From first contact to final payout. One CRM.
Six industry-native CRM modes. A pipeline board with list and calendar views. A Lead Ops cockpit with scoring, routing, territories, pools, and capture. Quotes, proposals, and contracts. Transaction management with milestone-based closings. Ops handoff that composes Orderflow fulfillment orders from closed-won deals. Commission calculation with four-stage settlement reconciliation.
One CRM. Six industries. Purpose-built surfaces.
Real estate, hospitality, golf, fitness, events, and professional services. Each mode reshapes the pipeline stages, deal fields, contact properties, and reporting to match how that industry sells.
One CRM. Six industries. Purpose-built surfaces — not custom fields.
Calisto Deals doesn't bolt a “real estate mode” onto a generic pipeline. It ships with vertical-native screens, terminology, workflows, and KPIs. A hotel sales director sees M&E bookings and BEOs. A broker sees GCI projections and listing pipelines. A gym sees membership funnels and tour tracking. Same platform. Different world.
Meetings & events, catering BEOs, venue site visits, corporate housing leases, and space inventory — built into the pipeline, not bolted on.
Board. List. Calendar. Three views of every deal.
Kanban board with drag-and-drop stage transitions. Sortable list view with filtering and bulk actions. Calendar view with deal-date overlay. Deal workspace per card with full lifecycle tracking.
Drag a card. Move a deal. See everything that matters.
Kanban board with drag-and-drop stage transitions. Sortable list view for bulk work. All Deals for cross-pipeline search. Every deal has a health score, an activity timeline, and a three-column detail view — feed, documents, metadata.
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.
Four behavioral signals — activity recency, engagement depth, stage velocity, and response patterns — combined into a real-time score. Deals at risk surface automatically. No gut feel required.
Stage Gates
Require conditions before a deal advances. Document uploaded, manager sign-off, deposit received — configurable per stage. Approval queue with one-click action and full audit trail.
Next Best Action
The highest-priority action for each deal, ranked by urgency and context. Follow up, send a document, schedule a showing — surfaced, not buried.
Ops Handoff
Closed deals auto-generate tasks, bookings, and work orders in Calisto Ops. The operations team picks up exactly where sales left off. Zero re-entry.
Scoring. Routing. Territories. Pools. Capture. One cockpit.
Five tabs in one operational surface. Lead scoring with eight signals. Routing rules with four distribution modes. Territory map with geographic assignment. Pool manager with assignment rules and members. Multi-channel lead capture with web forms, text capture, and API ingestion. Lead inbox and claim queue.
Captured. Scored. Routed. Qualified. Under 30 seconds.
Seven ingestion channels feed one inbox. Every lead is scored on arrival against eight behavioral signals. Four routing modes assign the right person in under 30 seconds. And if you choose to turn on ISA, a qualification bot can engage the lead via SMS within 60 seconds — 24/7 — before a human ever touches it.
Lead Inbox
Unified triage across all sources. Sort by time, score, or source. Convert to deal in one click.
Lead Capture
Web forms, SMS keyword opt-in, walk-in kiosk, referral links, import wizard, API webhook. All normalize to one contact record.
SMS Text Capture
Keyword-triggered SMS opt-in. Prospect texts a keyword, gets an instant auto-reply, and lands in the inbox with source attribution.
Lead Scoring
Eight signals: source quality, engagement depth, response time, profile completeness, budget match, timeline, behavioral history, and predicted conversion probability. Temperature auto-set with engagement decay.
Lead Routing
Round-robin, weighted, territory-based, or manual queue. Priority-ordered rules with first-match-wins logic. Under 30-second assignment with SLA tracking.
ISA Qualification Bot
An automated qualification assistant that can engage leads 24/7 via SMS and email — if you choose to turn it on. It runs multi-turn conversations against your criteria and hands qualified prospects to your team with the full transcript attached. It’s there if you want it. It stays off if you don’t.
Sequences
Multi-step drips triggered on creation, stage change, or score threshold. Email, SMS, tasks, delays, and conditional branches.
Lead Ponds
Shared pools by segment, source, or territory. First-to-claim with daily limits. Overflow escalation to manager.
Speed-to-Lead SLA
SLA timer starts on lead arrival. Configurable targets per source. Breach alerts and auto-escalation. Response-time leaderboard.
Twenty triggers. Six step types. Conditional branches.
Multi-step workflows with email, SMS, tasks, delays, and conditional branches. Twenty event-based triggers from deal creation to contract expiration. Six standalone automation rules.
20 triggers. 6 step types. Conditional branches.
Multi-step workflows with email, SMS, tasks, delays, and conditional branches. Twenty event-based triggers from deal creation to contract expiration. Six standalone automation rules that run continuously.
Describe what you want in plain language — "Nurture cold leads with 5 touches over 3 weeks" — and the sequence builder can generate the steps, timing, and branch conditions for you. Available when you're ready for it.
Quotes. Proposals. Contracts. E-signature. Stage auto-advance on acceptance.
Quote builder with pricebook connection. Proposal tracking with view and acceptance status. Contract management with detail workspace. E-signature through Calisto Sign. Content library for sales collateral. Deal-linked checklists.
Quote it. Propose it. Sign it. Close it.
Four tools that turn a warm deal into a signed contract. Build a quote from the price book. Generate a branded proposal with open tracking. Send it through Calisto Sign with e-signature, access codes, and automated reminders. Track acceptance in real time — and when they say yes, the commission engine already knows.
Quote Builder
Build quotes from a shared price book. Line items, discounts, terms, and totals. Send and track. Acceptance syncs back to the deal record.
Proposals
Deal-linked proposals with branded templates, cover pages, and open tracking. Know when they opened it, how long they spent, and which pages they read.
Documents & Templates
Rich text templates with merge fields, conditional sections, and signature blocks. 5-stage lifecycle: Pending → Sent → Viewed → Signed → Complete. Collateral library for brochures, floor plans, and decks.
Calisto Sign
Sequential or parallel e-signature. Access codes, automated reminders, waiver collection, and full audit trail. Built into the deal flow — not a third-party redirect.
Milestone-based closings. Deal-to-fulfillment order composition.
Transaction management with milestone templates, document checklists, and completion tracking. List and board views. The ops handoff composes Orderflow fulfillment orders from closed-won deals — items, quantities, delivery requirements, and scheduling composed into a structured order with live status read-back from Orderflow.
You sold. The system calculated who gets paid. Correctly. Automatically.
Splits, overrides, team allocations, four-stage settlement reconciliation — all without a spreadsheet. This is where the throughline pays off.
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 auto-populate with due dates and reminders.
Collaborators
Lenders, title, inspectors, attorneys. Role-based visibility to assigned tasks and documents.
Contract Manager
Deal-linked contracts with version history. Calisto Sign integration. Full audit trail.
One contact record. Twenty tabs. Every touchpoint across the platform.
Activity, deals, bookings, calendar, contracts, email activity, proposals, meetings, memberships, messages, network, orders, referrals, service addresses, service history, subscriptions, web activity, contact score, KYC verification, and loyalty. Smart lists with dynamic criteria. Saved searches. Duplicate detection and merge.
Commission plans. Splits and overrides. Four-stage settlement reconciliation.
Commission calculation with configurable plans, split rules, override tiers, and team allocations. Four-stage settlement reconciliation: calculated, approved, disbursed, reconciled. Company management with hierarchy.
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.
AI hub. Content generation. Inside Sales Agent.
An AI tools hub with content generation for deal communications and sales collateral. Inside Sales Agent (ISA) dashboard for AI-assisted lead qualification and follow-up.
Pipeline. Lead Ops. Closings. Ops Handoff. Contact-360. Commissions. AI. Nothing extra.
Every capability on this page ships with Calisto Deals on every plan.
Pipeline
Board, list, and calendar views. Deal workspace with full lifecycle. Stage gates with approvals. Deal health scoring. Deposits. Appointments.
Lead Ops
Unified cockpit with scoring (8 signals), routing (4 modes), territory map, pool manager, and multi-channel capture. Lead inbox. Claim queue. KYC verification with pending and review queue.
Sequences & Automation
20 event triggers, 6 step types, conditional branches. Auto-assign, auto-reassign, auto-reply, auto-tag, date triggers, SLA enforcement.
Quotes, Proposals & Contracts
Quote builder with pricebook. Proposal tracking. Contract management with detail workspace. E-signature through Calisto Sign. Content library. Deal-linked checklists.
Closings & Ops Handoff
Milestone-based transaction management with templates and completion tracking. Ops handoff that composes Orderflow fulfillment orders from closed-won deals.
Contact-360
20+ tab contact detail: activity, deals, bookings, contracts, email, proposals, meetings, memberships, orders, referrals, KYC, loyalty, web activity, and more. Smart lists. Saved searches. Duplicate detection.
Commissions & Settlement
Commission plans with split rules, override tiers, and team allocations. Four-stage settlement reconciliation. Company management with hierarchy.
Team & Reporting
Roster, leaderboard, production tracking, recruiting pipeline, multi-office hierarchy. Analytics dashboard. Reports. Anniversary alerts.
AI Tools
AI hub with content generation for deal communications and sales collateral. Inside Sales Agent (ISA) dashboard for AI-assisted qualification.
6 Industry-Native Modes
Hotels & Venues, Real Estate, Fitness & Wellness, Entertainment & Talent, Services & Rentals, Tours & Activities.
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.