SWITCH FROM ZOHO CRM
Zoho 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.
- CRM & Vendite
Funzione per funzione
Calisto Deals accanto a Zoho CRM
- 29 In entrambi
- 3 Solo in Zoho CRM
| 32 funzionalità | Calisto Deals | Zoho 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 |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.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 |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Controllato 28 ott 2026Fonte | Sì | Sì |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Controllato 28 ott 2026Fonte | Sì | Sì |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Controllato 28 ott 2026Fonte | Sì | Sì |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.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 |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Controllato 28 ott 2026Fonte | Sì | Sì |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Controllato 28 ott 2026Fonte | Sì | Sì |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Controllato 28 ott 2026Fonte | Sì | Sì |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Controllato 28 ott 2026Fonte | Sì | Sì |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Controllato 28 ott 2026Fonte | No | Sì |
| Lead EnrichmentLead profiles filled in from outside data sources.Controllato 28 ott 2026Fonte | No | Sì |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Controllato 28 ott 2026Fonte | No | Sì |
Cosa si muove
Portando i tuoi dati da Zoho 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 Zoho CRM e scarica il file. Viene letto nel tuo browser e mappato su Calisto.
Contatti
Contatti e lead CRM
Contabilità
Account aziendali e organizzazioni
Offerte
Opportunità e pipeline degli affari
Moving from Zoho 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.