8 systems. 14 integrations. One pipeline.
8 core systems. 7 configurable dashboards. 4 routing modes. 24/7 AI qualification. Commission engine with four-stage settlement. 14 native Calisto product integrations. Zero per-seat fees.
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page routes across the Deals CRM app
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top-level modules: pipeline, leads, sequences, commissions
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lead scoring factors with rule-based plus ML signals
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per-seat fees, flat pricing regardless of team size
Pipeline board. Lead engine. Sequence builder. One system.
6 pipeline views · 8 lead scoring factors · 4 routing modes · <30s assignment · ISA qualification bot
Kanban. List. All Deals. Three views. One board.
Drag-and-drop Kanban, sortable list, and All Deals cross-pipeline search. Deal health scoring against four factors. Stage gates with approval chains.
Kanban board, list view, and three-column deal detail
Drag-and-drop stage transitions. Deal value, owner, and aging per card. Three-column detail: feed, documents, metadata.
Stage Gates & Approvals
Multi-level approval chains with full audit trail. Deals blocked until sign-off.
Next Best Action
Highest-priority action per deal. Urgency-ranked, context-aware.
Ops Handoff
Closed deals auto-generate tasks and work orders in Ops. Zero re-entry.
Won Deals
Closed-won archive with date, value, reason, and owner. Filterable.
Lost Deals
Loss archive with reason, last stage, and date. Win/loss analysis.
Approval Queue
Pending approvals queue. One-click approve/reject with audit trail.
Eight subsystems. <30s routing. One inbox.
Six ingestion channels feed one inbox. Behavioral scoring on arrival. Four routing modes assign in under 30 seconds.
Lead Inbox
Unified triage across all sources. Sort by time, score, or source. Convert to deal in one click.
Lead Capture
Web forms, SMS opt-in, walk-in kiosk, referral links, import wizard, API webhook. All normalize to one 128-field record.
Lead Scoring
8 signals: source, engagement, response time, completeness, match, budget, timeline, history. Hot/Warm/Cold with decay.
Lead Routing
Round-robin, weighted, territory, manual queue. Priority-ordered rules, first-match-wins.
ISA AI Qualification Bot
Conversational AI via SMS or email within 60s. Qualifies, scores, books. Hands off with full transcript.
Sequences
Multi-step drips on creation, stage change, or score threshold. Email, SMS, tasks, delays, branches.
Lead Ponds
Shared pools by segment, source, or territory. First-to-claim with daily limits. Overflow escalation.
Speed-to-Lead SLA
SLA timer from arrival. Configurable targets per source. Breach alerts. Response-time leaderboard.
From lead arrival to agent assignment. Score recalculation fires on every engagement event.
Field-level conditions. Saved views. Real‑time refresh.
Dynamic filtered views across deals and contacts. Condition builder with stage, owner, source, tags, dates, values, and custom fields. Saved list library.
Sequences. Routing. Automation. Tasks. Documents. Configured.
20 triggers · 6 step types · Conditional branches · 4 routing modes · 8 document types · 5-stage lifecycle
20 triggers. 6 step types. Conditional branches.
Multi-step workflows with email, SMS, tasks, delays, and conditional branches. Twenty event-based triggers. Six standalone auto-rules.
Natural-language input to multi-step workflow with timing and branching. Calisto generates the sequence.
Four modes. Priority-ordered rules. <30s assignment.
Rule engine evaluates source, location, value, and capacity. First-match-wins. SLA timer on assignment.
Round-Robin
Sequential distribution. Skips offline or at-capacity agents. Persistent rotation index.
Weighted Distribution
Percentage weights per agent or team. Real-time adjustable.
Territory-Based
Zip, city, state, or drawn polygon. Overlaps resolve by priority.
Manual Queue
Manager review queue. Full lead card visible before assignment.
Five views. SLA-sorted queues. Stage-based checklists.
Tasks with priority, assignees, and checklists. Appointments in day/week/month. Callback queue with SLA sorting. Activity feed. Event attendance.
8 document types. 5-stage lifecycle. Built‑in e‑signature.
Five-stage document tracking with viewer analytics. Template builder with merge fields. Collateral library. Discovery scripts. Stage-gate checklists.
Documents
5-stage lifecycle: Pending → Sent → Viewed → Signed → Complete. Viewer analytics with page-level engagement.
Templates
Rich text with merge fields, conditional sections, signature blocks. Version history.
Collateral
Asset library for brochures, floor plans, decks. Tagged by vertical. Attach to deals and emails.
Discovery Templates
Structured call scripts. Log responses per question. Completed discoveries attach to deal.
Forms
Drag-and-drop builder for intake and feedback. Embed or share via link. Maps to deal fields.
Checklists
Auto-populate on stage entry. Tasks, doc requirements, or approval conditions. Block until complete.
Document Settings
Merge field mappings, signature positioning, branding. Per-vertical template defaults.
Task Templates
Reusable task sets per stage or trigger. Scoped per vertical.
Sequential or parallel e-signature, access codes, automated reminders, waiver collection, and full audit trail. Built in, not bolted on.
Commissions. Settlements. Contracts. Reports. Closed-loop.
Commission splits · What-if calculator · 4-stage settlement · Contract lifecycle · 7 dashboards · Full audit log
Closing checklists. 4-stage settlement. Commission what-if calculator.
Accepted offer through funded close. Checklist templates for agents and collaborators. Four-stage settlement. What-if commission modeling. Contract manager with e-signature.
Closing Workflow
Key date tracking: inspection, financing, title, walkthrough, closing. Real-time status for all collaborators.
Transaction Checklists
Templates per type: purchase, listing, lease, referral. Tasks with due dates and auto-reminders.
Collaborators
Lenders, title, inspectors, attorneys. Role-based visibility to assigned tasks and docs.
Contract Manager
Deal-linked contracts with version history and comparison. Sign integration. Archived on deal record.
What-If Modeling
Adjust value, rate, and splits in real time. Preview disbursements before close.
7 dashboards. Pre-built templates. Full audit log.
Seven industry-configurable dashboards. Pre-built report templates with custom builder. Full system activity log.
Analytics Dashboard
Seven vertical dashboards: KPI tiles, pipeline charts, conversion funnels, revenue trends. Drill-down to deal records.
Reports
Pipeline velocity, source ROI, agent production, conversion, revenue forecast, commission ledger. Custom builder with export.
Logs
Call and message logs via Voice. System activity log for deal events, automation, and config changes. Searchable.
Seven vertical-specific dashboards. Industry auto-configuration. Call and message logs via Voice integration.
Seven views. Three hierarchy levels. Zero per‑seat fees.
Roster, leaderboard, and production dashboards. Three-level hierarchy: region, office, department. Recruiting pipeline. Multi-location offices.
Per-member production: deal history, pipeline contribution, win rate, activity volume. Leaderboard ranks by deals, revenue, conversion, or custom KPIs. Hierarchy rolls metrics through offices to regions.
Team Roster
Directory with deal counts, pipeline value, close rates, and metrics per member.
Production Tracking
Deal history, pipeline contribution, win rate, and activity volume.
Recruiting Pipeline
Prospect stages with notes, follow-ups, and sourcing analytics.
Offices
Multi-location with team assignments and office-level analytics.
Voice syncs to CRM. Deals hand off to Ops. Proposals link to pipeline.
14 products · Voice CRM sync · Deal→Ops handoff · Proposal generation · 128-field contact record · Bi-directional data flow
14 products. Bi-directional sync. One closed loop.
Deals is the revenue record of truth. Ops receives closed deals as tasks. Voice syncs calls to timelines. Proposals generates from the price book. Contacts shares the universal 128-field record.
Deep Integrations
Calisto Ops
Closed-won auto-generates tasks, bookings, and work orders in Ops. Zero re-entry.
Closed Deal → Task → Booking → Work OrderCalisto Voice
Direct CRM sync. Call logs, recordings, and transcriptions attach to deal timelines.
Call → Recording → Transcript → Deal TimelineCalisto Proposals
Deal-linked proposals with price book items, branded templates, and open tracking. Acceptance syncs back.
Deal Data → Proposal → Open Tracking → AcceptanceCalisto Contacts
Universal 128-field record across all products. Deduplication and relationship mapping.
Contact Record → 128 Fields → Cross-Product Sync → DedupCalisto Sign
E-signature from deal or contract. Status syncs in real time.
Document → Signature Request → Status SyncCalisto Connect
SMS and email auto-attach to timelines. Delivery and open status logged.
Message → Delivery Status → Timeline AttachCalisto Studio
Campaigns target deal-stage and lead-score segments. Engagement logged as activity.
Segment → Campaign → Engagement → Activity LogCalisto Spaces
Venue availability visible in Deals. Room bookings from hospitality deal flow.
Availability Check → Selection → Booking → Deal RecordCalisto Access
Smart lock codes for showings. Generated and revoked from deal record.
Showing → Code Generation → Access Grant → Audit LogCalisto Pulse
Rate data and channel status inform hospitality deal valuation.
Rate Plan → Valuation → Channel Status → DealCalisto WiFi
Portal sign-ups create leads with source attribution. Walk-in traffic feeds analytics.
Portal Auth → Lead Creation → Source Tag → PipelineCalisto Navigator
Booking requests create leads in the vertical pipeline with inquiry context.
Inquiry → Lead → Pipeline Assignment → NotificationCalisto Equipment
Quote values and availability feed into event rental deals for scoping.
Quote → Availability → Deal Record → InvoiceCalisto Circle
Loyalty tier and rewards on deal record. Member pricing at close.
Contact → Tier Lookup → Pricing Rule → Deal ValueFragmented sales stack vs. unified pipeline
Connected by Design
Lead captured. AI scored. Agent assigned. Sequence enrolled. Automatic.
Five stages. Zero manual handoffs.
Capture
Six ingestion channels feed a unified lead inbox. Every touchpoint — web form, walk-in kiosk, SMS keyword, referral link, CRM import, API webhook — creates the same normalized contact record.
Score
Eight behavioral factors score every lead on arrival. Weighted points, AI grading, and engagement decay keep temperature accurate over time — no manual triage.
Route
Four routing modes assign leads to agents in under 30 seconds. Round-robin, first-to-claim, territory-based, and segment ponds — with SLA tracking and escalation on breach.
Four AI modules. Rule-based + ML scoring. One pipeline.
Conversational qualification, ML-trained scoring, and context-aware content generation. Embedded in the pipeline. No premium tier.
AI Sales Bot (ISA)
Automated inside sales assistant that engages leads via conversational chat. Qualifies against configurable criteria through multi-turn dialogue. Routes qualified prospects to humans with full conversation transcript.
ISA Dashboard
Conversation volume, qualification rates, handoff counts, response quality, and average time-to-qualify. Review individual conversations. Adjust qualification criteria in real time.
Predictive Lead Scoring
ML model trained on historical close patterns. Conversion likelihood prediction beyond rule-based scoring. Temperature auto-set: Hot, Warm, Cold. Engagement decay over time.
AI Content Generation
Generate email drafts, follow-up messages, proposal language, and marketing copy from deal data, contact history, and vertical-specific templates. One click, context-aware.
A CRM that pays for itself. 2% of revenue. No per-seat fees.
Pipeline management, lead scoring, sequences, routing, commissions, AI sales bot, and 14 cross-product integrations. All included with Core.