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About

All the tools you need to build a successful online business. Easy to use all-in-one software for live chat, chat bots, email marketing, marketing automation, forms, knowledge base, and more to create great customer experiences. By using Gist’s all-in-one platform, you no longer need to piece together multiple costly subscriptions. Better yet, your team will no longer need to switch between multiple tools to fully understand your customers. Qualify more leads automatically and close more deals with chatbots, forms and 24/7 automated meeting scheduling. Grow traffic, convert more visitors, and retain customers by running complete email marketing campaigns at scale. Assist customers in real-time with a collaborative inbox, automation, and self-service support. Replace 8+ tools and keep all of your products, content, customers, email subscribers, and data in one place.

About

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations that want an all-in-one software for live chat, chat bots, email marketing, marketing automation, forms, knowledge base, and more to create great customer experiences

Audience

SaaS, Ecommerce, SMBs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$33.99 per month
Free version includes up to 1000 contacts and 1 seat
Free Version
Free Trial

Pricing

$19.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.7 / 5
design 5.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.8 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I liked being able to send automated emails to users at the scheduled time. Sales, marketing and support team stay and collaborate in one place. Enables live chat support for external customers. Its customization helps to build catchy campaigns. The UI/UX design is minimalistic.
  • Love the user interface and how the app offers so much chat, email, bots, automation, all in one suite!
  • It offers a complete package of email marketing features. It also gives you complete analytical support about your campaign. Many free customize email templates for every business.
  • Very very easy to use from a team level for support. also has the ability to set up an email support to bring in as new chats.
  • The most convenient way to manage multiple email accounts all in one place. Coupled with the mobile app it is very helpful in getting quick responses back to customers.

Cons

  • The number of personalization options is very less. No activity-based email personalization support.
  • No ecommerce features. No features that Gorgias app has made for ecommerce =(
  • It worked great for me. Never had any issue. No cons.
  • At first the interface is a little different to use.
  • It can be difficult to navigate. I would prefer it be easier to toggle between different email accounts.

Pros & Cons from Real Users

Pros

  • It's dashboard tells the complete story about business performance. It offers automated marketing to make things easy. Helps to capture leads and grow to business.
  • Works well with email automations and helps you implement tracking abilities in your links and funnels.
  • So far, my experience with Platformly has been quite positive. I use it mainly to send email marketing campaigns to my contacts and it's so far been easy to use. Their support team helped me with setup and understood my goals easily.
  • Platformly is a very intuitive software, so anyone can use this product, even if they have little experience in marketing automation. Moreover, Platformly is really great on the support side and the product keeps improving. Its a great alternative to ActiveCampaign, Infusionsoft and Drip, it definitely wins in the ease of use category and the heads up features are one of the main reason to get a hold of this product.

Cons

  • It worked great for me. Nothing to shares about cons.
  • There is a big learning curve to implement this.
  • I wish there were more templates to choose from, but so far the ones available have been enough for me to build my newsletters. Maybe with future updates, there will be a larger offer when it comes to email templates.
  • There are some features that I wish they had built-in. One of the most important for our business is a sales pipeline.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Gist
Founded: 2018
India
getgist.com

Company Information

Platformly
Founded: 2017
Monaco
www.platform.ly/

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Alternatives

Sugar Market

Sugar Market

SugarCRM
Altcraft

Altcraft

Altcraft Platform
CXONCLOUD

CXONCLOUD

UNLOC Ltd.

Categories

Categories

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Convertful
Desktop.com
Groupboss
Hyperise
Integrately
Make
Pabbly Connect
Shift
Stackreaction
WP Fusion
Convertri
Deadline Funnel
Feederloop
Kajabi
Kyvio
MailOptin
Pabbly Email Marketing
Quickwork
ResponseSuite
Wufoo

Integrations

Convertful
Desktop.com
Groupboss
Hyperise
Integrately
Make
Pabbly Connect
Shift
Stackreaction
WP Fusion
Convertri
Deadline Funnel
Feederloop
Kajabi
Kyvio
MailOptin
Pabbly Email Marketing
Quickwork
ResponseSuite
Wufoo
Claim Gist and update features and information
Claim Gist and update features and information
Claim Platformly and update features and information
Claim Platformly and update features and information