# Page 3 | Gist Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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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/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Gist

## Showing most helpful reviews

Showing 51-75 of 149 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

IC

Ivan C.  
Manager  
Education Management  
Used the software for: 1-2 years

### "Best all in 1 Marketing Automation Solution Ever!"

January 28, 2020

5.0

One of the best experience I ever had

Pros

I just love Gist's chatbot integrations with other applications. Seems like Gist has gone a long way from then. They now have tons of 3rd party integrations supporting them. Gist saves my time and money as now I do not have to own multiple applications and Gist solves half of my business pain points within 1 single platform.

Cons

You need to start building your email trust to grow your number of sends through time. The system will take multiple considerations such as bounce rate and opens to avoid spam. I believe if you are sending legit emails as a new client, you would do just fine. Understandable as Gist needs to keep their email deliverability clean on a global scale.

Alternatives considered

[Platformly](https://www.capterra.com/p/180095/Platformly/)

Reason for choosing Gist

The entry cost requirements seems to be lower in my use case

Review Source

Craige Hardel -.  
Owner  
Marketing and Advertising  
Used the software for: 1-2 years

### "Really good & Affordable all in one business solution"

September 3, 2019

4.0

Using them has been okay. Their support is responsive and attempts to address problems as they can

Pros

Features for the price: the suite of tools fits nicely into any business especially mine. Simply interface- the application is easy to use. The contacts and email builder makes anyone feel at home quickly

Cons

Most things are good... only thing is the branding on the scheduling widget i'm sure will be rectified soon

Switched from

[AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/)

Needed more features and a tighter knit solution

Review Source

Anca P.  
Customer Success Specialist  
Marketing and Advertising  
Used the software for: 1-2 years

### "Great for daily support"

July 8, 2019

5.0

Overall, our experience is a great one. Issues have always been solved quickly and effectively.

Pros

I love how easy it is to assign conversations to team members. It's easy to snooze conversations while waiting on a resolution, without forgetting about them.

Cons

I'd really love to also have a pending indefinitely feature, especially for cases when the resolution depends on other teams, so there's no ETA.

Switched from

[Intercom](https://www.capterra.com/p/134347/Intercom/)

Because we ended up getting a better value with Gist

Review Source

NaveenKumar N.  
Performance Test Lead  
Information Technology and Services  
Used the software for: 1-2 years

### "Convert Visitors to Customers with Gist"

January 25, 2020

4.0

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.

Switched from

[WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)

WhatsApp doesn't actually solve my problem.

Review Source

Deyan K.  
Digital Consultant  
Newspapers  
Used the software for: I used a free trial

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

April 2, 2023

5.0

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](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Dashly](https://www.capterra.com/p/175471/Dashly/)[HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/)

Review Source

Marc R.  
CEO  
Computer Software  
Used the software for: 1-2 years

### "Better customer engagement"

July 26, 2019

5.0

Pros

Makes it easier for us to engage with our customers by giving them an additional way to contact us as well as being able to respond on multiple devices/platforms.

Cons

When responding via email, wish it would recognize our email signatures and remove them.

Alternatives considered

[Drift](https://www.capterra.com/p/227417/Drift/)[Intercom](https://www.capterra.com/p/134347/Intercom/)

Reason for choosing Gist

Our needs were (and still are) pretty modest, so it came down to price. Gist was the best value of the solutions we evaluated.

Review Source

Stuart M.  
Learning Technologist  
Hospital & Health Care  
Used the software for: 1-2 years

### "Superb all-in-one support and engagement portal"

July 25, 2019

5.0

It gives me a single portal from which I can do marketing, lead capture and customer support.

Pros

That I can manage all of my contacts and capture new leads. That I can offer a knowledge base. That I can carry out segmented email campaigns.

Cons

A bit of a learning curve for some parts but now that I have it set up I find it very intuitive.

Switched from

[LiveAgent](https://www.capterra.com/p/102188/LiveAgent/)

More modern interface. More impressive roadmap. More features.

Review Source

Stefan G.  
Operations & Design Director  
Leisure, Travel & Tourism  
Used the software for: Less than 6 months

### "Great customer support tool with live chat & bots"

March 9, 2023

5.0

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](https://www.capterra.com/p/161106/BirdSeed/)[Customerly](https://www.capterra.com/p/173977/Customerly/)[Crisp](https://www.capterra.com/p/151292/Crisp/)[Front](https://www.capterra.com/p/132901/Front/)[Intercom](https://www.capterra.com/p/134347/Intercom/)

Reason for choosing Gist

It was the value for money and the great set of features that made us choose Gist over its competitors.

Review Source

Chet N.  
President & CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "Great product with amazing features that continue to develop!"

July 22, 2019

5.0

It's been great. It's nice using it and having it be reliable.

Pros

How easy it was to implement and start using on our website.

Cons

There aren't any that i can think of. The kinks have been worked out.

Alternatives considered

[LiveAgent](https://www.capterra.com/p/102188/LiveAgent/)

Reason for choosing Gist

All in one solution. Helped us streamline.

Review Source

Ali Q.  
owner  
Marketing and Advertising  
Used the software for: 2+ years

### "I love this platform"

June 29, 2019

5.0

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!

Review Source

MO

Michael O.  
CEO  
Computer Software  
Used the software for: Less than 6 months

### "Gist Customer Contact - Ideal for SaaS companies"

May 6, 2020

5.0

We use Gist as our unified customer contact system. Customers can use integrated Gist chat in our app for immediate contact both before and after purchase. We use the strong email automation to drive our onboarding of customers and for ongoing customer engagement. Gist is fast and the UI is beautiful to use.

Pros

Gist integrates the three customer contact modules required by SasS companies. It has strong chat, email automation and help desk CRM.

Cons

We've yet to find a limiting feature for our business.

Alternatives considered

[Customerly](https://www.capterra.com/p/173977/Customerly/)[Help Scout](https://www.capterra.com/p/136909/Help-Scout/)[Dashly](https://www.capterra.com/p/175471/Dashly/)[Intercom](https://www.capterra.com/p/134347/Intercom/)

Reason for choosing Gist

Gist a more integrated and unified product for Sass companies. Some competitors don't have strong chat + email automation + help desk. Other competitors have the features, but they are not well integrated. Gist has integrated complete customer contact with a very finished product. Lastly, the Gist App is simply better designed than the competitors. It is fast and simple -- a joy to use.

Switched from

[Drift](https://www.capterra.com/p/227417/Drift/)

Drift was eliminating their email automation features, so we would have to use multiple products for our Sass business.

Review Source

Ian K.  
Digital Marketing Strategist  
Marketing and Advertising  
Used the software for: 1-2 years

### "A Great Solution for Small Business Customer Service"

January 28, 2020

5.0

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.

Review Source

VR

Verified Reviewer  
CEO  
Cosmetics  
Used the software for: 1-2 years

### "Powerful and affordable CRM "

February 4, 2020

4.0

Pros

It offer a lot of feature that a business needs: live chat, customer support, email marketing, automation workflow... The price is very affordable (with me it's no-brain).

Cons

Gist doesn't have the embedded form so I cannot integrate with my landing page to capture leads.

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Price

Review Source

Michael K.  
Founder & CEO  
Marketing and Advertising  
Used the software for: 6-12 months

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

February 18, 2020

4.0

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](https://www.capterra.com/p/110228/MailChimp/)

Review Source

PL

Prarin L.  
CEO  
Information Technology and Services  
Used the software for: Less than 6 months

### "Amazing tool and Well-Designed Tool"

February 10, 2023

4.0

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.

Switched from

[Typeform](https://www.capterra.com/p/137289/Typeform/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)

Better Deal and Good for long-term investment

Review Source

VR

Verified Reviewer  
CEO  
Building Materials  
Used the software for: Less than 6 months

### "Really great all-in-one-tool"

December 15, 2019

4.0

Overall my experience of Gist is great. They have a quality product and whenever I need support their team is there to help me.

Pros

Gist is a great tool that I use for live chat, email support, chat bot, knowledgebase, newsletters. It covers all my needs.

Cons

I do feel that th level of the translation to Swedish is a bit low. It could have been done in a more profesional way, some of the content is badly translated.

Alternatives considered

[Help Scout](https://www.capterra.com/p/136909/Help-Scout/)

Reason for choosing Gist

Gist had better functionallity and better support.

Switched from

[Intercom](https://www.capterra.com/p/134347/Intercom/)

I changed due to the higher pricing level on Intercom platform.

Review Source

MG

Martin G.  
Owner  
Research  
Used the software for: 1-2 years

### "Replaces several other tools"

February 25, 2020

5.0

I like the software and use it daily. It's no-nonsense approach has helped me to focus on leads.

Pros

I like the approach of integrating chat, email and other tools, geared towards lead generation. The software is easy to use, yet has enough options to customize.

Cons

Of course there are limitations if you opt to use a software that want to be a "one stop shop". Probably Zendesk, Zopim (now Zendesk Chat) and Mailchimp perform better on its own turf. However then you have to use something like zapier to integrate and that makes things complicated.

Alternatives considered

[LiveChat](https://www.capterra.com/p/62194/LiveChat/)

Reason for choosing Gist

I liked the approach of having email integrated.

Review Source

PH

Paul H.  
Founder  
Professional Training & Coaching  
Used the software for: 2+ years

### "Gist, feature packed powerhouse "

June 26, 2019

5.0

Gist has been an excellent and effective tool for us. I think it’s clear the Gist team is committed to continually improving functionality and adding smart features which support the software and add value for their customers. We are extremely happy with Gist.

Pros

The Chat functionality based on pre-programmed rules has been a big plus for us and the fact that it works flawlessly with the app means no matter where I am I can respond to website inquiries and capitalize on hot leads

Cons

Some of the works flows and features have a learning curve but the support is excellent and it well worth understanding the full functionality of the software

Review Source

JR

James R.  
Owner  
E-Learning  
Used the software for: 2+ years

### "Great Feature-Rich Software"

April 30, 2021

5.0

Overall, Gist is great. There's a lot to learn to use it well.

Pros

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

Cons

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

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

Pricing

Review Source

VR

Verified Reviewer  
Managing Director  
Sporting Goods  
Used the software for: 1-2 years

### "Very Happy with Gist"

July 22, 2019

5.0

All good,

Pros

Easy to use, easy to implement and gives our customers easy access to us

Cons

lack of integrations but this is constantly improving

Alternatives considered

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

Review Source

Suganthan M.  
Digital Marketing Consultant  
Marketing and Advertising  
Used the software for: 6-12 months

### "Gist is the best live chat tool I ever used. "

October 29, 2019

5.0

Good experience using the tool and solid support.

Pros

Captures a lot of referrer information about the user so it's easy to qualify them before you even fully engage with them. The iOS app integration is good and sends you a notification whenever someone engages with you. The live chat widget is excellent. Minimal and loads very fast.

Cons

Everything is great about this tool. Can't find any faults.

Reason for choosing Gist

Gist used to be Convertfox before the re-branding so I came from this background.

Review Source

JC

Jimmy C.  
CEO  
Human Resources  
Used the software for: 2+ years

### "One of the best marketing tools for your business"

August 10, 2019

5.0

I have been using Gist on my main site to handle incoming chats for more than 2 years. And to my experience, Gist has been very helpful by improving and adding more features (slowly but surely). Currently it is one of the best marketing tools in my arsenal, and I am a happy user of Gist (previously Converfox)

Pros

1\. Complete features from Chat Bot, Live Chat, Email Marketing Automation, Knowledge Base and more 2. Easy to use 3. Reliable

Cons

Chat Bot (or Bot Assistant) can be improved to the industry standard.

Review Source

Alden S.  
CMO  
Leisure, Travel & Tourism  
Used the software for: Less than 6 months

### "Providing customer support and keeping visitors engaged has never been easier!"

December 15, 2019

5.0

The overall experience has been great so far and the Gist's customer support has been helpful and friendly every time we needed their assistance.

Pros

We have tried many applications that offer live chat support and email marketing automation and nothing has come close to what Gist has to offer! The one thing that we absolutely love is how stunning the live chat component looks on our website and how easy it was to install and set up. Now our visitors can instantly get our support and in return, we get to collect the leads! Pros: - Easy to use live chat - Robust email marketing automation - Stunning forms and knowledge base

Cons

There is really not much I dislike about Gist, they constantly improve the software and add new features. Cons: - A bit of a learning curve - Even more integrations would be great

Review Source

VR

Verified Reviewer  
Counselor  
Education Management  
Used the software for: 6-12 months

### "A well-priced option for a startup looking to automate its CRM"

July 25, 2019

5.0

Am able to respond to my website visitors using my mobile app and capture necessary details. This has helped improve conversion while reducing the effort involved in this activity

Pros

The live view feature in the chat, wherein I get a real time feed of when and what the users are typing A combined view of chat on website and FB with a mobile app The cold emailing abilities

Cons

The internal platform has some scope for better UI, so that first time users can easily adapt to it

Review Source

Eriks Draiska - R.  
Managing Director  
Real Estate  
Used the software for: 1-2 years

### "Gist... Easy to Get!"

July 22, 2019

5.0

It offers potential clients an easy way to communicate with us

Pros

Gist Chat is customizable across our website. Different Chat features on different pages. Any enquiries are shown on Smartphone App as a numeral as well as an onscreen notification.

Cons

It lacks an audible alert on the smartphone. Whist the phone vibrates, without a sound some chats, are missed

Switched from

[Drift](https://www.capterra.com/p/227417/Drift/)

ConvertFox (Now Gist) offered the option of customized messaging

Review Source

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