Best CRM Software for Gist

involve.me is the AI quiz funnel builder with built-in CRM and email automation. Use it to build quizzes, assessments, calculators, product recommendation flows, landing pages, and forms, either by hand or through a conversational AI Agent that produces the structure, logic, copy, and design from a prompt. Scoring rules and branching logic sort respondents by fit and intent, and each one sees their result as personalized charts, gauges, and graphs on the outcome page. Qualified leads land in the built-in CRM as contacts, where email sequence workflows take over and adapt to answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the quiz funnel directly to the follow-up journey. 55+ native data integrations cover HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, alongside 3 payment integrations, 5 tracking integrations, Zapier, and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan available. Paid plans from $29/month annual. SOC 2 Type II audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

Whether you're seeking an internal Knowledge Management system or a straightforward FAQ section for your customers, Support Hero has you covered. Equip your team with a comprehensive playbook or offer exceptional assistance to your clients. Support Hero provides a refined and user-friendly Knowledge Management Solution. It includes a fully functional knowledge base portal right from the start. With an embeddable widget that seamlessly integrates with the portal, you won't have to worry about updating content in multiple locations. The appearance is highly customizable, allowing configuration to operate on your own domain. The Support Hero widget can be effortlessly embedded into your website or web application, sharing the same content from the knowledge base portal while being highly adaptable. Take advantage of our contextual content feature to deliver the most relevant articles based on the user's navigation. Implementing the widget is as easy as adding a simple JavaScript snippet, making it accessible for all levels of technical expertise. Additionally, Support Hero ensures that your users receive consistent and tailored support, enhancing their overall experience.