Track every deal your team is working, and everything the customer already did.
A CRM that works with all of your operational data inside Calisto Pro. Set the pipeline and the stage gates your business actually uses. Your calls, emails, proposals, signatures, payments and orders all write to it as they happen, so nobody keeps the record up to date by hand.
The CRM App for Sales
Pipelines, stage gates, contact records, sequences, forecasting, and the calls, emails, proposals and payments that write to them.
Contacts
One record, every app.
Sequences
Runs itself.
Forecasting
What closes, and when.
Scheduling
Book from the deal.
Extensions
Reshaped, not endured.
Communicate
Calls and email, logged.
Demand
Where leads come from.
Marketing
Campaigns, counted on deals.
Commerce
Quote, sign, collect, fulfil.
Operations
What a win starts.
Surfaces
Your brand, their view.
Intelligence
Twelve tools, one pipeline.
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tabs on every contact record
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connected suites feeding one record
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AI tools, each doing one job
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integrations between CRM and platform
Everything you would evaluate a CRM on.
The pipeline, the record, the cadences, the lead engine, the intelligence and the money.
Every opportunity. Every stage. Your workflow.
Board, list and calendar over one filtered set of deals. Drag one forward and the stage names the fields it still needs rather than refusing silently.
Twenty-eight tabs. One person.
Compliance, money, paperwork and every conversation on the person. The record is this deep because the platform behind it is this wide.
Activity
4 featuresActivity
Deals
Meetings
Calendar
Conversations
4 featuresEmail activity
Messages
Calls
Web activity
Purchases
4 featuresOrders
Bookings
Memberships
Subscriptions
Money
4 featuresFinancial history
Payment methods
Lifetime value
Referrals
Paperwork
4 featuresContracts
Proposals
Signing history
Service addresses
Compliance
4 featuresKYC
Identity verification
AML check
Right to rent
Relationship
4 featuresRelationship network
Health score
Duplicate merge
Tags and smart lists
Build the cadence once. It runs every time.
Emails, waits and tasks in the order your team follows up, running per person rather than per campaign.
Describe the goal. Read back the cadence.
Write the goal and the sequence comes back drafted, yours to edit before it sends.
Enrollment is per person
Current step, next step, full history.
Take it back by hand
A real reply never gets the next email.
Rules for the rest
Auto-reply, auto-tag, auto-reassign, shared templates.
Capture, score, route, claim. Before there is a deal.
Form, widget, text or call, all into one queue. Score on your own rules, route by territory or load, and pool the rest for the team to claim.
Twelve assistants. Each does one job. All of them are included.
Not one assistant with twelve moods. Twelve tools you open when you want them, each drafting something you edit.
Deal risk
What went quiet.
Meeting prep
Briefed from everything.
Contract review
Clause risk, flagged.
Lead triage
Read and routed.
Call transcription
Text, then actions.
Market narrative
The numbers, written.
Semantic search
Ask plainly.
Email drafting
A reply, drafted.
Content generation
On brand.
Revenue forecasting
From collected revenue.
Inside sales
Inbound, qualified first.
Sequence builder
One sentence in.
A forecast reps can edit. Commissions that calculate.
Nine reports ship built. These are the two things nobody should need a spreadsheet for on the last day of the month.
Pipeline, best case, commit, closed-won.
A rep who knows better says so.
Against real closed-won deals.
What stopped moving.
The splits your team actually agreed.
Owed, collected, paid out.
Two names, one split.
Book the meeting without leaving the deal.
Event types, availability and overrides, shared with Agenda and bookable from your own site.
Event types carry their own shape
Duration, location and buffer, per type.
Availability with an override
A weekly default, and the week that is not like it.
Share a link or take the slot
Let them pick, or book it yourself.
It lands in three places at once
Rep calendar, deal timeline, contact record. One booking.
Configure it. Extend it. Make it yours.
A CRM that cannot be reshaped becomes the process instead of carrying it.
Extensions from the Pro Shop
Stage templates, field packs and workflow recipes, configured in the CRM itself.
Stages, gates, required fields
Name them, color them, decide what a deal carries.
Every screen is a canvas
Edit the layout in place.
The rest of the dials
Routing, SLAs, aging, commissions, notifications.
Call, email and meet from the deal.
The number, the thread, the recording and the transcript are on the contact when you get there. Nobody logs a call.
A phone system from one user to a thousand, transcript already filed.
Publish the post. The lead lands in Deals.
The tools that create demand and the tool that works it are one system, so nothing is handed across a boundary.
A comment or click becomes a lead, carrying the post that produced it.
A lead form on your site writes straight into the pipeline.
Form, widget or text, all with one set of fields.
Proposals, emails and site run off one kit.
Marketing and sales never drift apart.
One contact record. No sync job, no field mapping, no second version of the same person going stale.
The campaign targets the pipeline.
CampaignsEvery send and click shows on the deal.
Referrals arrive as leads.
CircleThe payout comes from what that lead spends.
The review is on the customer.
ReputationA five-star review and a closed deal, one person.
Brand sentiment beside the pipeline.
EthosA positioning shift and a stalled renewal, one story.
The deal closes. Everything else follows it.
One acceptance fires the signature, advances the stage, opens the order and collects the payment. No handoff, so nothing to break.
Quoted from the deal and the live price book.
The client never sees a tool.
They see your brand, on a portal or an app built from the deal they are part of.
A branded portal for every client.
Publish a portal from any deal and the client gets proposals, contracts, orders, invoices and progress under your name.
Everything included in Calisto Deals.
- Custom pipelines with named stages and stage gates
- Required fields per stage
- Board, list, and calendar views on the same data
- Drag-to-advance with gate validation
- Search, filter, and sort preserved across view switches
- Deal-aging thresholds that flag a stale deal
- Form, widget, and text-message capture
- Lead scoring with custom rules
- Round-robin, load-balance, and territory routing
- Rule test against real leads
- Unassigned lead pool with team claims
- Callback tracking and triage inbox
- Single configuration cockpit for scoring, routing, pools, and capture
- Built-in appointment scheduling on the shared Agenda engine
- Event types with duration, location, and buffer
- Weekly availability with date overrides
- Shareable booking link and booking widgets on your own site
- Meetings on deal, calendar, and contact record simultaneously
- Twenty-eight tabs per contact
- Activity, deals, meetings, calendar
- Email, messaging, calls, and web activity
- Orders, bookings, memberships, subscriptions
- Financial history with stored payment methods and lifetime value
- Contracts, proposals, and signing history
- Compliance tabs: KYC, identity verification, AML check, right to rent
- Company records with their people attached
- Duplicate detection and merge
- Tags, smart lists, saved searches, health score, and relationship network
- Vendor and contractor records alongside customers
- Contact import from CSV or a direct CRM migration, with a dry run first
- Email, wait, and task sequences
- Per-contact enrollment tracking with step history
- Manual advance or unenroll
- AI-drafted cadences from a goal description
- Auto-reply, auto-tag, and auto-reassign rules
- Lead-flow and speed-to-lead configuration
- Reusable email templates and transaction checklists
- Activity timeline across the whole account
- Sales collateral library shared from Depot
- Tasks, callbacks, meetings, and appointments
- Approvals queue for whatever needs sign-off
- Stage-gate status board across open deals
- Pipeline, best case, commit, and closed-won per rep
- Editable forecast with overrides that persist
- Quota setting with real-time attainment
- Rep performance board and an inside-sales queue
- Recruiting pipeline with candidate search
- Nine built-in reports: pipeline, win/loss, revenue trend, team, goal, deal value, lead source, commission, speed to lead
- Date, owner, and source filters with export
- Proposals built from the deal with approval routing
- Contracts sent via Sign with signer pre-filled
- Orders composed into Orderflow from closed deals
- Fulfillment status readable on the deal screen
- Change orders with delta tracking and side-by-side comparison
- Commission board with calculator and custom rules
- Settlements and deposits
- Closing pipeline with milestone templates
- Per-transaction collaborators
- Shared venue ledger with Bookings
- Deal risk scoring
- Meeting briefing preparation
- Contract clause risk review
- Inbound lead triage
- Call transcription to action items
- Market narrative drafting
- Natural-language search across deals, contacts, and activities
- Email drafting from the thread and the record
- Content generation against the live brand kit
- Revenue forecasting from collected revenue
- Inside-sales qualification on inbound leads
- Sequence building from a goal description
- Custom stage names, colors, and required fields per stage
- Multiple pipelines for different deal types or business units
- Extensions from the Pro Shop: stage templates, field packs, workflow and automation recipes
- Blueprint canvases for vertical customization pushed from headquarters
- Every screen is an editable canvas
- Configurable routing rules, SLAs, aging thresholds, commission rules, and notifications
- Setup wizard for the first pipeline, stages, and gates
- Voice, Mail, Inbox, Live, and Link write every conversation to the contact
- Impreta, Sites, and forms deliver leads straight into the pipeline
- Campaigns, Circle, Reputation, and Ads share the same contact database
- Proposals, Sign, Payments, and Orderflow run off one acceptance event
- Orderflow, Dispatch, Desk, Ledger, and Access continue the same record
- Navigator, Apps, and Sites carry the deal into your own branded surfaces
- Twenty-eight contact tabs pull from every app in the platform
Where Deals touches everything else.
4 of these 8 connections are in your plan today. The rest stay visible so you know the instrument is there before you need it.
Proposals
Proposals are authored in Proposals and tracked on the deal, and accepting one advances the deal stage.
Sign
A contract sent for signature files its audit trail back onto the contact signing-history tab.
Payments
The contact financial tab reads their payments, stored methods and lifetime value.
Inbox
Messaging a contact opens the shared composer, and the exchange shows on the contact messages tab.
Email activity for a contact is readable on their record without leaving the deal.
Bookings
The venue ledger is one shared block: site visits, deposits and commission edit identically in Bookings.
Agenda
Event types and availability are one shared engine: the same records are editable in Agenda.
Orderflow
A closed deal composes an order into Orderflow and reads its fulfillment status back onto the record.
No setup cost. Pay when you start using.
CRM for teams that sell.
Included with Calisto Commerce when payment runs through the platform.
Recommended for you
Works well together.
Calisto Proposals
Calisto Sign
Calisto Payments
Calisto Commerce
Catalog, pricing, payments, proposals, contracts, and CRM
Learn more →Calisto Inbox
Calisto Mail
Calisto Bookings
Included with Commerce or Ops
Reservations, inventory, contacts, tickets, and scheduling
Learn more →Calisto Agenda
Included with your Account
Tasks, calendar, and contacts in one workspace.
Learn more →Calisto Orderflow
Frequently asked questions
There is no connection step. Every app writes to one database, so a call, a campaign, a referral, an order or a payment is already on the contact when you open the deal. Nothing is synced, mapped or imported between them.
Yes. Import contacts, companies and deals from a CSV, or connect your current CRM directly and pull them through. Map each incoming field during the import and run a dry run first, so errors show before anything is written.
Yes. Deals carries its own standalone price and runs as a CRM on its own. The platform connections light up as you add products, and nothing you already entered has to move for that to happen.
Each tool does one job and you open it when you want it. They read across the platform rather than the CRM alone, which is why a risk score can see a late order and a forecast can see collected revenue. Every draft is yours to edit.
No, and it is not a copy either. Event types, availability and date overrides are one shared engine, fully editable in Agenda and bookable from your own website. There is one set of records underneath and no sync between them.
Pipelines, stages, gates and required fields are yours to define, with a wizard for the first pass. So are routing rules, SLAs, commission rules, aging thresholds and notifications. Every screen is a canvas you can edit in place.
Check the Pro Shop before you build. Extensions add stage templates, field packs, workflow recipes and automations to Deals itself, so an installed one is configured where the rest of the CRM is configured rather than run as a separate app beside it.
Into the lead engine. Capture from a form, widget, text or call, score against your own rules, route by territory, round-robin or load, and leave the rest in a pool the team claims from. A lead becomes a deal when someone qualifies it, not on arrival.
Email, messaging, calls and meetings each have a tab on the contact, beside orders, bookings, payments and documents. The composer is the shared one, so a conversation started on a deal is the same thread your team sees in Inbox.