OVERVIEW
The gist is a suite of products that businesses use to market, sell and communicate with their customers. It offers a complete CRM platform. They are on a mission to help marketing, sales, and they also support teams generate positive customer experiences in every interaction across the customer lifecycle at scale. Today more than 20,000 businesses are using Gist.
What is Gist?
The Gist is a marketing, sales, and support platform that helps organizations engage with their audience throughout the entire journey from website visitors to happy customers, in short all over it is CRM tool. Their value proposition is an affordable product on the market that ties live chat, help desk, knowledge base, and more into one easy-to-use tool. Gist is one of the best CRM platform.
The Gist is a cloud-based help desk platform that helps small to large corporations manage customer queries and streamline communication with leads. Embedding chat widgets on websites, setting custom greeting messages for customers, categorizing contact notes, and managing the flow of chats across organizational departments – performance management can be scaled up when needed.
Additionally, Gist offers mobile applications for Android devices or iOS devices that lets users respond to customers’ queries and change the status of chats from open/to unread or closed. A complete CRM tool, Gist has Everything You Need To Build A Successful Online Business.
It’s free till your company reaches 10 employees while monthly subscriptions are available after that point ($10 per user). Gist’s all-in-one platform allows you to have everything in one place. It is a popular CRM platform. Your team no longer needs to switch between multiple tools and services, so it will be easier for them to understand your customers.
Using Gist’s platform you can qualify more leads automatically, close deals faster with chatbots and 24/7 automated meeting scheduling, grow traffic by running email campaigns at scale, or assist customers in real-time with collaborative inboxes.
Gist Features
Even though Gist is complicated software, we will cover the basics of how it works and what makes it so special. With that said, this review also includes images to give you an idea of why Gist may be the perfect fit for your company or business.
Live Chat
Live chat allows customer support representatives to speak with website visitors in real-time. Visitors will use a window, or chat widget on the company’s website, to get live help. Live chat is beneficial for companies that wish to offer live support through their website since it offers fast results and easy communication with customers for whatever questions they may have.
The drawback of this feature is that the conversation history can be slightly clunky when looking back through conversations as there are open chats, closed chats, and snoozed (paused) chats all together at one place on the email client- but if you’re more of a visual person who prefers organising things by date instead then this shouldn’t be an issue!
Inbox
All chats on this messenger are stored in the chat inbox. There is also a team and a personal chat account for each agent. Within the inbox, agents will be able to see comprehensive visitor data such as location, local time last seen etc while they can sort conversations by newest or oldest if needed. Agents can also check which visitors have been waiting for responses from them longest and work on those first when possible at no additional cost!
Visitor Chat Window
Gist offers chat widgets for companies to add to their websites. With these, visitors can easily and quickly get help from your company’s agents by using the widget’s instant messaging feature. The window is customizable with company colours and logos, in addition to its position on the page, which makes it easy for you both to customise it within the website design seamlessly (with a clean-looking modern design.)
For additional features that one may want from this window – like forms asking for data consent or windows only being installed onto selected pages – Gist also has those implemented as well.
Outbound Messages
The gist is more than just a chat app. It also allows you to execute marketing campaigns through email and the chat widget. For example, announcing the launch of a new trend on your website can be done through Gist’s messaging system or sending monthly emails to your best customers with tips on how they could improve their shopping habits. Overall, this feature within Gist is incredibly easy and efficient because all outbound messages are created in the same way!
Sending and scheduling Gist messages is the same across email and chat. Company write up their message content, choose a display rule for their messages, send them off or schedule them to go out at a later point in time. A few metrics are available once it goes live – the number of opens, clicks, replies-which will allow company to gauge the efficacy of their outbound messaging.
Forms & Popups
Forms and popups are windows that appear on websites with the intent to engage visitors, capture their contact information, or get them to sign up for something. You might see this tool create a popup window asking for visitor emails after they have been on site for 20 seconds. This feature is highly useful in lead generation and different because it is not offered by most other live chat competitors . You also get –
- Popup
- Slide-in
- Sticky bar
- Fullscreen
- Welcome mat
- Embedded
Chatbots
Gist offers a chatbot builder for customers to create different types of chatbots. We found this tool simpler than some alternatives we have tried in the past. The chatbot can –
- Send a welcome message
- Capture visitor name and email
- Tag a contact
- Send a calendar to book meetings
- Ask a question with predefined answers
- Ask a question with an open answer
- Route the conversation to an agent
- Close the conversation
Get Gist Pricing
Support Suit Plan
Free Forever Chat with leads on your website $0/mo 2 support seats included | Professional Support customers on multiple channels $29/mo 5 support seats included | Premium Most Popular Work smarter with bots and automations $99 /mo Unlimited support seats |
What’s included:
| Everything in Free, plus:
| Everything in Professional, plus:
|
Support Suit Plan
Marketing Suit Plan
Free Forever Capture leads and send targeted one-off emails $0/mo 200 Contacts Included | Professional Send drip campaigns and run simple automations $19/mo 1,000 contacts included | Premium Most Popular Access advanced workflows and personalization $29 /mo 1,000 contacts included |
What’s included:
| Everything in Free, plus:
|
Everything in Professional, plus:
|
Marketing Suit Plan
Pros
- Gist has been proven to be a valuable resource for chatting. It’s not only perfect to Capture subscribers, but it is excellent at communicating with your visitors and potential prospects on the websites too.
- Overall my experience of Gist so far has been great. They offer quality products and they are always there to help me when I need them the most.
- We love that Gist lets us communicate directly with customers in real time no matter what email address they enter into their contact form – this way we don’t miss out on any further leads.
Cons
- Sometimes, we find it confusing, it accidentally changes or deletes data if you click on the wrong icon.
- Knowledgebase could be more detailed and well-written.
Gist Review: Final Thoughts
Gist offers various live chat, email marketing, and website popups to help you manage your contacts. You can choose between three plans with their own features- Support Suite for a free plan or the Professional Plan for $10/month on standard pricing. Accelerate sales, increase leads, engage and onboard customers or streamline customer service with the best CRM software.
Prospective customers are able to try any of these plans before choosing one; Gist is a powerful cross channel messaging software that should be at the top of your list, if you’re looking at either solution as they offer more than just an instant message service priced from $5-$25 depending on hours required per month overall.
