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
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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
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).
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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
(1-25 of 55)Companies can't remove reviews or game the system. Here's why
February 14, 2024
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 (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 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.
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.
March 10, 2023
Top-notch customer support tool with live chat & bots
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
February 14, 2023
Gist has been a time and money saver for me and my business
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
March 31, 2022
Gist helps convert website visitors into customers
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!
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
May 31, 2021
My thoughts on Gist Automation Business Sofware
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.
May 07, 2021
A great all in one marketing communication tool
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.
April 29, 2021
A Very Helpful Tool for Us
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.
April 21, 2021
All in 1 solution for making the most of site visitors
[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
January 30, 2021
Super messeger AND email automation all-in-one!
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.
August 06, 2020
Gist allows me to work on my business instead of trying to find solutions to make my business work.
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.
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.
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.
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.
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.
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 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 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