Gist Review: Why we use it to power the Bootstrapps community?

Gist is the CRM system you have been waiting for.

Easy to use all-in-one software for live chat, email marketing automation, forms, knowledge base, and more for a complete 360° view of your contacts. It's what we use here at Bootstrapps too!

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All the Tools You Need Under One Roof

Easy to use all-in-one software for live chat, email marketing automation, forms, knowledge base, and more for a complete 360° view of your contacts.

Introducing Gist

Gist promises to have the functionality and features of some of the biggest marketing automation and support tools available online — without the large price tag.

They’ve come a long way since rebranding (Gist was formerly known as ConvertFox). This review will see how the app has changed and if the claims hold up. You’ll also find out more about their full, 21-day free trial.

And if you are looking to get the best deal on Gist, we will let you know what to expect in the way of Gist coupon codes.

What is Gist?

Gist aims to put all of the tools marketers and business owners need to grow and support their business in a single interface. 

Some of the tools they offer include:

  • Live Chat
  • Email Marketing
  • Marketing Automation (including a visual workflow builder)
  • Help Desk Capabilities
  • Chat Bots
  • Opt-in Forms
  • Knowledge Base Creator
  • Meeting Scheduler Tool

Most of these tools are regularly used in just about every business with an online presence. And many marketers use a different brand for each and every one of them. That’s the problem Gist hopes to solve.

This is why they regularly update existing features and even develop ones. (For instance, the visual workflow builder was recently introduced in the last few months as well as a “Live View” feature that allows you to see who’s on your site and even message them directly.)

Gist was originally launched in mid 2017 as “ConvertFox”. Since then, the app has undergone such massive changes, the team knew it was time for a rebrand. And in late 2018, Gist was born.

Gist Founder


Gist’s development is handled by a team of development professionals headed up by Founder and CEO, Raghavender Rao Jitta (more commonly known as Jitta). Jitta has founded and co-founded several companies and is passionate about fast development and helping others in their businesses.

Heading up the operations, growth and marketing side of the company is Justin McGill (The Co-Founder and COO of Gist). Since taking this role, Gist’s support is now 24/7 and the amount of product education content has significantly increased. There are a couple of dozen team members overall working on the development, support and marketing for Gist.

How to use Gist?

There is a lot going on with Gist. It’s a web-based tool which integrates to WordPress sites (via a plugin) and other sites and apps (via Javascript code snippet). Gist’s strength comes through bringing many of the tools marketers already use into the same dashboard. Instead of integrating a half dozen tools — they all work natively together.

Once you install the script (or plugin), the live chat (or messenger as they call it) will show up on your site. You can edit the messenger appearance, or even choose to turn it off if you’d like.

The conversations all go into a single dashboard. Chats can be from site visitors, customers or even routed from a dedicated email. For instance, you can set up a support@ email address for those emails to be directly sent to your conversations dashboard. 

Setting up teams (like “sales team” “support team”) and incoming messages can be routed specifically to the appropriate teams (or even individual team members).

Email marketing is also available. The editor is pretty standard and there are three different email types; broadcasts, drip campaigns and behavioral emails. Creating these emails are all the same editor but they serve different functions:

  • Broadcasts are meant for announcements
  • Drip campaigns are meant to send a sequence of emails over time
  • Behavioral emails are set up based on events and actions of your contacts

There are also a number of marketing automation features available, most notably is the new visual workflow builder. It’s here that Gist’s marketing power starts to show. 

Workflows are to trigger certain events based on behaviors and properties of your contacts. One example would be to automatically tag a lead when a contact visits your pricing page more than once. Or, you could send an email to your list and trigger an automation for those who click the link inside. 

Gist Workflows is setup visually to allow users to see how contacts will move through their funnels.

How we use Gist?

Gist forms part of an integral process we use at Bootstrapps to curate what we call the Wait List. This list is where our audience pledges support for their favorite apps to offer a lifetime deal and we use Gist in combination with Fluent Forms and Zapier to manage this whole process. 

When someone joins the wait list they are tagged in Gist with the app they are interested in and Gist automatically sends them a sequence of emails telling them what to expect and to spread the word to get more people on the list.

The logic behind all of this is that the more people who pledge their support for a deal the more likely the app maker will take notice and offer a custom deal.

Without Gist we would not have a system to reliably manage and keep on top of this process, so it has been a real life saver there for us. To see it in action for yourself you can join the wait list for Gist here and see the process.

Gist Key Features

These are the core features of Gist, but there’s still several more features.

Meeting Scheduler: Connect your Google calendar to Gist and create meeting links to book appointments.

Chat Bots: A linear chat bot creator to be on your site and ready to answer questions, collect lead data and even book meetings 24/7.

Opt-in Forms: A basic, yet workable form creator to collect contact data.

Knowledge Base Creator: Compile a searchable database of articles to explain your products or for internal use.

Gist Pros

Gist Cons

Are there Up-sells?

No upsells here. There are 3 paid plans with Gist; Growth, Support and All-in-One. The Support plan is per user while the Growth plan is based on the number of contacts. And All-in-One is a combination of the number of users for the Support plan and the number of contacts for the Growth plan.

Some of the features may not be available based on the plan you choose, but the All-in-One includes everything (both now and in the future).

Gist Alternatives?

There is no shortage of CRM systems that offer marketing automation such as:

  • HubSpot
  • ActiveCampaign
  • GetResponse
However with Gist you are getting a lot of the big brand features you would expect from the likes of a Hubspot for way cheaper and because of the Zapier integration you can get Gist to do practically anything you want with a little bit of elbow grease. This for many startups will prove well worth the investment in time to save on larger monthly fees you can expect from Gist's competitors.


Do we recommend Gist?

The highest recommendation we can give is that we use Gist for our own transaction emails on We find the editor easy to use and gives us a good overview of what our audience is interested in and where we can make improvements on our service.

The only reason we don't use it for all emails such as broadcast campaigns is that we got onboard the lifetime deal for SendFox which has an unlimited email sending policy which Gist and most email marketing platforms don't have. Don't know how long SendFox is keepin that deal live, but you can check here.

Get started with Gist today as part of their free trial offer.

All the Tools You Need Under One Roof

Easy to use all-in-one software for live chat, email marketing automation, forms, knowledge base, and more for a complete 360° view of your contacts.

Is there a Gist Coupon?

Occasionally vendors share coupons, these will appear below (or blank if none).

75% OFF

Gist Cyber Monday Discount

Easy to use software for live chat, chat bots, email marketing automation, forms, knowledge base and more.

No Code Needed


Get a bonus WordPress plugin when signing up to a Gist free trial or paid plan.

How to claim the Gist Bonus?

Looking for a bonus when purchasing Gist? Well, you are in the right place because when you use any link on this page to buy you can claim a bonus.

Every app purchase qualifies for our buy one, get one free WordPress plugin bonus offer. This is unlike any app bonus you have seen before because you can choose the exact WordPress plugin you need to compliment your recent purchase. There are over 3,000 to choose from so you will definitely find something of value to you.

Note: If you don't want a WordPress plugin – leave a comment below and we will be in touch regarding a bonus you will love.

N.B. To qualify for a bonus it is recommended to right click links on this page & open in a new private/incognito window. Then visit this page to claim.


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