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Gist

Gist

Overview

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.

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Recent Reviews

TrustRadius Insights

Gist is a powerful all-in-one software platform that has been highly praised by users for its versatility and convenience. Users have …
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Great all-in-one tool

10 out of 10
February 10, 2023
We use Gist for chat, email marketing, automation, lead nurturing and more, and in fact, have been able to replace a bunch of other tools …
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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

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Video Reviews

1 video

User Review: Graphic Design Director Comments on the Limitations of Gist's CRM
02:16
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Pricing

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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
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Product Details

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

Screenshot of Live ChatScreenshot of Email MarketingScreenshot of Marketing Automation WorkflowsScreenshot of Knowledge BaseScreenshot of Meetings

Gist Video

Engage and Lead your Audience through the Entire Customer Lifecycle with a Single Source of Truth.

Gist Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAll
Supported LanguagesEnglish

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.

Intercom, Drift, and HubSpot Marketing Hub are common alternatives for Gist.

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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Comparisons

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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!

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

(1-25 of 112)
Companies can't remove reviews or game the system. Here's why
Shade Odeinde | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Gist is used in various capacities in my business. The first is their very very comprehensive CRM which allows for generous data storage (even custom data).

The second is the use of their Live Chat. With its robust features as well as a mobile app to stay connected on the go, it really is a very useful feature.

The knowledge base is another powerful tool they provide which is a big plus for customers to self-serve.
  • CRM
  • Live Chat
  • Knowledge Base
  • Email Marketing
  • More videos in the help section
  • An iframe embed for its Live Chat (versus just the JS code) would make it more versatile in embedding in external sites.
Their CRM is one of their most comprehensive I’ve seen with its ability to store large quantities of data - even custom data.

Their Live Chat is also very advanced and does most of what you would want a live chat to do when you have a team.

Their email marketing with automations is also quite advanced.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Gist has been essential to allow us to build processes, categorize leads, and manage interactions with our clients. We started to implement it as we wanted a good overall solution for the platform and kept using it for the last two years for the business. The leads trackers is super basic, but that simplicity worked for us to track the different lanes and statues of our clients and their projects. The chat bot was by far the most affordable option for us, and allowed our customers to simply reach out anytime they had a question.We did have a few questions for them a few times, and their customer support was a bit slow due to timezones, but they were always able to get to the bottom of the issue.
  • Chat Bots
  • CRM & List Management
  • All-In-One Company Management
  • Dashboard Organization & Settings
  • Innovation
Gist is well suited for you if you want an all-in-one solution or a good starting point for managing your customer relational management. Once you get established, you may want to move off the platform, but it is a killer deal to get you started.
Deyan Kanev | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We turned to Gist for a complete conversational marketing suite that would allow us to communicate more effectively with online users on our website, build new relationships and trust with them and overall expand our community. Community building is our main goal and Gist's online chat with chatbot, as well as e-mail marketing, forms and popups and even integration with social media ads, appeared as a great fit.
  • Seamless integration across chat, email, social media, website event tracking, and social media advertising (For the Premium plan)
  • Decent chat bot and dynamic prompts
  • Personalized emails based on user interactions and website events
  • Free plan limits are too low.
  • Chatbots should work not only for Gist's native online chat, but also for the other chat-based channels such as Facebook. (instead of having to use another software for that purpose)
  • Pricing structure - Support bot should not be an add-on but a core feature.
Gist is great for online media, blogs and community websites, aiming to expand their communities. I also see Gist as very relevant for B2B businesses as well as B2C online stores which sell higher-value products. Gist is a great alternative to Hubspot, however due to its limited Free version and expensive Premium plan (which is really where all the magic happens), it may not work for many emerging businesses, communities, or non-profits on a lower/no budget.
Stefan Glumpler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use the Gist live chat as an easy and intuitive way for our customers and prospects to get in touch with us.
  • Live chat
  • Bots
  • Customer support
  • Customization
  • Integrations
Gist is a great way for website visitors to contact our support team for pre-sales and support enquiries. They even offer mobile apps for on-the-go support. We can set our opening hours and set up bots to collect email addresses, for example.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Using it mainly for the live chat feature. I believe almost nothing beats a live chat function when it comes to supporting customers and visitors on my website. It also helps me collect leads and gain valuable insights into the visitor. I am looking forward to using their email marketing in the near future, but in the meantime, their live chat really is seamless, absolutely in love with it.
  • Absolutely seamless live chat functions
  • Awesome dashboard which tracks visitors that use the live chat with great detail
  • Their customer service is awesome, and response time is good!
  • Offering white labelling for the Professional Plan
  • Offer one domain/website for each seat instead of just one domain
I believe Gist (in particular their live chat) is suitable for visitors who are from the general public, which I am using for my website. I also run a separate website where I deal directly with my customers (photographers, B2B) and find that Whatsapp is better (in a sense, closer or more informal feel) suited for long term follow ups and conversations.
Jijo Jose | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Being able to bring our marketing and support to one platform is one major reason why we chose Gist. Gist is an invaluable CRM platform that helps us build trust and grow revenue. With Gist, we can easily manage customer interactions in one convenient application, eliminating the need to constantly switch between chat and marketing tools. The live chat feature gives our customers quick answers to their questions, helping speed up resolution times and increase sales pipeline potential. Additionally, Gist’s custom bots are a great way to provide help content to customers while qualifying leads and generating more revenue. Overall, Gist is an easy-to-use platform that simplifies customer relations management. Its intuitive interface and advanced features make it a great choice for businesses looking to improve their customer service operations and grow their revenues. And its personalized conversations create lasting relationships with customers that will continue to benefit the company long after they’ve made a purchase. Gist is truly a must-have for any business looking to keep customers happy and drive growth.
  • Live Chat
  • Email Marketing
  • Helpdesk
  • Chat bot
  • SMTP support for Inbox
Having your marketing and support tools streamlined on the same mechanism can help businesses drastically reduce time and chaos they previously faced when dealing with multiple tabs. Gist has come up with an amazing solution to help organizations keep update information quickly & why disrupt something that is working? With Gist, businesses now benefit from the offering by being able to switch between their core data, reports and content and customer tickets seamlessly. They no longer have to suffer from switching back & forth each time there is an interruption in the workflow. Therefore, it only seems reasonable for me to suggest that Gist can help strengthen any business!
Ben Cleaver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Gist has helped bridge the gap between customer commuications and support. We use Gist in our daily efforts to engage with customers on the website to answer questions or queries. We also use Gist to help with our email marketing activities to customers
  • Chat support
  • email marketing
  • chat bots
  • Open dialogue with users
  • Chat bots to engage with them
  • Email marketing to existing database
Gist support has been amazing and have helped me configure the product to my requirements. Its pretty easy to use and importing my email database was incredibly simple. Managing multiple domains across one account has been difficult but with the use of seperate workspaces you can overcome this and create seperate areas and teams to manage your various websites
Score 9 out of 10
Vetted Review
Verified User
I've a difficult time to combine many tools to create my full-cycle of marketing workflow. And it is quite hard to integrate those tools to work togethers. Also, having too many tools with subscription pricing model, i have to keep paying more every months which makes me to hold fixed costs through years. Gist helps me fix every problems that I had and I satisfied with the tool. Only unfortunate thing is ... the premium price is over my budget.
  • Live Chat and Chat Center to manage
  • Sales Pipelines
  • Outbound Email
  • Email Builder
  • Form Builder
  • Localizations and more UI preferences customization
  • More Integrations
  • AI applied
When you've a clear journey of sales pipeline and product & service sites. Without it, it is worthless. It is well suited when you're running the campaign or running the business that require supporting team. It is good if you're interested in hook the customer in time while you're away from keyboard.
February 10, 2023

Great all-in-one tool

Peter Chaly | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Gist for chat, email marketing, automation, lead nurturing and more, and in fact, have been able to replace a bunch of other tools and now use Gist in place of them all. Instead of having to sync up those different tools, we enjoy having a unified approach where we can easily bring all the components together into one place.
  • Chat
  • Email marketing
  • Automation
  • It would be handy if deleted contacts were removed quicker from the system
We recommend it to companies that want an affordable way to manage a bunch of tools. For example, chat on the company website; email marketing; lead nurturing with multi-step automations etc
João Paulo Beluca | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
As a SaaS company, we need to offer good support and app onboarding to our users. Gist is doing it perfectly. We control all our users journey starting at the website where we capture their email when they initialize the subscription. Then, inside the app we get behavior data so we can help user to enjoy their experience.
  • Chat for user support
  • Marketing e-mail
  • Forms
  • Translate to portuguese on all features
When we found Gist, we were amazed at all its features. Now we reduced 3 apps to just one. That's a huge money saver, also their support channel is excellent.
The only problem we are facing is that some features are not translated to Portuguese. That hold us back from using everything.
But we think there's a lot of space for improvement, and they are making the product better each day
Score 10 out of 10
Vetted Review
Verified User
We primarily use Gist as a live chat tool on our website and have received very high user engagement with it. We love that even if our users don't enter their email address, Gist is often able to identify the lead that has reached out to us; we [were also] [...] able to follow up with them directly through Gist. It's been a really helpful tool for turning leads into customers!
  • great website chat integration.
  • powerful email follow-up tool.
  • Gist has a lot of powerful features. Some of them I am probably [under-utilizing]. Gist could help funnel me to better expanded feature use!
Gist is perfect for capturing leads through chat on your website, and it is great at managing email campaigns from those leads. I honestly haven't explored all of their features like forms, reports, knowledge base, etc. I could probably utilize [lots] more if I spent a bit more time with it.
Matthew Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We currently use Gist on a WordPress site that runs on BuddyBoss, LearnDash and WP Fusion.
It is dual purpose in that we use it for customer support, but we also use it as a CRM to use with WP Fusion so that we can tag users when they purchase products and gate content based on those tags with WP Fusion.
  • UI/UX
  • Customer Support
  • Features
  • Lack of Webhooks depending on plans
  • Knowledgebase could be a bit more refined and polished
  • Reduce the amount of Gist branding on everything
I think that if you are looking for a live chat solution, Gist is one of the best on the market. It doesn't necessarily provide the best solution for email support if someone is looking for a Shared Inbox, though it does provide that.

What it also provides is Marketing Automation and Emails, so it is able to handle customer support requests, as well as launch marketing campaigns based on the user data in its CRM.
Score 10 out of 10
Vetted Review
Verified User
I have been using Gist's set of tools for two years now on a few different business websites and have really been loving all the different functions. I especially liked how easy it was to install and set up the Gist chatbox on my sites. The chatbox is far better for communicating with potential clients than over email.
  • You can have a knowledge base on your chat box so that if your not online. Your auto chat bot can still get information for your potential customers from there.
  • You can segment your email campaigns with gist for different types of clients.
  • Lots of Gist's different products can be connected to 3rd party software for further automation.
  • They keep on updating their product so nothing to add here as I am currently happy with all their features.
Gist could help most service/sales businesses where near instant communication with your leads could increase sales.
Of course Gist wouldn't work for all industries, mainly just the ones above.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I'm just getting started with Gist, but I'm really impressed. Having access to not only live chat but marketing automation features on the same platform is a huge win. This really helps streamline the communication process and cut costs. I'm also really looking forward to the CRM. It has been released but is still in its early stages. This will be huge for tracking customer journeys.
  • Live chat
  • Marketing automation
  • Lead generation
  • Love to see them expand their CRM
  • Would love to see the ability to embed video chat tools like Video Ask into their chat widget
  • Would love to see more interactive forms that allow for deeper segmentation
Gist is a full-featured email marketing/live chat platform at a fraction of the cost of their competitors. If you run a small business or are looking to consolidate your tool set into a single dashboard, then it's worth looking at.

If you need a feature-rich CRM, its not quite there yet.
Laszlo Csukas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using it as an all in one marketing communication package. The advanced email automation (that just got a new function of graphical campaign builder) is very handy. Also, my subscription includes a live chat and a chatbot and both works well with my sites. Also, we are using the knowledge base as an internal knowledge sharing tool. It's a good alternative for other Saas solutions.
  • The email marketing is for our email communication.
  • The marketing automation tool is very useful for campaigns.
  • The live chat is for lead generation.
  • It's very complex so it's takes a little time until we can use it in full glory.
  • We experienced a few mail delivery issues but it's already fixed.
  • However, the interface is looks good but sometimes it's hard to find a particular feature.
  • I'd like to see it have multiple knowledge bases.
It definitely works great for email marketing campaigns with automation and emails. These are the basic features and if you are looking for excellent service, then it's a great tool. If you're only looking for knowledge base software, then this service is a bit overkill.

I like I got almost all the must have tools in one pack for communication. Advanced email automation that is just got a new function of graphical campaign builder. Also, my subscription is include a live chat and a chat bot and both works well with my sites. No slowing down or other script issues that are not common in this kind of services.
If I had an issue the team was super responsive and helpful, that is essential for every business. The email delivery is great, so virtually no email has landed into spam folder.
Finally, the knowledge base is an excellent alternative for other Saas solutions. We just started to use this feature and our team is very satisfied with the results.
Interface: I like the UI that is modern, simple but highly usable. The developer is keeping taking care of it and the user experience is constantly evolving.
Score 9 out of 10
Vetted Review
Verified User
Incentivized

There are a ton of great features. I really like how I'm able to integrate directly into my website.

[Gist] takes some getting used to setting up and using the product. But that's to be expected from such a feature-rich software.

It's hard finding a single software that can do as much as Gist goes. Usually, you have to use multiple software.

  • Chat Features
  • Form Builders
  • Email Marketing
  • Simplifying steps
  • Integrating More Apps
Gist is great if you want to narrow down the number of software's you have to use.
Jonathan Teixeira | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Gist to chat with customers in real-time on our website and manage customer service. Our whole organization uses it and it helps streamline our communication. Our customers really appreciate that they're able to reach us easily and get a response quickly. It's easy to use and we're very happy with it.
  • Live chat
  • User interaction tracking/history
  • Knowledge base
  • I'd like to see it have multiple knowledge bases.
  • I'd like to see it have password-protected or private knowledge bases.
Gist is very well suited if you want to add chat functionality to your website. I know it can do emails, tracking, and combine all that into some really powerful automation, but I can't speak into that since I haven't used those features yet. The chat is rock-solid, however. We're very happy with it.
Michael Storzieri | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Gist helps keep the bulk of our marketing in one location and easy to work with WordPress to set up the system.
The WordPress Gist plugin supports the popular form plugins like Gravity Forms, MailChimp Forms, Ninja Forms, WPForms, Contact Form 7, and more making it great for client sites.
There are a lot of ways you can customize Gist to suit your client needs along with your own marketing and growing your list of prospects.
  • Easy set up with WordPress
  • Built in Chatbot that makes it easy to work with prospects
  • Easy creation of opt in forms to gather and grow your list
  • WordPress update took some time but was update a few weeks back
  • More chatbot options would be nice
  • Sometime you can get lost in the options
There are a lot of ways you can customize Gist to suit your client needs along with your own marketing and growing your list of prospects.
Using the Chatbot is easy when out and about on your mobile phone to keep visitors/prospects to your website informed fast in real-time.
Arpad Szucs | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our main use of Gist is for customer support via the Live Chat functionality on our corporate website. This was the strongest selling point when they released the service and still is the main reason we use it. It also functions as a lightweight CRM and has many lead generation tools.
  • LiveChat is great, it even supports many languages, which is very handy if you're website visitors are not native English speakers.
  • The CRM module offers basic information about your visitors, which helps in crafting your audience segmentation.
  • It has integrated email campaigns. This wasn't extensively tested by us, but it'll be perfect for a mid-sized audience with just a few thousand subscribers.
  • Email editor could use some improvements.
  • Would be nice to have a more robust CRM module.
It's a great platform. We have been using Gist for customer support for about a year now. This is the first chat app we tried and works well so far. It has numerous handy features, like email automation, chatbots, live event tracker, knowledgebase, behavioral email marketing, and even drip campaigns, and so on. Gist's feature list is growing very fast, they seem to listen to their customers very well!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
[It's being used] In a geographical area of the organisation to run a chatbox and chat bots, contacts database, autoresponders and automations to make our lead nurturing and sales process less time intensive.
  • Chatbots - Easy to set up with logic depending on how people respond
  • Automations - Triggering particular actions depending on what a visitor does on the site
  • Autoresponders and broadcast e-mails - simple to set up
  • Forms - Easy to create forms to capture info from visitors
  • Customer support is excellent and they listen to all suggestions so any missing functionality that I have discovered, they have responded to
  • They have a great suggestions process so any minor missing functionality I have discovered, I am confident will be resolved at some point
  • Honestly, I think they're really good company who listen to their users and act fast to improve the software
[It's well suited] If you have a website and want to collect info from visitors and/or e-mail visitors and/or provide chat facility on your site and/or run popups and/or build a contacts database and/or build a knowledge base and/or set up automatic triggers and events when visitors perform certain actions.

It's less appropriate if you're not prepared to invest the time in building it so it works for your site.
Christopher Maselli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Gist is used by my company both on my services website, on a web hosting website. Anytime we create a new venture, we include the Gist messenger bot as well as connect its email hosting throughout all forms. It connects easily with Elementor, WordPress, and other online services through Zapier.
  • The messenger bot is extremely powerful, automated and usable.
  • The email is FULL email marketing with tags, automations, etc.
  • The support team always gets back to me within 24 hours.
  • The free plan unfortunately doesn't allow for use of webhooks—have to upgrade for that.
  • The interface is completely browser-based and can take a few seconds to refresh.
  • There is SO much you can do, sometimes it's a bit overwhelming.
Gist's messenger is especially powerful and I love that I can embed it on not only my website but other subdomains on my site. Makes it so my visitors can get ahold of me on the fly--and I get notifications by email and on my phone. I can also set up automations so the bot asks questions to try and help the visitor before they need human interaction. Really nice! I also like that Gist has full email marketing, automations, tags, etc.
September 25, 2020

Gist Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using Gist as a livechat feature on our website. It helps us help our customers on the go as soon as they have any sort of questions.
  • Live chat
  • Knowledgebase
  • CRM
  • Their iOS app is sometimes laggy
  • Their qualification bot could be smoother
I think everyone can use Gist.
Austin Dwight | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We launched a SAAS product numki.com and using Gist to help automate marketing and follow up to trial users of the platform to try and convert them into paying customers. We are also using the live chat feature to engage with potential customers and also as a support chat for existing customers. For leads that desire a service-based approach, we are using the booking feature to set appointments to educate people on the advantages of our platform.
  • All in one marketing platform.
  • Great self help support system (Knowledge base).
  • Live chat and bot functionality are top notch.
  • Automation and Workflows: You can create complete automation based on user behavior such as visiting a page on your website or opening a link in an email.
  • Meetings: a great system that ties in with google calendar to allow visitors to set up appointments with users.
  • The email editor is surprisingly nice because it allows me to focus on creating content instead of building the email.
  • Would be nice to be able to create task/to-dos for users.
  • It would be perfect if it had a sales pipeline like Trello or Pipedrive.
  • I have multiple domains for my business and It would be great if I could have different chat widgets I could style for each website. Currently, you get one chat widget style for all of your websites.
If your marketing model is selling products, services, or SAAS where you are doing inbound marketing and your website will do most of the lead generation and conversion, this is a great product. From live chat, support, event tracking, and automation, you could almost put your entire business on autopilot.

If your marketing model is mostly outreach to cold leads and conversion, this software currently does not have any type of sales stages or task generation. I would still use Gist for website inbound but use another software for outreach and cold leads then when they become a lead put them into Gist for marketing automation.
Alvaro Asprilla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
For us it's both a handy tool to be in touch with leads and customers and essential tool to broaden support channels. Our customers can now find us more easily. And it is great for both the customer service team and the support team. We like how easy it is to integrate with WordPress.
  • Good live chat tool.
  • Easy to create custom chat bots robots.
  • Capabilities to send broadcasts and drip marketing campaigns.
  • Has a lightweight form creator that allows me to create 6 different types of forms and set the display conditions to have them show up whenever and wherever I choose.
  • Build relationships with leads and customers.
  • Support.
  • Marketing automation.
  • shortcomings such as no crm are manageable.
Gist is well suited to build relationships with leads and customers, to offer better support. And because of its marketing automation features could be very handy for improving collaboration in, as an example, the provision of educational services. We have worked with the companion iOS App and it is great for both the customer service team and the support team.
Score 10 out of 10
Vetted Review
Verified User
The flexibility of sending automated emails and broadcast HTML emails that look great. They are always looking to develop the product. They have a ton of features including Automation Workflows, Email alerts, and importantly are GDPR compliant. They listen to their community and provide video training and a knowledge base. They do Time Zone Sending which is useful as I send to people outside my timezone. You can copy-paste images directly into your emails. The tags can be automated to alert when someone abandons a page or shopping cart. email count time timers, API integration, and did I mention the excellent form builder? The price is very reasonable for all the love, care and attention to development the Gist team put in. I use it across the whole company.
  • They listen to their community, over deliver and provide video training and a knowledge base.
  • You can do fully branded pretty html emails using your company domain's email address and are super flexible with things like count time timers and Time Zone Sending of emails which is useful for open rates as I send to people outside my timezone. You can copy-paste images directly into your emails.
  • Tags can be automated to alert when someone abandons a page or shopping cart.
  • Automated workflows are visual and so what you can conceive of you can achieve in your email stack and flow.
  • The Messenger Chat they provide for your web pages are an incredible customer service tool.
  • They don't have any bad points really as they keep open-minded about development which is customer-led.
  • Sometimes they have such a can-do attitude that they used to be tempted to take on more than they can realistically deliver but even this has improved in the last year.
  • I have a hard time keeping up with all the latest developments but I periodically go into educating myself on the latest update.
This is a solid email autoresponder system with amazing chat capability and wonderful responsive support. Ideal for entrepreneurs and SMEs that are looking to grow and scale-up. A large multinational company would not be the target audience for this system. They are saving me time with automated emails that are triggered by tags and that drip out to customers and prospects. They provide the capability that means when you send out emails they are branded correctly and come from your own company's domain. The chat widget on my website looks very professional.
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