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Calisto Deals

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.

Fonctionnalité par fonctionnalité

Calisto Deals à côté de RD Station CRM

  • 17 Dans les deux
  • 3 Uniquement dans RD Station CRM
Calisto Deals à côté de RD Station CRM, fonction par fonction
20 fonctionnalitésCalisto DealsRD Station CRM
Pipeline
Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Vérifié le 28 oct. 2026SourceOuiOui
Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Vérifié le 28 oct. 2026SourceOuiOui
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. 2026SourceOuiOui
Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Vérifié le 28 oct. 2026SourceOuiOui
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. 2026SourceOuiOui
Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Vérifié le 28 oct. 2026SourceOuiOui
Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Vérifié le 28 oct. 2026SourceOuiOui
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. 2026SourceOuiOui
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. 2026SourceOuiOui
Activities
Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Vérifié le 28 oct. 2026SourceOuiOui
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. 2026SourceOuiOui
Automation
Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Vérifié le 28 oct. 2026SourceOuiOui
Reporting
Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Vérifié le 28 oct. 2026SourceOuiOui
Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Vérifié le 28 oct. 2026SourceOuiOui
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. 2026SourceOuiOui
Communication
Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Vérifié le 28 oct. 2026SourceOuiOui
AI
AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Vérifié le 28 oct. 2026SourceOuiOui
Gaps
Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Vérifié le 28 oct. 2026SourceNonOui
Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Vérifié le 28 oct. 2026SourceNonOui
Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Vérifié le 28 oct. 2026SourceNonOui

Ce qui bouge

Importez vos données depuis RD Station CRM

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.

À partir d'un fichier d'exportation

Exportez vos données depuis RD Station CRM et déposez le fichier. Il est lu dans votre navigateur et mappé sur Calisto.

N'importe quel tableau Excel que vous exportez depuis RD Station CRM peut être mappé sur Calisto, colonne par colonne.

Le guide de migration RD Station CRMDéplacer mes données

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.

En savoir plus

Tout ce que Calisto fait ici

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