About Gist

Gist is a cloud-based help desk platform that helps small to large enterprises manage customer queries and streamline communication with leads. It enables users to embed chat widgets into business websites and customize greeting messages. Gist allows marketing teams to highlight specific messages from customer interactions and categorize them using separate tags. Users can send internal notes to team members and request feedback on client inquiries, improving collaboration across organizational departments. Additionally, it offers mobile applications for Android and iOS devices, which lets users respond to customer queries and change the status of chats to open, snoozed or closed. Gist facilitates integration with various third-party applications such as Zapier, WooCommerce, Stripe, Google Calendar and more. The solution is available for free and on monthly subscriptions. Support is extended via documentation, email and other online measures.
Gist Software - Gist creating new articles
Gist Software - Gist campaign management
Gist Software - Gist lead interaction
Gist Software - Gist creating new articles - thumbnail
Gist Software - Gist campaign management - thumbnail
Gist Software - Gist lead interaction - thumbnail

Gist pricing

Gist has a free version and offers a free trial. Gist paid version starts at US$29.00/month.

Starting Price:
US$29.00/month
Free Version:
Yes
Free trial:
Yes

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Gist Reviews

Overall rating

4.7
Write a Review!

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.7
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All Gist Reviews

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149 reviews
Teng
Teng
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

4.0
Reviewed on 18/03/2023

Streamlining Customer Communication and Marketing Efforts with Gist

Overall experience is good. The platform is feature rich and is hardly down

Pros

Gist plays a crucial role in our organization as a communication hub that allows us to effectively engage with leads both on our website and through email. By using Gist's chat and email features, we are able to quickly respond to inquiries and questions from potential customers and provide them with the information they need to move further down the sales funnel.In addition to its communication features, we use Gist as a CRM to manage customer relationships. With Gist's contact management features, we can easily track customer interactions on our website and record important details such as their interest and preferences. This helps us better understand our customers and provide personalized service.Gist's email marketing platform is also a key tool for us. We use it to send out newsletters and other marketing materials to our customers and prospects. With its customizable templates and easy-to-use interface, we can create engaging and effective email campaigns that drive engagement and conversions.

Cons

The integration plugin on the website can slow down the website speed, as shown on Google PageSpeed Insights and GTMetrix. A few times, the platform is slow to send notifications to us when there's a lead/customer using LiveChat on our website.

Alternatives Considered

ActiveCampaign

Reasons for Switching to Gist

Before choosing Gist, we evaluated several other customer communication and marketing automation platforms, including ActiveCampaign. While both platforms had similar features, we ultimately chose Gist for its more affordable pricing. For smaller organizations or teams with limited budgets like ours, Gist is an excellent choice that provides all the features and functionality needed to effectively manage customer communication and marketing automation at a more affordable price point.
Dakotah
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

4.0
Reviewed on 12/10/2023

Great CRM that is both simple, but powerful

Pros

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.

Cons

Gist's platform has become a bit bloated making it hard to find certain options until you get familiar with how it works. Most of the settings are intuitive, but there are many times when you think a setting should be in one place, and it is in a submenu somewhere else. Not too bad once you get used to it, but after using it for a while, you do get a feel for how it is organized.Also, some of the tools are not super intuitive to setup and integrate with your existing solutions. They do support Zapier, but that requires a Zapier subscription to master the implementation.

Alternatives Considered

Intercom

Reasons for Switching to Gist

We went with Gist as it is well suited if you want an all-in-one solution or a good starting point for managing your customer relational management. The price is right to get started if you don't know exactly what you need for your process.
Fredrik
  • Industry: E-Learning
  • Company size: 201–500 Employees
  • Used Monthly for 2+ years
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1.0
Reviewed on 30/01/2023

Poor customer support that don't really give you any support

Have not really been able to get it working and I have a free lifetime plan. But, that is normally how things go. If it is cheap then it normally is not worth you time.

Pros

The most useful part about Gist is that I don't need to use it since there are many other systems out there that offers what they do.

Cons

It is not easy to get started and their support leaves a lot to wish for.

Stefan
Stefan
  • Industry: Leisure, Travel & Tourism
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 9/03/2023

Great customer support tool with live chat & bots

Pros

Gist has a lot of great features and a fantastic UX for both site visitors and support agents. The onboarding was very intuitive, also thanks to their detailed documentation. So far we have only used the live chat and bots, but we are already working on migrating the custom knowledge base of our SaaS to Gist. Finally, Gist’s own support team is spot on!

Cons

We would like to see more integrations, especially with BuddyBoss, Frill, SureMembers and SureCart.

Alternatives Considered

BirdSeed, Customerly, Crisp, Front and Intercom

Reasons for Switching to Gist

It was the value for money and the great set of features that made us choose Gist over its competitors.
Christopher
Christopher
  • Industry: Publishing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5.0
Reviewed on 26/01/2021

SLICK Messenger Bot + Full Email Automation

Been using Gist for years now--replaced Active Campaign for me--and I'm able to do all the same things with a messenger bot, too!

Pros

Gist's messenger bot is very powerful and you're able to put it on your website as well as all your subdomains. It's become the #1 way my visitors prefer to interact with me. I had no idea how much interaction I was missing until I installed it. Then add full email marketing and you're really flying!

Cons

Gist is working to improve their speed through the browser. I wish the free plan allowed for use of webhooks like the paid plans do. But $29/mo isn't bad!

Alternatives Considered

Mailchimp

Reasons for Choosing Gist

Gist has better pricing and includes a messenger bot. Website owners don't know what they're missing out on until they install one of these and see their visitor interactions skyrocket!

Switched From

ActiveCampaign

Reasons for Switching to Gist

I considered many other email systems, but Gist does everything they do for less--and that messenger bot adds huge value.
Andrew
Andrew
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
3

4.0
Reviewed on 23/07/2019

Course Creator's Dream: marketing, customer service, booking, knowledge base - It's all here

Pros

Love that everything is integrated and works together. Chat is cross platform with twitter, facebook and your website (javascript can be placed on any website that allows it including many 3rd party apps). Email product is maturing really well compared to others in the market in just 2 short years.

Cons

Having an all-in-one product is really ambitious. Doing that in 2 years is spectacular. Although some features aren't yet fully developed, the product is definitely a player against others in the space. Also needs updates to customer service/communications especially in the area of product updates.

Patrick
Patrick
  • Industry: Facilities Services
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4.0
Reviewed on 12/06/2024

Gist is a good choise

Pros

The thing I like the most about Gist is that it is an all-inclusive platform in which you can do both marketing and business process management.

Cons

The thing we as a company like least, is the fact that the membership is based on the number of contacts. We have a large databases of contacts and importing them all would become very very expensive.

Alternatives Considered

Zoho CRM and Quire
Aaron
  • Industry: Automotive
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 8/12/2023

Elevating Team Synergy and Customer Engagement to New Heights!

Pros

I liked Gist's seamless integration of communication, collaboration, and automation features in one platform, providing a comprehensive solution for our team's needs.

Cons

While Gist is generally impressive, one area for improvement is the learning curve for advanced features, which could be more user-friendly for new adopters. Also I want to see a WhatsApp integration.

Deyan
Deyan
  • Industry: Newspapers
  • Company size: 2–10 Employees
  • Used Weekly for Free Trial
  • Review Source
Value for Money
3
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 2/04/2023

Great conversational marketing suite - chat, bots, email, but it doesn't come cheap

Gist offers a seamless conversational marketing suite, which makes communication and building relationships with your users a whole lot easier.

Pros

How seamlessly are web, chat, email and social media integrated altogether. Data is gathered from many difference channels, event tracking on the website adds even more context to the profile of each individual user/contact, and this all allows for some great personalization and user experience. All of these great benefits, though, are available to the Premium plan only, which doesn't come cheap at all.

Cons

The Support bot is an add-on, though it's one of the big differentiation factors of Gist,compared to many of the other support chat services. The Free plan is very limited, both in terms of functionality and user limits. The custom chatbots work only with the website chats, not with the other channels such as Facebook, Whatsapp etc, which means you would need to use another software if you want to automate those (which makes no sense).

Alternatives Considered

HubSpot Marketing Hub, Dashly and HubSpot Service Hub
Peter
Peter
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 9/02/2023

Great all-in-one tool

Pros

It replaces a bunch of other, separate tools. We use the chat, email marketing and automations especially

Cons

The tool has developed a lot over the years. We've been using it from its early days. It would be better if the deleted contacts were removed instantly (they currently count towards your contacts quota) instead of at the end of the month. But that is a very small issue that doesn't really affect us anyway.

Prarin
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
3

4.0
Reviewed on 10/02/2023

Amazing tool and Well-Designed Tool

Smooth and Well-Designed Tools

Pros

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.

Cons

Only unfortunate thing is ... the premium price is over my budget for real.and there are some functions in premium should be in the lower tier of LTD.

Mark
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 31/05/2021

Gist- The Perfect Sofware for any Service Related busines

I am very happy with my Gist experience so far and rhey have been receptive to my ideas in the past with different features or how to streamline then to create a better user experience.

Pros

The chat box on Gist is by far my favorite Gist feature. Being able to talk with potential clients instantly via the Gist chat box i have on my sites makes communication far easier than endless email chains.

Cons

When gist first launched as Convert Fox they didn't have that many products or features, just mainly an email autoresponder. They have come a long way since then.

Patrick
Patrick
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 24/02/2020

Great Value for Marketing Automation.

Overall, my experience with Gist has been excellent. The support has been great. They answer quickly and have been very helpful.

Pros

I like how easy it is to create automated workflows to guide our customers to make purchases. I also love the knowledge base, which allows our customers to get more answers without having to contact us. This saves us valuable time allowing us to focus on better customer service.

Cons

Hosted forms are not available, however, there are workarounds by embedding forms on my site using Gist forms. A Gist hosted form would eliminate a step making it faster to create the forms when we want to simply link a button to a form. I'm told that is something that will be added later.

Vibhor
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 22/07/2019

Gist - One stop live chat and support solution

Been using gist for a while now and it has been amazing in our testing phase and we have evolved over this time as we tested and implemented all the templates that we created and knowledge base that we increased. It has the potential and capabilities to handle the incoming influx and can render the information contained within.
Live chat, email responses, inter-team connectivity, bots, behaviour you name it it has it

Pros

All in one feature is amazing. Love chat, email automations, funnels, email templates, integration and the list goes on.

Cons

Nothing so far. However a live call feature would be a plus.

Verified Reviewer
  • Industry: Retail
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 13/02/2023

Genuine diamond product that has helped reduce customer service issues with live chat

Really impressed with the support, quality of the product and the breadth of features available.

Pros

Easy to use and really easy to implement. If you can load up a script to google tag manager you'll be fine with Gist

Cons

Little confusing on the use of multiple domains

Bret
  • Industry: Nonprofit Organisation Management
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4.0
Reviewed on 24/07/2019

Happy with Gist

Managing support via email is untenable. Stuff gets lost. Wires get crossed. Aggregating support enables us to provide higher quality service to our customers. It also allows team members to add notes, so we can have a record of why any given decision was achieved.

Pros

Gist is similar to Intercom. It's a platform for managing your customer contacts and your communications with them. I like that, you can field inquiries for onsite chat, Facebook Messenger, and Twitter Direct Messages in a single location. Gist aggregates all your support channels.

We use Gist for managing support and for communicating with property owners. I've not once experienced an outage. It always performs quickly. There's an iOS app.

User experience is more than an app. It's the support you receive with it and how quickly the team responds to feedback. I genuinely like Gist's support team. They're a great bunch of people. On couple occasions, they're deployed changes in the same day. They always follow-up. A+ on the people side.

Cons

The one major change I want to see is how Gist user identity is managed. A single user can have multiple projects. That's fine. However, user identity is persistent across projects in an account, and there is no concept of an admin user. So, if you're communicating as two different entities -- abc.com and xyz.com -- you need to create a separate Gist account. While that's manageable, it's unmanageable in the iOS app. You can only be logged-in with one account at a time. If the model will continue as multi-project to single-domain, that's okay. However, in that configuration, the iOS app needs multi-account support.

Kartik Ahuja
Kartik Ahuja
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
3

5.0
Reviewed on 9/08/2020

All in one Marketing tool

Pros

A lot of features in one place:
1) Live chat on the website
2) Integrates with a lot of tools (Book like a boss, Stripe, Facebook, Zoom, etc - it helps to see all data at one place. I feel it is moving towards a CRM platform)
3) Chat prompts - it basically popups up a message when some person visits on a specific page; we can add triggers like x seconds, % of scroll etc and define the conditions

Cons

There is only one con - replies from support are prompt but the time taken to solve a problem takes much most of the times

Alternatives Considered

Crisp, HubSpot CRM and Intercom

Reasons for Switching to Gist

More datapoints, more feature driven
Mark
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 7/12/2019

Gist is a powerful all-in-one platform for sales and service

Gist gives us a single product for so much - 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 and our website, and more.

Pros

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 release new features.

Cons

For us, there is nothing to dislike. We cannot fault their product or their customer service.

Leonardo
Leonardo
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 22/07/2019

A powerful automation tool

Very happy with it, and all i see is updates!

Pros

We started to use Gist a couple years ago, when they used to be called ConvertFox. When they started the tool it was possible to notice some hiccups, but team started to upgrade it, and release a lot of new features. Today, Gist is a super powerful tool, with things like:

- email automation,
- knowledge base,
- bots,
- site automation
- Powerful automations based on visitor action,
- broadcasts, drip campaigns, behavioral email marketing and way more.

The email deliverability rates now are also pretty high, and is our go to tool for our main website.

Get it, worth every dollar

Cons

The only thing I still don't see, is the visual flow builder for the emails, but I heard they will implement it soon.

Paul
Paul
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 1/07/2019

My new CRM

Excellent particularly their customer support.

Pros

Generous subscriber and email sending plans. Easy to use and has now replaced my last email marketing solution too over and above its CRM and customer support features. Excellent app.

Cons

They are a startup so some features I want are lacking but projected to come in future.

Uwe
Uwe
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5.0
Reviewed on 17/12/2019

All-in-one marketing and customer support tool

Pros

The Gist team created a feature-rich, thought-through and affordable tool for customer support, live chat and marketing automation. We mainly use the live chat, contacts/segmentation and email features.

They also offer a Knowledgebase feature that we will soon implement.

I love their speed of development and the brand-new user interface redesign.

Cons

So far it ticks all the boxes. Sometimes support replies within minutes, other times it might take a day or so. Could be more consistent.

NaveenKumar
NaveenKumar
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

4.0
Reviewed on 25/01/2020

Convert Visitors to Customers with Gist

Its been very useful solution for all marketing needs.

Pros

Easy to setup, clean user interface, excellent customer support, help documents, and the automation flows helps my visitors to connect with me. Chat user interface, mobile apps, drip campaigns are easy to implement and manage.

Cons

More subscribers needs more investment. I wish the pop-up templates are more. No RSS to email feature.

Ali
Ali
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 29/06/2019

I love this platform

Pros

I've been using the platform for a couple years and they have come a long way since I first joined! the team support is (and always was) phenomenal and they were always happy to walk me through anything I didn't fully understand.

Cons

It started out a bit rough for me because I'm not the most technically savvy. There is a slight learning curve but the team is great in helping you move through the tech hurdles!

Ian
Ian
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5.0
Reviewed on 28/01/2020

A Great Solution for Small Business Customer Service

I've been able to go from a business that had a website, but didn't seem as professional, to a business that can contact customers and handle questions that come up in a quick and efficient manner.

Pros

I really like how easy it is to get Gist set up. It only takes a few minutes and then you can begin customizing it for your needs. I love how simple it was to get live chat set up and to customize the message based on the webpage. I was also able to see at a glance the emails and chat's I've had with a specific person who's visited my website and reached out.

Cons

The email builder is still a little basic. There are a couple templates, or you can code one in HTML, but if you don't feel like coding, you don't have many options besides the basic templates. I'd like to see some more email templates become available or a WYSIWYG (what you see is what you get) editor.

Michael
Michael
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used for 6-12 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

4.0
Reviewed on 18/02/2020

New-but-not-that-new player in the market, has a lot of potential

Gist has grown to become a very impressive tool today. They're working tirelessly to improve the app and they send out a lot of tips and ideas on how to improve your marketing. It's worth a try.

Pros

Clean interface, very fast, fully functional, definitely not a half-baked wannabe. Gist has evolved from ConvertFox and I've been following their growth for years. The current product is super easy to use and integrate into the site. Live Chat is especially impressive as I can respond to clients easily from email, desktop, and mobile app and it syncs seamlessly.

Cons

It's obviously not as mature as Hubspot or ActiveCampaign so it lacks quite a bit of polish there. It's got a lot of documentation but not enough for some specific tasks and their support can take a few hours or more sometimes - it's a good response time for most, but I've been spoiled by Hubspot.

Alternatives Considered

Mailchimp

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