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.
Funzione per funzione
Calisto Deals accanto a RD Station CRM
- 17 In entrambi
- 3 Solo in RD Station CRM
| 20 funzionalità | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Controllato 28 ott 2026Fonte | Sì | Sì |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Controllato 28 ott 2026Fonte | Sì | Sì |
| 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.Controllato 28 ott 2026Fonte | Sì | Sì |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Controllato 28 ott 2026Fonte | Sì | Sì |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Controllato 28 ott 2026Fonte | Sì | Sì |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Controllato 28 ott 2026Fonte | Sì | Sì |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Controllato 28 ott 2026Fonte | Sì | Sì |
| 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.Controllato 28 ott 2026Fonte | Sì | Sì |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Controllato 28 ott 2026Fonte | Sì | Sì |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Controllato 28 ott 2026Fonte | Sì | Sì |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Controllato 28 ott 2026Fonte | Sì | Sì |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Controllato 28 ott 2026Fonte | Sì | Sì |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Controllato 28 ott 2026Fonte | Sì | Sì |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Controllato 28 ott 2026Fonte | Sì | Sì |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Controllato 28 ott 2026Fonte | Sì | Sì |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Controllato 28 ott 2026Fonte | Sì | Sì |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Controllato 28 ott 2026Fonte | Sì | Sì |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Controllato 28 ott 2026Fonte | No | Sì |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Controllato 28 ott 2026Fonte | No | Sì |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Controllato 28 ott 2026Fonte | No | Sì |
Cosa si muove
Portando i tuoi dati da RD Station CRM
I tuoi dati vengono letti nel tuo browser e inviati al tuo account Calisto. Calisto non vede mai il tuo accesso per il vecchio sistema.
Da un file di esportazione
Esporta i tuoi dati da RD Station CRM e scarica il file. Viene letto nel tuo browser e mappato su Calisto.
Qualsiasi foglio di calcolo che esporti da RD Station CRM può essere mappato su Calisto, colonna per colonna.
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.
Scopri di più
Tutto ciò che Calisto fa qui
Le pagine dietro questo confronto: il settore, le app e le guide.