Gist CRM

Gist review 2024: (feature, pros&cons, pricig&plans)

Gist Overview

Gist CRM is a comprehensive customer relationship management platform designed to help businesses streamline their sales, marketing, and customer support processes. It offers a variety of tools to enhance customer interactions, automate repetitive tasks, and provide valuable insights into business performance. Here’s a detailed overview of Gist CRM:

One of the exciting features of Gist is that you can channel your customers through social media platforms like Facebook, Twitter, etc., into your product. Online bots will converse with leads and users, keeping them engaged, and you can have a professional chat with them later.

Moreover, it helps you by tracking and keeping records of your clients like chat history, location, and users’ activity.

Gist simply offers dynamic features to expand your business through various digital marketing strategies and tools.

Key Features

1. Contact Management:

• Centralized database for storing and managing customer information.
• Detailed contact profiles with interaction history, notes, and tasks.
• Segmentation capabilities to organize contacts into specific groups based on criteria such as behavior, demographics, or purchase history.

1. Sales Pipeline Management:

• Visual sales pipeline to track leads and opportunities through different stages of the sales process.
• Customizable pipeline stages to match your sales process.
• Drag-and-drop interface for easy management of deals.
• Automated task assignments and reminders to ensure follow-ups.

1. Email Marketing:

• Integrated email marketing tools for creating, sending, and tracking email campaigns.
• Personalized email templates and automation for targeted communication.
• Analytics to measure open rates, click-through rates, and campaign performance.

1. Marketing Automation:

• Automation workflows to nurture leads and engage with customers automatically.
• Triggers and actions to automate repetitive tasks, such as sending follow-up emails or updating contact records.
• Drip campaigns to deliver a series of emails over time based on customer behavior.

1. Live Chat and Messaging:

• Real-time chat widget for instant communication with website visitors.
• Automated messaging and chatbots to engage visitors and answer common questions.
• Integration with social media and messaging apps for a unified communication platform.

1. Customer Support:

• Support ticketing system to manage customer inquiries and issues.
• Knowledge base and self-service options to reduce support workload.
• Collaboration tools for team-based support and issue resolution.

1. Analytics and Reporting:

• Comprehensive dashboards and reports to track sales, marketing, and support metrics.
• Customizable reports to gain insights into specific areas of the business.
• Performance tracking to identify trends, measure success, and make data-driven decisions.

1. Integrations:

• Seamless integration with a wide range of third-party applications, including email marketing tools, social media platforms, and e-commerce solutions.
• API access for custom integrations and advanced functionality.

Benefits

• Improved Customer Relationships: By centralizing customer information and providing tools for personalized communication, Gist CRM helps businesses build stronger relationships with their customers.
• Increased Efficiency: Automation of repetitive tasks and streamlined workflows reduce manual effort, allowing teams to focus on high-value activities.
• Enhanced Collaboration: Shared access to customer data and collaborative tools facilitate better teamwork and coordination.
• Data-Driven Decision Making: Comprehensive analytics and reporting provide insights that drive strategic decisions and improve overall business performance.
• Scalability: Suitable for businesses of all sizes, Gist CRM can grow with your business, offering advanced features and customization options to meet evolving needs.

Use Cases

• Sales Teams: Managing leads, tracking sales opportunities, and closing deals more efficiently.
• Marketing Teams: Running targeted email campaigns, automating marketing workflows, and analyzing campaign performance.
• Customer Support Teams: Handling customer inquiries, managing support tickets, and providing exceptional customer service.

Gist CRM is a versatile and powerful tool that integrates sales, marketing, and customer support functions into a single platform, helping businesses improve their customer relationships and drive growth.

Free Plan

One of the attractive features of Gist is its forever free plan – you won’t have to pay for it at any time.

This plan is great to get introduced to Gist, check out its support & engagement features, and see if it’s good for your business needs. Though the free plan limits you with basic capabilities, here are some of the features you get with Gist.

• Live Chat
• Team inbox
• 200 email contacts
• 2 support seats
• Mobile apps
• Meetings and calendar integration
• Email personalization for broadcasts and automation
• Basic email templates
• Popup form builder
• Gist Messanger
• Automated chatbots
• Email encryption

However, the free plan doesn’t give you access to social media integrated messages, custom bots, reports, Zoom integration, drip campaigns, etc

Multiple Channels for Communication

You might have your audience or customer on different platforms. So, you should diversify your communication channels for easy reach.

Good thing that Gist provides lots of messaging platforms so that your audience or leads can message you from anywhere.

Here are the four platforms available for communication –

• Gist Messanger: Add a chat button on your website or app for providing easy chat access to your users
• Email: Get emails to your Gist inbox from any address
• Facebook: See and reply to Facebook chat messages from the Gist admin area
• Twitter: See and reply to Twitter DMs from the Gist admin area

Chatbot

Your customer support or marketing team may not be online any time of the day, but your potential clients are. Thus, chatbots help you keep your visitors engaged on your website and generate leads.

You can build a custom chatbot with colors, typography, icons, etc. that matches your brand. You don’t require any coding knowledge.

Moreover, you can feed custom, personalized messages to engage with your visitors, so they don’t leave early. It also lets you create forms to capture leads for your email marketing campaigns and convert them faster.

In addition, it can do a lot, like lead qualification, booking meetings, automated support, etc. with Gist chatbots.

Email marketing

Gist provides advanced email marketing features that help you in upgrading your marketing and support channel. The emails can be personalized with their names and other information to build a connection and win their trust.

Firstly, you can create customized lead capture popup forms using templates to entice users to give out their email addresses.

Then, you can broadcast the list of your contacts in personalized messages mentioning the offers, discounts, features, etc. to attract them. You also get the scheduling feature to set the date and time for your campaign to activate.

Moreover, it offers to send automated emails as well. With that, you can automatically deliver emails to the users’ inbox whenever they take actions like sign up, purchase, subscribe, etc.

Event Tracking

Event tracking simply means keeping a record of everything on your site.

With the Gist’s event tracker, you can track everything your users do on your website or app, from points, clicks, form submissions, views, opens, etc. You can view the activities of your contact in real-time as well.

Moreover, it lets you keep track of the historical data of your users which can be useful for your future campaigns. Plus, you can search and filter users with their names, emails, or ID and access what data you want to see about them.

The event tracking also helps you create highly targeted campaigns by choosing from 32 user data to create highly-targeted campaigns.

Knowledge Base

Gist also offers to create organized knowledge bases on your website to provide overall information about your products/services.

You can easily edit and add easy-to-consume tutorials, topic explanations, and other information that your users will find useful. Also, categorizing the articles based on features, services, and other aspects is possible.

With that, users can refer to it if they have any difficulties using them. Also, it comes with an integrated search bar so users can easily find what they are looking for. This results in reduced support ticket requests.

Integration

Gist also lets you connect to other tools to add more features like data export, CMS compatibility, payments, scheduling, analytics, conversion, etc.

Here are some of the integrations available for Gist.

• Zapier
• WordPress
• WooCommerce
• Stripe
• Google Calendar
• Zoom
• Facebook
• Twitter
• Google Analytics
• Make (Integromat)
• Kajabi
• Mailoptin
• Fluent Forms
• ConvertPro, and more.

Gist Pricing

Gist is a premium tool offering 3 service models – Support Suite ($29/month), Marketing Suite($19/month), and All-in-One Bundle pack.

You can go for the All-in-One bundle to access all the features in a single pack. Or, you can also get the individual ones according to your need.

There are 3 plans available in the All-in-One bundle, including a free one with limited and basic features. Also, you have a 14-day free trial period on Professional and Premium packages.

Anyway, here are the offered plans in the All-in-One bundle.

Free Forever: $0 | 200 contacts | 2 support seats | Limited Bot Features | No Reports | Zero Social Media Integration

Professional: $48 | 1000 Contacts | 5 Support Seats | Basic Bot Features | No Reports | Social Media Integration Available

Premium: $128 | 1000 Contacts | Unlimited Seats | Advanced Bot Features | Advanced Reports | Social Media Integration Available

Gist Pros and Cons

Now, here are some of the pros and cons of Gist.

Pros

• A free plan is available.
• Affordable pricing and free trials
• Features are easy to understand
• Automates chat and support with bots
• Large library of templates to choose from
• Offers mobile app as well
• Detailed analytics and tracking
• Lots of integrations
• Offers support through documentation, chat, and email.

Cons

• Offers too many features that could confuse users
• Fewer templates in stock
• Mobile app performance could be improved.

Gist alternative

If you’re looking for alternatives to Gist CRM, here are several options, each with its unique features and strengths:

1. HubSpot CRM:

• Features: Contact management, email marketing, sales pipeline, live chat, automation, and extensive integrations.
• Benefits: Free plan with robust features, user-friendly interface, and scalability for growing businesses.

1. Zoho CRM:

• Features: Lead and contact management, sales automation, marketing automation, analytics, and mobile access.
• Benefits: Customizable and affordable, suitable for small to medium-sized businesses.

1. Salesforce:

• Features: Comprehensive CRM capabilities including sales automation, customer service, marketing automation, and analytics.
• Benefits: Highly customizable and scalable, suitable for enterprises with complex needs.

1. Pipedrive:

• Features: Sales pipeline management, contact management, email integration, automation, and reporting.
• Benefits: Easy-to-use interface focused on sales processes, suitable for small to medium-sized sales teams.

1. Freshsales (Freshworks CRM):

• Features: Lead scoring, email tracking, automation, contact management, and reporting.
• Benefits: AI-based lead scoring, user-friendly interface, and good value for money.

1. ActiveCampaign:

• Features: Email marketing, marketing automation, CRM, and sales automation.
• Benefits: Strong focus on automation and integration between marketing and sales.

1. Insightly:

• Features: Project management, contact management, email tracking, workflow automation, and reporting.
• Benefits: Combines CRM and project management, suitable for businesses that need to manage projects along with customer relationships.

Each of these alternatives offers a range of features that can meet different business needs, whether you are looking for robust automation, ease of use, or specific integrations.

About Md Basheer

Md Basheer is a dedicated email marketer with a deep understanding of how to build and nurture profitable email campaigns. With years of hands-on experience, he specializes in creating strategies that convert subscribers into loyal customers. From crafting compelling email content to designing automated workflows, Md Basheer knows how to leverage email marketing to drive business growth.

His expertise extends to various email marketing tools and platforms, enabling him to optimize every aspect of a campaign—from segmentation and personalization to deliverability and analytics. Based in Abuja, Md Basheer combines technical knowledge with a keen sense of audience engagement, ensuring that each email not only reaches the inbox but also resonates with the reader.

Whether it’s boosting open rates or increasing ROI, Md Basheer is passionate about helping businesses unlock the full potential of email marketing.