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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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
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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February 12, 2020
Gist is the all-in-one solution I needed
I just started using Gist and it has blown my mind. It has all the features I was using on different platforms summed into one. Their free plan has more features than most competing brands have on their paid memberships. I like how they have incorporated email marketing, live chat, and customer service all in one dashboard. I was using and paying for different platforms before but now have it all with Gist.
- Email marketing
- Live Chat
- Their website is mobile optimized
- Use TicketTailor to send emails from customers back to Gist email marketing
- It has consolidated different platforms into one. This has brought my overall monthly marketing spend down.
Tidio was great, but it lacked email marketing support.
Yes
It replaced Mailchimp email marketing and Tidio Live Chat.
- Price
- Product Features
No
No
Yes, when I inquired about their email marketing platform.
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)
- Time - the single most important thing
- Saving money on multiple software packages
I started out looking at simple marketing automation platforms such as Mailchimp, then moved to an advanced package from HubSpot (trial) to see if it was right for me. The latter turned out to be very expensive, although it is a great platform.
The former, Mailchimp, simply lacked many features that Gist provides. So there was only one option, to move ahead with Gist.
The former, Mailchimp, simply lacked many features that Gist provides. So there was only one option, to move ahead with Gist.
No
A lifetime deal I currently have and purchased years ago.
No
When asking for feature requests, they were finally implemented or at least considered.
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
- Customer support has been improved since using Gist.
- Communication with clients and potential leads has been improved.
- I have been able to take some load off of phone support with chat available.
- Mailchimp, Constant Contact and Intercom
Gist has so many tools in one package it is hard to compare. If you need chat, email, remarketing, automated marketing, live view of your site, knowledge-base, bots, scheduler, and more, then it will take multiple tools. Gist is great because you get to install one tool on your site, learn one tool, have one bill, and you get a responsive customer support team, with Gist.
Yes
The issue I had was resolved quickly and to my satisfaction. I had a small issue with my subaccounts and the team worked with me and kept me informed of what was happening. Brilliant job from Jitta and the team!
They provide live Facebook videos giving their users and community hands-on training and keeping us up to date with what is happening. It's amazing that they engage with their customers on that level.
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).
- Easier to access on a smartphone.
- Ability to share data with co-workers.
- Affordable.
All in one tool for my marketing requirements under one portal.
1
Client support and generally attending to site visitors requests.
1
- Email marketing.
- Knowledgebase.
- Support.
Yes
I have used Mailchimp and GetResponse previously and both lacked the combination of tools provided by Gist.
- Price
- Product Features
- Existing Relationship with the Vendor
The cost of Gist software made it the most valuable provider in comparison to the other vendors.
No
Prior to my switch to Gist's all-in-one platform, I was on the support plan and the agent who attended my email marketing issue assisted me and explained me to why some of my required functionality was not available on my initial plan choice and why I should opt for the all-in-one plan to cater to my requirements best.
July 02, 2019
Gist: a customer engagement powerhouse
Score 8 out of 10
Vetted Review
Verified User
Our current primary use is the interactive website chat which alerts our team on through the Gist app when someone is on our site and triggered our customized rules. This allows us to engage potential clients quickly which has increased conversions substantially. We are currently building out our knowledge base through Gist and we will be getting back into email campaigns very soon. Gist is used across our organization.
- Customer engagement through chat and chat rules which alerts our team with the Gist App. This was extremely simple and quick to get up and running and has already paid for itself.
- Tracks user engagement with your website and allows us to understand website user behavior. It also logs all chat conversations
- The email campaign has been useful and easy to setup. It hasn’t been our primary use yet as we are still list building. The credit allocation is a better value for us than mail chimp allowing us to reach more people for less cost.
- The knowledge base was a nice addition in the last update.
- Gist could improve on its customization for pop-ups and front end so that integration into your website is more seamless.
- The workflows are useful but are a bit of a learning curve, thankfully support is great and happy to help.
- Our ROI has increased significantly because of Gist's chat and app integration into our website. Contact forms are great but a real-time conversation means you can be more effective in meeting your customer's needs.
- The additional features in the recent upgrade mean we can use Gist for more. They have always been effective for email campaigns, but the addition of the knowledge base and more effective workflows means we can automate more. This has saved us from buying more software.
Gist has all the functionality we needed for less than ManyChat and Mailchimp. It also means our customer funnel is more complete as customers are engaged with, tracked, archived and moved to our CMS software. The Gist app means multiple employees can cover our website and I can track who engaged with who making the management of client engagement much easier. I found this more difficult when I was running multiple software.
Yes
Yes, it was. Recently, I had UI issues with the update. I reported it and it was fixed within 24 hrs and they emailed me to check if it was resolved on my end.
I think support since the last large update has been exceptional. There were a few issues surrounding the knowledge base which I would mention in their chat and the response was quick and the backend fix was implemented within 48 hours with all my issues
- Website Chat integration/app notifications
- Setting up engagement rules
- Tracking web users
- Email campaigns
- Some customization beyond colors
- Workflows take some understanding
Yes
We use the mobile interface for the website real-time chat responses. It works great and notifies the team when someone responds to the chat bot on the website. I believe this has improved our conversions immensely.