Top Rated
Score 9.5 out of 10
Top Rated


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

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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

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User Review: Graphic Design Director Comments on the Limitations of Gist's CRM
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Entry-level set up fee?

  • No setup fee
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  • 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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(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Christopher Maselli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
  • Easily the best value I've found for email services + messenger bot together.
  • Saves time with customer service with the bot.
Gist is slightly slower than ActiveCampaign but MUCH easier to use than Mailchimp. Overall, you can't beat the bang for the buck you get with Gist. And its messenger bot is the best I've used, it works on not only our main site but also our subdomains, kicking the competition to the curb.
Gist does pretty much anything you want it to when it comes to managing your contacts. Sometimes I wish it updated faster, but wait a few beats and it gets there. I really love that I can show a colleague how to use the chat messenger and they understand it right away. Very user friendly!
Fantastic support. Ask a question, get an answer within 24 hours every time. And sometimes within a few minutes. They've always come through for me, helpful and, even when it's an issue on my end, they point me in the right direction.
September 25, 2020

Gist Review

Score 9 out of 10
Vetted Review
Verified User
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.
  • ROI from being more accessible to our customers.
We've used Dashly and Gist looks better than Tawk and that's the reason we switched from Tawk to Gist. But the feature that puts Gist above Dashly is the ability to collect user names and emails before they start the chat automatically. It is important for our business to know who we're talking to. I just wish we could have it white-labeled like we can with Dashly.
The ease of use and their quick support.
I've contacted them on a few different occasions and they were quick to respond but the support wasn't as helpful as I'd have liked them to be.
Mark Sinclair | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Gist provides us with a single, all-in-one software platform with incredible power to support our clients and enhance our sales and marketing. Gist allowed us to replace several very high profile applications like Zendesk, Mailchimp and others with one platform.
  • At the same time, they have additional features well beyond those platforms that we did not expect. That is saving us money and time. More importantly, we can support our clients and potential clients 24 hours a day and seven days a week, and we can serve them with very targeted messaging and help.
  • When it comes to their own support, Gist give us very responsive support using their application. From our experience, they care very much about their clients. They have a clear vision for the future and continue to live up to their promises by regularly delivering and releasing new features.
  • We use Gist for live customer support, knowledge base, autoresponder messaging, targeted email drip campaigns, automations, inbound and outbound marketing, contact management, website popup forms, online calendar bookings, tracking activity across our application, our website, and more.
  • Live customer support
  • Knowledge base
  • Email messaging and marketing
  • Autoresponder emails
  • Email drip campaigns
  • Automations
  • Contact management
  • Online bookings
  • Tracking activity across software and website
  • Online forms
  • Sales tracking
  • Nothing is missing for us.
  • Gist is adding new features all the time.
We have a SaaS product and provide 24/7 support to our clients. Gist is perfect to ensure we deliver great support and also to assist our sales and marketing. We use it for drip mail campaigns, live chat, knowledge base, targeted in app messaging, email marketing, email communications, automations, and so much more. Gist gives us an all in one platform at a significant cost saving, and with features that would have required us to add more applications.
  • Increased sales results
  • Saved costs
  • Saved significant time because we use one app and not many
  • Ensures targeted marketing acivity
  • Supports on boarding for new users
Gist combines all our previous products into one application and adds many more features that would require more apps. Gist is excellent and a no-brainer all-in-one application when compared to having to manage multiple applications at higher cost. The support from the whole Gist team has been extremely responsive.
The mobile system works very well on phone and iPad.
It is very easy to use with excellent support.
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.
Gist has helped us to replace 3 separate software services for much less than we were paying before. If you're running a WP website, their plugin makes integration easy and their app means I can assign someone to cover customer engagement around the clock. Our services are very bespoke so engaging with customers quickly and effectively is really important for us. As a smaller business, it is really important to have software that works well and is simple to use, we find Gist meats that criteria for us.
  • 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.
I’ve always had good responses from support. It’s been better as of late. Probably an 8/10 now, but when I first started using them support was slower.
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
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.
It’s pretty simple, but it does a lot so there are more complicated features which depend on an individuals ability for software implementation. I am not an IT expert and I’ve managed to implement everything myself, others that are more tech-minded may find everything easier.
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