Calisto Deals
Work every lead and deal from first contact to the signed contract.
Catch every lead, move each deal through your own stages, send the quote and get the contract signed, all in one app.
Lissard & Hayes EstatesCorkTilbudNy9€3,180,000Godkendt6€2,410,000Forslag4€1,865,000Forhandling3€1,290,000Vundet5€2,045,000
Fugenwerk BüroausbauBerlinTilbudNy7412.000 €Godkendt5368.500 €Forslag4291.000 €Forhandling2186.400 €Vundet3224.900 €
Kelong Byte DistributionSingaporeTilbudNy12$286,000Godkendt8$214,500Forslag6$173,200Forhandling3$98,400Vundet7$156,900
Salón TezontleMexico CityTilbudNy14$2,340,000Godkendt9$1,870,000Forslag6$1,420,000Forhandling4$965,000Vundet8$1,780,000
Penhallow Talent PartnersLondonTilbudNy11£164,000Godkendt7£118,500Forslag5£96,200Forhandling3£61,800Vundet6£104,300
Ondol Atelier ArchitectsSeoulTilbudNy5₩1,840,000,000Godkendt4₩1,320,000,000Forslag3₩960,000,000Forhandling2₩710,000,000Vundet3₩1,150,000,000
Torrefação Serra ClaraSão PauloTilbudNy16R$ 482.000Godkendt10R$ 361.500Forslag7R$ 274.800Forhandling4R$ 188.200Vundet9R$ 326.400
Sadeem AdvisoryDubaiTilbudNy6AED 1,240,000Godkendt5AED 1,065,000Forslag3AED 742,000Forhandling2AED 518,000Vundet4AED 896,000
Lissard & Hayes EstatesCorkTilbudNy9€3,180,000Godkendt6€2,410,000Forslag4€1,865,000Forhandling3€1,290,000Vundet5€2,045,000
Fugenwerk BüroausbauBerlinTilbudNy7412.000 €Godkendt5368.500 €Forslag4291.000 €Forhandling2186.400 €Vundet3224.900 €
Kelong Byte DistributionSingaporeTilbudNy12$286,000Godkendt8$214,500Forslag6$173,200Forhandling3$98,400Vundet7$156,900
Salón TezontleMexico CityTilbudNy14$2,340,000Godkendt9$1,870,000Forslag6$1,420,000Forhandling4$965,000Vundet8$1,780,000
Penhallow Talent PartnersLondonTilbudNy11£164,000Godkendt7£118,500Forslag5£96,200Forhandling3£61,800Vundet6£104,300
Ondol Atelier ArchitectsSeoulTilbudNy5₩1,840,000,000Godkendt4₩1,320,000,000Forslag3₩960,000,000Forhandling2₩710,000,000Vundet3₩1,150,000,000
Torrefação Serra ClaraSão PauloTilbudNy16R$ 482.000Godkendt10R$ 361.500Forslag7R$ 274.800Forhandling4R$ 188.200Vundet9R$ 326.400
Sadeem AdvisoryDubaiTilbudNy6AED 1,240,000Godkendt5AED 1,065,000Forslag3AED 742,000Forhandling2AED 518,000Vundet4AED 896,000
Lissard & Hayes EstatesCorkTilbudNy9€3,180,000Godkendt6€2,410,000Forslag4€1,865,000Forhandling3€1,290,000Vundet5€2,045,000
Fugenwerk BüroausbauBerlinTilbudNy7412.000 €Godkendt5368.500 €Forslag4291.000 €Forhandling2186.400 €Vundet3224.900 €
Kelong Byte DistributionSingaporeTilbudNy12$286,000Godkendt8$214,500Forslag6$173,200Forhandling3$98,400Vundet7$156,900
Salón TezontleMexico CityTilbudNy14$2,340,000Godkendt9$1,870,000Forslag6$1,420,000Forhandling4$965,000Vundet8$1,780,000
Penhallow Talent PartnersLondonTilbudNy11£164,000Godkendt7£118,500Forslag5£96,200Forhandling3£61,800Vundet6£104,300
Ondol Atelier ArchitectsSeoulTilbudNy5₩1,840,000,000Godkendt4₩1,320,000,000Forslag3₩960,000,000Forhandling2₩710,000,000Vundet3₩1,150,000,000
Torrefação Serra ClaraSão PauloTilbudNy16R$ 482.000Godkendt10R$ 361.500Forslag7R$ 274.800Forhandling4R$ 188.200Vundet9R$ 326.400
Sadeem AdvisoryDubaiTilbudNy6AED 1,240,000Godkendt5AED 1,065,000Forslag3AED 742,000Forhandling2AED 518,000Vundet4AED 896,000
Lissard & Hayes EstatesCorkTilbudNy9€3,180,000Godkendt6€2,410,000Forslag4€1,865,000Forhandling3€1,290,000Vundet5€2,045,000
Fugenwerk BüroausbauBerlinTilbudNy7412.000 €Godkendt5368.500 €Forslag4291.000 €Forhandling2186.400 €Vundet3224.900 €
Kelong Byte DistributionSingaporeTilbudNy12$286,000Godkendt8$214,500Forslag6$173,200Forhandling3$98,400Vundet7$156,900
Salón TezontleMexico CityTilbudNy14$2,340,000Godkendt9$1,870,000Forslag6$1,420,000Forhandling4$965,000Vundet8$1,780,000
Penhallow Talent PartnersLondonTilbudNy11£164,000Godkendt7£118,500Forslag5£96,200Forhandling3£61,800Vundet6£104,300
Ondol Atelier ArchitectsSeoulTilbudNy5₩1,840,000,000Godkendt4₩1,320,000,000Forslag3₩960,000,000Forhandling2₩710,000,000Vundet3₩1,150,000,000
Torrefação Serra ClaraSão PauloTilbudNy16R$ 482.000Godkendt10R$ 361.500Forslag7R$ 274.800Forhandling4R$ 188.200Vundet9R$ 326.400
Sadeem AdvisoryDubaiTilbudNy6AED 1,240,000Godkendt5AED 1,065,000Forslag3AED 742,000Forhandling2AED 518,000Vundet4AED 896,000
Lissard & Hayes EstatesCorkForhandling14 Wellington Road · Aoife BrennanTilbud 1From the buyer’s side€465,000AfvistCounteroffer 2From the seller’s side€489,000AfvistTilbud 3From the buyer’s side€478,500Accepteret
Mtende Solar WorksNairobiProvisionerModtagerBeløbStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200VentendeOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800GodkendtWanjiku KamauBakery ovens · Upendo BakersKsh 51,600BetaltAmina YusufMall rooftop · Garden CityKsh 214,500Betalt
Fugenwerk BüroausbauBerlinForhandlingEtage 4 · Spreebogen VersicherungUdtalelse 1Fra dig214.800 €AfvistRevised Quote 2Fra den anden side189.000 €AfvistRevised Quote 3Fra dig198.600 €Accepteret
Penhallow Talent PartnersLondonProvisionerModtagerBeløbStatusImogen TateHead of Finance · Corbel Health£6,840VentendeRaj PatelData Lead · Halyard Insurance£4,920GodkendtImogen TateCFO · Wexford Retail Group£9,150BetaltCallum ReidProduct Director · Loam£5,380Betalt
Salón TezontleMexico CityForhandlingBoda Ibarra Solís · 220 invitadosUdtalelse 1Fra dig$486,000UdløbetRevised Quote 2Fra den anden side$418,000AfvistRevised Quote 3Fra dig$452,000I spil
Kelong Byte DistributionSingaporeProvisionerModtagerBeløbStatusWei Ling TanLicences · Marina Bay Clinics$4,280VentendeArjun NairRenewal · Jurong Freight$1,960GodkendtWei Ling TanSeats · Orchid Hotels$3,120BetaltHafiz RahmanSupport plan · Tampines Polyclinic$1,440Betalt
Torrefação Serra ClaraSão PauloForhandlingContrato anual · Rede Café PaulistaUdtalelse 1Fra digR$ 312.000AfvistRevised Quote 2Fra den anden sideR$ 284.000AfvistRevised Quote 3Fra digR$ 296.500Accepteret
Ozama Carga LogísticaSanto DomingoProvisionerModtagerBeløbStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400VentendeLuis AlmonteContenedores · Ferretería OchoaRD$41,250GodkendtYanelis PeñaCarga aérea · Flores del CibaoRD$28,900BetaltCarmen BáezConsolidado · Mueblería OrientalRD$33,600Betalt
Ironbark & Wren DesignSydneyForhandlingRebrand · Harbourline FerriesUdtalelse 1Fra dig$96,000AfvistRevised Quote 2Fra den anden side$82,000AfvistRevised Quote 3Fra dig$88,500Accepteret
Larchmere Print Co.TorontoProvisionerModtagerBeløbStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640VentendeArash KarimiPackaging run · Maple Ridge Tea$1,850GodkendtMegan DoucetteSignage · Danforth Dental$980BetaltLiam OkaforCatalogues · Northbound Outfitters$1,420Betalt
Viña Quebrada AltaSantiagoForhandlingExportación 2 contenedores · Nordvin ABUdtalelse 1Fra dig$58.400.000AfvistRevised Quote 2Fra den anden side$52.900.000AfvistRevised Quote 3Fra dig$55.600.000I spil
Lissard & Hayes EstatesCorkForhandling14 Wellington Road · Aoife BrennanTilbud 1From the buyer’s side€465,000AfvistCounteroffer 2From the seller’s side€489,000AfvistTilbud 3From the buyer’s side€478,500Accepteret
Mtende Solar WorksNairobiProvisionerModtagerBeløbStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200VentendeOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800GodkendtWanjiku KamauBakery ovens · Upendo BakersKsh 51,600BetaltAmina YusufMall rooftop · Garden CityKsh 214,500Betalt
Fugenwerk BüroausbauBerlinForhandlingEtage 4 · Spreebogen VersicherungUdtalelse 1Fra dig214.800 €AfvistRevised Quote 2Fra den anden side189.000 €AfvistRevised Quote 3Fra dig198.600 €Accepteret
Penhallow Talent PartnersLondonProvisionerModtagerBeløbStatusImogen TateHead of Finance · Corbel Health£6,840VentendeRaj PatelData Lead · Halyard Insurance£4,920GodkendtImogen TateCFO · Wexford Retail Group£9,150BetaltCallum ReidProduct Director · Loam£5,380Betalt
Salón TezontleMexico CityForhandlingBoda Ibarra Solís · 220 invitadosUdtalelse 1Fra dig$486,000UdløbetRevised Quote 2Fra den anden side$418,000AfvistRevised Quote 3Fra dig$452,000I spil
Kelong Byte DistributionSingaporeProvisionerModtagerBeløbStatusWei Ling TanLicences · Marina Bay Clinics$4,280VentendeArjun NairRenewal · Jurong Freight$1,960GodkendtWei Ling TanSeats · Orchid Hotels$3,120BetaltHafiz RahmanSupport plan · Tampines Polyclinic$1,440Betalt
Torrefação Serra ClaraSão PauloForhandlingContrato anual · Rede Café PaulistaUdtalelse 1Fra digR$ 312.000AfvistRevised Quote 2Fra den anden sideR$ 284.000AfvistRevised Quote 3Fra digR$ 296.500Accepteret
Ozama Carga LogísticaSanto DomingoProvisionerModtagerBeløbStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400VentendeLuis AlmonteContenedores · Ferretería OchoaRD$41,250GodkendtYanelis PeñaCarga aérea · Flores del CibaoRD$28,900BetaltCarmen BáezConsolidado · Mueblería OrientalRD$33,600Betalt
Ironbark & Wren DesignSydneyForhandlingRebrand · Harbourline FerriesUdtalelse 1Fra dig$96,000AfvistRevised Quote 2Fra den anden side$82,000AfvistRevised Quote 3Fra dig$88,500Accepteret
Larchmere Print Co.TorontoProvisionerModtagerBeløbStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640VentendeArash KarimiPackaging run · Maple Ridge Tea$1,850GodkendtMegan DoucetteSignage · Danforth Dental$980BetaltLiam OkaforCatalogues · Northbound Outfitters$1,420Betalt
Viña Quebrada AltaSantiagoForhandlingExportación 2 contenedores · Nordvin ABUdtalelse 1Fra dig$58.400.000AfvistRevised Quote 2Fra den anden side$52.900.000AfvistRevised Quote 3Fra dig$55.600.000I spil
Lissard & Hayes EstatesCorkForhandling14 Wellington Road · Aoife BrennanTilbud 1From the buyer’s side€465,000AfvistCounteroffer 2From the seller’s side€489,000AfvistTilbud 3From the buyer’s side€478,500Accepteret
Mtende Solar WorksNairobiProvisionerModtagerBeløbStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200VentendeOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800GodkendtWanjiku KamauBakery ovens · Upendo BakersKsh 51,600BetaltAmina YusufMall rooftop · Garden CityKsh 214,500Betalt
Fugenwerk BüroausbauBerlinForhandlingEtage 4 · Spreebogen VersicherungUdtalelse 1Fra dig214.800 €AfvistRevised Quote 2Fra den anden side189.000 €AfvistRevised Quote 3Fra dig198.600 €Accepteret
Penhallow Talent PartnersLondonProvisionerModtagerBeløbStatusImogen TateHead of Finance · Corbel Health£6,840VentendeRaj PatelData Lead · Halyard Insurance£4,920GodkendtImogen TateCFO · Wexford Retail Group£9,150BetaltCallum ReidProduct Director · Loam£5,380Betalt
Salón TezontleMexico CityForhandlingBoda Ibarra Solís · 220 invitadosUdtalelse 1Fra dig$486,000UdløbetRevised Quote 2Fra den anden side$418,000AfvistRevised Quote 3Fra dig$452,000I spil
Kelong Byte DistributionSingaporeProvisionerModtagerBeløbStatusWei Ling TanLicences · Marina Bay Clinics$4,280VentendeArjun NairRenewal · Jurong Freight$1,960GodkendtWei Ling TanSeats · Orchid Hotels$3,120BetaltHafiz RahmanSupport plan · Tampines Polyclinic$1,440Betalt
Torrefação Serra ClaraSão PauloForhandlingContrato anual · Rede Café PaulistaUdtalelse 1Fra digR$ 312.000AfvistRevised Quote 2Fra den anden sideR$ 284.000AfvistRevised Quote 3Fra digR$ 296.500Accepteret
Ozama Carga LogísticaSanto DomingoProvisionerModtagerBeløbStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400VentendeLuis AlmonteContenedores · Ferretería OchoaRD$41,250GodkendtYanelis PeñaCarga aérea · Flores del CibaoRD$28,900BetaltCarmen BáezConsolidado · Mueblería OrientalRD$33,600Betalt
Ironbark & Wren DesignSydneyForhandlingRebrand · Harbourline FerriesUdtalelse 1Fra dig$96,000AfvistRevised Quote 2Fra den anden side$82,000AfvistRevised Quote 3Fra dig$88,500Accepteret
Larchmere Print Co.TorontoProvisionerModtagerBeløbStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640VentendeArash KarimiPackaging run · Maple Ridge Tea$1,850GodkendtMegan DoucetteSignage · Danforth Dental$980BetaltLiam OkaforCatalogues · Northbound Outfitters$1,420Betalt
Viña Quebrada AltaSantiagoForhandlingExportación 2 contenedores · Nordvin ABUdtalelse 1Fra dig$58.400.000AfvistRevised Quote 2Fra den anden side$52.900.000AfvistRevised Quote 3Fra dig$55.600.000I spil
Lissard & Hayes EstatesCorkForhandling14 Wellington Road · Aoife BrennanTilbud 1From the buyer’s side€465,000AfvistCounteroffer 2From the seller’s side€489,000AfvistTilbud 3From the buyer’s side€478,500Accepteret
Mtende Solar WorksNairobiProvisionerModtagerBeløbStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200VentendeOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800GodkendtWanjiku KamauBakery ovens · Upendo BakersKsh 51,600BetaltAmina YusufMall rooftop · Garden CityKsh 214,500Betalt
Fugenwerk BüroausbauBerlinForhandlingEtage 4 · Spreebogen VersicherungUdtalelse 1Fra dig214.800 €AfvistRevised Quote 2Fra den anden side189.000 €AfvistRevised Quote 3Fra dig198.600 €Accepteret
Penhallow Talent PartnersLondonProvisionerModtagerBeløbStatusImogen TateHead of Finance · Corbel Health£6,840VentendeRaj PatelData Lead · Halyard Insurance£4,920GodkendtImogen TateCFO · Wexford Retail Group£9,150BetaltCallum ReidProduct Director · Loam£5,380Betalt
Salón TezontleMexico CityForhandlingBoda Ibarra Solís · 220 invitadosUdtalelse 1Fra dig$486,000UdløbetRevised Quote 2Fra den anden side$418,000AfvistRevised Quote 3Fra dig$452,000I spil
Kelong Byte DistributionSingaporeProvisionerModtagerBeløbStatusWei Ling TanLicences · Marina Bay Clinics$4,280VentendeArjun NairRenewal · Jurong Freight$1,960GodkendtWei Ling TanSeats · Orchid Hotels$3,120BetaltHafiz RahmanSupport plan · Tampines Polyclinic$1,440Betalt
Torrefação Serra ClaraSão PauloForhandlingContrato anual · Rede Café PaulistaUdtalelse 1Fra digR$ 312.000AfvistRevised Quote 2Fra den anden sideR$ 284.000AfvistRevised Quote 3Fra digR$ 296.500Accepteret
Ozama Carga LogísticaSanto DomingoProvisionerModtagerBeløbStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400VentendeLuis AlmonteContenedores · Ferretería OchoaRD$41,250GodkendtYanelis PeñaCarga aérea · Flores del CibaoRD$28,900BetaltCarmen BáezConsolidado · Mueblería OrientalRD$33,600Betalt
Ironbark & Wren DesignSydneyForhandlingRebrand · Harbourline FerriesUdtalelse 1Fra dig$96,000AfvistRevised Quote 2Fra den anden side$82,000AfvistRevised Quote 3Fra dig$88,500Accepteret
Larchmere Print Co.TorontoProvisionerModtagerBeløbStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640VentendeArash KarimiPackaging run · Maple Ridge Tea$1,850GodkendtMegan DoucetteSignage · Danforth Dental$980BetaltLiam OkaforCatalogues · Northbound Outfitters$1,420Betalt
Viña Quebrada AltaSantiagoForhandlingExportación 2 contenedores · Nordvin ABUdtalelse 1Fra dig$58.400.000AfvistRevised Quote 2Fra den anden side$52.900.000AfvistRevised Quote 3Fra dig$55.600.000I spil
Lissard & Hayes EstatesCorkTilbudNy9€3,180,000Godkendt6€2,410,000Forslag4€1,865,000Forhandling3€1,290,000Vundet5€2,045,000
Fugenwerk BüroausbauBerlinTilbudNy7412.000 €Godkendt5368.500 €Forslag4291.000 €Forhandling2186.400 €Vundet3224.900 €
Kelong Byte DistributionSingaporeTilbudNy12$286,000Godkendt8$214,500Forslag6$173,200Forhandling3$98,400Vundet7$156,900
Salón TezontleMexico CityTilbudNy14$2,340,000Godkendt9$1,870,000Forslag6$1,420,000Forhandling4$965,000Vundet8$1,780,000
Penhallow Talent PartnersLondonTilbudNy11£164,000Godkendt7£118,500Forslag5£96,200Forhandling3£61,800Vundet6£104,300
Ondol Atelier ArchitectsSeoulTilbudNy5₩1,840,000,000Godkendt4₩1,320,000,000Forslag3₩960,000,000Forhandling2₩710,000,000Vundet3₩1,150,000,000
Torrefação Serra ClaraSão PauloTilbudNy16R$ 482.000Godkendt10R$ 361.500Forslag7R$ 274.800Forhandling4R$ 188.200Vundet9R$ 326.400
Sadeem AdvisoryDubaiTilbudNy6AED 1,240,000Godkendt5AED 1,065,000Forslag3AED 742,000Forhandling2AED 518,000Vundet4AED 896,000
Lissard & Hayes EstatesCorkForhandling14 Wellington Road · Aoife BrennanTilbud 1From the buyer’s side€465,000AfvistCounteroffer 2From the seller’s side€489,000AfvistTilbud 3From the buyer’s side€478,500Accepteret
Mtende Solar WorksNairobiProvisionerModtagerBeløbStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200VentendeOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800GodkendtWanjiku KamauBakery ovens · Upendo BakersKsh 51,600BetaltAmina YusufMall rooftop · Garden CityKsh 214,500Betalt
Fugenwerk BüroausbauBerlinForhandlingEtage 4 · Spreebogen VersicherungUdtalelse 1Fra dig214.800 €AfvistRevised Quote 2Fra den anden side189.000 €AfvistRevised Quote 3Fra dig198.600 €Accepteret
Penhallow Talent PartnersLondonProvisionerModtagerBeløbStatusImogen TateHead of Finance · Corbel Health£6,840VentendeRaj PatelData Lead · Halyard Insurance£4,920GodkendtImogen TateCFO · Wexford Retail Group£9,150BetaltCallum ReidProduct Director · Loam£5,380Betalt
Salón TezontleMexico CityForhandlingBoda Ibarra Solís · 220 invitadosUdtalelse 1Fra dig$486,000UdløbetRevised Quote 2Fra den anden side$418,000AfvistRevised Quote 3Fra dig$452,000I spil
Kelong Byte DistributionSingaporeProvisionerModtagerBeløbStatusWei Ling TanLicences · Marina Bay Clinics$4,280VentendeArjun NairRenewal · Jurong Freight$1,960GodkendtWei Ling TanSeats · Orchid Hotels$3,120BetaltHafiz RahmanSupport plan · Tampines Polyclinic$1,440Betalt
Torrefação Serra ClaraSão PauloForhandlingContrato anual · Rede Café PaulistaUdtalelse 1Fra digR$ 312.000AfvistRevised Quote 2Fra den anden sideR$ 284.000AfvistRevised Quote 3Fra digR$ 296.500Accepteret
Ozama Carga LogísticaSanto DomingoProvisionerModtagerBeløbStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400VentendeLuis AlmonteContenedores · Ferretería OchoaRD$41,250GodkendtYanelis PeñaCarga aérea · Flores del CibaoRD$28,900BetaltCarmen BáezConsolidado · Mueblería OrientalRD$33,600Betalt
Ironbark & Wren DesignSydneyForhandlingRebrand · Harbourline FerriesUdtalelse 1Fra dig$96,000AfvistRevised Quote 2Fra den anden side$82,000AfvistRevised Quote 3Fra dig$88,500Accepteret
Larchmere Print Co.TorontoProvisionerModtagerBeløbStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640VentendeArash KarimiPackaging run · Maple Ridge Tea$1,850GodkendtMegan DoucetteSignage · Danforth Dental$980BetaltLiam OkaforCatalogues · Northbound Outfitters$1,420Betalt
Viña Quebrada AltaSantiagoForhandlingExportación 2 contenedores · Nordvin ABUdtalelse 1Fra dig$58.400.000AfvistRevised Quote 2Fra den anden side$52.900.000AfvistRevised Quote 3Fra dig$55.600.000I spil
Calisto Deals
One record from the first inquiry to the commission
Who you are selling to, where each deal stands, and what closes next.
Pipeline
Your stages, your rules.
Din Dag
Follow-ups, meetings and visits.
Leads
Captured, routed and claimed.
Quotes and Contracts
Versions until one is accepted.
Mennesker og virksomheder
Everyone the business works with.
After the Sale
Handoff, closings and commissions.
Rapporter
Pipeline, forecast and targets.
Kommunikation
Mail, Inbox, Live and Voice.
Pipeline
Move each deal through the stages your business uses
Board, list and calendar over the same deals, with as many pipelines as you sell through. A stage can hold a deal until its required fields are filled or its value clears a minimum, and a deal that sits too long is flagged.
Tilbud
Dit pipeline over alle faser
Nyt aftale
Åbne aftaler14
Rørledelsens værdiR$ 1.502.500
Ingen næste trin1
Stillestående1
Vundet4
I alt20
Ny4R$ 288.500
Padaria Real MoocaR$ 86.400Juliana PradoCall · Tomorrow 10:00<1 dags fase>Luk in 38 days
Blend · Café IpirangaR$ 42.900Rodrigo AlmeidaEmail · Today 15:302 dage i faseLuk in 45 days
Hotel PaulistanoR$ 128.000Fernanda LopesNo next step3 dage i faseLuk in 52 days
Godkendt4R$ 413.900
Campus PaulistaR$ 214.000Profa. Helena CostaVisit · Tomorrow 09:005 dage i faseLuk in 29 days
Quiosques IbirapueraR$ 96.500Marcelo DuarteQuiet · 9 days12 dage i faseLuk in 31 days
Banco AuroraR$ 74.800Patrícia NogueiraCall · Fri 14:004 dage i faseLuk in 36 days
Forslag3R$ 410.500
Rede Café PaulistaR$ 296.500Ana Beatriz RochaCall · Today 16:006 dage i faseLuk in 18 days
Amostras · Kissa TokyoR$ 61.300Kenji WatanabeStalled · 15 days19 dage i faseLuk in 8 days
Mercado PinheirosR$ 52.700Luana TeixeiraMeeting · Wed 10:303 dage i faseLuk in 24 days
Forhandling3R$ 389.600
Expo Center NorteR$ 138.000Gustavo RibeiroOverdue · Call Mon 10:008 dage i faseLuk in 6 days
Coworking Faria LimaR$ 84.200Mariana SiqueiraMeeting · Today 17:002 dage i faseLuk in 11 days
Hospital Santa LúciaR$ 167.400Dr. Eduardo LimaEmail · Tomorrow 09:005 dage i faseLuk in 14 days
Vundet4R$ 447.900
Padaria Bella PaulistaR$ 118.000Sérgio BatistaNo next step3 dage i faseLuk today
Rede Coffee LabR$ 242.600Isabela MartinsNo next step6 dage i faseLuk today
Hotel Unique SulR$ 64.900Paulo Henrique DiasNo next step9 dage i faseLuk today
A Deal’s Page
Its next step at hand, then its negotiation, closing, parties, documents and history, with keys to log, call, email and move it.
Tilbud
Unit 4, Marina Commercial Park · Corrib Freight Forhandling
Anmod om godkendelseArkiv
Værdi€612,000.00Forventet afslutning06/12/2026Sandsynlighed75%EjerSiobhán KeaneVirksomhedCorrib Freight Ltd
HandlingerE-mailRingPlanlæg mødeRetningslinjerBesked
Foreslået næste skridtPrepare for meeting with Declan MurphyEn møde er planlagt inden for de næste 24 timer. Gennemgå den seneste aktivitet.View Activity
Næste skridtCall Declan about the third offer12/11/2026 11:30Second viewing with his surveyor13/11/2026 10:00Send the revised heads of terms13/11/2026 16:00Ask the seller for the BER certificate14/11/2026 09:00Check finance approval with AIB Business16/11/2026 14:00
ForhandlingTilbud 1From the buyer’s side€580,000AfvistCounteroffer 2From the seller’s side€625,000AfvistTilbud 3From the buyer’s side€612,000I spil
FesterWe RepresentSeller SideDMDeclan MurphyCorrib Freight LtdKøberGÓGráinne Ó SúilleabháinMarina Park HoldingsSælgerAWAisling WalshWalsh & Fitzgerald SolicitorsCounselRBRory BrennanAIB BusinessLånerCHConor HealyLissard & Hayes EstatesAgent
TidslinjeAlleOpringningerE-mailsMøderStage movesOffer 3 received from the buyer’s side12/11/2026 09:12Call with Declan Murphy · 14 min11/11/2026 16:40Counteroffer 2 sent to Walsh & Fitzgerald10/11/2026 11:05Viewing at Unit 4 with Corrib Freight07/11/2026 10:00Moved from Proposal to Negotiation06/11/2026 15:22
Din Dag
Plan the follow-ups, meetings and visits for each day
Activities lists every follow-up as a list, a board, a calendar or a timeline. Log Activity records a call, meeting, visit, email or note with how it went and how long it took, typed or dictated. Booking pages take meetings, and Nearby orders the day’s visits by road.
Aktiviteter
Find en tidNy begivenhed
ListeBestyrelse<KalenderTidslinje
Opringninger 14 Møder 9 E-mails 6I dag11/09/2026 – 11/13/2026DagUgeMånedDagorden
09 Mon10 Tue11 Wed12 Thu13 Fri
08:0009:0010:0011:0012:0013:0014:0015:0016:0017:00
Peachtree Dental08:30–09:30Midtown Tech Tower10:30–12:00Buckhead Law14:00–15:30
Grant Park Clinic09:00–10:00Westside Provisions11:00–12:30Emory Annex bid15:00–16:00
Ponce City Offices08:00–09:30Atlantic Station11:00–12:00Alpharetta Data Hall13:30–15:00
Inman Park Bank09:00–10:30Marietta Shops quote12:00–13:00Hapeville Logistics14:30–16:00
Cumberland Mall08:30–09:30Kennesaw Clinic10:30–12:00Duluth Plant trial14:00–15:30
Påmindelser
A follow-up is told before it is due, or at its own reminder time, as Automations rules.
09:4112/11/2026DealsnuComing up: Call Priya about the brand auditOpen it to get ready, mark it done, or move it to tomorrow.FærdigUdsætDeals14 min agoOpfølgning forsinket: Send the revised scope to Harbour PilatesÅbn aftalen for at gøre det nu eller giv den en ny dato.FærdigUdsætDeals38 min agoNy lead tildeltTom Okafor · Rebrand for Bondi Surf Co.RingDeals1 h agoNy lead venter på en ejerEn ny lead venter på nogen til at tage den: Lena Fischer · Packaging for Wollongbar GinAnsøgning
After a Call
Coming back from the phone’s dialer opens Log Activity already filled in with the person, the deal and how long the call took.
Carga semanal Haina–Miami · Textiles del CaribeRafael Cuevas
Hvordan gik samtalen med Rafael Cuevas?RingMødeBesøgE-mailBemærkningHvad der sketeDiktérQuiere subir de 2 a 3 contenedores semanales desde enero. Pide tarifa fija por 6 meses y seguro de carga incluido. Le envío la cotización revisada el jueves.UdfaldTilsluttetEfterlod en beskedIngen svarBeskæftigetWrong NumberPlanlæg næste trinEn opfølgning med samme person på din liste.RingE-mailMøde14/11/2026 10:00Ikke nuLog Opkald
Indtjekning
A visit logged at the customer’s place. Where the rep stood is kept only when the owner switches it on.
I nærhedenDagens ruteListeKort58 min kørsel · 31 km
1Begehung 4. OG09:00 · Spreebogen AG · Alt-Moabit 9114 min kørselRetningslinjerIndtjekning2Aufmaß Empfang10:30 · Kanzlei Kahl · Friedrichstr. 14812 min kørselRetningslinjerIndtjekning3Musterabnahme12:00 · Atelier Nordlicht · Kastanienallee 2218 min kørselRetningslinjerIndtjekning4Angebot klären14:00 · Havelblick · Juliusturm 4016 min kørselRetningslinjerIndtjekning
Bogingsider
Event types, availability and a booking page that puts meetings straight on your calendar.
Planlægningsmotor
Del en link, gæster vælger et åbent tidspunkt, og begivenheden lander på din kalender
BookingerTilgængelighedNy begivenhedstype
Introductory callAktiv/book/meet/penhallow/intro
Hiring briefAktiv/book/meet/penhallow/brief
Candidate interviewAktiv/book/meet/penhallow/interview
Shortlist reviewAktiv/book/meet/penhallow/shortlist
Offer debriefAktiv/book/meet/penhallow/debrief
Account reviewInaktiv/book/meet/penhallow/review
Sekvenser
Emails, waits and tasks in order, enrolled per person, or drafted from a goal you describe.
Automatisering
Jagt hver person, indtil de handler: trin, optagelser og kørselstilstand.
Ny sekvens
SekvenserTilmeldingerReglerSkabelonerLøbLead Bot
Søg efter sekvenser…StatStart
| Sekvens | Trin | Skridt der skal udføres | Tilmeldt | Svarprocent | Møderate | Afvisningsrate | Status |
|---|---|---|---|---|---|---|---|
| New reseller lead nurtureManuel | 6 | 18 | 142 | 21% | 8% | 1.2% | Aktiv |
| Trial to licence follow-upDeal stage | 5 | 9 | 64 | 34% | 15% | 0.6% | Aktiv |
| Renewal 60 days outManuel | 4 | 23 | 211 | 28% | 11% | 0.9% | Aktiv |
| Onboarding after a winDeal won | 7 | 12 | 37 | 46% | 22% | 0.4% | Aktiv |
| Win back a lost quoteDeal lost | 3 | 4 | 29 | 17% | 5% | 1.7% | Aktiv |
| Quiet client check-inClient lapsed | 3 | 7 | 48 | 24% | 9% | 1.1% | Pauseret |
| Event leads · GovWare 2026Manuel | 5 | 31 | 96 | 19% | 7% | 2.1% | Udkast |
E-mail-skabeloner
Email templates and the collateral you send, kept in Content for the whole team.
Indhold
Genbrugsbare e-mail-skabeloner, dine sekvenser og afsendelser trækker fra, skrevet her og sammensat med ét klik.
Ny skabelon
CollateralEmail Templates
Maler (7)Søg efter skabeloner…Export price list 2027Viña Quebrada Alta · 2027 export price listQuotesSample shipment sentYour samples are on their way, {{first_name}}Follow-upLista de precios nacionalLista de precios 2027 · Viña Quebrada AltaQuotesContainer booking confirmedContainer booked for {{company}}LogisticsHarvest reportVendimia 2026: what is in the bottleNewsletterVisita a la viñaLe esperamos en el valle de ColchaguaMeetingsQuote follow-upAny questions on the quote, {{first_name}}?Follow-up
Redigér skabelon
KroppenHello {{first_name}},Attached is our 2027 export price list for {{company}}, FOB San Antonio, by the case of six. Our Carmenère Reserva and the new Cabernet Franc are both available from March.Mixed containers start at 1,100 cases. I can hold allocation for you until the end of the month.Saludos,{{sender_name}}Del med teametGemOn a Phone
Home shows today’s follow-ups, meetings, new leads and stalled deals, and Home, Leads, Activities and People open with no signal.
OpfølgningerAlle
Proof changesForfalden · Hannah Lindqvist09:00Carton quoteOwen Tremblay11:30Press datePriya Raman15:00
Today's MeetingsPress check13:00 · Maple Ridge TeaNye leadsAlleDYDanforth YogaHjemmeside · 12 min agoLBLeslieville BakeryHenvisning · 2 h agoLeads, som ingen ejer endnu3
Stalled DealsAlleNorthbound banners11 dage ro$6,480Ossington menus9 dage ro$1,920
09:4112/11/2026DealsnuComing up: Call Priya about the brand auditOpen it to get ready, mark it done, or move it to tomorrow.FærdigUdsætDeals14 min agoOpfølgning forsinket: Send the revised scope to Harbour PilatesÅbn aftalen for at gøre det nu eller giv den en ny dato.FærdigUdsætDeals38 min agoNy lead tildeltTom Okafor · Rebrand for Bondi Surf Co.RingDeals1 h agoNy lead venter på en ejerEn ny lead venter på nogen til at tage den: Lena Fischer · Packaging for Wollongbar GinAnsøgning
Leads
Route and claim every lead before it is a deal
A lead arrives from a form, a website inquiry, a scanned business card, a shared contact card or a referral. Rules hand it to a person or a team, a pool hands it out in turn or keeps it to claim, and Convert to Deal opens its deal.
Forespørgsler
Every inquiry from your booking page, your website, your forms and your calls. Reply, qualify and claim it.
Ny henvendelse
AktivIndbakkeUansøgt
Total Inquiries186
Ny i dag7
Godkendt64
Ikke kvalificeret21
Gennemsnitligt svar (timer, 30 dage)2.4
Navn, e-mail eller telefon…NyKontaktetGodkendtIkke kvalificeretKonverteret
| Forespørgsel | Status | Kilde | Point | Ejer | Venter |
|---|---|---|---|---|---|
| Valeria IbarraBoda · 220 invitados | Ny | Hjemmeside | 82 | Tildelt ingenBodas | 12 min ago |
| Grupo AltamarCena de fin de año · 140 | Ny | Henvisning | 76 | Diego SalinasCorporativo | 34 min ago |
| Mariana OchoaXV años · 180 invitados | Kontaktet | Sociale medier | 64 | Ximena RoblesBodas | 2 h ago |
| Fundación Luz de CoyoacánGala benéfica · 300 | Godkendt | Begivenhed | 88 | Diego SalinasCorporativo | 5 h ago |
| Andrés VillaseñorBautizo · 90 invitados | Kontaktet | Walk-in | 47 | Paola MéndezSociales | 9 h ago |
| Renata y EmilioBoda · 160 invitados | Ny | Skilte | 58 | Tildelt ingenBodas | 1 d ago |
Lead Forms
Leadfangst
Skemaer, der opretter en lead i Deals, når nogen udfylder dem. Opret og forbind dem i Skemaer.
Ny lead-formular
TerritorierPoolsOptag
Skemaer, der skaber leadsFree valuation request148 svar · sidst 11/11/2026UdgivetKopier linkLead-indstillingerRedigerBook a viewing312 svar · sidst 12/11/2026UdgivetKopier linkLead-indstillingerRedigerCommercial space enquiry57 svar · sidst 09/11/2026UdgivetKopier linkLead-indstillingerRedigerRental landlord sign-up41 svar · sidst 10/11/2026UdgivetKopier linkLead-indstillingerRedigerNew homes register · Ballincollig96 svar · sidst 07/11/2026UdgivetKopier linkLead-indstillingerRedigerMortgage advice callback23 svar · sidst 04/11/2026UdkastLead-indstillingerRedigerDine andre formularerTenant move-out checklist64 svar · sidst 08/11/2026UdgivetTilslut til DealsRedigerOffice party RSVP18 svar · sidst 31/10/2026LukketTilslut til DealsRedigerAny form with Create a Lead switched on, built and edited in Forms.
Retningslinjer for routing
Leads
Hvordan en ny lead fordeles, besvares, mærkes og opfølges. Hver er en automatiseringsregel, du indstiller og aktiverer.
Lead Rules
Tildeling af leadsOverfør hver ny lead til et team, efter tur eller til det første medlem, der kræver denUansøgte leadsFordel en fælles lead, som ingen har påberåbt sig i tideAuto-SvarSend en e-mail til en ny lead øjeblikket de ankommerAuto-tildeleTilmeld nye leads en sekvens baseret på, hvor de kom fraAuto-tilvisningOverfør en lead, som ingen har nået at kontakte i tide, til næste repræsentantAuto-TagTag personen bag hver nye lead, afhængigt af hvor den kom fraDato-udløsereVelkom eller påmind kontakter på en dato, f.eks. en fødselsdag eller en udløbende dokument
Lead not contacted in 30 minutes → reassignHvornårLead assigned or pooledOnly when a person now owns itContacted within 30 minutes?Når den ankommerHvis det ikke kommerHand it to the next repCommercial accounts · Round robin
A new lead handed to a team, reassigned when nobody reaches it in time, tagged or answered straight away, as Automations rules.
Lead-pooler
Lead-pooler
Hvor leads venter på en ejer, der er optaget af medlemmer eller uddelt i tur.
Ny Bassin
ScoringTerritorierPoolsOptag
Søg bassiner…| Bassin | Open Leads | Uansøgt | Medlemmer | Ansvarsbegrænsning | Auto-frigivelse (Dage) |
|---|---|---|---|---|---|
| Cafeterias e padariasRound robin | 34 | 6 | 5 | 8 | 3 |
| Hotéis e restaurantesMembers claim | 21 | 9 | 4 | 6 | 2 |
| Escritórios e coworkingsRound robin | 18 | 3 | 3 | 10 | 5 |
| ExportaçãoMembers claim | 12 | 4 | 2 | 5 | 7 |
| Varejo e empóriosRound robin | 27 | 5 | 4 | 8 | 3 |
| Eventos e feirasMembers claim | 15 | 7 | 3 | 6 | 2 |
Handed out in turn or kept for a member to claim, with a claim limit and a release when nobody makes contact.
Scoring and Territories
Lead-scorening
Konfigurer scoringregler og forudvis lederscore
Ny regel
ScoringTerritorierPoolsOptag
I alt regler6
Aktive regler5
Gennemsnitlig point14
Maks. score75
Regler for scoring
| Navn | Punkter | Aktiv |
|---|---|---|
| Engaged with the portfolioWebsite Visits >= 5 | 20 pts | |
| Came back more than onceInquiry Count >= 2 | 25 pts | |
| Answers within a dayResponse Time <= 24 | 15 pts | |
| Saved project typesGemte søgninger >= 3 | 10 pts | |
| Deep portfolio readerWebsite Visits > 15 | 10 pts | |
| Slow to replyResponse Time > 72 | 5 pts |
TerritorierNyt områdeSeoul GangnamGangnam-gu, Seocho-gu, Songpa-gu김서연Seoul GangbukJongno-gu, Mapo-gu, Seongdong-gu이도윤Gyeonggi SouthSeongnam, Suwon, Yongin박지훈GangwonPyeongchang, Gangneung, Sokcho최유나Busan and GyeongnamBusan, Changwon, Gimhae정민재
Leads scored on your own rules, and territories drawn on a map.
Scan a Card
Scan kortFra Kontakter
Ny lead fra denne kortRashid Al MansooriDirector of StrategyGulf Horizon Holdingsrashid.almansoori@gulfhorizon.ae+971 50 418 2276Tildel til migAnnullerOpret Lead
Photograph a business card, or pick someone from the phone’s contacts, and confirm the details before the lead is saved.
Tid til lead
Tid til lead
Tid til første berøring på leads, pr. repræsentant, over de sidste 30 dage.
Gennemsnitlig svar tid (s)403
Leads168
Svar159
Gennemsnitlig svar tid pr. repræsentant (S)
LeaJonasAylinMateuszSophieTobias
| Repræsentant | Gennemsnit (s) | Hurtigste (s) | Leads | Svarprocent |
|---|---|---|---|---|
| Lea Hoffmann | 188 | 41 | 37 | 97 % |
| Jonas Becker | 264 | 58 | 31 | 97 % |
| Aylin Demir | 351 | 73 | 29 | 93 % |
| Mateusz Nowak | 476 | 96 | 26 | 92 % |
| Sophie Krüger | 598 | 112 | 24 | 96 % |
| Tobias Vogel | 744 | 135 | 21 | 90 % |
How fast each lead was first reached, as a report.
Quotes and Contracts
Send quotes, answer counters, and sign the contract
Every quote is a version of the deal’s terms. Revise yours or record their counter, and the primary version is the deal’s figure. Accepting one makes the contract, and a change order amends it. A proposal is written in Proposals and a signature collected in Sign, each priced per use.
Bud
Prisdokumenter for enkeltlinjer.
Ny tilbud
BudForslag
Samlede tilbud38
Samlet værdi$612,480
Udkast4
Sendt9
Accepteret19
Udløbet3
Acceptrate68%
Citatnavn eller klient…AlleUdkastSendtAccepteretUdløbetAfvistAnnulleret
| Udtalelse | Deal | Kontakt | Værdi | Status | Besvaret | Udløber |
|---|---|---|---|---|---|---|
| Annual cleaning contract | Westside Charter School | Denise Carter | $64,200 | Accepteret | 11/11/2026 | 12/03/2026 |
| Nightly janitorial, 3 floors | Peachtree Center Tower B | Monique Holloway | $48,600 | Accepteret | 11/09/2026 | 11/30/2026 |
| Restroom sanitation plan | Cobb Galleria Offices | Trevor Nash | $21,480 | Afvist | 11/08/2026 | 11/27/2026 |
| Day porter service | Midtown Dental Partners | Dr. Kevin Ashby | $18,240 | Accepteret | 11/06/2026 | 11/28/2026 |
| Window and pressure washing | Decatur Square Retail | Alicia Moreno | $12,300 | Accepteret | 11/04/2026 | 11/23/2026 |
| Floor care program | Buckhead Medical Plaza | Rhonda Whitfield | $26,900 | Afvist | 11/02/2026 | 11/20/2026 |
| Post-construction clean | Ponce City Lofts | Marcus Bell | $9,750 | Accepteret | 10/30/2026 | 11/18/2026 |
Versions and Counters
Your quote, their counter and your revision side by side; the primary version is the deal’s figure.
Back to Quotes
Device management licences, 3 years Udkast
Send tilbud via e-mail
Linjeposter
VareMængdeEnhed prisDevice management seat, 36 months180$285.00Endpoint protection add-on180$88.00Onboarding and policy set-up1$4,200.00Priority support, 36 months1$1,740.00
Delsum$73,080.00Skat$6,577.20I alt$79,657.20
KlientGrace Limgrace@tpdental.sg
Versioner3<Alle versioner af betingelserne for denne aftale. Den primære er aftalens figur.
Udtalelse 1$86,400.00Fra digAfvistRevised Quote 2$74,900.00Fra den anden side · PrimærI spilRevised Quote 3$79,657.20Fra digUdkast
RedigérOptag deres modtællingGør primærSend til klientenE-mailKopier linket
Mennesker og virksomheder
Keep every person and company the business works with
People is the business’s directory, with segments for customers, leads, members and VIPs. A company holds its people, its deals and its brands, and can play the vendor role. Each person’s record carries their deals, bookings, purchases, conversations and documents from every app.
Folk
Din kontaktmappe til at søge, scanne KYC og åbne en post.
Ny kontakt
Samlede kontakter1,284
Nyt denne måned46
Med åbne aftaler112
KYC venter7
Navn, e-mail eller telefon…KunderLeadsMedlemmerVIPTaggetMarkeret med stjerne
| Navn | Virksomhed | Ejer | KYC | |
|---|---|---|---|---|
| VIValeria Ibarra Solís | valeria@ibarrasolis.mx | Ibarra Solís Eventos | Mariana Cortés | Verificeret |
| RFRodrigo Fuentes | rfuentes@grupoaltamar.mx | Grupo Altamar | Diego Herrera | Verificeret |
| ASAna Sofía Treviño | asofia@trevino.mx | Treviño Arquitectos | Mariana Cortés | Ventende |
| HSHéctor Salgado | hsalgado@valleverde.org | Fundación Valle Verde | Lucía Paredes | Not Required |
| DODaniela Ochoa | dochoa@ochoacatering.mx | Ochoa Catering | Diego Herrera | Verificeret |
| ENEmilio Navarro | emilio@navarroya.mx | Navarro y Asociados | Lucía Paredes | Verificeret |
| FRFernanda Ruiz | fernanda@colectivoluz.mx | Colectivo Luz | Mariana Cortés | Ventende |
Companies and Brands
A company’s people and deals, its brands under the group, and the vendor role when it supplies you.
Selskaber
Elektro Havelland Gruppe
Rediger
OversigtSalgOperationerKommunikationFinans
Grupper & mærkerIkke en del af en gruppe. Vælg dens gruppe under Rediger.Brands · 4Havelland LichtFaktureret til gruppenHavelland SicherheitFaktureret til gruppenSpree DatennetzeFaktureret i eget navnHavelland LadenFaktureret til gruppenNy varemærkes navnTilføj et brand
LeverandøroplysningerGemFjern leverandørrolle
Duplikater
Found by name and email, compared side by side and merged.
Duplikater & Samlet
Gennemgå duplikatgrupper, vælg en overlevende primær og foren.
Duplikerede grupper14
Høj tillid9
Medium Confidence5
HøjSamme e-mail2 kontakterIkke en DuplikatSkjul
| Felt | Behold denne kontakt | Behold denne kontakt |
|---|---|---|
| Navn | Harriet Okonjo | Harriet Okonjo |
| harriet@corbel.co.uk | harriet@corbel.co.uk | |
| Telefon | 020 7946 0381 | 07700 900412 |
| Rolle | Klient | Potentiel kunde |
| Oprettet | 26/09/2025 | 06/10/2026 |
Samlet resultat forudvisningHarriet Okonjo · harriet@corbel.co.ukSaml kontakter
MellemSame name2 kontakterGennemgå og sammenslut
Smart Lists and Tags
Lists of people or companies, shared with Segments and attached to Campaigns and sequences.
Smarte lister
Segmenter, statiske lister og gemte søgninger over dine kontakter og virksomheder
Compare ListsNy liste
Søg lister…AlleDynamiskStatiskGemte søgningerIndbygget
| Navn | Type | Medlemmer | Opdateret |
|---|---|---|---|
| Cafeterias em São Paulo | Dynamisk | 214 | 12/11/2026 |
| Redes com mais de 5 lojas | DynamiskSelskaber | 38 | 11/11/2026 |
| Clientes sem pedido há 60 dias | Dynamisk | 57 | 11/11/2026 |
| Feira Café Brasil 2026 | Statisk | 126 | 08/11/2026 |
| Hotéis e restaurantes | Statisk | 88 | 06/11/2026 |
| Torrefações parceiras | Gemt søgning | 19 | 03/11/2026 |
| VIP | Indbygget | 31 | 10/11/2026 |
Import
Deals and contacts from a spreadsheet, or another CRM through Calisto Pro’s import.
Importer aftaler
Upload en CSV, kortlæg kolonner, forudvis, og kør derefter importen.
Kort søjler
1 række vil blive udeladt. 47 rækker vil blive importeret.Importer aftalerRetningslinjer
Every address pinned on the map, with Calisto’s own directions.
DriveGangCyklusLastbilScooter
18 min11.4 km · Hurtigst · Med nuværende trafik23 min13.9 km · Vejskatter · Med nuværende trafikStart
After the Sale
Hand off each signed deal and record who earned what
Handoff shows where every signed deal stands: with its owner, a coordinator, a project or an Orderflow order. A closing’s steps, documents, parties and money are worked in place. A won deal’s commission is owed from each person’s pay agreement, and settlements record what was paid outside Calisto.
Overførsel
Hand off each signed deal: its closing, a project, or a one-off order.
Handoff SettingNext Awaiting
Signed Deals8
Venter på overføring2
Being Carried5
Udført1
Alle8Venter på overføring2With Agent1With Coordinator1Tredjepart1In a Project1Bestilling i Orderflow1Udført1
Annual reports · Lakeshore Credit UnionVenter på overføringPriya Raman · $48,600 · VundetStart a ProjectCreate Order
Packaging run · Maple Ridge TeaVenter på overføringOwen Gallagher · $21,350 · VundetStart a ProjectCreate Order
Store signage rollout · Northbound OutfittersWith AgentChantal Roy · $64,900 · Under kontrakt · Med Megan DoucetteÆndringÅbn afslutning
Trade show booth · Danforth DentalWith CoordinatorDr. Samir Haddad · $18,700 · Vundet · Med Arash KarimiÆndringÅbn afslutning
Vehicle wraps · Humber CourierTredjepartJasmine Clarke · $26,400 · Vundet · With Kevin Tran, Lakeshore Install Co.ÆndringÅbn afslutning
Catalogue series · Muskoka OutdoorIn a ProjectLiam Okafor · $92,800 · VundetÅbn projekt
Event programmes · Royal Conservatory GalaBestilling i OrderflowHélène Bouchard · $12,450 · VundetVis ordre
Menu boards · Kensington BakehouseUdførtTomás Ferreira · $7,980 · VundetVis ordre
Back to Closings
3 Lapps Quay, Apartment 12 Åben
Afslut "Documents to Closing Agent"Edit AfslutningTilføj Note
TrinDokumenterFesterPengeneSignaturpakkerBinderTidslinje
Trin2 af 6 udført
- 1Deposit ReceivedAfsluttetMål 19/10/2026 · Afsluttet 18/10/2026 · Held by Siobhán Keane
- 2Conditions Removed by DeadlineAfsluttetMål 06/11/2026 · Afsluttet 05/11/2026 · Held by Siobhán Keane
- 3Documents to Closing AgentI gangStep OverdueMål 10/11/2026 · Held by Darragh ByrneAlligevel ikke underskrevet: Contract for SaleAfsluttetFraskrivGiv til en anden
- 4Final Walk-ThroughIkke påbegyndtMål 01/12/2026 · Held by Siobhán Keane
- 5Closing DayIkke påbegyndtMål 03/12/2026
- 6Funds ReleasedIkke påbegyndtMål 05/12/2026
Detaljer
- Status
- Åben
- Nuværende trin
- Documents to Closing Agent
- Closing date
- 03/12/2026
- Type
- Listinger
- Side
- Seller Side
- Opened from
- Accepteret tilbud
- Åbnet
- 17/10/2026
Rapporter
See what is in the pipeline and what will close
Analytics shows open value by stage and by owner, per currency, with the win rate. The forecast reads every deal’s stage and expected close, and a figure can be set by hand, marked as an override. Targets set revenue, deals won or activities for a rep or the business, for any period.
Analytics
Pipelineværdi pr. fase, vægtet prognose, vindrate og aftaler pr. ejer, over hele bogen.
Åbent prognose
DashboardPipelineRepræsentanterMål
Åben pipeline1.486.200 €
Vægtet prognose684.900 €
Sejrprocent41%
Åbne aftaler52
Pipeline-værdi pr. faseEUR
NyGodkendtForslagForhandling
Pipeline efter ejerEUR
KatrinJonasLeylaMalteSvenjaTobias
| Ejer | Åbne aftaler | Rørledelsens værdi | Vundet | Sejrprocent |
|---|---|---|---|---|
| Katrin Vogt | 11 | 362.400 € | 9 | 47% |
| Jonas Albrecht | 10 | 318.900 € | 7 | 44% |
| Leyla Demir | 9 | 274.300 € | 8 | 42% |
| Malte Brandt | 8 | 226.700 € | 5 | 38% |
| Svenja Koch | 8 | 179.500 € | 4 | 36% |
| Tobias Reuter | 6 | 124.400 € | 3 | 31% |
Built-In Reports
Pipeline, win and loss, revenue trend, team performance, goals, deal value, lead source, closings, speed to lead and communication volume.
Rapporter
Salgsrapporter og indsigt i ydeevne
Ny rapport
Pipeline-rapport<Åbent værdi efter fase og per-fase vindelsprocent>Vinder/Tab AnalyseSammenlign vundne og tabte aftaler og årsagerne hertilIndtægtsudviklingLukket indtægt per periode med vækstTeampræstationRep-leaderboard: vundet værdi, vindrate, provisionMålopfyltningFaktiske resultater vs dine salgst målSammenfatning af aftalens værdi<Åben værdifordeling af aftaler og de største aftaler>Lead-kildeDeals og leads efter kilde, med kanalvindrateKommissionærberetningTjente kommissioner over repræsentanter og dealsTid til leadTid til første berøring på leads, pr. repræsentantKommunikationsvolumenOpkald, beskeder og e-mails, som jeres team har håndteret, pr. personAfsluttede aftalerAfslutningsgennemstrømning og cyklusstider for transaktioner i gangUgyldige tilbudAftaler, der er gået i stilhed: antal, risiko-værdi og de mest gamle
Prognose
Commit, best case and pipeline per rep, by month, quarter or year, with a figure set by hand marked as an override.
Prognose
Pipeline, bedste scenarie, forpligtelse og lukket-vundet af repræsentant, med kvotetilslutning og tempo. Bedste scenarie og Forpligtelse er redigerbare; alt andet opdateres fra pipeline.
Forpligtelse£823,500
Bedste scenarie£1,117,000
Pipeline£1,811,000
Lukket og vundet£561,100
| Repræsentant | Pipeline | Bedste scenarie | Forpligtelse | Lukket og vundet |
|---|---|---|---|---|
| Priya Raman | £412,000 | £268,000 | £196,000 | £142,500 |
| Tom Ashworth | £356,500 | £221,000 | £158,000 | £118,200 |
| Chidi Okafor | £318,000 | £204,500 | £172,000Manuel overtagelse | £96,800 |
| Hannah Bell | £284,200 | £166,000 | £121,500 | £87,400 |
| Marcus Lindqvist | £241,800 | £139,000 | £92,000 | £54,300 |
| Sofia Marchetti | £198,500 | £118,500 | £84,000 | £61,900 |
| I alt | £1,811,000 | £1,117,000 | £823,500 | £561,100 |
<Kvoteopfyldelse
Priya RamanAhead£142,500 lukket88%
Tom AshworthPå vej£118,200 lukket74%
Chidi OkaforPå vej£96,800 lukket69%
Hannah BellPå vej£87,400 lukket62%
Marcus LindqvistBehind£54,300 lukket41%
Sofia MarchettiBehind£61,900 lukket52%
Mål
Revenue, deals won or activities for a person or the business, with attainment against the time gone.
Analytics
DashboardPipelineRepræsentanterMål
PeriodeKvartalsvisQ4 202646% af perioden er gået
AttainmentSet Targets
Attainment by Person
Mariana OkumuraIndtægtForan tempoetR$ 248.450 / R$ 480.000 (52%)Proj. R$ 537.600▲ R$ 34.783 vs Q3 2026
Rafael TavaresIndtægtPå vejR$ 190.220 / R$ 420.000 (45%)Proj. R$ 411.600▲ R$ 13.315 vs Q3 2026
Beatriz LacerdaDeals WonPå vej8 / 18 (44%)Proj. 18▲ 2 vs Q3 2026
Thiago MoreiraIndtægt<Bag på tempoetR$ 118.125 / R$ 360.000 (33%)Proj. R$ 255.600▼ R$ 10.631 vs Q3 2026
Lívia AzevedoAktiviteterForan tempoet172 / 300 (57%)Proj. 372▲ 31 vs Q3 2026
Resultatliste
1Lívia Azevedo · Aktiviteter57%2Mariana Okumura · Indtægt · BRL52%3Rafael Tavares · Indtægt · BRL45%4Beatriz Lacerda · Deals Won44%5Caio Fontes · Deals Won43%6Thiago Moreira · Indtægt · BRL33%Indsigter
Deal health, meeting prep, a draft, contract review, lead triage, transcription and search, each when you ask for it.
Analyse af aftalehelbred
Sundhedsværdier og risikovurderinger for alle aktive aftaler.
Sandsynlighed for lukning64%RisikoMellemDage til lukning19
Opsamling
Hout Bay Fishing Co. opened both revised quotes within a day and asked for delivery dates, so interest is real. The quote stands at R 1 284 500, and the finance director who signs it has not been on a call yet.
Risikofaktorer
The finance director who signs has not joined a callThe revised quote is 6% above the budget they namedNo reply to the last email in 6 daysAnother supplier quoted them from Saldanha BayAnbefalede handlinger
Book a call with the finance director this weekOffer the rigging in two deliveries to fit their budgetSend the antifouling spec sheet Pieter asked forAsk Pieter for the date they decideWho Sees the Money
A deal’s value follows See Deal Values, and every total follows See Sales Reports, both owner settings.
Folk & Privatliv
Pengeadgang
| Deal | Værdi | Fase | Ejer |
|---|---|---|---|
| Operating model | AED 186,000 | Forslag | Rania Haddad |
| Procurement study | Ikke delt med dig | Forhandling | Omar Saleh |
| Board retainer | AED 96,500 | Godkendt | Rania Haddad |
| Retail expansion | Ikke delt med dig | Forslag | Fatima Aziz |
| Cost review, phase 2 | AED 242,000 | Forhandling | Rania Haddad |
| Pricing workshop | Ikke delt med dig | Ny | Karim Nasser |
Rapporter
Salgsrapporter og indsigt i ydeevne
Ny rapport
Pipeline-rapport<Åbent værdi efter fase og per-fase vindelsprocent>Vinder/Tab AnalyseSammenlign vundne og tabte aftaler og årsagerne hertilIndtægtsudviklingLukket indtægt per periode med vækstTeampræstationRep-leaderboard: vundet værdi, vindrate, provisionMålopfyltningFaktiske resultater vs dine salgst målSammenfatning af aftalens værdi<Åben værdifordeling af aftaler og de største aftaler>Lead-kildeDeals og leads efter kilde, med kanalvindrateKommissionærberetningTjente kommissioner over repræsentanter og dealsTid til leadTid til første berøring på leads, pr. repræsentantKommunikationsvolumenOpkald, beskeder og e-mails, som jeres team har håndteret, pr. personAfsluttede aftalerAfslutningsgennemstrømning og cyklusstider for transaktioner i gangUgyldige tilbudAftaler, der er gået i stilhed: antal, risiko-værdi og de mest gamle
Kommunikation
Every email, call and message, beside the deal
Mail, Equipo, Inbox, Live and Voice open inside Deals over the same people and deals. Composing an email anywhere opens Mail’s composer, scheduling a meeting opens Live’s form tied to the deal, and each is priced in its own app.
Post
Indbakke3 ubesvarede
Søg efter mail…
Vigtigt
Ciarán Murphy09:42Counteroffer on 14 Bantry RoadMy clients can move to the figure below if the closing date holds
Aoife Brennan09:15Second viewing, Blackrock duplexCould we come back on Saturday morning with my parents?
Declan Walsh08:51Mortgage approval in principleAttached is the letter from the bank, valid for six months
Sinéad Kelly08:07Re: Valuation for Douglas RoadThanks, Tuesday at 4 suits. The side gate code is 2210
Pádraig Doyle11/11Survey report, 3 Lough Mahon DriveTwo items to flag before contracts: the flat roof and the boiler
Andre
Gráinne Fitzgerald11/11BER certificate bookedThe assessor will call to Ballintemple on Thursday
Eoin McCarthy10/11Keys for the Ballinlough flatI left two sets at the office this morning
Niamh O’Sullivan10/11Photos for the Rochestown listingTwenty-four edited images and the floor plan
Counteroffer on 14 Bantry Road1 beskedSvarSvar alle
CMCiarán Murphycmurphy@murphycotter-solicitors.ie · til orla@lissardhayes.ie09:42
Hi Orla,
My clients have considered the vendor’s position and can move to the figure below, provided the closing date of the end of next month holds and the curtains and light fittings stay.
€512,500
Their mortgage approval is attached. If the vendor accepts, we can issue contracts this week.
Kind regards, Ciarán
Approval-in-principle-Byrne.pdf412 KB
Tilbud
Harbourfront annual report run Forslag
Anmod om godkendelseArkiv
Værdi$48,600.00Forventet afslutning2026-11-30Sandsynlighed50%EjerMaya DesrosiersVirksomhedHarbourfront Credit Union
HandlingerE-mailRingPlanlæg mødeRetningslinjerBesked
Næste skridtProof approved by Daniel2026-11-15Book the press for the run2026-11-19
Tidslinje
< Opkald registreretRøstDaniel Okoye · colour corrections, 14 min11-10 15:20
First proof and quote for the annual reportE-mailMaya Desrosiers to Daniel Okoye11-06 10:05
Flyttet til ForslagMaya Desrosiers11-06 09:58
Ny besked
FraMaya Desrosiers <maya@larchmereprint.ca>
TilDaniel Okoye <d.okoye@harbourfrontcu.ca>Cc Bcc
EmneProof and paper samples for the annual report
Hi Daniel,
The second proof is attached with the colour corrections from Tuesday. The 100 lb silk cover and the uncoated text stock are on their way to your office by courier.
If you approve the proof by Friday we can print all 2,400 copies the following week.
Best, Maya
Annual-Report-Proof-v2.pdf3.1 MB
GemtSporing af åbninger og klikÅbning og klik på denne besked vil blive sporetSend
Mail’s own inbox and composer inside Deals, synced with your mailbox, with opens and clicks tracked when you switch it on.
Calls, Texts and Voicemail
Opringninger
OpringningerMissede3OptagelserBeskedboks2KontakterTastatur
Opringninger6 opkaldNy opkald
RWRenee WashingtonUdgående opkald · 11:248:14Optaget
MBMarcus BellIndgående opkald · 10:024:51Optaget
TOTanya OkaforMissede opkald · 09:37Ring tilbage
DHDeShawn HarrisUdgående opkald · 11/11 16:4512:08Optaget
LMLauren MitchellIndgående opkald · 11/11 14:206:33
CRCarlos RiveraUdgående opkald · 11/11 11:053:17Optaget
RWRenee Washington(404) 555-0186 · Peachtree Center Tower
Ring tilbageBeskedArkivSend til skrivebordRing
- Retning
- Udgående opkald
- Udfald
- Afsluttet
- Hvornår
- 11/12/2026 11:24
- Længde
- 8:14
- Linje
- (470) 555-0142
Optagelse
3:02 / 8:14
Transskription
Renee: We are adding floors 18 to 22 in March, so the night crew contract needs to grow with it.Jordan: Understood. Five more floors at the same scope adds two cleaners on the night shift.Renee: Send me the revised figure and the start date, and I will take it to our board on the 14th.Jordan: You will have it this afternoon, with the day porter option priced separately.
Voice’s phone, calls and voicemail inside Deals, each call on the deal’s timeline with its recording.
Beskeder
Indbakke
Indbakke4 ulæste samtalerNew Conversation >> Ny samtaleIndbakkeUåbnetUbesvaretUdsatLukketArkiveretSpamLow PrioritySøg i samtalerFilterSortér
YPYokasta Peña4mCan the reefer container leave on Thursday’s sailing?2
RARafael Almonte22mCustoms released the cargo, sending the papers now1
WBWanda Batista1tDo you ship pallets to Puerto Plata every week?1
HGHéctor Guzmán3tRe: Quote for 3 containers to Miami
MRMassiel Rosario5tThanks! The truck arrived at the warehouse
JCJulio César TaverasI gårPlease confirm the bill of lading number
AMAltagracia MejíaI gårPickup at Haina port moved to 2 pm
Yokasta PeñaWhatsApp · Frutas del CibaoLuk
Good morning! We have 18 pallets of pineapple ready in Santiago.08:41Good morning Yokasta. A 40-foot reefer fits them; I can quote door to port in Caucedo.08:47Perfect. Is the price the same as the October load?08:52The same rate, and the quote is on your deal now. It holds until Friday.08:58Can the reefer container leave on Thursday’s sailing?09:06
Besked Yokasta…
Inbox’s conversations on every channel, inside Deals.
Møder
Tilbud
Seongsu office lobby redesign Forhandling
Anmod om godkendelseArkiv
Værdi₩186,000,000Forventet afslutning2026. 12. 03.Sandsynlighed75%EjerKim Seo-yeonVirksomhedHanbit Realty Partners
HandlingerE-mailRingPlanlæg mødeRetningslinjerBesked
FesterPJPark Ji-wooClient, Hanbit Realty PartnersLMLee Min-seoFacilities, Hanbit Realty PartnersKSKim Seo-yeonOwner
Planlæg et møde
Live
Lad startfeltet stå tomt for at mødes nu.
OptagelseOptag denne sessionOptaget automatisk, når det går live.
IndbydelserTilføj det til kalenderenKun når en starttid er sat.
GentagGentagende møde
AnnullerOpret møde
Schedule a meeting from a deal and Live’s own form opens, tied to that deal.
Kommunikationsvolumen
Rapporter
Kommunikationsvolumen
Opkald, beskeder og e-mails, som dit team har håndteret over tid og pr. person.
Sidste 90 dage
Opringninger775
Tekster651
E-mails1,766
Teammedlemmer6
Volumen over tidOpringningerTeksterE-mails
27/0803/0910/0917/0924/0901/1008/1015/1022/1029/1005/1112/11
| Teammedlem | Opringninger | Tekster | E-mails | I alt |
|---|---|---|---|---|
| Isla Whitford | 168 | 124 | 396 | 688 |
| Lachlan Price | 154 | 131 | 292 | 577 |
| Mei Tanaka | 139 | 118 | 364 | 621 |
| Kieran O’Donnell | 131 | 97 | 318 | 546 |
| Priya Nair | 112 | 104 | 247 | 463 |
| Sam Ruatapu | 71 | 77 | 149 | 297 |
Calls, texts and emails per team member over any period, as a report.
Én tidsplan
Tilbud
Carménère Reserva, two containers Forhandling
Anmod om godkendelseArkiv
Værdi$84.600.000Forventet afslutning21-11-2026Sandsynlighed75%EjerCatalina RojasVirksomhedHarrow & Finch Wine Merchants
HandlingerE-mailRingPlanlæg mødeRetningslinjerBesked
Tidslinje
Oliver HarrowWhatsAppBoard approved. Send the contract and we sign this week.12/11 10:18
Signature requestedSupply agreement 2027 sent to Oliver Harrow12/11 09:40
< Opkald registreretRøstOliver Harrow · freight terms agreed, FOB San Antonio, 18 min11/11 16:05
Flyttet til ForhandlingCatalina Rojas10/11 12:30
Re: Revised price list for 2027 vintagesE-mailWe can take 2,400 cases if the label carries our importer details9/11 08:12
Tasting call with Harrow & Finch buyersMødeLive · 45 min · recording and summary on the deal6/11 15:00
Proposal viewedOpened 3 times by Oliver Harrow4/11 11:47
BemærkningThey want the Carménère in 6-bottle cases, not 123/11 17:20
< Opkald registreretRøstOliver Harrow · first enquiry after the London fair, 22 min31/10 13:02
DokumenterSupply-agreement-2027.pdf284 KBPrice-list-2027-vintages.pdf1.2 MBLabel-proof-Harrow-Finch.pdf2.6 MB
Every logged call, email, meeting and note stays on the deal it belongs to.
Medhjælper-apps
Hvor Deals rører ved alt andet.
2 of these 8 connections are in your plan today; the others are their own apps.
Tilbud
Proposals
Sign
Forms
Mail
Voice
Live
Automations
Orderflow
Proposals
A proposal opens in Proposals’ own panel over Quotes, and an accepted one moves the deal to its contract stage.
Sign
Send for Signature opens Sign in place, and a signed contract closes its deal Won.
Forms
A form with Create a Lead switched on turns each response into a lead, and Lead Ops lists those forms.
Composing an email anywhere in Deals opens Mail’s own composer, and Mail itself opens inside Deals.
Voice
Voice’s calls, texts and voicemail open inside Deals, and a call placed through it is logged by Voice.
Live
A meeting scheduled from a deal or a contact opens Live’s own form, tied to that deal.
Automations
Deals’ sequences, routing and notices are rules in the one rule store, edited in Deals or Automations.
Orderflow
Create Order turns a won deal’s quote into one order, and its status reads back on the deal.
Prissætning
Ingen opsætningsomkostning. Betal, når du begynder at bruge.
CRM for teams that sell.
Calisto Commerce
The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.
€55/user/mo
Each Deals seat includes every Core app for the person holding it, Listings and Legal among them. Included with Calisto Commerce when payment runs through the platform.
Anbefalet til dig
Virker godt sammen.
Calisto Proposals
Calisto Commerce
Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.
Learn more →€0.85per proposal
Calisto Sign
Calisto Commerce
Envelopes of one or many documents, sent to each signer in order, checked, chased until everyone signs, and sealed with a certificate anyone can verify.
Learn more →€0.85per envelope
Calisto Forms
Calisto Mail
Calisto Voice
Calisto Live
Calisto Automations
Calisto Ops
Rules that start from your Calisto apps, a schedule or a date and act across them all, every app’s automatic messages as rules, sequences that follow up until a person acts, and every run on record.
Learn more →€55/user/mo
Calisto Orderflow
Calisto Ops
One queue for every channel, stages moved one at a time, exceptions and service levels, picking, packing and shipping from the right place, carriers, couriers and your own drivers, returns, every floor that fulfills, and the floor worked from a phone with no signal.
Learn more →€60/user/mo
Anbefalet til
Brancherne, der driver Deals, og hvad hver af dem driver den for.
Lejlejligheder med serviceCorporate salg
Omflytning og virksomhedskontoer på én pipeline
Lejlejligheder med service på Calisto →Lejeboliger på kort tidOwner pipeline
Ejeranskaffelse til underskrevet administrationsaftale
Lejeboliger på kort tid på Calisto →CateringForespørgsel-rør
Forespørgsel, kvalificeret, forslag, vundet med minimumsforhold håndhævet
Catering på Calisto →Bar & LoungeEnquiries & pipeline
An enquiry that becomes a customer, tracked
Bar & Lounge på Calisto →EjendomsmæglerePipeline (CRM)
Fang, kvalificer, dyrk, konverter, vis, tilbud, lukk, henvis
Ejendomsmæglere på Calisto →EjendomsmæglereTransaktionspipeline
Otte faser til lukning med broker-godkendelseshæftninger
Ejendomsmæglere på Calisto →EjendomsudviklingKøbers salgsrør
Kiosk, QR og web-lead i én dedupliceret pipeline
Ejendomsudvikling på Calisto →Coaching & Træning<Salgspipeline
Forespørgsel til betalende kunde på én pipeline
Coaching & Træning på Calisto →Gym ManagementEnquiries & pipeline
An enquiry that becomes a customer, tracked
Gym Management på Calisto →Spa & WellnessEnquiries & pipeline
An enquiry that becomes a customer, tracked
Spa & Wellness på Calisto →Medicinsk æstetikEnquiries & pipeline
An enquiry that becomes a customer, tracked
Medicinsk æstetik på Calisto →Saloner & BarbereEnquiries & pipeline
An enquiry that becomes a customer, tracked
Saloner & Barbere på Calisto →Live Music & FestivalsArtist & sponsor pipeline
Offers, holds, and sponsorship on one pipeline
Live Music & Festivals på Calisto →Marathons & EnduranceSponsor-pipeline
Sponsorer i en pipeline, ikke i en mappe
Marathons & Endurance på Calisto →Kunstnere & TalenterReservationsrør
Forespørgsler ankommer struktureret, tilbud går ud med ét klik
Kunstnere & Talenter på Calisto →Sportsagenter og atleterAftaler pipeline
Klubtilbud, overførsler, genindbetalinger og anbefalinger, sporet
Sportsagenter og atleter på Calisto →Stadioner & ArenasAnsættelses- og sponsorat-pipeline
Promotorer, sponsorer og boks-klienter i én pipeline
Stadioner & Arenas på Calisto →Begivenhed & ProduktionsudlejningForespørgselsrør
< Hver henvendelse med klienthistorikken allerede åben >
Begivenhed & Produktionsudlejning på Calisto →Offentlig golfEnquiries & pipeline
An enquiry that becomes a customer, tracked
Offentlig golf på Calisto →Rekreation og leje af køretøjerEnquiries & pipeline
An enquiry that becomes a customer, tracked
Rekreation og leje af køretøjer på Calisto →Turer & oplevelserAgenter & grupper
Handelsagenter, grupper og allokeringer på én pipeline
Turer & oplevelser på Calisto →Attraktioner og parkerEnquiries & pipeline
An enquiry that becomes a customer, tracked
Attraktioner og parker på Calisto →Hjemme- og faglige tjenesterLead-pipeline
Forespørgsel til bestilt job på én pipeline
Hjemme- og faglige tjenester på Calisto →Ejendom og husens inspektionBookingforespørgsler
Hver henvendelse til en booket inspektion på én rørledning
Ejendom og husens inspektion på Calisto →Coworking-Rum<Salgspipeline
Turer, prøver og virksomhedsaftaler på én pipeline
Coworking-Rum på Calisto →IndholdsoprettendeBrand deal-pipeline
Indkomne henvendelser til underskrevet kontrakt til betalt faktura
Indholdsoprettende på Calisto →Videoproduktion & FotograferForespørgselsrør
Strukturerede henvendelser, der ankommer som aftaler
Videoproduktion & Fotografer på Calisto →Grafiske designere og kunstnereKort pipeline
En opgave, der ankommer som en optegnelse, ikke en Slack-besked
Grafiske designere og kunstnere på Calisto →Online-butikkerGrossistpipeline
Grossisttilbud og B2B-konti på én pipeline
Online-butikker på Calisto →In-Person RetailersEnquiries & pipeline
An enquiry that becomes a customer, tracked
In-Person Retailers på Calisto →Spec Sheet
Alt inkluderet i Calisto Deals.
Leads
- Leads, Inbox (open leads nobody owns) and Unclaimed lenses over one lead list
- New Lead with a lead’s name, email, phone, notes and budget with its currency
- Lead capture from Forms: every form with Create a Lead switched on, and New Lead Form from Forms’ lead templates
- Inquiries from a listing’s page, a booking page, a Circle referral, a Live showcase or a contact in Agenda, each written as one lead
- Scan Card: a business card photographed and read, confirmed before the lead is saved
- From Contacts: a person picked from the device’s contacts
- A shared contact card becomes a lead; shared words open a lead draft
- Keep the card photo on the lead (a business setting, on by default)
- Claim, Convert to Deal and Open Deal on a lead’s page
- Lead pools: in turn to the next connected member, or kept to claim, with a roster, a claim limit and an auto-release
- Lead scoring and territories in Lead Ops
- Routing, auto-reassign, auto-tag, auto-reply and date triggers as Automations rules, each opened from Settings ▸ Leads
- A lead is assigned only to someone connected to the business
- Speed to Lead, as a report
Pipeline
- Board, list and calendar over the same deals
- Pipelines and stages of your own, with a wizard for a new pipeline
- Stage gates: required fields, and a minimum value in a named currency
- Gate status across open deals
- Deal aging and stale deals
- One stage at a time on a phone, each with its per-currency totals; move by Move To or a long press
- Mark Won and Mark Lost from a row or a deal’s Actions
- A stage move names the stage the mover saw, so nobody overwrites a colleague
- Archive and Restore
- A deal’s value in the currency picked on it; totals per currency, never converted
- We Represent: Seller Side, Buyer Side or Both Sides, with a Side filter on the list
- Approvals raised on a deal, decided in the one Approvals inbox
- Industry sections switched on in Settings: Engagements for professional services
- Import deals from a spreadsheet, each with its currency
A Deal’s Page
- Its next step at hand: Done or Schedule
- Actions: call, message, email, meeting, next step, log activity, Won, Lost, approval, archive
- Negotiation: every version, Accept, Counter or Decline, Amend and Record Their Amendment
- Closing, Parties, Documents and History on tabs
- Documents attached from Box, from an editor’s Attach to Deal, or shared from another app
- Suggested Next Step, when learned suggestions are switched on
- Keys at a desk: L logs a note, C calls, E emails, M moves the stage, W marks Won, X marks Lost
- Open in New Window in the installed app
- The same page in Listings and Talent
Quotes and Contracts
- Quotes with line items from your inventory and price models
- Every quote one version of a deal’s terms; one version is primary and the deal’s figure
- Revise, and Record Their Counter
- Sections the client approves or declines one by one; declined work kept to offer again
- A respond-by day, with its default in Settings
- Sent by email or as a link
- The Proposals tracker on Quotes; a proposal opens in Proposals, priced per proposal
- Contracts: Draft, Activated, Expired or Terminated, made from the accepted quote
- Amend Contract opens a change order, drafted in the quote editor
- Send for Signature opens Sign in place, priced per envelope
- A signed contract moves its deal toward Won; an accepted proposal toward the contract stage
People and Companies
- People: the business’s directory, with Customers, Leads, Members, VIP, Tagged and Starred
- Mine, Recent and A to Z on a phone, with swipe to call or message
- A person’s record with their deals, bookings, purchases, conversations, documents and Forms responses
- Companies with their people, deals and written address; brands under a group
- Vendors and contractors: a role a company plays, with trade, license, insurance and rating
- Duplicates: found, compared side by side and merged
- Smart Lists of people or companies, shared with Segments and Campaigns
- Tags and each tag’s people
- Import contacts from a spreadsheet, and another CRM through Calisto Pro’s import
- Directions to every person’s and company’s address
Your Day
- Activities: list, board, calendar and timeline of the follow-ups, scoped to Deals
- Callbacks as the Calls list
- A follow-up done in one tap or a swipe, rescheduled with Undo
- Log Activity: a call, meeting, visit, email or note, how it went, how long it took and the next step
- Words typed or dictated
- After a call from the phone’s dialer, Log Activity opens filled in
- Reminders before a follow-up is due, or at its own reminder time
- Schedule Engine: event types, availability and booking pages, the same blocks Agenda mounts
- Today’s meetings with Join and Directions
- Nearby: the customers around you, nearest first, and today’s visits in driving order
- Check In at a customer’s place; where the rep was is kept only if the owner switches it on
- Content: collateral, email templates and document templates
- Deal checklists and anniversary alerts
Sequences and Rules
- Sequences of emails, waits and tasks, enrolled per person
- Sequence Builder: a sequence drafted from a goal
- Shipped rules: a signed contract closes the deal Won, an accepted proposal moves it to the contract stage
- Notices: a lead handed to you, a lead nobody owns, a client gone quiet, a contact added, a duplicate
- Every rule paused or edited in Deals ▸ Automation or Automations
After the Sale
- Handoff: Awaiting Handoff, With Agent, With Coordinator, Third-Party, In a Project, Order in Orderflow, Fulfilled
- How a signed deal is handled: decided on each deal, by its owner, an in-house coordinator or a third-party coordinator
- The handoff checklist and its 48-hour target
- Start a Project with Velocity, one project per deal; Create Order with Orderflow, one order per sale
- Closings: By Step, Deadlines, Conditions and Financing, My Steps, Documents In, Buyer Deposits and At Risk
- A closing’s steps, documents, parties and signature packets, worked in place
- Closing money per currency, paid from trust, and the closing statement
- The closing binder: the executed set as one PDF
- Closing templates and checklists, Seller Side and Buyer Side
Commissions and Money
- Commission plans on each person’s pay agreement: a share of the deal or of the business’s commission
- Tiers, marginal or whole, over a month, quarter or year; a cap; the most the business keeps
- Commission splits with a teammate or an outside referral partner
- Commission owed once per deal and payee when the deal is won, then approved on your own rule
- The commission calculator, as a what-if
- Settlements: one statement per payee in one currency, recorded as paid
- Deposits: recorded, marked paid and refunded under the money settings
- Money access by family: See Deal Values, See Sales Reports, Look Up Payments, Take Payments
Forecast and Reports
- Analytics: Dashboard, Pipeline, Reps and Targets
- A dashboard of your own widgets, saved for the team
- The forecast with its grid and figures set by hand
- Targets for revenue, deals won or activities, for a rep or the business, by day, week, month, quarter or year
- A target in force once approved, when the business routes it for approval
- Reports: pipeline, win and loss, revenue trend, team performance, goals, deal value, lead source, deal closings, speed to lead and communication volume
- Team: each member’s pipeline, won revenue, target attainment and commissions
- Insights: deal health, forecast, meeting prep, draft, contract review, lead triage, transcription and search
On a Phone and Installed
- Tabs: Home, Deals, Leads, Activities and More
- Home: overdue and today’s follow-ups, today’s meetings, new leads, unowned leads, stalled deals, deals closing this week and your pipeline per currency
- The + offers New Lead, Scan Card, From Contacts, New Deal, New Follow-Up, New Contact and Log Activity
- Home, Leads, Activities and People open with no signal; a new lead, follow-up, person or logged activity is sent once when back online
- Files shared to Deals land in a deal’s Documents
- Pushes: Claim, Call, Done and Snooze
- Shortcuts: Follow-Ups, New Lead, Log Activity, Deals and New Deal
- Windows 11 widgets: Today’s Follow-Ups and Pipeline Glance
- Search and the command palette with ⌘K
Connected to Calisto Pro
- Mail, Equipo, Inbox, Live and Voice inside Deals, each priced in its own app
- Proposals per proposal, and Sign per envelope
- Forms (lead capture) and Automations (rules and sequences)
- Velocity (projects) and Orderflow (orders) after the sale
- Listings, Talent, Trades and Events work their deals on the same pipelines
- Segments and Campaigns read the same lists
Ærlige svar
Questions about Calisto Deals
Yes. A deal opened in Listings is the same deal and the same page in Deals, and Talent’s and Trades’ boards are Deals’ pipelines in their own stage names. Nothing is copied between them.
From a Forms form with Create a Lead switched on, an inquiry on a listing or a booking page, a scanned business card, a shared contact card, a Circle referral or an import. A lead becomes a deal when someone converts it.
Only the rules you leave on. Moving a deal toward Won when its contract is signed, telling someone a lead was handed to them and flagging a client who has gone quiet are Automations rules, paused or edited in Deals or in Automations.
Yes. Import deals and contacts from a spreadsheet, each deal with its own currency, or bring another CRM’s records through Calisto Pro’s import, which runs in your browser.
The owner decides. A deal’s value follows See Deal Values, open to everyone unless narrowed to each person’s own deals, to admins or to owners. Totals and other people’s commissions follow See Sales Reports. A person always sees their own.
No. It records what each person is owed when a deal is won, and a settlement records the payment once it is made outside Calisto.
Home, Leads, Activities and People open with no signal on a device that keeps Deals. A logged activity, a new lead, a new follow-up or a new person is saved on the device and sent once when the connection returns.
