SWITCH FROM RD STATION CRM
RD Station CRM 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.
Funktion for funktion
Calisto Deals ved siden af RD Station CRM
- 17 I begge
- 3 Kun i RD Station CRM
| 20 funktioner | Calisto Deals | RD Station CRM |
|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Automation | ||
| 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 |
| 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 Reply AlertsAn alert when the recipient of a template email opens it or replies.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra RD Station CRM
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra RD Station CRM og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Enhver regneark, du eksporterer fra RD Station CRM, kan kortlægges på Calisto, kolonne for kolonne.
Moving from RD Station CRM
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.
Læs mere
Alt Calisto gør her
Siderne bag denne sammenligning: sektoren, appsene og guiderne.