Average Ratings 9 Ratings

Total
ease
features
design
support

Average Ratings 6 Ratings

Total
ease
features
design
support

Description

Comprehensive CRM Solution. Streamline your sales, marketing, and customer service efforts on a single platform. Prevent data breaches and maintain uniform messaging across all channels. Take advantage of Agile's contemporary features and integrations, along with straightforward setup and excellent support, all at a competitive price. This cloud-based SaaS platform is designed to be mobile-friendly, efficient, and user-friendly. Agile CRM provides an array of ready-to-use email marketing templates to help your business achieve a polished and professional aesthetic. Explore Agile’s selection of email marketing template examples, choose your desired template, craft your message, and schedule it for automated delivery. Additionally, you can design custom templates—no coding skills necessary—that incorporate your brand identity for enhanced effectiveness. Experience the benefits of Agile's innovative features and seamless integrations while enjoying easy implementation and responsive support at an economical price point. With its cloud-based nature, this SaaS service is not only fast and simple but also adaptable for mobile use, ensuring you can manage your business on-the-go.

Description

All the tools you need for a successful online company. All-in-one software that is easy to use for chat bots, email marketing and marketing automation. Gist's all in one platform means you don't have to purchase multiple subscriptions. Your team won't have to switch between multiple tools in order to understand your customers. Chatbots, forms, and automated meeting scheduling allow you to automatically qualify more leads and close more deals. Complete email marketing campaigns can be scaled to grow traffic, convert more visitors, retain customers, and increase conversions. Customers can be assisted in real time with an automated, collaborative inbox and self-service support. You can replace 8+ tools and keep all your products, customers, emails subscribers, and data in one location.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Desktop.com Yes 
Easyflow Yes 
Facebook Yes 
HubSpot Data Hub Yes 
Integrately Yes 
KonnectzIT Yes 
LeadsBridge Yes 
Quickwork Yes 
Rambox Yes 
Shift Yes 
Stackreaction Yes 
Stripe Yes 
TrueMail Yes 
WP Fusion Yes 
WooCommerce Yes 
WordPress Yes 
Workers by Delos Yes 
Wufoo Yes 
X (Twitter) Yes 
Zapier Yes 

Integrations

Desktop.com Yes 
Easyflow Yes 
Facebook Yes 
HubSpot Data Hub Yes 
Integrately Yes 
KonnectzIT Yes 
LeadsBridge Yes 
Quickwork Yes 
Rambox Yes 
Shift Yes 
Stackreaction Yes 
Stripe Yes 
TrueMail Yes 
WP Fusion Yes 
WooCommerce Yes 
WordPress Yes 
Workers by Delos Yes 
Wufoo Yes 
X (Twitter) Yes 
Zapier Yes 

Pricing Details

$8.99 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$33.99 per month
Free version includes up to 1000 contacts and 1 seat
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agile CRM

Founded

2012

Country

United States

Website

agilecrm.com

Vendor Details

Company Name

Gist

Founded

2018

Country

India

Website

getgist.com

Product Features

Call Center

Blended Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management Yes 
IVR / Voice Recognition Yes 
Inbound Call Center Yes 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer Yes 
Progressive Dialer Yes 
Queue Management No 
Real-time Chat Yes 
Reporting/Analytics Yes 

Call Tracking

CRM Yes 
Call Log No 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition Yes 
Keyword Tracking No 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Email Management

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring Yes 
Email Recall No 
Queue Manager Yes 
Response Management Yes 
Routing Yes 
Shared Inboxes Yes 
Signature Management Yes 
Spam Blocker Yes 
Whitelisting / Blacklisting Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Signature

Auto Update No 
Campaign Specific Signature Yes 
Content Creation Yes 
Image Management Yes 
Legal Disclaimer Yes 
Signature Management Yes 
Social Media Yes 
Templates Yes 

Email Tracking

A/B Testing Yes 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking Yes 
Team Management Yes 

Gamification

Badge Management No 
Collaboration Tools Yes 
Contest Management No 
Feedback Management No 
For Call Centers No 
For Developers No 
For Education No 
For Onboarding No 
For Sales Yes 
Goal Setting / Tracking No 
Leaderboards / Activity Tracking Yes 
Performance Metrics No 
Rewards Management No 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification Yes 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Push Notifications

A/B Testing Yes 
Analytics Yes 
Campaign Segmentation Yes 
Contextual Targeting Yes 
Device Targeting Yes 
Expiry Notifications Yes 
Geo Targeting Yes 
Mobile Notifications Yes 
Notification Scheduling Yes 
Visual Notifications No 
Web Notifications Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management No 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting No 
Message Personalization Yes 
Mobile Coupons Yes 
Mobile Keywords Yes 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering Yes 
Multi-Account Management Yes 
Post Scheduling Yes 

Social Media Monitoring

Audience Segmentation Yes 
Competitive Analysis Yes 
Configurable Alerts No 
Customer Engagement Yes 
Dashboard Yes 
Impact Scoring No 
Influencer Tracking Yes 
Reputation Management No 
Sentiment Analysis No 
Trend Tracking No 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Web Analytics

Campaign Management Yes 
Conversion Tracking Yes 
Form Analytics No 
Goal Tracking Yes 
Keyword Tracking Yes 
Multiple Site Management Yes 
Pageview Tracking Yes 
Referral Source Tracking No 
Site Search Tracking No 
Time on Site Tracking Yes 
User Interaction Tracking Yes 

Product Features

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding No 
Document Storage No 
Email Integration No 
IT Asset Management No 
Incident Management No 
Interaction Tracking No 
Knowledge Base No 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management No 
Ticket Management No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Scheduling

Alerts/Notifications No 
Appointment Scheduling No 
Automated Scheduling No 
Calendar Management No 
Class Scheduling No 
Employee Scheduling No 
Facility Scheduling No 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling No 
Room Booking Management No 

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