Un seul enregistrement de contact par client.
Les applications que vous utilisez déjà l'écrivent. Une réservation, une commande ou un message crée le contact, il n'y a donc rien à importer et rien à garder en synchro.
L'application Contacts pour les clients
Un seul enregistrement par client, construit par les applications que vous exploitez déjà.
Contacts
Un seul répertoire lu par toute la plateforme.
Contact-360
Dix-sept onglets lisant depuis chaque application.
Listes du système
Huit listes calculées au moment de la requête.
Segments
Un constructeur dont les listes restent à jour.
Entreprises
Enregistrements d'entreprise liés à leurs contacts.
Outils de données
Importation, fusion, étiquettes et recherches enregistrées.
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onglets sur le détail contact-360
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listes système, configuration zéro
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imports de données à réconcilier
Toutes les personnes avec lesquelles votre entreprise a travaillé. Une seule liste.
Nom, e-mail, téléphone, entreprise, étiquettes, étape, la chaîne par laquelle ils sont arrivés en dernier, et la date de leur dernière activité. Faites des recherches, filtrez par n'importe quelle colonne et ouvrez n'importe quelle ligne pour accéder à l'enregistrement complet.
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.
Ouvrez une seule personne et consultez toutes les applications à une fois.
Dix-sept onglets pour un seul client : un aperçu, les activités, la chronologie, un résumé IA, leurs listes, les transactions, les réservations, les commandes, les messages, l'email, les finances, les adhésions, les abonnements, la fidélité, les notes, les propriétés et les documents. Chaque onglet lit la partie de l'entreprise qui possède ces données, donc rien ici ne peut contredire l'application qui l'a créée.
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.
Des listes qui se calculent seules. Des segments qui restent actuels.
Les listes stockent des critères plutôt qu'une adhésion, de sorte qu'une personne qui passe une troisième commande apparaît dans Clients répéteurs lors du prochain chargement, sans rien de programmé.
Les listes utiles sont là avant que vous ne configurez n'importe quoi.
Orbit s'ouvre avec huit listes de clients déjà remplies. Pas de assistant de configuration, pas de règle à écrire, pas de segment à enregistrer.
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.
Créez une liste à partir de critères. L'appartenance reste actuel.
Choisissez un champ, un opérateur et une valeur, puis en ajoutez un autre. Toutes les conditions au sein d'un groupe doivent être remplies ; la satisfaction de n'importe quel groupe suffit, et un comptage en temps réel vous indique combien de contacts correspondent avant de sauvegarder. C'est le même constructeur qui rédige les segments dans Deals, écrivant dans la même table, de sorte qu'aucune des deux applications n'a besoin d'apprendre l'autre.
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.
Des listes qui répondent à la question encore chaque fois que vous les ouvrez.
Quiconque passe une troisième commande figure dans la liste des clients fidèles lors du prochain chargement, et quiconque reste silencieux pendant soixante-dix jours apparaît dans la liste de rappel sans qu'aucun agent n'ait besoin de le déplacer.
Les gens en font la moitié. L'autre moitié, c'est pour qui ils travaillent.
Les contacts appartiennent à des entreprises. Les entreprises détiennent le relation.
Un dossier d'entreprise regroupe les personnes qui y travaillent, portant son secteur d'activité, son site web, son téléphone et sa ville au-dessus d'un tableau de ses contacts. Créez-en un directement, ou laissez-le se résoudre à partir de la colonne entreprise lors d'une importation.
| Nom | Titre | |
|---|---|---|
| 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.
Obtenez la liste, puis éliminez les doublons hors.
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.
Le dossier est une chose. Voici ce que les clients Orbit ajoutent à côté.
Ce que les clients d'Orbit ajoutent ensuite.
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
Tout ce que chaque application de la plateforme sait sur la personne : réservations, commandes, offres, appels, messages, paiements, adhésion, fichiers. C'est un seul registre lu de seize façons plutôt que seize systèmes qui détiennent chacun un fragment.
Un segment est une requête, il reste donc toujours à jour. Huit listes de clients sont calculées au moment de la requête, c'est pourquoi la liste que vous avez consultée le mois dernier est exacte aujourd'hui sans qu'il soit nécessaire de la rafraîchir.
Il est inclus avec toute application de communication Interact. Si vous avez Mail, Inbox, Voice, Live ou Equipo, vous avez Orbit.
Oui, bien que la plupart de ce qui remplit Orbit provienne directement des applications elles-mêmes. L'importation vous donne les personnes ; l'opération vous donne l'historique.
Inclus avec toute application de communication Interact et non vendu séparément. La section prix de cette page lit le catalogue en direct et fait foi.
Oui, dans des formats standards, y compris les segments et l'historique des interactions qui les sous-tendent.
