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4.6 out of 5
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Gist
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Gist Features
What are the features of Gist?
Self-Service Experience
- Knowledge Base
- Searchable Articles
Self-Service Platform
- Branding
- Integrations
Communication
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
- Co-Browsing
Internal Use
- Customization
- Conversation Archiving
- Lead Development
- Knowledge Base
- Team Inbox
- Customer Profiles
Gist Categories on G2
Filter for Features
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Platform
Customization | System provides sufficient customization to meet business requirements | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data |
Email Marketing
Building and Personalizing Emails | Create and design emails with an editor; manage templates; personalize dynamically | Not enough data | |
Sending Outbound Emails | Create targeted lists, schedule and manage bulk email sending. | Not enough data | |
Manage Email Deliverability | Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | Not enough data | |
Automated Email Responses | Set up automated nurturing emails based on events, online activities, and lead scores | Not enough data |
Online Marketing
Landing Pages and Forms | Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | Not enough data | |
Dynamic Content | Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | Not enough data | |
A/B Testing | Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | Not enough data | |
Mobile Optimized | Support mobile-optimized emails, online forms, and landing pages. | Not enough data | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. | Not enough data |
Lead Management
Marketing Lead Database | A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | Not enough data | |
Data Quality Management | Data quality consists of deduplication, cleansing, and appending your marketing database. | Not enough data | |
Segmentation | Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | Not enough data | |
Lead Scoring and Grading | Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | Not enough data | |
Lead Nurturing | Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | Not enough data | |
Online Behavior Tracking | Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | Not enough data | |
Automated Alerts and Tasks | Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | Not enough data | |
CRM Lead Integration | Sync lead, contact, account, and opportunity information with your CRM system. | Not enough data |
Campaign Management
Program Management | See feature definition | Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | Not enough data |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | Not enough data | |
Calendaring | Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | Not enough data | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. | Not enough data |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | Not enough data | |
Social Sharing | Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | Not enough data | |
Social Campaigns | Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | Not enough data | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | Not enough data | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | Not enough data |
Reporting & Analytics
Basic Reporting | Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | Not enough data | |
Web Analytics | Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | Not enough data | |
ROI Analytics | Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | Not enough data | |
Revenue Analytics | Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | Not enough data | |
SEO / Keyword Analytics | Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | Not enough data |
Self-Service Experience
Knowledge Base | Based on 37 Gist reviews. Provides a repository of information that can be used by those seeking support. | 86% (Based on 37 reviews) | |
Searchable Articles | As reported in 36 Gist reviews. Makes articles in the knowledge base searchable on the web. | 86% (Based on 36 reviews) | |
Mobile Optimization | Optimizes the customer self-service experience on mobile devices 22 reviewers of Gist have provided feedback on this feature. | 83% (Based on 22 reviews) | |
Personalization | As reported in 24 Gist reviews. Gives the user targeted, personalized results based on their activity or preferences | 81% (Based on 24 reviews) |
Self-Service Platform
Branding | Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. This feature was mentioned in 27 Gist reviews. | 77% (Based on 27 reviews) | |
Automation | Automates some or all operation related tasks This feature was mentioned in 23 Gist reviews. | 84% (Based on 23 reviews) | |
Artificial Intelligence | Based on 18 Gist reviews. Utilizes artificial intelligence to improve workflows or customer experiences | 72% (Based on 18 reviews) | |
Integrations | Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools 25 reviewers of Gist have provided feedback on this feature. | 78% (Based on 25 reviews) |
Communication
Pop-up Chat | Based on 151 Gist reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. | 93% (Based on 151 reviews) | |
Notifications | Based on 145 Gist reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation. | 91% (Based on 145 reviews) | |
Targeted Emails | Based on 133 Gist reviews and verified by the G2 Product R&D team. Sends automated emails to further engage clients and potential clients. | 87% (Based on 133 reviews) | |
In-App Messaging | Based on 112 Gist reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help. | 91% (Based on 112 reviews) | |
Co-Browsing | Based on 26 Gist reviews. Allows agents to join a customer's browser session and navigate through the website with them. | 70% (Based on 26 reviews) |
Internal Use
Customization | Based on 143 Gist reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding. | 83% (Based on 143 reviews) | |
Conversation Archiving | Based on 131 Gist reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference. | 89% (Based on 131 reviews) | |
Lead Development | Based on 124 Gist reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers. | 87% (Based on 124 reviews) | |
Knowledge Base | Based on 114 Gist reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations. | 87% (Based on 114 reviews) | |
Team Inbox | Based on 124 Gist reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner. | 86% (Based on 124 reviews) | |
Customer Profiles | Based on 137 Gist reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers. | 86% (Based on 137 reviews) |
Design and Customization
Pre-Designed Templates | As reported in 18 Gist reviews. Provides pre-designed themes and templates for pop-up messages | 81% (Based on 18 reviews) | |
Pop-Up Types | Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc. This feature was mentioned in 21 Gist reviews. | 80% (Based on 21 reviews) | |
No-Code Customization | Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface This feature was mentioned in 19 Gist reviews. | 83% (Based on 19 reviews) | |
Mobile Optimized | Based on 19 Gist reviews. Pop-ups are optimized to display correctly on mobile devices | 83% (Based on 19 reviews) |
Campaigns
Targeting | As reported in 21 Gist reviews. Ability to target specific visitors based on referrer, geo-location, cookies, or previous history | 85% (Based on 21 reviews) | |
Triggered Campaigns | Ability to trigger time-based or behavior-based pop-up campaigns This feature was mentioned in 21 Gist reviews. | 85% (Based on 21 reviews) | |
Analytics | Measure and visualize campaign performance and conversion rates 20 reviewers of Gist have provided feedback on this feature. | 83% (Based on 20 reviews) |
Integrations
CRM/Email Integrations | As reported in 19 Gist reviews. Integrates with popular CRMs and email marketing software | 84% (Based on 19 reviews) | |
E-Commerce Integrations | Based on 15 Gist reviews. Integrates with e-commerce platforms | 73% (Based on 15 reviews) | |
Social Media Integrations | Integrates with social networks This feature was mentioned in 15 Gist reviews. | 86% (Based on 15 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text-to-Speech | Simulates human-like speech from text inputs. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Agentic AI - Vulnerability Scanner
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Customer Self-Service
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Marketing Automation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
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