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.
Feature by feature
Calisto Deals beside RD Station CRM
- 17 In both
- 3 Only in RD Station CRM
| 20 features | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Checked 28 paź 2026Source | Yes | Yes |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Checked 28 paź 2026Source | Yes | Yes |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Checked 28 paź 2026Source | Yes | Yes |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Checked 28 paź 2026Source | Yes | Yes |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Checked 28 paź 2026Source | Yes | Yes |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Checked 28 paź 2026Source | Yes | Yes |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Checked 28 paź 2026Source | Yes | Yes |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Checked 28 paź 2026Source | Yes | Yes |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Checked 28 paź 2026Source | Yes | Yes |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Checked 28 paź 2026Source | Yes | Yes |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Checked 28 paź 2026Source | Yes | Yes |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Checked 28 paź 2026Source | Yes | Yes |
| Assistance | ||
| Summaries and Drafts on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Checked 28 paź 2026Source | Yes | Yes |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Checked 28 paź 2026Source | No | Yes |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Checked 28 paź 2026Source | No | Yes |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Checked 28 paź 2026Source | No | Yes |
What moves
Bringing your data from RD Station CRM
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from RD Station CRM and drop the file in. It is read in your browser and mapped onto Calisto.
Any spreadsheet you export from RD Station CRM can be mapped onto Calisto, column by column.
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.