# Page 2 | Gist Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Gist the right Help Desk solution for you? Explore 149 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/188710/Gist/reviews --- Gist 4.7 (149) [View alternatives](https://www.capterra.com/p/188710/Gist/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Gist ## Showing most helpful reviews Showing 26-50 of 149 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Patrick F. CEO Facilities Services Used the software for: Less than 6 months ### "Gist is a good choise" June 12, 2024 4.0 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](https://www.capterra.com/p/155928/Zoho-CRM/)[Quire](https://www.capterra.com/p/255521/Quire/) Review Source DI Dakotah I. Co-Founder Marketing and Advertising Used the software for: 2+ years ### "Great CRM that is both simple, but powerful" October 12, 2023 4.0 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](https://www.capterra.com/p/134347/Intercom/) Reason for choosing 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. Review Source WA William A. owner Broadcast Media Used the software for: 2+ years ### "+6 months I asked to have my billing information removed..." September 7, 2020 1.0 After I had this experience with the emails I told them to delete my billing information as I didn't want to be charged another $200 in December when the addons I purchased were due to renew. Its been 6 months and I just took matters into my own hands. I had to add a prepaid gift card to the billing info, switch the default card to this junk gift card. After this I could finally delete my actual credit card. I was not going to fight them on a chargeback this december. This companies support has really become crap like the rest of their services. Pros The idea of using this software to run a ton of other things was very appealing, but it fell way short of this goal, left me very disapointed. Cons I received emails telling me that my ability to send emails was suspended for sending spam. I was not sending spam, and somehow the double optin email form I had on the site was the only thing sending out emails. So on 2-3 different occasions I had my account suspended for spam I wasn't sending out. They always verified that I wasn't sending out anything and quickly restored my access. Then the time when I actually did have something to send, I had a page that was only viewable if you had a password that was given out on a business card. If you entered your email there, it would send you out something very specific for a hiring event I was trying to do. This flagged my email again as spam. Again a password protected page with a double optin, and my legit emails were flagged as spam. It was too much. Alternatives considered [Leadpages](https://www.capterra.com/p/203635/Leadpages/) Review Source VR Verified Reviewer Founder Food & Beverages Used the software for: 1-2 years ### "Happy User = Happy Customers!" February 25, 2020 5.0 We are using it mainly for customer service. The reliable live chat is perfect for us who are always on the go. We also use it for email marketing, complete with automation and tracking. Gist's team inbox works perfectly for our small team and deliverability is commendable! Gist is very east to set up, it took a few hours for a non techy person like me to put it up & running! Booking feature = WOW The live view helps us upsell & gain more confidence for customers who are visiting our site = more sales Their customer service is brilliant, nothing more to ask for Pros The chat widget is customizable and mobile friendly. Never miss a live chat from a customer with its very reliable mobile app. Reliable customer tracking and live view is pretty amazing so we can help customers exactly when they need it. Email deliverability & tracking is great! Cons Contact form to be pushed straight to conversations (I already requested this) Alternatives considered [Customerly](https://www.capterra.com/p/173977/Customerly/)[HelpCrunch](https://www.capterra.com/p/225716/HelpCrunch/) Reason for choosing Gist Price point and Gist has almost everything that we need in one app! Plus deliverability score is very important to us. Switched from [LiveAgent](https://www.capterra.com/p/102188/LiveAgent/) their mobile app is very glitchy & user interface does not look good Review Source BC Bret C. Secretary Non-Profit Organization Management Used the software for: 1-2 years ### "Happy with Gist" July 24, 2019 4.0 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. Reason for choosing Gist Gist is a startup. I liked their roadmap. Theyr'e the underdog. They came in at a competitive price. Review Source TR Tristin R. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Powerful suite of tools that just keep getting better" July 25, 2019 5.0 With one platform I get chat support, email marketing, marketing automation, and all of my customer relationship needs met. It's a wonderful tool for simplifying my tech stack. I love it. Pros Gist provides endless ways of interacting with customers. I can chat and email with them, track their usage on my site, qualify them, add tags and other profile information, and so much more. There is even an awesome live view that lets me spy on visitors to see how they're using the site. The tools are powerful, easy to use, and constantly getting improvements. It seems like every week there is another update being rolled out that substantially extends the functionality or usability of the features in Gist. I am blown away. Cons Plan limits can be confusing. For example, there is a monthly charge for support and a monthly charge for "growth," plus there's a separate charge depending on how many contacts and seats you have. Perhaps this is normal in the industry, but it can make it a little challenging to understand the bill every month. Additionally, the vast amount of features means development will never be as fast as you'd like it to be (even though they release updates all the time). This may not actually be a valid concern, and it certainly isn't unique to Gist (who doesn't have a wishlist they're waiting on their favorite SaaS to get to?), but I do believe the likelihood of being stuck without your desired feature being developed goes up a lot as the product gets bigger and bigger. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) I wanted a tool with a larger featureset. Review Source Kartik Ahuja (. Co-Founder | Chief Growth Officer Marketing and Advertising Used the software for: 2+ years ### "All in one Marketing tool" August 9, 2020 5.0 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](https://www.capterra.com/p/151292/Crisp/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Intercom](https://www.capterra.com/p/134347/Intercom/) Reason for choosing Gist More datapoints, more feature driven Review Source Vik B. founder Marketing and Advertising Used the software for: 1-2 years ### "simple to navigate platform that does the job" February 11, 2020 5.0 Pros Been using their platform for a few years. What I like best about Gist is that they have a monthly development cycle. Over the years, their development and the 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. Cons \-they have automation features, tracking features, integrations, and so on, it seems like they have everything that an automation platform would have on a basic level. -Their chat works fine but perhaps I think that their chat feature can be developed upon to be more inline with bigger competitors in the chat space like Intercom (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 advantageous, but technically it works fine. Review Source JT James T. Website Owner Building Materials Used the software for: 6-12 months ### "Software for any small website owner to engage your contacts" January 24, 2020 4.0 My experience with the software has been very positive. Some portions take a little work to setup and get used to, but that's like learning anything brand new really. Within days I had the whole system setup and working with little effort. The support team are very responsive and assist when required. A good experience and definitely worth checking out if you're a small to medium-sized business website owner. Pros I'm using Gist for my WordPress website to engage my website audience. I'm a one-man band and required an integrated marketing automation tool to welcome any new visitors to my website. I use it across my whole website and I personally control and run it by myself. It basically simplifies the initial welcome step in my business and assists me in targeting my potential customers. 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. Cons I would say that the hardest thing/ least liked about it is that it took a little time to setup originally. Coming from a non-technical background it was a little hard to get used to at the start, but I quickly picked it up thanks to their support team. Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Reason for choosing Gist I really liked Activecampaign, an easy to use interface and system, however the simple reason was the cost was just prohibitive for me when comparing it to Gist. Also, the extra features of Gist really helped me select it over activecampaign. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Simply because I was requiring some extra automation that is not able to be performed by their software. It's very easy to use, however I had to make the switch due to make extra requirements. Review Source KS Karl S. Co-Founder Computer Software Used the software for: 6-12 months ### "Super easy to set up and use Customer Support app" August 6, 2019 5.0 Overall we are really happy with Gist. It suites our needs and has more features then we need. If you're reading this and you are looking for a support widget, a knowledge base with some added email automation with marketing capabilities gist is a great option. We use it every day in our SaaS App. Pros Easy to install chat widget with many options on colors and icons. Pretty much a great app overall. You never know with newer apps if they are going to be around or if there is a lot of continued development. But the Gist team is always helpful and they keep developing and developing. That says a lot for where they are headed. I see great things and we will continue to use them. Cons Early on we had some issues with email deliverability and setting up the support inbox... However, support was super helpful and let us know they had issues with their email deliverability but that they were working on improving it. They brought in some email engineers and moved over to a new backend service. It was annoying but we held out with them. It took a few painful months. However, deliverability has improved drastically and so has the email building capabilities and UI. Switched from [Intercom](https://www.capterra.com/p/134347/Intercom/) Intercom is a great app and we had zero complaints. But they slapped us with a huge price increase and as a small start-up, we needed to look for alternatives. Gist or ConvertFox ended up being a great replacement. Review Source AD Austin D. Owner Marketing and Advertising Used the software for: Less than 6 months ### "You should give Gist a serious look if you want to convert and nurtur inbound leads to your website" August 1, 2020 5.0 So far I have been very happy with Gist. It has made marketing fun again because it is so easy to use and try thing without going through a thousand steps to make it happen. Pros What I like most about Gist is the power it has yet the simplicity in it's implementation. I was able to get everything set up and to a basic launch within a few hours. It has everything I need to maximize conversions for inbounds leads to my website. Live chat is used for sales and support. Chatbots to initiate connections with visitors, follow up automation based on user behavior, a great email campiagn builder with decision trees based on user engagement . The meeting module is also a plus as typically this would be a third party purchase. You can embed a booking calendar on your website and let leads and customer book a meeting with you. It also ties in with Google Calendar. Cons Currently, there is no sales stages module or any ability to create task for users. If they could implement a Trello like task board for projects and leads then it would be the perfect all in one software. Alternatives considered [Intercom](https://www.capterra.com/p/134347/Intercom/) Reason for choosing Gist I went with Gist ultimately because it was more affordable while offering almost the same featureset. Switched from [Keap](https://www.capterra.com/p/76390/Infusionsoft/) After almost 5 years of using infusionsoft I could never really get it to work. It seems there were always things breaking and to get the functionality I wanted, I had to purchase several 3rd party addons. With Gist almost everything I need is under one roof. Review Source MF Mark F. Director Marketing and Advertising Used the software for: 1-2 years ### "Gist- The Perfect Sofware for any Service Related busines" May 31, 2021 5.0 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. Switched from [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) I made the switch initially from Aweber as i had more options and features with Gist and less subscriptions as Gist had a chat box option and also an autoresponder. Review Source Razvan G. Founder & CEO Marketing and Advertising Used the software for: 2+ years ### "Feature rich CRM" October 20, 2022 5.0 Pros Trial emails and customer support messenger with behavioral targeted emails and messages. Cons Occasional bugs, but they are usually fixed fast by customer support. Switched from [Intercom](https://www.capterra.com/p/134347/Intercom/) price Review Source SB Shayla B. Owner Fine Art Used the software for: 1-2 years ### "Gist Makes Running My Solo Business A Breeze!" January 27, 2020 5.0 As a solopreneur selling higher priced art, I need to have a really strong support tool to help answer any questions my clients may have before or during their purchase. I love that Gist gives me the ability to have live chat (which I can respond to from my phone!), a chat bot, and even a knowledge base! Pros With a single subscription, I'm able to manage my email list, operate both a chat bot and live chat (from my phone!) to support my customers, and even do targeted marketing campaigns on my website. Usually this would require logging into many different sites and then having to integrate them all and then pay for them all separately. Gist makes is possible to get it all done for a low price! Cons Honestly, there's really not a whole lot to dislike. They're always working on enhancements and new features and making the tool better every day. The free plan only allows for 1 user and I really would've loved 5, lol....but that's probably asking for a lot since the free plan already includes so much. Alternatives considered [Kit](https://www.capterra.com/p/175000/ConvertKit/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Gist I liked that Gist was able to provide the same services that I would normally have to use multiple tools to achieve, but Gist provided it all in a single product. Review Source VR Verified Reviewer Directeur Marketing and Advertising Used the software for: 1-2 years ### "Gist is ALL-IN-Awesome!" December 6, 2019 5.0 Rough start, but after a while it really helps us automate en make our business a lot more efficient. Pros Workflows between al the tools. This really helps our team get on it with support but also sales and nurturing our excisting customers. Cons The learningcurve is steap. It took me a while to fully understand the workflow, but once you get it, it works awesome! Alternatives considered [HelpCrunch](https://www.capterra.com/p/225716/HelpCrunch/) Reason for choosing Gist Completeness of the Gist product. It's just a lot better and more mature. Switched from [HelpCrunch](https://www.capterra.com/p/225716/HelpCrunch/) Completeness of the Gist product. It's just a lot better and more mature. Review Source Patrick B. President Marketing and Advertising Used the software for: 6-12 months ### "Great Value for Marketing Automation." February 24, 2020 5.0 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. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) HubSpot was very expensive for a very similar set of features. HubSpot also kept increasing their pricing making it unaffordable for a small business. Review Source LD Luke D. Owner Marketing and Advertising Used the software for: 2+ years ### "All-In-One Marketing Automation Software - Covers Most Features Needed" January 15, 2020 5.0 Pros 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. Cons 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. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Gist The simple fact that it provided all the features that I needed compared to the competition, and also at an affordable price. The competition is quite expensive or doesn't provide the features Gist does - meaning you need to integrate more software etc. Review Source VR Verified Reviewer Founder E-Learning Used the software for: 1-2 years ### "All In One solution for your website which does not break the bank." December 7, 2019 5.0 If you are serious about your online business, make sure you have Gist on your website. It allows you to keep in touch with your customers in multiple ways, with all customer info neatly available in the dashboard. The folks at Gist are all set to rule this space in time to come. Pros \- Chat solution. Conversation continuity provides a great touch. - Email marketing solution which lets us precisely target the customer. - Plethora of automation and events automation which allow us to target every single element on the website. - The best Intercom alternative out there. Cons \- Some of the emails still continue to go in Spam. Even some of the Gist communication emails land in spam. - Founder's attitude on going back on his words underhandedly. He would promise one thing and then go back on his words, even of you show him a written proof. Review Source AK Aaron K. CTO Automotive Used the software for: 1-2 years ### "Elevating Team Synergy and Customer Engagement to New Heights!" December 8, 2023 5.0 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. Review Source JB Jason B. CEO Computer Software Used the software for: 2+ years ### "Gist helps convert leads into customers!" April 22, 2021 5.0 Pros We primarily use Gist as a live chat tool on our website and have received very high user engagement with it. We love that even if our users don't enter their email address, Gist is often able to identify the lead that has reached out to us and we are able to follow up with them directly through Gist. It's been a really helpful tool for turning leads into customers! Cons Gist has so many powerful features that I know I'm underutilizing it. We're a small startup, and I haven't taken the time to review all of the functionality they offer and how it would very likely help our business. Nonetheless, we get so much value out of what we are using that it is totally worth using as is. Review Source Andie S. Customer Success Specialist Computer Software Used the software for: 6-12 months ### "Everything you need in one place" August 2, 2019 5.0 I am a customer support specialist so I answer sales inquiries, FAQs and perform product demos. It makes the entire process seamless so I don't have to toggle between different tools/apps. Pros Great tool for managing contacts and much more. In-app messaging system with calendar integration for scheduling meetings makes setting up calls a breeze. We can also directly send knowledge base articles from within the messenger. Ability to tag/assign tickets/conversations to other team mates so there's no need to use supplemental tools for task assignments. Tracks user activity and provides real-time data! Cons The only thing missing is the ability to merge tickets/conversations but I was informed that it's in the works. Review Source Jordan R. Co-Founder Computer Software Used the software for: 1-2 years ### "Gist is Awesome!" July 22, 2019 5.0 We've used the webchat feature to streamline our inbound marketing & answer customer-service queries. Been fantastic! We can't wait to dive in more to some of the other tools they offer. Pros Love the chat feature. Everything works well, notifications are reliable, works great! Cons Can't really say I dislike anything... Honestly they have so much more (than just chat) at our disposal that we need to implement! Haven't gotten around to it yet. Alternatives considered [Drift](https://www.capterra.com/p/227417/Drift/)[Intercom](https://www.capterra.com/p/134347/Intercom/) Reason for choosing Gist Better pricing, and we believed in their vision. They haven't disappointed yet! Review Source Paul T. eMarketing Strategist/Consultant Internet Used the software for: 2+ years ### "My new CRM" July 1, 2019 5.0 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. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Lifetime plan Review Source Sarah C. The Ideas Girl Marketing and Advertising Used the software for: 1-2 years ### "Impressive, professional and simple to install" December 3, 2019 5.0 Gist is a brilliant tool for your website or course platform. I've found it easy to set up and use. My website visitors have said they love using it and I wouldn't want to be without it now. Pros I love using Gist - I use the support bot and chat function on my website and online course sales page. It's great to know that I can be anywhere and there is support for my website visitors whenever they need it, 24-7. I've recommended Gist to clients who have also found it easy to set up and install. It looks great and I think it is a must-have function for any modern website. Cons There really isn't anything I dislike about using Gist, it's a great service and once set up needs no real maintenance or effort. Review Source Uwe D. Founder Computer Software Used the software for: 2+ years ### "All-in-one marketing and customer support tool" December 17, 2019 5.0 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. Review Source Similar Products Featured