Un registro de contacto por cliente.
Las aplicaciones que ya ejecutas lo escriben. Una reserva, un pedido o un mensaje crea el contacto, por lo que no hay nada que importar ni nada que mantener sincronizado.
La Aplicación de Contacto para Clientes
Un registro por cliente, construido por las aplicaciones que ya ejecutas.
Contactos
Un único directorio que lee toda la plataforma.
Contact-360
Diecisiete pestañas que leen de cada aplicación.
Listas del sistema
Ocho listas calculadas en tiempo de consulta.
Segmentos
Un constructor cuyas listas permanecen actualizadas.
Empresas
Registros de la empresa vinculados a sus contactos.
Herramientas de datos
Importar, fusionar, etiquetas y búsquedas guardadas.
0
pestañas en el detalle de contact-360
0
listas del sistema, configuración cero
Zero
importación de datos para conciliar
Cada persona con la que su empresa ha trabajado. Un lista.
Nombre, correo electrónico, teléfono, empresa, etiquetas, etapa, el canal por el que entró por última vez y la fecha de su última actividad. Busque, filtre en cualquier columna y abra cualquier fila en el registro completo.
New, VIP, Repeat, Customer and Prospect are read off the record itself: its age, its loyalty tier, its order count. Nobody maintains a stage, so no stage goes stale.
Whichever of the three an operator happens to remember is the one they type. Filters narrow on any column beside it.
Of the four counts above the table, this is the size of the audience you cannot reach.
Abra una persona y vea todas las aplicaciones en una vez.
Diecisiete pestañas para un solo cliente: un resumen general, actividad, línea de tiempo, un resumen con IA, sus listas, ofertas, reservas, pedidos, mensajes, correo electrónico, finanzas, membresías, suscripciones, fidelización, notas, propiedades y documentos. Cada pestaña lee de la parte del negocio que posee esos datos, por lo que nada aquí puede contradecir la aplicación que lo creó.
Every interaction in one column, newest first, with the channel it arrived on. A call, an email and a WhatsApp message are one list because they are one person.
Listas que se computan solas. Segmentos que permanecen actualizados.
Las listas almacenan criterios en lugar de membresía, por lo que alguien que realiza un tercer pedido aparece en Clientes Repetidores en la siguiente carga, sin nada programado.
Las listas útiles están ahí antes de que configure cualquier cosa.
Orbit se abre con ocho listas de clientes ya pobladas. Sin asistente de configuración, sin regla que escribir, sin segmento que guardar.
The eight are reserved and undeletable, and they hold no rows of their own. Each runs its criteria against the live contact set every time it is opened, so a customer who places a third order is in Repeat Customers on the next load, with nothing scheduled and nothing to refresh. At Risk is the one to watch: it needs at least one order and then ninety days of silence, so it lists people who bought and stopped, not people who never started.
Cree una lista a partir de criterios. La membresía permanece actual.
Elija un campo, un operador y un valor, luego añada otro. Todas las condiciones dentro de un grupo deben cumplirse; basta con que se cumpla cualquier grupo, y un contador en tiempo real le indica cuántos contactos coinciden antes de guardar. Es el mismo constructor que crea segmentos en Deals, escribiendo en la misma tabla, por lo que ninguna aplicación necesita aprender la otra.
Opening it runs the criteria again. Somebody who qualifies tomorrow is in it tomorrow, and somebody who stops qualifying leaves without anyone removing them.
The right shape when the list is a decision rather than a query. The fifty people invited to an opening stay the fifty people invited to an opening.
Listas que responden la pregunta de nuevo cada vez que las abres.
Alguien que realiza un tercer pedido aparece en Clientes Frecuentes en la siguiente carga, y alguien que se queda en silencio por noventa días aparece en la lista de recuperación sin que nadie lo mueva.
Las personas son la mitad del asunto. La otra mitad es con quién trabajan.
Los contactos pertenecen a empresas. Las empresas poseen el relación.
Un registro de empresa agrupa a las personas que trabajan allí, mostrando su industria, sitio web, teléfono y ciudad por encima de una tabla de sus contactos. Cree uno directamente o permita que se resuelva desde la columna de empresa durante una importación.
| Nombre | Correo electrónico | Título |
|---|---|---|
| Beatriz Almonte | beatriz@almontelaw.do | Managing Partner |
| Rafael Guzmán | rafael@almontelaw.do | Associate |
| Yesenia Pérez | yesenia@almontelaw.do | Office Manager |
| Hector Núñez | hector@almontelaw.do | Paralegal |
A company has its own list, detail and full create, edit and delete. The contact points at that record rather than repeating a name as free text on everyone who works there.
When one contact leaves and another arrives, the relationship with the company survives the change of person.
Of the three counts on the list, the number of companies that actually have people attached tells you how much of it is real.
Obtenga la lista, luego obtenga los duplicados fuera.
Import by uploading a CSV (start from the downloadable template): check the column mapping and preview the rows before anything is saved, and people whose email or phone is already on file are skipped when the duplicate check is on. Merge and Fix clusters duplicates by email, falls back to name when there is none, and tells you why each cluster was grouped before you touch it.
Every tag on every duplicate moves onto the primary. The tag is usually the only record of why somebody filed that contact in the first place.
Any static list holding a duplicate has that id swapped for the primary, deduped. Dynamic and system lists re-evaluate and simply find the survivor.
A real delete, not a flag, confirmed first and stated plainly as something that cannot be undone.
El registro es una cosa. Aquí está lo que los clientes de Orbit añaden a su lado.
Lo que los clientes de Orbit añaden próximo.
4 of these 8 connections are in your plan today. The rest stay visible so you know the instrument is there before you need it.
Bookings
The Bookings tab lists the reservations held by this contact, read from the reservations namespace, and a reservation taken against a person is what puts that person in the directory in the first place.
Deals
The Deals tab lists the open and closed deals attached to this contact, filtered on the same contact id the pipeline card carries.
Orderflow
The Orders tab reads order history from the orders namespace, and the same order count decides whether a contact is a Customer, a Repeat Customer or neither.
Registry
The Memberships tab reads the member records tied to the contact, so a membership taken out in Registry is visible on the contact the moment it exists.
Inbox
The Messages tab lists the conversations held with this contact by reading the shared conversation store the messaging engines write to.
The Email tab reads the email events sent to this contact, each with its subject, its delivery state and when it went out.
Ledger
The Financial tab reads the revenue, payments and outstanding balance carried against the contact, in the currency each record was written in.
Payments
A payment taken against a contact is what moves the financial summary on their record, without a reconciliation step in between.
No setup cost. Pay when you start using.
Contact management for teams that talk to customers.
Included with any Interact communication app
Contacts management system.
Recommended for you
Works well together.
Calisto Bookings
Included with Commerce or Ops
Reservations, inventory, contacts, tickets, and scheduling
Learn more →Calisto Deals
Calisto Orderflow
Calisto Registry
Included with Commerce or Ops
Reservations, inventory, contacts, tickets, and scheduling
Learn more →Calisto Inbox
Calisto Mail
Calisto Ledger
Calisto Payments
Everything included in Calisto Orbit.
- Every contact in the account in one searchable table
- Name, email, phone, company, tags, stage, last channel and last activity
- Search across name, email and phone at once
- Filter on any column, fifty rows to a page
- Four counts above the table: total, new this month, with email, missing email
- Lifecycle stage derived from the record: New, VIP, Repeat, Customer, Prospect
- Last channel normalised to Email, Phone, SMS or Mail
- Create a contact, or import, from the header
- A row opens the contact-360 on its activity tab
- Seventeen curated tabs in one pill-tab chrome
- Activity: what has been logged against the contact, newest first
- Timeline: messages, calls and meetings merged into one chronology
- Summary: the relationship in a paragraph, with the next step
- Lists: every list this contact currently belongs to
- Deals: open and closed deals attached to the contact
- Bookings: reservations held by the contact
- Orders: order history
- Messages: conversations across the messaging channels
- Email: emails sent, with subject, state and date
- Financial: revenue, payments and outstanding balance
- Memberships: active and lapsed memberships
- Subscriptions: plan, status, renewal date and amount
- Loyalty: tier, points and rewards, behind the Circle loyalty flag
- Notes: internal notes with author and date
- Properties: custom fields on the contact
- Documents: files filed against the contact, with type and size
- Eight lists present on the first open, with no configuration
- New Customers: added in the last thirty days
- VIP Customers: gold or platinum loyalty tier
- Repeat Customers: three or more orders
- At Risk: has ordered, then silent for ninety days or more
- Recent Interactions: active in the last seven days
- Birthday This Month: birthday falls in the current month
- No Email: missing an email address
- Unsubscribed: opted out of marketing
- Criteria evaluated on every read, never materialised as rows
- Counted by the database where the criteria allow it
- Tested against the active contact set where they do not
- Reserved and undeletable
- Customer Lists hub: system lists and your own lists in one table
- Member count, type and last update on every list row
- Segment builder with a six-field catalog
- Fields: Name / Email, Stage, Role, Lead Source, Created Date, Last Activity
- Conditions AND within a group, groups OR across
- Live preview count and sample contacts before saving
- Dynamic lists store criteria and re-evaluate on read
- Static lists store contact ids and stay frozen
- Smart Lists: the dynamic segments, listed on their own
- Saved Searches: re-runnable contact searches with their results
- Tags: every tag is a filtered view of the contacts carrying it
- A predicate the contact set cannot express is skipped, never faked
- Company records with their own list, detail and full CRUD
- Profile: name, industry, website, phone and city
- A table of the contacts at that company with email and title
- Three counts: total companies, companies with contacts, active deals
- Companies resolve from the company column during import
- Import your existing contacts
- Column set: name, email, phone, company
- Skip-duplicates-by-email toggle on the import
- Duplicate detection clustered by normalised email
- Fallback clustering by normalised full name when there is no email
- A stated reason on every cluster
- Merge unions the tags of every duplicate onto the primary
- Merge rewrites static list membership onto the primary, deduped
- Merge deletes the duplicate records outright
- Dynamic and system lists need no rewrite because they re-evaluate
- A confirmation that states the merge cannot be undone
- An empty merge screen that says the contacts are clean, not a blank table
- Total contacts, new this month, total lists and total companies
- List performance table with members and growth per list
- Contact settings: custom properties, tags and lifecycle stages
- Default country and default currency for new records
- Notification centre with in-app delivery and an unread count
- Mark-one-read and mark-all-read
- Per-person, per-channel notification preferences
- Live stream for new notifications, plus device token registration
- One contact model, shared with every app that touches a person
- Each contact-360 tab reads the namespace that owns that data
- Orbit owns the lists, notes, properties and tags; the rest are windows
- A tab with nothing for this contact renders empty, with no cached fallback
- No connector, no import job, no staging table, no sync delay
- One identity: every person is a user id inside an account
- Every read and write scoped to the account
- The active business unit scopes contacts, companies and lists
- Lists persist in the same table Deals smart lists use
- Criteria persist as a portable filter tree, not a query string
- No intra-account roles, because Calisto has none
- Bookings (reservations on the contact, and contacts created by a booking)
- Deals (the deals attached to the contact)
- Orderflow (order history, and the order count behind Repeat Customers)
- Desk (tickets raised against the contact)
- Registry (memberships)
- Circle (the loyalty tier behind VIP Customers)
- Inbox (conversation history)
- Mail (email activity and engagement)
- Ledger and Payments (the financial summary)
- Depot (documents filed against the contact)
- Campaigns (lists and segments as the audience)
- Automations (list membership as a condition)
- Identity (the verification level on the record)
- Purview (business unit scope)
Questions about Calisto Orbit
Todo lo que cada aplicación en la plataforma sabe sobre la persona: reservas, pedidos, tratos, llamadas, mensajes, pagos, membresía, archivos. Es un solo registro leído de dieciséis maneras en lugar de dieciséis sistemas que cada uno retiene un fragmento.
Un segmento es una consulta, por lo que se mantiene actualizado. Se calculan ocho listas de clientes en tiempo de consulta, que es por lo que la lista que consultaste el mes pasado es correcta hoy sin que nadie la actualice.
Está incluido con cualquier aplicación de comunicación Interact. Si tienes Mail, Inbox, Voice, Live o Equipo, tienes Orbit.
Sí, aunque la mayor parte de lo que llena Orbit proviene de las propias aplicaciones. Una importación te da a las personas; la operación te da la historia.
Incluido con cualquier app de comunicación Interact en lugar de venderse por separado. La sección de precios en esta página lee el catálogo en vivo y es la autoridad.
Sí, en formatos estándar, incluidos los segmentos y el historial de interacciones que los respalda.
