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 für Funktion
Calisto Deals neben RD Station CRM
- 17 In beiden
- 3 Nur in RD Station CRM
| 20 Funktionen | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Geprüft am 28. Okt. 2026Quelle | 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.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Geprüft am 28. Okt. 2026Quelle | 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.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Geprüft am 28. Okt. 2026Quelle | 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.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Geprüft am 28. Okt. 2026Quelle | 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.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Geprüft am 28. Okt. 2026Quelle | Nein | Ja |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Geprüft am 28. Okt. 2026Quelle | Nein | Ja |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Geprüft am 28. Okt. 2026Quelle | Nein | Ja |
Was bewegt sich
Importieren Sie Ihre Daten von RD Station CRM
Ihre Daten werden in Ihrem eigenen Browser ausgelesen und an Ihr Calisto-Konto gesendet. Calisto sieht niemals Ihre Login-Daten für das alte System.
Aus einer Exportdatei
Exportieren Sie Ihre Daten von RD Station CRM und laden Sie die Datei hoch. Sie wird in Ihrem Browser gelesen und auf Calisto abgebildet.
Jedes Excel-Blatt, das Sie von RD Station CRM exportieren, kann Spalte für Spalte auf Calisto abgebildet werden.
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.
Mehr erfahren
Alles, was Calisto hier tut
Die Seiten hinter diesem Vergleich: der Sektor, die Apps und die Guides.