Getgist Overview: The Complete Tutorial for Beginners (2025)

Overview

Get Everything in One Place. Getgist lets your entire team rally around a single app for day-to-day work. One tool to learn. One place to check for notifications. No more constant switching between email marketing, social, and chat apps.

This allows for a smoother handoff between Marketing, Sales & Services, and a more delightful customer experience.

In this Getgist overview, we'll walk you through the platform's key features, integrations, and pricing, helping you get started quickly in 2025.

Feachures

Gist is an all-in-one platform offering tools to enhance marketing, sales, and customer support efforts.

1. Live Chat

Engage with website visitors in real-time using Gist's live chat feature. This tool allows businesses to answer questions instantly, provide support, and guide potential customers through their journey, enhancing user experience and increasing conversion rates.

2. Email Marketing

Gist's email marketing tool enables the creation and management of email campaigns through a user-friendly drag-and-drop editor. If you're comparing tools, here's a full list of top email marketing tools that might help you decide what fits best.

Businesses can send broadcast emails, set up drip campaigns, and automate responses based on user behavior, ensuring personalized and timely communication.

It is also an excellent feature for creating beautiful emails without designers or IT. Make emails your own with our easy-to-use drag-and-drop editor. Customize your layout, add calls-to-action and images, and modify your content and colors to match your brand.

Gits offers:

• Pre-designed templates

• Make emails personal

3. Marketing Automation

With Gist's marketing automation, orchestrate multi-channel lifecycle campaigns effortlessly.

The visual campaign builder allows for creating cohesive messages across various channels, automating tasks like lead nurturing and customer engagement to streamline marketing efforts.

Gits also offer opportynity to deliver emails in recipient's timezone and resend emails to non-openers

4. Knowledge Base

With Gits you can Educate customers right when they need it. Develop a centralized repository of help articles and resources using Gist's knowledge base feature. This empowers customers to find answers independently, reducing the support workload and enhancing customer satisfaction.

Gits offer you opportunity to:

• Create a searchable place for common questions

• have the correct information right on time

• Customers can search and find quickly

5. Customizable Bots

Implement chatbots to qualify leads, book meetings, and respond instantly to common inquiries. Gist's customizable bots enhance user engagement and support efficiency by automating routine interactions.

With Gist's chatbot, you can engage visitors and capture leads 24/7, automatically qualify inbound leads, effortlessly book sales meetings, and instantly route the hottest conversations.

6. Forms & Survays

Design and deploy visually appealing forms and surveys to capture leads, drive sales, and gather visitor feedback. Gist's drag-and-drop builder and customizable templates make it easy to create responsive forms and surveys that match your brand's look and feel.

You will also be able to personalize for every visitor.

7. Meetings Scheduler

Simplify the process of scheduling meetings with prospects and clients using Gist's meetings scheduler. This tool eliminates back-and-forth emails by allowing clients to book available slots directly, streamlining appointment setting.

When you use Gistbot to schedule your meetings, you’ll have pre-qualified prospects who have answered the questions you want asked.

8. Event Tracking

Automatically track user interactions such as clicks, form submissions, and page views with Gist's event tracking feature. It provides valuable insights into user behavior and campaign effectiveness, aiding data-driven decision-making.

9. Customer Data

Gist's customer profiles feature offers a comprehensive view of each customer, including their interactions, preferences, and behaviors. This centralized data helps personalize communication and improve customer relationships.

With Gists, you can:

• Track every interaction

• Automate and target the right customer

10. Deels

Manage and track sales opportunities with Gist's deal pipeline feature. The visual interface allows for easy monitoring of leads, company details, and sales stages, helping sales teams stay organized and focused.

Gist helps you:

• Have complete visibility of your pipeline

• Minimize data entry

• Track performance across your team

11. Mobile app

Stay connected on the go with Gist's mobile apps for iOS and Android. These apps ensure you can manage communications, access customer data, and respond to inquiries from anywhere, maintaining seamless operations.

Gist's comprehensive suite of tools allows businesses to effectively manage and enhance their marketing, sales, and customer support functions.

Getgist Overview: Integrations

Gist helps you handle your marketing, sales, and customer support in one place. You can easily connect Gist with tools you already use, like WordPress, WooCommerce, Stripe, and Google Calendar. It also works well with automation tools like Zapier and Make, linking hundreds of apps without tech headaches. By using these integrations, companies can build an efficient marketing technology stack to streamline operations.

Gist also connects with tools like Google Analytics for tracking user behavior and Canny for managing customer feedback. These integrations help you better understand your customers and improve your service.

You can visit their integrations page to see all the tools that Gist works with.

How to Get Started with Getgist

Step 1: Sign up for Gist

Important - you need to use your business adress

14-days free trial, or you can continue with free version

Step 3: Install Tracking Code

Pricing & Plans: Short Getgist Overview

Gist offers flexible pricing plans tailored to your business needs.

Support Plans:

• Free Forever: Ideal for small teams, this plan includes live chat, a team inbox, unlimited conversation history, and more, supporting up to 2 support seats at no cost.

• Professional: At $29 per month, this plan offers all Free features plus email forwarding, social media integrations, in-app messages, a public knowledge base, automated chat triggers, and more, accommodating 5 support seats.

• Premium: For $99 per month, you get all Professional features along with custom chatbots, voice and video calls, surveys, product tours, automated meeting scheduling, advanced reporting, and unlimited support seats.getgist.com

Marketing Plans:

• Free Forever: This plan allows you to capture leads and send targeted one-off emails, including features like contact and company lists, website tracking, signup forms, and 200 contacts at no cost.

• Professional: Starting at $19 per month for 1,000 contacts, it includes all Free features plus a visual email builder, automated emails, drip campaigns, single-step automations, and more.

• Premium: At $29 per month for 1,000 contacts, this plan offers all Professional features along with multi-step visual automation builder, pre-built automation templates, e-commerce integrations, advanced reporting, and more.

All-in-One Bundle:

Gist also provides an All-in-One Suite bundle that combines both Support and Marketing features, offering a comprehensive solution for your businessneeds.getgist.com

For a detailed breakdown and to choose the best plan for your business, visit Gist's pricing page.

What Users Say about Gist

For more reviews and tutorials on marketing tools, check out our marketing blog for comprehensive insights that help your business grow.