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.
Bawat feature ay feature
Calisto Deals sa tabi ng RD Station CRM
- 17 Sa parehong
- 3 Langit lamang sa RD Station CRM
| 20 feature | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| 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.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| 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.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Naintalanan noong Okt 28, 2026Pinagmulan | Oo | Oo |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Naintalanan noong Okt 28, 2026Pinagmulan | Hindi | Oo |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Naintalanan noong Okt 28, 2026Pinagmulan | Hindi | Oo |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Naintalanan noong Okt 28, 2026Pinagmulan | Hindi | Oo |
Ano ang gumagalaw
Pagdadala ng iyong data mula sa RD Station CRM
Ang iyong data ay binabasa sa iyong sariling browser at ipinapadala sa iyong Calisto account. Hindi nakikita ng Calisto ang iyong login para sa lumang sistema.
Mula sa isang export file
I-export ang iyong data mula sa RD Station CRM at ilagay ang file doon. Binabasa ito sa iyong browser at inihahambing sa Calisto.
Anuman ang spreadsheet na in-export mo mula sa RD Station CRM ay maaaring i-map sa Calisto, column by column.
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.
Malaman pa
Lahat ng ginagawa ng Calisto dito
Ang mga pahina sa likod ng paghahambing: ang sektor, ang mga app, at ang mga gabay.