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Gist Review: Read our unbiased Gist review to learn more about its key features, pricing plans, integrations, and other specifications. 

What is Gist?

Gist is a cloud-based CRM platform that is loaded with the best features and integrations to help your business scale. Is your goal to increase leads? Or do you want to accelerate your sales? 

Gist comes with a wide range of features that cater to all your needs revolving around customer acquisition and service. 

The idea behind developing Gist was to ensure that marketing, sales, and support teams can provide a seamless customer experience across the various stages of a customer journey. 

Marketing teams can ‘star’ or mark certain messages from customer interactions and bifurcate them by using different tags. In addition, Gist is also available as a mobile application for iOS and Android users. 

Vendor Information

  • Company: ConvertFox Global
  • Website:
  • Founded in 2017
  • Country of origin: United States of America

Gist Key Features

  • Multi-channel

You can receive messages from multiple leads from any platform they are active on. Reply to messages and chat with users on the Gist messenger or forward emails from a particular address to your Gist inbox. 

  • Team Inbox

The Team Inbox is a central location from where you can manage and reply to different conversions with users and leads. It supports over 44 languages, allows you to create customer profiles, create email signatures, and more. 

Explore all the functions of the Team Inbox here.

  • Inbox automation

Cut down the number of hours you spend on recurring tasks by using the inbox automation tools. Save answers to common questions, turn to smart suggestions, and also send a downloadable transcript of your live conversations in a few clicks. 

You can deploy bots that can handle directing inquiries to the most relevant team, booking appointments, and more. 

  • Insights

View your entire team’s performance and plan your next move. You can display your average response time to set a certain level of expectations in the Messenger. 

Determine the number of conversions you have, set conversion volumes of different team members, and assess the overall revenue generated using the revenue reports. 

  • Contact management

Add, edit, and organize all your contact information to maintain a clean list. You can bulk edit contacts, make minor adjustments to their tags, and also segment them according to different parameters. 

  • Event tracking

The event tracking feature enables you to study how your prospects are interacting with your website in real-time. Right from anonymous to recurring visitor tracking, users have the ability to track user behavior using cookies. 

The geo-tracking feature allows you to capture your contact location for geo-targeted campaigns. 

  • Email marketing

Gist offers the best in class email marketing and marketing automation. It comes with a simple drag and drop editor that can be used to craft the most effective email campaigns.

In addition, you can also choose from a bunch of customizable templates and include your brand logo and other elements. 

The email autoresponders allow you to send welcome emails or initiate a series of welcome emails to stay in touch with your contacts.

Gist Features Overview

  • Alerts
  • Automated routing
  • Customizable branding
  • Email management
  • Real-time chat
  • Multi-channel communication
  • Templated responses
  • Knowledge base management
  • Reporting
  • Social media integration
  • Ticket management
  • Workflow configuration

Gist Pricing

Gist pricing plans vary based on the suite you select. There are two suites available i.e. the Support suite and the Marketing suite. You can also opt for an all-in-one bundle. 

Check out the pricing of all the suites below:

Support Suite

Free Forever

Price: $0 per month


  • Live chat
  • 2 support seats included
  • Unlimited conversation history
  • Welcome message
  • Set office hours


Price: $29 per month


  • Inbound email
  • Twitter integration
  • Public knowledge base
  • Automated chat triggers
  • Lead qualification bot


Price: $99 per month


  • Custom chatbots
  • Live view
  • Broadcast chat messages
  • Unbranded messenger
  • Team performance reports

Marketing Suite

Free Forever

Price: $0 per month


  • Contact management
  • Email marketing
  • Send broadcast emails
  • Email personalization
  • Email templates


Price: $19 per month


  • Drip campaigns
  • Triggered emails
  • Responsive email templates
  • Conditional content
  • Custom email domains


Price: $29 per month


  • Automatic event tracking
  • E-commerce integrations
  • Abandoned cart series
  • Smart send times
  • Dedicated IP

All-in-one bundle

Free Forever

Price: Free


  • Everything in the free Gist Support and Marketing suite


Price: $48 per month


  • Everything in Free
  • Professional plans included in Gist Support and Marketing suite


Price: $128 per month


  • Everything in Professional
  • Premium plans included in Gist Support and Marketing suite

Gist Pros and Cons

  • The messenger bot is powerful and can be implemented to a website and other subdomains. 
  • The integration of all the features is very smooth. 
  • The Gist chat box is one of the best ways to interact with potential customers. 
  • The user interface (UI) is very intuitive and easy to use. 
  • The chat widget can be customized and is very user-friendly.

  • The time to set up is higher than the desired levels. 
  • Some users have faced issues with email deliverability. 
  • Although the developers pay heed to user feedback, the changes are not implemented immediately.
  • Steep learning curve. 
  • The support team is responsive but the amount of time taken to solve a problem can be reduced. 

Gist Integrations

  • Zapier
  • WordPress
  • Segment
  • WooCommerce
  • Stripe
  • Facebook Custom Audiences
  • Google Calendar
  • Zoom
  • Facebook
  • Twitter
  • PieSync
  • Google Analytics
  • LeadsBridge
  • WP Fusion
  • ConvertPro
  • ConvertPlug
  • Intergrately
  • Elementor
  • Hyperise
  • Fomo
  • Kajabi
  • BetterProposals
  • VooPlayer
  • Poptin
  • Kyvio
  • SyncSpider

Gist Specifications

Free Trial – Yes

Free Version – Yes


  • Cloud, SaaS, Web-based

Devices supported

  • Windows
  • Mac
  • Android
  • iPad/iPhone


  • Live online
  • Webinars
  • Documentation

Gist pricing plans

Gist pricing plans for the All-in-one bundle are mentioned below:

  • Free forever: $0 per month
  • Professional: $48 per month
  • Premium: $128 per month

Typical customers

  • Small businesses
  • Medium-sized businesses
  • Large businesses

Languages supported

  • English

Gist support

  • 24/7 (live rep)
  • Email
  • Chat

Gist Alternatives

  • Richpanel
  • EngageBay
  • OTRS
  • Supportbench
  • Zendesk
  • ngDesk
  • Trengo
  • Dixa
  • NICE CXone
  • HappyFox Help Desk
  • Zoho Desk
  • Freshdesk
  • Vivantio
  • Vision Helpdesk
  • TOPdesk
  • Intercom
  • LiveAgent
  • ActiveCampaign
  • Drift
  • Tidio
  • Sendinblue
  • LiveChat
  • Zendesk Support Suite

Did you like reading this Gist review? Leave your comments below and tell us about your experience while using the tool. 

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Large Corporations
Medium Business
24/7 (Live Rep)
Knowledge Base
Phone support
Chat support
Email Marketing
Landing Pages
Marketing Automation
Workflow builder

Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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