SWITCH FROM TEAMLEADER FOCUS
Teamleader Focus 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.
Χαρακτηριστικό προς χαρακτηριστικό
Calisto Deals δίπλα στο Teamleader Focus
- 20 Και στα δύο
- 1 Μόνο στο Teamleader Focus
| 21 λειτουργικότητες | Calisto Deals | Teamleader Focus |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Leads | ||
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| 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.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| 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.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Gaps | ||
| LinkedIn Profile CaptureA browser plug-in that adds a LinkedIn profile as a contact with their company and role.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
Τι κινείται
Μεταφορά των δεδομένων σας από το Teamleader Focus
Τα δεδομένα σας διαβάζονται στον δικό σας περιηγητή και αποστέλλονται στον λογαριασμό Calisto σας. Το Calisto ποτέ δεν βλέπει το login σας για το παλιό σύστημα.
Από ένα αρχείο εξαγωγής
Εξαγάγετε τα δεδομένα σας από το Teamleader Focus και ρίξτε το αρχείο μέσα. Διαβάζεται στον browser σας και απεικονίζεται στο Calisto.
Κάθε πίνακας που εξαγάγετε από το Teamleader Focus μπορεί να χαρτογραφηθεί στο Calisto, στήλη προς στήλη.
Moving from Teamleader Focus
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.
Περισσότερες πληροφορίες
Όλα όσα κάνει το Calisto εδώ
Οι σελίδες πίσω από αυτή τη σύγκριση: το τομέα, οι εφαρμογές και οι οδηγίες.