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 y Ventas
Característica por característica
Calisto Deals junto a Zoho CRM
- 29 En ambos
- 3 Solo en Zoho CRM
| 32 características | Calisto Deals | Zoho 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 |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.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 |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Verificado 28 oct 2026Fuente | Sí | Sí |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Verificado 28 oct 2026Fuente | Sí | Sí |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Verificado 28 oct 2026Fuente | Sí | Sí |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.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 |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Verificado 28 oct 2026Fuente | Sí | Sí |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Verificado 28 oct 2026Fuente | Sí | Sí |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Verificado 28 oct 2026Fuente | Sí | Sí |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Verificado 28 oct 2026Fuente | No | Sí |
| Lead EnrichmentLead profiles filled in from outside data sources.Verificado 28 oct 2026Fuente | No | Sí |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Verificado 28 oct 2026Fuente | No | Sí |
Lo que se mueve
Trae tus datos de Zoho 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 Zoho CRM y coloque el archivo. Se lee en su navegador y se mapea en Calisto.
Contactos
Contactos y prospectos del CRM
Cuentas
Cuentas de la empresa y organizaciones
Negocios
Oportunidades y pipeline de tratos
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.
Saber más
Todo lo que Calisto hace aquí
Las páginas detrás de esta comparación: el sector, las aplicaciones y las guías.