SWITCH FROM ZOHO CRM
Zoho 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.
- CRM & Vertrieb
Funktion für Funktion
Calisto Deals neben Zoho CRM
- 29 In beiden
- 3 Nur in Zoho CRM
| 32 Funktionen | Calisto Deals | Zoho 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 |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.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 |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.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 |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Geprüft am 28. Okt. 2026Quelle | 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.Geprüft am 28. Okt. 2026Quelle | Ja | Ja |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Geprüft am 28. Okt. 2026Quelle | Nein | Ja |
| Lead EnrichmentLead profiles filled in from outside data sources.Geprüft am 28. Okt. 2026Quelle | Nein | Ja |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Geprüft am 28. Okt. 2026Quelle | Nein | Ja |
Was bewegt sich
Importieren Sie Ihre Daten von Zoho 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 Zoho CRM und laden Sie die Datei hoch. Sie wird in Ihrem Browser gelesen und auf Calisto abgebildet.
Kontakte
CRM-Kontakte und Leads
Konten
Firmenkonten und Organisationen
Angebote
Chancen und Deal-Pipeline
Moving from Zoho 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.