Isang record ng contact bawat kundumero.
Ang mga app na iyong ginagamit ang naglilimbag nito. Isang reserba, isang order, o mensahe ang lumilikha ng contact, kaya walang kailangang i-import at walang kailangang i-sync.
Ang Contact App para sa Customers
Isang record bawat customer, ginawa ng mga app na iyong ginagamit na.
Mga Kontak
Isang direktoryo na binabasa ng buong platform.
Contact-360
Pitoong tabs na nagbabasa mula sa bawat app.
Listahan ng Sistema
Walong listahan na inihahanda sa oras ng query.
Mga Segment
Isang gumawa na ang mga listahan ay nananatiling kasalukuyan.
Mga Kumpanya
Mga kumpanya na nakakonekta sa kanilang mga contacts.
Mga Kagamitan sa Data
Import, i-merge, mga tag at mga naipon na paghahanay.
0
mga tab sa detalye ng contact-360
0
listahan ng sistema, walang konfigurasyon
Zero
mga na-import na data para sa pagkakasama
Lahat ng tao na nagtrabaho sa iyong negosyo. Isang list.
Pangalan, email, numero ng telepono, kumpanya, mga tag, yugto, ang kanal kung saan sila huling pumasok at ang petsa ng huling aktibidad. Maghanap, mag-filter sa anumang kolum, at buksan ang anumang hilera sa buong rekord.
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.
Buksan ang isang tao at makita ang bawat app sa isang beses.
Labindapit na tab sa isang customer: isang pangkalahatang tingin, aktibidad, timeline, isang AI summary, ang kanilang mga listahan, deals, bookings, orders, messages, email, finances, memberships, subscriptions, loyalty, notes, properties at documents. Bawat tab ay binabasa mula sa bahagi ng negosyo na may-ari ng datos na iyon, kaya walang maaaring magkasalungat dito sa app na nagawa ito.
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.
Listahan na kumalkala ng sarili. Mga segment na nananatiling aktwal.
Ang mga listahan ay nag-iimbak ng mga kriteriya kaysa sa miyembro, kaya ang isang taong naglalagay ng ika-tatlong order ay nasa Mga Pag-uulit na Kustomer sa susunod na load, walang ginagawa ang inayos.
Ang mga makatulong na listahan ay nandoon bago mo mag-configure ng anumang.
Binuksan ng Orbit ang paggamit na may walong listahan ng mga kliyente na puno na. Walang wizard sa pag-setup, walang panuntunan na kailangang isulat, at walang segment na kailangang i-save.
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.
Gumawa ng listahan base sa mga kriteriya. Ang pagkakapili ay mananatiling kasalukuyan.
Pumili ng field, operator, at halaga, pagkatapos ay dagdag ang isa pa. Kailangang tumugma ang lahat ng kondisyon sa loob ng isang grupo; sapat na ang anumang grupo na tumutugma, at ang live count ay nagpapakita kung ilang contacts ang tumutugma bago mo itong i-save. Ito ang parehong builder na gumagawa ng segments sa Deals, na sumusulat sa parehong talahanayan, kaya't wala sa dalawang app na kailangang matutunan ang isa't isa.
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.
Mga listahan na sagot sa tanong ulit tuwing bukas mo sila.
Ang taong naglalagay ng ikatlong order ay nasa Listahan ng Muling Pagbabalik sa susunod na load, at ang taong humihinto sa paggawa ng gawain sa loob ng walong araw ay lumalabas sa listahan ng pagbabalik nang walang sinuman na naglalakad.
Ang mga tao ay kalahati lang nito. Ang ibang kalahati naman ay kung saan sila nagtrabaho.
Ang mga contacts ay kabibilangan ng mga kumpanya. Ang mga kumpanya ang nag-iingat sa relasyon.
Isang rekord ng kumpanya ang naglalaman ng mga tao na nagtrabaho doon, na may kasamang industriya, website, telepono at lungsod sa itaas ng isang talahanayan ng mga contacts nito. Gumawa ng isa nang direkta, o iwanan itong mag-resolve mula sa kolum ng kumpanya habang ginagawa ang import.
| Pangalan | Pamagat | |
|---|---|---|
| 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.
Kumuha ng listahan, tapos kumuha ng mga duplicates labas.
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.
Ang rekord ay isa lamang bagay. Narito ang mga ginagawa ng mga customer ng Orbit sa tabi nito.
Ano ang mag-aadd ng mga kustomer ng Orbit sa susunod.
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
Lahat ng alam ng bawat app sa platform tungkol sa tao: mga booking, orders, deals, tawag, mensahe, bayad, membership, at files. Ito ay isang record na binabasa sa 16 paraan imbes na 16 na sistema na bawat isa ay nag-iimbak ng isang bahagi lamang.
Isang segment ay isang query, kaya ito ay nananatiling current. Walong customer lists ang ino-compute sa query time, na kung bakit ang listang inilipat mo noong nakaraang buwan ay tama ngayon nang walang kailangang i-refresh.
Kasama ito sa anumang komunikasyon na app ng Interact. Kung mayroon kang Mail, Inbox, Voice, Live o Equipo, may Orbit ka na.
Oo, kahit na karamihan sa mga lumalabas sa Orbit ay galing sa mga app mismo. Ang import ay nagbibigay sa iyo ng mga tao; ang operasyon naman ay nagbibigay sa iyo ng kasaysayan.
Kasama sa anumang Interact communication app imbes na benta nang hiwalay. Ang seksyon ng presyo sa pahinang ito ay nagbabasa ng live catalogue at ang awtoridad.
Oo, sa mga standard na format, kasama ang mga segment at ang kasaysayan ng interaksyon sa likod nila.
