SWITCH FROM PIPEDRIVE
Pipedrive 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 et Ventes
Fonctionnalité par fonctionnalité
Calisto Deals à côté de Pipedrive
- 27 Dans les deux
- 2 Uniquement dans Pipedrive
| 29 fonctionnalités | Calisto Deals | Pipedrive |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Vérifié le 28 oct. 2026Source | Oui | Oui |
| 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.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Vérifié le 28 oct. 2026Source | Oui | Oui |
| 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.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Quote Versions on One DealCalisto: every quote is a version of the deal’s terms, revised or answered with their counter; one version is primary.Vérifié le 28 oct. 2026Source | Oui | Oui |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Vérifié le 28 oct. 2026Source | Oui | Oui |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Vérifié le 28 oct. 2026Source | Oui | Oui |
| Gaps | ||
| Email Open and Click TrackingWhen a recipient opens an email sent from the CRM or clicks a link in it.Vérifié le 28 oct. 2026Source | Non | Oui |
| Prospecting DatabaseA database of company and contact profiles searched for new leads.Vérifié le 28 oct. 2026Source | Non | Oui |
Ce qui bouge
Importez vos données depuis Pipedrive
Vos données sont lues dans votre propre navigateur et envoyées à votre compte Calisto. Calisto ne voit jamais votre identifiant de connexion pour l'ancien système.
Récupéré en direct depuis votre navigateur
Collez une clé que vous créez dans Pipedrive. Votre navigateur lit vos enregistrements et les envoie à Calisto ; la clé ne quitte jamais votre navigateur.
Persons
Enregistrements de contacts
Organisations
Enregistrements d'entreprise/organisation
Affaires
Enregistrements de deals/opportunités
Moving from Pipedrive
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.
En savoir plus
Tout ce que Calisto fait ici
Les pages derrière cette comparaison : le secteur, les applications et les guides.