automation.
- Workflows.
- Learning curve, it's not easy to setup but once you have it's awesome.
- New feature integrations are also tough to fit into your existing workflow.
- Nothing else, really.
Score 10 out of 10
Vetted Review
Verified User
The whole organization is using it as our marketing automation tool as well as an outreach tool. We firmly believe that this is a better product than the other alternatives that currently exist. We made the change to Gist due to the pricing model and the incredible innovation that they're working through.
- Email Marketing
- Live Chat
- Analytics
- Customer Support Hours
- No ability to debrand live chat and calendar
December 03, 2019
Gist is a great platform with a lot of tools to capture and communicate with website leads.
Score 10 out of 10
Vetted Review
Verified User
We use Gist to communicate through our website with chat and CTAs to gain potential leads. Once we have captured the lead, we use Gist to keep in contact with them through email marketing. I am using Gist for myself, and several other businesses that I help admin. Gist helps me communicate with a potential lead at important decision-making points through our website and funnels.
- Chat and chat prompts
- Segmenting leads
- Email Marketing
- Knowledgebase
- Customer Support
- Love more forms and CTA options native to Gist
- Integrations, always more integrations! Great support so far though
- More styling for the chat prompt
November 21, 2019
Gist is a fantastic tool!
Score 10 out of 10
Vetted Review
Verified User
Using Gist mainly as a live chat system to qualify leads. Once we qualify leads we will engage in talking to them. The idea is to only talk to the people who might be a good fit for our service and ignore others. We do this by checking what pages they're visiting.
- The live chat widget is excellent. Minimal and loads very fast.
- The iOS app integration is good and sends you a notification whenever someone engages with you.
- Captures a lot of referrer information about the user so it's easy to qualify them before you even fully engage with them.
- A better AI based chatbot which can ask pre qualifying questions.
October 31, 2019
Easy live chat tool for non-coders
Score 9 out of 10
Vetted Review
Verified User
We mainly use the live chat feature as another channel for customer service by the whole organization, using it to attend the requirements some of our more digital users asks us through our website.
- Easy to install and start using.
- Very efficient help team.
- Easy to adapt to your brand/site.
- The pricing could be less confusing.
- The CRM part of it needs more flexibility.
- The notifications are sometimes not very clear.
October 31, 2019
Gist in time!
We use Gist to provide an immediate response to clients visiting our website. This allows us to be quick to respond to our important customers and therefore keep their interest and show that we are keen to provide the information they need to purchase our products.
- They continue to change and improve their offering.
- The customization options are extensive allowing tailoring to suit your needs.
- The site integrates well and very easily with your own environments.
- They provide a great web app to chat on the move.
- I can't identify any as they are constantly changing and improving.
October 25, 2019
All in one Marketing, Sales and Support
Score 10 out of 10
Vetted Review
Verified User
Live chat, ticketing and knowledge base all in one. We use it on the website of the company to communicate with visitors and customers. Convenient chatbot to capture new leads. I really like the update of the product and its new chips: Live View, Message Sneak Peek, AutoCapture and Zoom integration. Many integrations with other services.
- Email Marketing
- Event Tracking
- Chatbot
- Need web hook for standard plan
- Need UTM parameters tracking
- Need email constructor
October 03, 2019
The best balance of features and simplicity
We use Gist to run Email Drip Campaigns.
- Easy to set up and administer.
- Good integration.
- Easy to set up Drip Campaigns.
- Missing some features for Drip Emails - such as BCC to CRM.
October 03, 2019
Great for startups!
Score 8 out of 10
Vetted Review
Verified User
I am currently only using the live chat from Gist and intend to use more of it in the future as my company grows. Gist offers my potential customers the possibility of talking to my company in real-time and offers one more communication channel. Gist is used across the whole organization.
- Very easy set up
- Easy workflow, everything is where you expect it to be
September 27, 2019
Great solution at a fair price
Since we made the switch from Convertkit to Gist, we got several messages from leads and customers who were amazed by the personalized and well-timed communication they received from us. All automated without a single line of code. We are more relevant than ever for our leads, and sales have increased significantly. Really happy with this solution, and the great team behind it.
- All in one solution.
- Event tracking (and automated follow up) without code.
- Automated workflows.
- Faster updates.
- More customization options for the opt-in forms.
September 09, 2019
Amazing support
We use Gist to send email marketing mail and use the forms as well.
- Sending email campaigns.
- Forms are available.
- Great knowledgebase.
- No webhooks.
- No integromat.
- No workflows.
September 08, 2019
A Powerful All In One Customer Support And Marketing Suite
Score 10 out of 10
Vetted Review
Verified User
I am subscribed to the highest tier of Gist, so I am taking the full advantage of the platform. I use it for lead capture, customer support, live chat, and email marketing. I was able to customize the chat widget to match my site's branding and the whole experience is very smooth. We are a software development house and we test software very thoroughly, we decided on Gist because it combines email marketing, live chat, and customer support tools so we don't have to pay for them separately. Not to mention that their support is great. We use it in our marketing department but everyone in my company uses it because our policy is that everyone in the company is responsible for support. I have recommended Gist to some of my friends and they also started to use it in their businesses.
- Live Chat. We use it for customer support by installing a chat widget on all our websites and landing pages.
- Email Marketing. It's a full autoresponder. You can capture leads with landing pages and forms and trigger email sequences after they opt-in.
- Knowledge Base. It helps us find answers for our customers much faster.
- Mobile app. It helps us keep an eye on all support issues and handle customer support while on the go.
- Their email marketing features are still not where I would like them to be but they are improving all the time.
September 05, 2019
Great all-in-one tool
We use Gist for day to day support with clients and website visitors. We utilize this all-in-one marketing automation software on 3 of our websites tackling anything from websites issues to lead generation and answering product related questions. We also use it to communicate and interact with users on a regular basis.
- Awesome online support team.
- Wordpress integration.
- Excellent knowledge base functionality.
- Improve the email editor. The text sometimes has different text size proportions (links).
September 03, 2019
Get Gist and Get More Leads on Site
Score 9 out of 10
Vetted Review
Verified User
Gist is being used by our company for chat service on our website, booking demos, and email marketing. Gist is used across the board and allows us to communicate with website visitors and the team all on one platform. The problem that Gist solves is not having to use multiple programs to communicate with customers and teams. Gist is only getting better, and as it grows we are able to cancel other programs.
- Chat on the Gist platform is amazing and super easy to install on my website with just a little code in the header.
- Chat notifications are on point and the live view makes things even better. You're able to view visitors on your website without chat.
- Workspace is amazing and makes setting up your marketing emails easy.
- Pre-design email templates.
- Quick tip videos built in the dashboard to help you when starting a new project. I would love to say to my team, "Follow the instructions on Gist to setup."
August 24, 2019
Gist is a rising star
We use Gist to fulfill our lead magnet delivery and drip feed email sequences. We also use Gist for logged in users as part of our support stack. The chat, bot, and knowledgebase features are very useful and Gist integrates with many other platforms very nicely. It's a huge benefit to be able to trigger emails or open website chat instances based on user behavior, all from one central place where our user data is stored. Gist is the user communications hub of our business.
- Website chat.
- Automation triggers (email, chat popup, bot).
- Integrating email sending capability with chat support.
- Lightbox popups need to allow images to be loaded.
- Some bugs still need to be ironed out in the email builder.
- Could do with more documentation around strategies and use cases showing good ways to integrate the many features of the platform.
August 16, 2019
Great and Simple Tool
Score 9 out of 10
Vetted Review
Verified User
I just started my own company, and I use Gist to get new leads and help customers by chat. I want to start a funnel so I will get paying customers, and through Gist this is easy. Every time I get a new lead, I get a helpful notification.
- It is simple to work with.
- Nice dashboard.
- Nice opportunity for a funnel.
- Super awesome tool, and I don't miss things.
August 09, 2019
A powerful set of online marketing tools
As a small business owner, I use the Chatbot to chat with people who visit my website, view the site behavior stats of those visitors, and I send out a regular newsletter to subscribers who signed up on my website.
- The Chatbot is so helpful as another way for site visitors to connect. Rather than filling out a webform they get fast answers. I love that I can use the Gist app on my phone and not miss any communication.
- The simplicity of the email templates and creating newsletter blasts is a godsend.
- I'd like to see better visuals of what I've created over the last 2 years so I can easily understand which lists go to which campaigns and which automation are running what. I feel like Gist is a thoroughbred yet I'm only able to take her on trail rides!
Score 8 out of 10
Vetted Review
Verified User
We use Gist to keep in touch with the visitors on our website, we offer support for all the information that they need from our company. It's a good database but the UI CRM experience can be improved.
- Chatbot support
- Customer Care
- User experience
- CRM
August 08, 2019
All-In-One Marketing Tool I'm Happy With
I'm using this as my email marketing platform, live chat, and scheduling platform. I'm very pleased to have all these products integrated together, along with the ability to add a knowledge base in the future. It's already been helpful to see which prospects have reached out via chat, so I can tag them and send email campaigns to them.
- Integrating multiple marketing products (speaks for itself).
- Live chat is a GREAT alternative to other products.
- Their new UIX is awesome. Very intuitive and easy to navigate.
- No improvements at this time.
Score 9 out of 10
Vetted Review
Verified User
Easy to install chat widget with many options on colors and icons. Pretty much a great app overall. You never know with newer apps if they are going to be around or if there is a lot of continued development. But the Gist team is always helpful and they keep developing and developing. That says a lot for where they are headed. I see great things and we will continue to use them. Overall, we are really happy with Gist. It suites our needs and has more features then we need. If you're reading this and you are looking for a support widget or a knowledge base with some added email automation with marketing capabilities, Gist is a great option. We use it every day in our SaaS App.
- Support Chat Widget and help desk
- Knowledge Base with SEO capabilities
- Support app for on the go
- Early on they had some issues with email deliverability but that seems to have been fixed
- As a new app, it had much development to catch up in the space. However, they have done a lot of catching up at this point.
August 07, 2019
Really easy to implement
We are a small company and we use Gist on our SaaS product to keep track of users and help them if they have an issue using our application. We also use Gist on our product website to provide a live chat feature (we activate and de-activate the chat feature when we need).
- Really fast integration
- Easy to use
- A lot of new features keep coming
- The cloud solution doesn't work with some clients.