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Gist allows me to work on my business instead of trying to find solutions to make my business work.
August 06, 2020

Gist allows me to work on my business instead of trying to find solutions to make my business work.

Austin Dwight | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gist

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.
  • Easier to connect with potential customers using the chat bot and live chat.
  • Event tracking allows me to create automation. For example, if someone who is in my database visits the pricing page 3 times in 2 days but does not purchase, Gist will automatically send them an email with a coupon code. This had already coverts some customers
  • The fact that all of my tools are in the same software saves me time from jumping back and forth between different apps.
They both seem to have parity with each other with each having their own small advantages. I went with Gist because it was more affordable.

Infusionsoft customer for almost 5 years and it seemed I was always working more on getting it to work instead of getting work done. Gist is so intuitive I had it setting up and running the basics in a few hours.
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.