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 & Πωλήσεις
Χαρακτηριστικό προς χαρακτηριστικό
Calisto Deals δίπλα στο Zoho CRM
- 29 Και στα δύο
- 3 Μόνο στο Zoho CRM
| 32 λειτουργικότητες | Calisto Deals | Zoho CRM |
|---|---|---|
| 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 |
| 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.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 | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| 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 |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
| Lead EnrichmentLead profiles filled in from outside data sources.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
Τι κινείται
Μεταφορά των δεδομένων σας από το Zoho CRM
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 Zoho CRM και ρίξτε το αρχείο μέσα. Διαβάζεται στον browser σας και απεικονίζεται στο Calisto.
Επικοινωνίες
Επικοινωνίες και πιθανοί πελάτες του CRM
Λογαριασμοί
Λογαριασμοί εταιρειών και οργανισμοί
Συμβάσεις
Ευκαιρίες και αγωγός συναλλαγών
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.
Περισσότερες πληροφορίες
Όλα όσα κάνει το Calisto εδώ
Οι σελίδες πίσω από αυτή τη σύγκριση: το τομέα, οι εφαρμογές και οι οδηγίες.