SWITCH FROM PIPEDRIVE
Pipedrive to Calisto Deals
Deals routes and claims leads, moves deals through your own stages, sends quotes as versions until one becomes the contract, hands off the sale and records commissions, with Mail, Voice, Live, Proposals and Sign built in.
- CRM & Sales
Funktion for funktion
Calisto Deals ved siden af Pipedrive
- 27 I begge
- 2 Kun i Pipedrive
| 29 funktioner | Calisto Deals | Pipedrive |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Required Fields Before a StageCalisto: stage gates hold a deal until its required fields are filled or its value clears a minimum in a named currency.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Quotes and Contracts | ||
| Quotes With Line Items From a DealCalisto: quotes on a deal with lines from your inventory and price models, totals worked on the server.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Quote Versions on One DealCalisto: every quote is a version of the deal’s terms, revised or answered with their counter; one version is primary.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Assistance | ||
| Summaries and Drafts on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Email Open and Click TrackingWhen a recipient opens an email sent from the CRM or clicks a link in it.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Prospecting DatabaseA database of company and contact profiles searched for new leads.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
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Hentet live fra din browser
Indsæt en nøgle, du opretter i Pipedrive. Din browser læser dine optegnelser og sender dem til Calisto; nøglen forlader aldrig din browser.
Persons
Kontaktregistre
Organisationer
Firma-/organisationsoptegnelser
Tilbud
Deal/mulighedsposteringer
Moving from Pipedrive
Questions about switching
Do we keep our pipeline stages?
Yes. Stages, required fields and probabilities are set per pipeline in Settings, and deals come across from a spreadsheet, each with its own currency.
Is a lead the same as a deal?
No. A lead is worked in Leads until someone converts it, and Convert to Deal opens its deal on the pipeline.
Who sees deal values?
The owner decides, with See Deal Values and See Sales Reports. A person always sees their own deals.
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