Gist

Gist (getgist.com), formerly known as Convertfox, is an all-in-one business communication platform founded in 2017 that combines live chat, chatbots, email marketing, marketing automation, a knowledge base, a CRM, a meeting scheduler, forms, popups, surveys, product tours, and event tracking in a single workspace subscription.

Designed for SaaS companies, online businesses, and growth teams, it replaces 6+ separate tools at a flat $99/month and is trusted by 15,000+ businesses worldwide.

• Visual Marketing Automation Builder — design multi-step lifecycle campaigns using a drag-and-drop canvas with pre-built funnel templates; trigger emails, in-app messages, and bot interactions based on user behavior, custom events, and contact attributes across any stage of the customer journey.

• Live Chat + Custom Chatbots — add a branded live chat widget to any website or app; build custom bots in minutes to triage support queries, qualify inbound leads, route hot conversations to sales, and book meetings automatically without a developer.

• Email Marketing Suite — send broadcast emails, drip campaigns, and behavioral email sequences using a drag-and-drop visual builder; personalize by contact fields, tags, and event data; deliver emails in the recipient's timezone and auto-resend to non-openers.

• Knowledge Base — create a searchable self-service help center with rich articles supporting images, videos, CTAs, and interactive guides; track article ratings and collect structured feedback to continuously improve content quality.

• Built-in CRM with Deal Pipeline — manage your sales pipeline with a visual drag-and-drop board, create deals, assign tasks, track stage progression, and add a meeting scheduler link to emails and your website to book appointments automatically.

• Forms, Popups & Surveys — build mobile-responsive lead capture forms, exit-intent popups, and survey widgets using a visual builder; personalize each form using previously collected contact data and trigger display based on page URL, visitor behavior, or site history.

• Meeting Scheduler — let prospects book meetings directly from a shared calendar link; syncs natively with Google Calendar and Office 365 Calendar; integrates with Gistbot to pre-qualify prospects before they land on your calendar.

• Event Tracking & Customer Profiles — automatically captures every click, form submission, and page view; builds comprehensive customer profiles with full interaction history, tags, and behavioral segments for precision targeting across email, chat, and automation.

Gist is built for growing businesses and SaaS teams that want a unified marketing, sales, and support stack without stitching together — and paying for — multiple specialized tools.

• SaaS founders and bootstrapped startups — replacing 6+ tools with one $99/month flat subscription is the fastest way to cut software spend while maintaining a professional customer experience across marketing, support, and sales.

• Marketing teams running lifecycle campaigns — the visual automation builder with behavioral email triggers, event tracking, in-app messaging, and pre-built templates handles the full customer journey from first visit to retention in one canvas.

• Customer success teams — unlimited support seats on the Premium plan mean every team member who touches a customer conversation can be inside the inbox without blowing the budget on per-agent licenses.

• Small businesses and solopreneurs starting out — the free plan's live chat, team inbox, unlimited conversation history, signup forms, and 200 contacts provide a complete starter communication stack at $0/month.

• Online businesses running e-commerce — WooCommerce and Stripe integrations (on Premium marketing plans) sync purchase data for post-purchase automation, cart abandonment campaigns, and customer segmentation without a custom integration.

Gist's strongest differentiator is its genuinely flat all-in-one pricing — a single $99/month subscription replaces the full stack of tools that growing businesses typically cobble together at $300–$600/month.

• True All-in-One at a Fixed Price — Gist does not charge per seat for support or per contact tier for the All-in-One bundle; $99/month covers unlimited support seats plus all marketing and automation features, meaning your bill stays flat as your team and contact list grow.

• Unified Customer Timeline — every chat, email open, form submission, page view, event trigger, deal update, and meeting booking is recorded on a single customer profile; agents and marketers share the same data without exporting, syncing, or building integrations across tools.

• Pre-Built Automation Funnel Templates — Gist lets you import fully-built marketing funnels with one click, so teams without a dedicated marketing automation specialist can launch proven lifecycle sequences in minutes rather than building from scratch.

• Behavioral Event Tracking Built In — unlike most all-in-one tools that treat event tracking as an advanced add-on, Gist automatically captures clicks, form submissions, and page views out of the box and makes that data immediately available for email triggers, chat targeting, and bot conditions.

• 100% No-Risk Money-Back Guarantee — Gist offers a full refund on any paid plan with no questions asked, an unusually strong commitment compared to competitors that offer only time-limited trials or partial credits.

Gist integrates with the core business tools most growing teams already use, with Zapier bridging gaps to the broader software ecosystem.

• Website and e-commerce platforms — WordPress plugin for one-click installation, WooCommerce for purchase-triggered automation and customer segmentation, Shopify via Zapier, and a universal JavaScript snippet for any custom-built website.

• Calendar and scheduling tools — native Google Calendar and Office 365 Calendar sync powers the built-in meeting scheduler; Calendly can be connected via Zapier for teams already invested in Calendly workflows.

• Payments and e-commerce data — Stripe integration on the Premium marketing plan syncs payment events to trigger post-purchase email sequences, renewal reminders, and customer lifecycle automations.

• Automation and workflow platforms — Zapier and Make (Integromat) connect Gist to 3,000+ additional apps for custom lead routing, CRM syncing, notification workflows, and data pipelines not covered by native integrations.

• Analytics and feedback tools — Google Analytics integration tracks campaign-driven traffic and conversion events; Canny integration surfaces customer feedback requests and feature votes directly inside the Gist workflow for product-led teams.

Gist is one of the best-value all-in-one business communication platforms available today — replacing Intercom, ActiveCampaign, Calendly, Zendesk, OptinMonster, and Typeform for a flat $99/month is a genuinely compelling proposition for SaaS founders and growing online businesses. The free plan, 14-day no-card trial, and no-questions-asked money-back guarantee make it completely risk-free to test.

The main caution is the Trustpilot score of 2.1/5 from a small sample — prospective buyers should read specific reviews and test the platform thoroughly during the trial before committing, especially for high-volume production use.