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.
Característica por característica
Calisto Deals junto a RD Station CRM
- 17 En ambos
- 3 Solo en RD Station CRM
| 20 características | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Verificado 28 oct 2026Fuente | Sí | Sí |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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.Verificado 28 oct 2026Fuente | Sí | Sí |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Verificado 28 oct 2026Fuente | Sí | Sí |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Verificado 28 oct 2026Fuente | Sí | Sí |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Verificado 28 oct 2026Fuente | Sí | Sí |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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.Verificado 28 oct 2026Fuente | Sí | Sí |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Verificado 28 oct 2026Fuente | Sí | Sí |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Verificado 28 oct 2026Fuente | Sí | Sí |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Verificado 28 oct 2026Fuente | Sí | Sí |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Verificado 28 oct 2026Fuente | Sí | Sí |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Verificado 28 oct 2026Fuente | Sí | Sí |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Verificado 28 oct 2026Fuente | Sí | Sí |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Verificado 28 oct 2026Fuente | Sí | Sí |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Verificado 28 oct 2026Fuente | Sí | Sí |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Verificado 28 oct 2026Fuente | Sí | Sí |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Verificado 28 oct 2026Fuente | No | Sí |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Verificado 28 oct 2026Fuente | No | Sí |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Verificado 28 oct 2026Fuente | No | Sí |
Lo que se mueve
Trae tus datos de RD Station CRM
Tus datos se leen en tu propio navegador y se envían a tu cuenta de Calisto. Calisto nunca ve tu inicio de sesión para el sistema anterior.
Desde un archivo de exportación
Exporte sus datos de RD Station CRM y coloque el archivo. Se lee en su navegador y se mapea en Calisto.
Cualquier hoja de cálculo que exportes de RD Station CRM puede mapearse en Calisto, columna por columna.
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.
Saber más
Todo lo que Calisto hace aquí
Las páginas detrás de esta comparación: el sector, las aplicaciones y las guías.