Gist Reviews: 4.6/5 — Highly Rated

Gist is easy to install and provides a really great way for customers to ask a question and to track them movement through your app to better assist them.

The ability to message clients first appears to be working until yiou click send and you get prompted for an upgrade. Feels a little bait-and-switch.

It's helping better understand what customers need when onboarding.

I’ve been a fan of Gist (formely 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 connected 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’s many users wanting all types of integrations and features added.

I’ve gone through a long list of marketing automation platforms that have their positive and negatives. However, the big plus is that Gist provides most of these features, all within the same application. This reduces the multiple touchpoints you may have with customers and makes it easier to run your business smoothly with your contacts.

It works. I need a simple chat widget to communicate with visitors to my site. For that purpose, it works pretty well. I can access it from my browser and the mobile app, and it supports push notifications, so I don't miss any conversations. The information it stores about users is super helpful - especially their country of origin and pages they've visited on my website.

The Gist team added too many features in recent years that aren't directly related to chat. The bots and automation part is nice, but I don't use it since my business isn't big enough to support and maintain automation. When you don't respond in time, you receive a notification email telling you there's a conversation. If you don't go through the links inside the notificaitons, at some point, Gist will decide to automatically stop sending you notifications via email which isn't fun - it doesn't even tell you about it.

Gist enables users and potential customers to reach out to me directly, without the need to fill out forms or send emails. It also works well in collecting the email address of these users so I can follow up with them later. By having this means of communication, I can have more conversations with customers than I would otherwise conduct.

I love the chat bubble feature the most. It's an invaluable tool for my business, because it enables me to give great personalised customer service, by connecting with my website visitors in real-time. It allows me to understand why they came to my site, what the most popular articles they are searching for on my site, and it helps me to nurture them, build a relationship with them, and get them to subscribe to my social media and buy my products.

I don't currently have workflows publishing for most of my workspaces, and that's the only thing that is holding me back from being fully successful with the platform, as I really need this feature. And MailChimp is easier to use and set up automation super quickly.

I am improving customer relations and selling more products

I guess it offers a lot of features related to marketing and customer support. The automation triggers are awesome

There is nothing much to dislike, I like the product overall.

I am using it mainly for website visitor chat. Plus I am also using it for email marketing.

All the integration of email marketing and live chat.

The prices especially for small companies which are starting with a low budget.

The customer service experience is improving.

The automated and personalized chat prompt that goes out on behalf of our Executive to a newly signed-up customer has been the most rewarding. Customers immediately come to know that if they are stuck at some point with our product, they can reach out to our Executives. It's very customizable as well. We can show the prompt to a selected set of users only (in our case, the Admins). We can show the prompt when the user has been on a specific page for too long etc. Apart from this, we use the Post Messages as announcements for feature releases, upcoming events, etc., which helps us keep our customers engaged. We also use the workflows from Gist to periodic Marketing Emails to our customers. Also, API-based integration makes Gist very powerful.

Nothing much. The mobile app's performance can be slightly improved. And if the rule-based events can be made more advanced, for example, instead of writing "Users who performed an action in last X days", if we could write "Users who performed an action in last Y minutes", it will become much more powerful, and we will be able to utilize it even more.

Customer Support Customer Adoption Marketing

Chat response time is better than other apps.

The user interface a little bit confusing

Customer support via chat, knowledge base

There are a ton of great features. I really like how I'm able to integrate directly into my website.

It takes some getting used to setting up and using the product. But that's to be expected from such a feature-rich software.

It's hard finding a single software that can do as much as Gist goes. Usually, you have to use multiple software.

Gist helps keep the bulk of our marketing in one location and easy to work with WordPress to set up the system. One of the best features we like to use is the Chat Feature. The chat widget can be added very easily using the WordPress Plugin created by Gist. The feature connects to a whole host of other Gist features like the live chat to your website visitor and gaining feedback to your built-in Gist database of information.

WordPress update took some time but was update a few weeks back. Additional chatbot options would be nice, but chat does come with a lot of features. Sometimes you can get lost in all the options but not sure if that is a con, depends on you.

I like having everything most needed in one place to make it easier than having to log into several sites to get things done.

Creating an automated machine that captures, warms and sells to my site visitors and prospects.

There is a bit of a learning curve and building anything worthwhile requires a time investment.

Turning visitors to our website into contacts who we can communicate with easily and regularly with minimal effort that ultimately leads to increased sales.

Gist provides a great combination of features that covers off all the needs of an early stage startup.

Can't seem to view properties of an event that come in from Segment

I'm using the knowledgebase and chat predominantly at the moment. It's also good for seeing a complete history of user events that are piped in from Segment

Excellent system since they allow companies to market, sell and communicate with their customers in a safe and very responsible way. Its cost is very well evaluated since they offer you an amount of progress and an estimated time very adequate for the price they propose giving you benefits and better experiences with this type of application. It contains certain functions which are: knowledge base, support chat, transactional emails which are connected in one place by workflows being very determined.

They have several problems, some features are very underdeveloped like pop-ups because it lacks more progress and well-developed functions to be able to use it the way it should be but for those methods it also needs server to client Communications upgrades, especially in the area of updating the products so that they can be used as a multiplatform and work together.

I use it as a support in order to help create excellent experiences for customers in their stage of using the system well highlighted. I also use it for business and investment conversations since it is very complete when communicating with our customers or companies that want to do business since it allows a great website that assigns conversations of a scope that can be combined in several users in a single respective conversation.

Gist is the perfect tool to increase customer interactions, the service is favorable to increase sales, provide customer experiences and support, the tool is available at a very low price, it is web based, the service compared to its competitors is quite updated, the automations it provides are excellent, its real time chat, Bots and routing are some of the most useful tools Gist provides. Its ease of use is a great advantage of this service, as it makes it easy to finish the job and allows you to use the software quickly. Implementing this service is very simple with just a couple of configurations you can use the software. Gist is a marketing tool that is distinguished by its simplicity and effectiveness to increase sales.

In the years that I have been operating this service its operation has been good, I consider that it has to improve a little the support team so that it is faster, it needs availability of mobile application and more speed in the operation of its interface so that we can work with greater effectiveness, until the moments I am very satisfied of working with Gist since I have been able to work with an effective marketing in all our organization.

In our company Gist has allowed us to improve our capacities to give more solid answers to the needs of our clients, to interact with them, to offer relevant experiences and to increase the effectiveness of our team at the moment of working, really it is excellent as it is possible to stimulate the growth of the sales and the satisfaction of our clients with this service.

The live chat app looks stunning on our website! It's easy to implement and set up. Site visitors can instantly get the support they need! Highlights: - User-friendly - Stunning forms and knowledge base

There is not much that we dislike about Gist. - Ability to hide or disable the GIF feature on chat - More integrations would be great

Live chat is very important for us with customers who need immediate assistance. GIST is the perfect app!

universal inbox to streamline social channel inquiries, very powerful live chat and chatbot with a great UX for the user, powerful event tracking and automation rules

integration with ecom platforms leaves a bit to be desired. So for example it's great to be able to have all sorts of triggers and automation scenarios, but the utility is a bit limited if I can't send a dynamic cart recovery email, with a one click button that will re-generate the checkout for the user. The popup builder is nice, better than MANY tools out there, but not quite as powerful as Convertful -- thankfully Convertful has a direct integration with Gist so I can use them in tandem. I think for a saas platform Gist is already there as a platform, like 100%, for ecom sites it's 95% there.

marketing automation, lead capture and lead nurture, lead segmentation.

I like the approach of fusing livechat, email sequences and leadgeneration

The iOS and Android apps could give some more options.

I use it to talk to new visitors / prospects that visit the website.

Using Gist for: a) Live Chat b) Forms c) Email Sequences d) Event Tracking e) Help Desk It is handling our entire marketing automation needs Loved these features: Visual Workflow designer Live Chat performance and appearance Email Deliverability

No cons as such. They need more maturity and time to be comparable with Intercom

If you are considering marketing automation, Gist will fit in well. It really streamlined our entire customer journey, right from traffic stage to customer stage

I've been a customer with Gist for a few years now, so I think I'm qualified to speak a few words on their platform. What I like best about Gist is that they're *not* a stagnant application, over the years, their development and refining of their tool has been evident. Not only do they add to their tool, but they also work to simplify it for the benefit of the user experience. Most newer companies don't have utilize that value so I'm able to appreciate that feat with Gist. Some other points: -Somehow gist is able to identify customers when they come to my website, even if they aren't in my database. I don't how they do it, but it's a great advantage. -They have robust targeting features for their pop-ups -Their support seems mostly available and responsive. -Their platform is easy to navigate.

-It's hard to say what I dislike, since they have automation features, tracking features, integrations, and so on, it seems like they have everything. -Perhaps I think that their chat feature can be developed upon to be more inline with competitors (automation email requests, etc...) -Also - a visual display for the email workflow like what Sendinblue has would be helpful, but not necessary. -Utilizing forms *not* connected to popups would be helpful, but technically it works.

For someone that needs a 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.

Gist is continually improving its services. I love being with a company that is always adapting and adding features. It's clear that Gist listens to their community. I love being able to add workflows to trigger emails and actions based on the behavior of those who visit my website. The latest live chat update is great too. Gist has allowed me to easily create a level of automation that guides my customers through various processes such as registration, ordering, and obtaining more product information, which has freed up a lot of time for my staff. This makes the process much easier for my customers, removing friction and making the customer's experience so much better, which in turn helps create loyalty.

The ability to host forms were removed with the latest upgrade of forms. However, the new forms are so much better and way more robust. Other than that, I don't have any complaints. I'm told the hosted forms will be back with some future updates.

I'm getting more people to register on my site which allows me opportunities to send timely and appropriate marketing emails to these prospects to turn them into customers. Setting up automation has helped our employees to gain more time so they can be proactive rather than always be reactive.

I have been using Gist for a few months for all of my main sites, and i am a very happy user.

The login session of the application expires too early for me

I can manage all the leads and follow up efforts in one place. A great time saver for my business indeed.

UI is intuitive, easy to learn. Integrating with the website takes less than a minute. Affordable pricing and excellent support. Pop-ups are not blocking the performance. Chat UI is great and looks premium. Email notifications, GDPR stuff are very useful and easy to implement.

To create a flow, there might be dependencies, it would be great if the app listed out explicitly. Pop-up designs are limited. It would be great, if gist team adds more templates and uniqueness. Also, it would be great to have Gamification platform.

To touch base with my website visitors, and to help them with their software testing problem.

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. There's heaps of features to choose from such as the powerful marketing automation using tags (which I use a lot of), as well as integration with my wordpress website. I can track all contacts on the website and send them down different sequences depending on their actions. I mainly use it for welcome emails and followups, but it's super powerful when I start to really grow my website. Another point that I'd like to bring up was their customer support. Their live chat support is always helpful when I have a question about how to use a certain function.

I don't currently have much to really say which is a drawback to their software. I guess maybe their interface looks a little dated compared to the competition, but that isn't really an issue due to how powerful their software package is.

Overall I'm very happy with how the software is performing for my website. In saying that, I personally don't use all the features they provide as I just don't require them at the moment. There may be a time in the future where I may need their live chat feature, but for now, the powerful marketing automation function is working a treat. I think in the future I'll start to really see the software be used to its full function when my website takes off in the long run.

I really like that I can do everything within the same tool. It keeps me productive and i keep on discovering new possibilties with Gist everyday.

My customers local language is Swedish, and i feel that the quality of the translation could be a bit higher. Gist are really responsive in rectifying spelling error which i discover, but still, it should have been translated trough a professional translation service.

I am mostly using Gist for live chat, email support, newsletter and chatbot.

Through Gist, you will communicate with your customers regularly and in an effective way. It has some great shapes integrated, and a large variety of design options, that are much better than seasoned options. The scheduling and adaptability of the layout is an advantage as well. The desktop app is great and makes it easy to set up your addresses and the mobile app enables us to monitor and manage customer service on the move for all support problems, so you will be able to manage this from any device.

I would like to see more email marketing capabilities within Gist, but it doesn't look like they are going to apply this soon. Also, I would like to have a more configurable chatbot toolbar.

My company uses Gist for WebClient, trying to book demos and email marketing on our homepage. This enables us to quickly involve potential customers, which has greatly increased modifications. Although it is mainly used in the marketing department, everybody in my business has access to Gist as its uses expand to other departments. It allowed us to switch standalone installer providers for far less than we had spent previously.

Gist offers many options that allow us to talk to the phone, record the use on our page, register, attach tags and other details on the page and so much more. Besides, it counts with many options for email marketing and templates where we can grab paths and activate email series. Also, by downloading the app on all our sites and sitemaps, it allows us to talk, so it can even be used for customer service.

The Gist is working very well, but the GUI could work better. Also, I would like to see further models for the message.

Gist is used in all the departments of my company to connect on a single platform to communicate visitors and staff. We have been able to personalize the chat interface for the naming of my page and the interaction is very smooth. It is a strong tool to improve customer relationships and increase sales.

I love that it is a complete solution to the vast majority of my needs at a fraction of the price others offer. Without needing to cobble together a Frankenstein of tools, I can take care of my email and website marketing needs with only WordPress and GIST.

I am frustrated by their clunky client management (by their own analysis, they are not a CRM yet)

I have always felt like I looked like a small agency, no matter what the copy (or truth for that matter) is. By implementing the live chat and email drip campaigns, I look like I am capable of running a 5 figure marketing campaign for my customers. Although I am using multiple aspects of their software, I find the best value and I am using the live chat the most and their email campaign feature the second. It was my first experience with a live bot and I had no idea how valuable it would prove to be by being able to land clients on an abbreviated sales cycle just because I could talk to them in realtime. As for the email campaign feature, I knew this was one of those things I needed to do, but it felt like I was setting myself up for one more thing I needed to be on top of all the time. Instead, I was able to set it up and then let it do its magic.

It is not a difficult tool so everyone can use it. It gives you a great opportunity to stat a funnel for the first time

It's simple but nice to look at and good to work with

Getting new leads and help my customers by chat

I like how I can target specific people on my email list. Just because they're on my list doesn't mean that they'll get an email. I can send email to particular tags so that as I add new tags, I can target emails to specific people for a better experience for them and a better result for my efforts.

Their basic lead capture forms, pop-ups. Hope they can create a better editor for this one so that we can build good looking forms that are enticing for our website visitors.

I use it mainly to answer inquiries of my client via live chat. I'm using this as my email marketing platform and scheduling platform too.

Gist for me is helpful to keep in touch with people who can become future customers.

Gist is of good quality although improvable, like the UI CRM experience can be better.

With Gist we have a central database and we can realize and organize a marketing stategy based on those contacts.