Gist vs. SherpaDesk

Gist is perfect for SaaS I'd say, and perfect for long sales cycles with lots of lead nurturing involved, and for scenarios where you re-market via FB ads, because there's FB custom audience integration built into the workflows. Perfect for customer service and support. Really outstanding there. It's a little less suited to ecom but they're hammering out the finishing touches to make ecom cart recovery easier.

Incentivized

[It's] well suited for cloud support applications as there's no installation or maintenance required.

• Gist provides endless ways of interacting with customers. I can chat and email with them, track their usage on my site, qualify them, add tags and other profile information, and so much more.
• There is even an awesome live view that lets me spy on visitors to see how they're using the site.
• The tools are powerful, easy to use, and constantly getting improvements. It seems like every week there is another update being rolled out that substantially extends the functionality or usability of the features in Gist.

• Easy for the end user to navigate
• Integrates well with our Google systems
• Has a fairly good phone app

Incentivized

• Free plan limits are too low.
• Chatbots should work not only for Gist's native online chat, but also for the other chat-based channels such as Facebook. (instead of having to use another software for that purpose)
• Pricing structure - Support bot should not be an add-on but a core feature.

Incentivized

• Will load slow sometimes
• Could have more knowledge base articles

Gist is a quite reliable service with a lot of added values. We don't need to pay for different Saas for these important features. If I had an issue the team was super responsive and helpful, that is essential for every business. The email delivery is great, so virtually no email has landed into spam folder

Incentivized

Gist does pretty much anything you want it to when it comes to managing your contacts. Sometimes I wish it updated faster, but wait a few beats and it gets there. I really love that I can show a colleague how to use the chat messenger and they understand it right away. Very user friendly!

Incentivized

I have communicated with their team multiple times and every time they have been very responsive, knowledgeable, and polite. They work to make sure you are happy and informed of what is going on. Better their team keeps up to date with their app, giving you new features, and keeping you notified and educated about what they are and how to use them. A+

They both seem to have parity with each other with each having their own small advantages. I went with Gist because it was more affordable. Infusionsoft customer for almost 5 years and it seemed I was always working more on getting it to work instead of getting work done. Gist is so intuitive I had it setting up and running the basics in a few hours.

Incentivized

When looking for solutions for our business, I personally looked at Aautotask. I am not the decision maker so I don't know what my boss looked at in full. Autotask seems good. It looked like it got a bit complicated and may be for very large enterprise customers. Just lots of features that we don't need.

• Our ROI has increased significantly because of Gist's chat and app integration into our website. Contact forms are great but a real-time conversation means you can be more effective in meeting your customer's needs.
• The additional features in the recent upgrade mean we can use Gist for more. They have always been effective for email campaigns, but the addition of the knowledge base and more effective workflows means we can automate more. This has saved us from buying more software.

• As a single freelance consultant Sherpadesk has exceptional ROI because it's free but if my company had more support people I would definetly go with SherpaDesk again.