고객당 하나의 연락처 기록.
이미 실행 중인 앱이 작성합니다. 예약, 주문 또는 메시지가 연락처를 생성하므로 가져올 것이나 동기화해야 할 것이 없습니다.
고객을 위한 Contact 앱
기존에 실행 중인 앱으로 구축된 고객별 하나의 레코드.
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contact-360 상세 페이지의 탭
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시스템 목록, 제로 구성
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대조할 데이터 가져오기
귀하의 비즈니스와 협력한 모든 사람. 하나의 목록.
이름, 이메일, 전화번호, 회사, 태그, 단계, 마지막으로 들어온 채널 및 마지막 활동 날짜. 모든 열에서 검색하고 필터링하며 모든 행을 전체 기록으로 엽니다.
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.
한 명을 선택하여 한 번에서 모든 앱을 확인하세요.
한 고객에 대한 Seventeen 탭: 개요, 활동, 타임라인, AI 요약, 목록, 거래, 예약, 주문, 메시지, 이메일, 재무, 멤버십, 구독, 로열티, 메모, 부동산 및 문서. 각 탭은 해당 데이터를 소유한 비즈니스 부분에서 읽으므로, 여기에 있는 내용은 해당 데이터를 작성한 앱과 모순될 수 없습니다.
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.
스스로 계산되는 목록. 현재 상태를 유지하는 세그먼트.
목록은 멤버십이 아닌 기준을 저장하므로, 세 번째 주문을 한 사람은 다음 로딩 시 '반복 구매자' 목록에 포함되며 예약 사항은 없습니다.
구성 아무거나하기 전에 유용한 목록이 준비되어 있습니다
Orbit 은 이미 8 개의 고객 목록이 채워진 상태로 시작합니다. 설정 마법사 없이, 작성할 규칙 없이, 저장할 섹션 없이.
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.
기준에서 목록을 생성하세요. 멤버십은 현재로 유지됩니다.
필드, 연산자 및 값을 선택한 후 추가하세요. 그룹 내 조건은 모두 충족되어야 하며, 그룹이 충족될 경우 충분하며, 저장하기 전에 일치하는 연락처 수를 실시간으로 확인할 수 있습니다. 이는 거래 (Deals) 에서 섹션을 작성하는 동일한 빌더로, 동일한 테이블에 기록하므로 두 앱이 서로를 학습할 필요가 없습니다.
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.
열 때마다 다시 질문을 답하는 목록들입니다.
세 번째 주문을 내는 사람은 다음 로드에 '반복 고객'에, 90 일 동안 연락이 끊기는 사람은 '재방문 대상 목록'에 자동으로 표시됩니다.
사람들은 그 절반을 차지합니다. 나머지 절반은 그들이 누구를 위해 일하는지입니다.
연락처는 회사에 속합니다. 회사는 관계를 보유합니다.
회사 기록은 그곳에서 일하는 사람들을 그룹화하며, 연락처 테이블 위에 해당 산업, 웹사이트, 전화번호 및 도시 정보를 표시합니다. 직접 생성하거나 가져입시 회사 열에서 자동으로 생성되도록 할 수 있습니다.
| 이름 | 이메일 | 제목 |
|---|---|---|
| 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.
목록을 가져온 다음 중복 항목 밖으로을 가져옵니다.
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.
기록은 한 가지입니다. 여기가 Orbit 고객들이 그 옆에 붙이는 것입니다.
Orbit 고객이 다음으로 추가하는 기능.
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
플랫폼 내 모든 앱이 해당 인물에 대해 알고 있는 모든 정보: 예약, 주문, 거래, 통화, 메시지, 결제, 멤버십, 파일. 이는 16 개의 시스템이 각각 조각을 보유하고 있는 것이 아니라, 16 가지 방식으로 읽히는 하나의 기록입니다.
섹먼트는 쿼리이므로 최신 상태를 유지합니다. 8 개의 고객 목록은 쿼리 시점에 계산되므로, 지난달에 보셨던 목록이 아무도 새로고침하지 않아도 오늘도 정확합니다.
Interact 통신 앱과 함께 제공됩니다. Mail, Inbox, Voice, Live 또는 Equipo를 사용 중이라면 Orbit도 함께 있습니다.
네, 오비트를 채우는 것의 대부분은 앱 자체에서 비롯됩니다. 가져오기는 사람을, 운영은 역사를 제공합니다.
별도로 판매되지 않으며 모든 Interact 통신 앱에 포함되어 있습니다. 이 페이지의 가격 섹션은 라이브 카탈로그를 읽으며 최종 권한을 가집니다.
네, 표준 형식을 포함하여 해당 섹션과 그 뒤의 상호작용 이력까지 포함됩니다.
