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
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Video Reviews
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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).
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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
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August 07, 2019
All in One Automation Solution | Best Decision Ever
Score 9 out of 10
Vetted Review
Verified User
We are using different systems in our day to day life but we are looking for an all-in-one automation tool to make it simple and centralized. Then, we found Gist (Formerly ConvertFox) and it fulfilled most of the requirements. We are able to close the deal and connect with the customer fast and in a uniform way.
- Chat Automation
- Email Automation
- Knowledgebase
- Initially, it was taking load (not now)
- Need to Improve the UX
- Emails arriving in the spam folder
August 07, 2019
Gist: all purpose web backend, CRM, growth chatbot solution
I picked Gist because it was a match between a need and an opportunity. As a software company, there is always the temptation to fix everything ourselves. I bought Gist (I guess I was among the very first adopters) to have an all-in-one solution to most problems faced by a company with an online presence. Chat, FAQ, forms, Llst of contacts, mailings, etc. So far, I'm very happy with it. It exceeds my expectations.
- The chatbot widget has been active for over a year now. Visitors use it routinely to leave a message, ask a question. It's great to be ahead of trends for so little work on our side.
- We use the forms from Gist to collect emails and get feedback.
- Live views, seeing who is visiting your site right now is very promising. My first usage would be to see how people navigate around after a contact.
- I wish the chatbot widget could be more customizable. On the flip side, it's easy to setup.
Score 8 out of 10
Vetted Review
Verified User
As Gist is the all-in-one platform for marketing it does a lot of things for my company. Giving me a few pieces of information and having the possibility to live chat with users and solving my client's problems is a very positive thing for my company for reputation also on the financial side.
- Live Chat
- Scheduling
- Email Marketing
- Great Dashboard
- Knowledge Base
- Late reply on support
August 07, 2019
Everything you need in one place
Score 10 out of 10
Vetted Review
Verified User
Great tool for managing contacts and much more. In-app messaging system with calendar integration for scheduling meetings makes setting up calls a breeze. We can also directly send knowledge base articles from within the messenger. Ability to tag/assign tickets/conversations to other teammates so there's no need to use supplemental tools for task assignments. Tracks user activity and provides real-time data!
- In-app messaging to users and to team members.
- Integration with calendar for scheduling meetings with users.
- Tagging/assigning tickets/conversations to team members for easier collaboration.
- Ability to merge conversations.
August 07, 2019
Affordable Price for Essential Marketing Tools
Score 10 out of 10
Vetted Review
Verified User
My complete organization uses Gist. It addresses the problem of having an essential tool for communicating with customers—giving them support but also selling to them. All users can be marketed to very integrally with Gist. We capture user data and we can create email marketing campaigns to them and also give them support all in the same tool.
August 02, 2019
So close to being the perfect "all-in-one" dashboard for your business. Not there yet.
Score 8 out of 10
Vetted Review
Verified User
We use Gist all across the organization. In fact, that's how Gist promotes itself, as "your all-in-one" solution. From organizing leads and customers to communicating with new leads and just simply tracking their interest with website actions. That can be it's the biggest strength, but it also influences some of its very very minor flaws or disadvantages.
- LiveChat Management.
- Segmenting Contacts.
- Knowledge-base.
- Journey (Workflow) Builder Flexibility.
- Custom Field Flexibility (naming conventions).
- Journey (Workflow) Builder Features.
August 02, 2019
Very good marketing tool!
We use Gist as a one in all marketing tool. We control our marketing campaigns with Gist and use it for our communication with users on our website. Its good to have everything in one place as we can collect data about our users and use it for things like newsletter campaigns.
- Clean look.
- All communication in one place.
- Advanced opportunities for mail campaigns.
- Parts are in Beta, and others are not, so it switches depending on what you are working on.
- Advanced opportunities take a lot of time to really understand.
August 02, 2019
Easy to stay connected with my subscribers!
Score 10 out of 10
Vetted Review
Verified User
Gist is being used across the whole organization. It makes it so easy to stay connected with my subscribers.
- Easy to communicate through chat widget.
- Automatically add new contact as a subscriber for future updates.
- Easy to e-mail my subscribers.
- So far there’s nothing for me to dislike.
July 30, 2019
Best Management Platform for Companies
Score 8 out of 10
Vetted Review
Verified User
We use Gist for managing client tickets and it's our favorite all in one marketing tool.
- Chat is simple for our customers to understand.
- You can create your own Chatbot in no time without having to program for it.
- Email automation is a big plus.
- Make the IOS app better, managing workspaces notifications.
Score 9 out of 10
Vetted Review
Verified User
Gist serves the CRM needs of my organization. In particular, the following features get used most often:
- A combined view of chat on website and FB with a mobile app.
- The cold emailing abilities.
- The live view feature in the chat, wherein I can get a real-time feed of when and what the users are typing.
- The live view feature in the chat, wherein I get a real time feed of when and what the users are typing.
- The cold emailing abilities.
- A combined view of chat on website and FB with a mobile app.
- Internal UI which has scope for improvement for first-time users.
- The product is still evolving and there is scope for adding more features.
- The number of cold emailing automated triggers are limited for some users and a higher number is often needed for follow-up.
July 28, 2019
Superb all-in-one support portal
Score 9 out of 10
Vetted Review
Verified User
We use it to manage all contacts and mailing lists. We use it for all marketing campaigns. We use it for all support conversations / email. We also make use of the integrated knowledge base. It gives us an all-in-one customer engagement and support portal that works well for us and our users.
- All-in-one solution.
- Modern interface.
- Responsive Support team.
- Learning curve.
- Mobile app could have more features.
- Some more integrations would be welcome in knowledge base (video hosts, etc).
July 28, 2019
Powerful suite of tools that keep getting better
Score 10 out of 10
Vetted Review
Verified User
We use it for chat support, email marketing, marketing automation, and all of our customer relationship needs. It's a wonderful tool for simplifying our tech stack. Right now we only use it for one of our websites, which is an eComm site. It has been an extremely effective tool for improving customer relations and increasing conversions. We are planning to roll it out to several other websites in the near future.
- Gist provides endless ways of interacting with customers. I can chat and email with them, track their usage on my site, qualify them, add tags and other profile information, and so much more.
- There is even an awesome live view that lets me spy on visitors to see how they're using the site.
- The tools are powerful, easy to use, and constantly getting improvements. It seems like every week there is another update being rolled out that substantially extends the functionality or usability of the features in Gist.
- Plan limits can be confusing. For example, there is a monthly charge for support and a monthly charge for "growth," plus there's a separate charge depending on how many contacts and seats you have. Perhaps this is normal in the industry, but it can make it a little challenging to understand the bill every month.
- The vast amount of features means development will never be as fast as you'd like it to be (even though they release updates all the time). This may not actually be a valid concern, and it certainly isn't unique to Gist (who doesn't have a wishlist they're waiting on their favorite SaaS to get to?), but I do believe the likelihood of being stuck without your desired feature being developed goes up a lot as the product gets bigger and bigger.
- Email deliverability has been less than perfect in the past, but it has improved drastically in the last year.
July 28, 2019
Gist: An All-in-One Marketing Suite
Score 9 out of 10
Vetted Review
Verified User
We used Gist for customer support mainly for answering live chat. We are using different communication channels in our website such as contact form, callback widget and live chat. We found out that live chat is the most effective for our website visitors.
- We love how Gist allows you to create a team who will answer website visitors' enquiries.
- We also like how you can set chatbots that can help outside office working hours.
- We are also happy that Gist integrates with Zapier and other SaaS platforms to streamline our business processes.
- Lead capture forms needs a powerful editor as it is very basic right now, not using it either.
- Their event tracking is also hard to understand and you need programming skills to implement it. Hope they can provide a detailed examples of use cases for this feature.
- Hoping that they can integrate with other booking software for their meeting feature as I don't want to use their current sets of integration.
July 28, 2019
Gist review
Score 7 out of 10
Vetted Review
Verified User
Initially, when we selected Gist, we were hoping to have a live chat option in our application and that was the requirement during early days. As we evolved, we were hoping to have a platform which takes care of our lead generation, lead management, and customer support requirements. And luckily, Gist did evolve and always exceeded our expectations.
- Best part of Gist is customer support chat.
- Live view of where exactly a visitor is and the ability to message them.
- Event based email and message triggers.
- Knowledge base management.
- We feel Gist should focus on mobile app as well. It does need a little bit of extra attention.
- Integration with Facebook Messenger is needed.
- And in future, having WhatsApp integration would be killer.
July 28, 2019
Small Needs, Big Help
We use Gist to provide support to and deliver communication to owners in our community. It eliminates our reliance on email as a support tool, where fowl-ups could me missed and conversations could get crossed. It also allows us to intake support from Facebook Messenger.
- Website chat is pretty instantaneous. We can direct users to a resource immediately, or keep the ticket. Gist will deliver communications to the customer's email and their browser.
- Emails look nice, and you can design your own, if that's your preference. List segmentation is easy with tags.
- The widgets JavaScript doesn't slow-down page load.
- You can configure Gist to match your branding.
- The email editor renders some of the headings in incorrect proportions. H2 looks bigger than H1. When delivered, emails look fine.
- One account can have multiple projects, but a single identity persists across all projects. So, you can't use different email domains for each project. You need multiple accounts. That's okay, but the iOS app doesn't support multi-account login.
- I'd like the ability to design my own chat bot avatar.
We have been using Gist for about 2 years now. We use Gist for customer support. It has helped me and our organization to be in constant touch with our website visitors and our customers which was not possible earlier. Now I can answer user queries almost instantly and 24/7 through their web and mobile app.
- Gist is a one spot solution for your business.
- It has all the tools that you would require for managing your business and your users in one place like live chat, email marketing, lead capturing, etc.
- For this price, you can't get anything comparable to it.
- There are no "cons" really of using Gist in particular but there is always a room for improvement in any product.
- According to me, the overall ease of use/UX can be improved.
- Some more new features can be added.
July 28, 2019
Gist: catching your opportunities
Score 10 out of 10
Vetted Review
Verified User
We use Gist on our websites across the entire business group. Gist has helped us in converting visitors into customers in such an easy way due to its rich CRM features that keep on growing since the first time we deployed it. It is very important for us to capture any opportunity started right from the web.
- Life Chat
- Knowledge Base
- Drip Email
- Integrated roadmap to help the learning curve more efficient on any new released features.
July 28, 2019
The gist of it is that Gist is good
Score 10 out of 10
Vetted Review
Verified User
We use Gist on our marketing website for on-site chat and for managing one of our shared inboxes. It is used by the customer support and sales teams across the company.
- Very easy to use, intuitive chat.
- Powerful conversation management features like assigning to team mates, snoozing, and more.
- Unified view for conversations coming in through website chat widget, shared email inbox, and Facebook Messenger.
- Some special characters such as accented characters do not always come incorrectly for emails to our shared inbox.
July 27, 2019
A Powerful Marketing Automation Tool
Score 9 out of 10
Vetted Review
Verified User
We use GIST for most of our marketing automation needs and customer interaction. It's also very good for behavioral retargeting and to develop a knowledge base that can be used by customers. The messenger feature is also very powerful, and you can use it to nudge users in the appropriate pages. We really like this tool.
- Email automation.
- Site automation.
- Bots.
- Large knowledge-base.
- They could implement the visual workflow builder for emails.
- Improved the email design within the editor.
- Allow LTD users to use workflows.
July 27, 2019
Better customer engagement
We use Gist for sales and customer service.
- Allows us to be better connected with customers.
- Gives customers multiple options to contact us.
- Gist is available on multiple platforms.
- When responding via email, we would like our normal email signatures to be detected and removed.
July 27, 2019
Great for bloggers
We use Gist to manage our blogging workflows. Originally, I used a combination of 5 tools. Now I use just 1 tool (Gist). We use it to run our drip campaigns, engage with site visitors, send out our newsletter, and also manage subscribers.
- Drip emails.
- Live chat.
- Support is awesome.
- The mobile app could be better.
- Too many features makes the app a little less user-friendly.
- We would love it if they had their own landing pages -- that's a key thing missing.
July 26, 2019
Gist, the all-in-one chat and support solution
Score 10 out of 10
Vetted Review
Verified User
Gist is being used at the organization as a whole. We are using gist as a one-stop solution to manage all our customer service related needs, planning tasks and communicating internally.
- Integrations
- Live chat is seamless.
- Knowledge-base.
- UI
- May be integrating video calls :)
- Ticketing desk.
- More tools for marketing AI.
Score 10 out of 10
Vetted Review
Verified User
We use Gist for many business processes. We use for communicating with clients via chat and email, building chatbots to automate flows and save time, and to schedule meetings with clients as well as educate them via knowledgebases.
- Live Chat - customer can easily contact us on the website and continue communication via email.
- Knowledge-base - helps us teach customers about our services while saving us time by automating the process.
- Chatbot - automate many processes such as meeting scheduling, learning about customer needs or generating sales.
- Chatbot visual flow builder.
- Emails delivered through the system easily.
- More customization of how chat bubble and other parts look.
July 25, 2019
Great Email Marketing Tool
I use Gist for marketing automation, chat, and website tracking mostly. It has so many more tools that I could use but haven't yet implemented. Where Gist really shines is that combination of feature rich tools you would find from Intercom and ConvertKit. The system supports my assets, email automations, and funnels for selling coaching services and online courses.
July 25, 2019
Super Happy with Gist
We use Gist (previously ConvertFox) as our live chat software for the website.
Allows our site visitors easy access to us 24/7 and the web app or smartphone app mean we can deal with queries easily and quickly.
Allows our site visitors easy access to us 24/7 and the web app or smartphone app mean we can deal with queries easily and quickly.
- easy integration
- simple to use and setup
- lots of integrations with other software
- customisable icons/avatars