8 systems. 14 integrations. One pipeline.
8 core systems. 7 configurable dashboards. 4 routing modes. 24/7 AI qualification. Commission engine with four-stage settlement. 14 native Calisto product integrations. Zero per-seat fees.
Kanban. List. All Deals. Three views. One board.
A multi-view pipeline interface with drag-and-drop Kanban, sortable list, and unified All Deals cross-pipeline search. Deal health scoring against four factors. Stage gates with multi-level approval chains. Won and lost deal archives with reason tracking.
Kanban board, list view, and three-column deal detail
Drag-and-drop stage transitions. Deal value, owner, and aging visible per card. Three-column detail view: activity feed, document list, metadata sidebar. Next Best Action chip per deal with urgency ranking. Keyboard: K opens Kanban, L opens list, D opens deal detail.
Stage Gates & Approvals
Multi-level approval chains prevent deals from advancing until the right people sign off. Full audit trail of every approval decision.
Next Best Action
Deal analysis engine surfaces the single highest-priority action per record. Urgency-ranked. Context-aware.
Ops Handoff
Closed deals automatically create tasks, bookings, and work orders in Calisto Ops. Zero manual re-entry between sales and operations.
Won Deals
Archive of closed-won deals with close date, final value, close reason, and owner. Filterable by date range, owner, and source.
Lost Deals
Loss archive with reason tracking, last stage reached, and date. Built for win/loss analysis and pipeline improvement.
Approval Queue
Manager-facing queue of all pending approvals. One-click approve or reject with optional comment and full audit trail.
The Lead Engine
6 capture channels. 8 scoring factors. <30s routing. One inbox.
Six ingestion channels feed a unified lead inbox. Behavioral scoring on arrival. Rule-based and ML-powered routing in under 30 seconds.
Capture
Six ingestion channels feed a unified lead inbox. Every touchpoint — web form, walk-in kiosk, SMS keyword, referral link, CRM import, API webhook — creates the same normalized contact record.
Score
Eight behavioral factors score every lead on arrival. Weighted points, AI grading, and engagement decay keep temperature accurate over time — no manual triage.
Route
Four routing modes assign leads to agents in under 30 seconds. Round-robin, first-to-claim, territory-based, and segment ponds — with SLA tracking and escalation on breach.
Speed-to-lead latency: <30 seconds from lead arrival to agent assignment. Score recalculation fires on every engagement event.
Field-level conditions. Saved views. Real-time refresh.
Dynamic filtered views across deals and contacts. Condition builder supports stage, owner, source, tags, date ranges, value ranges, and custom fields. Saved list library with team and private visibility. Live-updating result sets.
20 triggers. 6 step types. Four tabs. One engine.
Multi-step automated workflows combining email, SMS, call tasks, internal tasks, and wait delays. Twenty event-based triggers including date-relative firing. Enrollment dashboard with per-contact step tracking. Auto-reply, auto-reassign, and auto-tag subsystems.
New Buyer Lead
Post-Showing
Long-Term Nurture
Custom
+9 more industry templates
Auto-Reply
Instant automated acknowledgment when new leads arrive. Configurable per source via email or SMS.
Auto-Reassign
Automatic redistribution when an agent is unavailable, over capacity, or removed from the team.
Auto-Tag
Labels applied automatically based on events, sources, or field values. No manual tagging required.
Natural-language input to multi-step workflow with timing and branching. Calisto generates the sequence.
Four modes. Priority-ordered rules. <30s assignment.
Rule engine evaluates lead attributes: source, location, value, capacity. First-match-wins logic. Assignment targets: individual agent, team, or rotation group. SLA timer activates on assignment. Every second of response delay reduces conversion probability; routing latency under 30 seconds eliminates the gap.
Round-Robin
Fair sequential distribution across available agents. Skips agents at capacity or unavailable.
First-to-Claim
Lead enters a shared pool. First agent to claim it gets ownership. Racing with claim limits.
Territory-Based
Geographic territories by city, state, zip, or map-drawn boundaries. Leads auto-route by location.
Capacity-Based
Routes to agents with bandwidth. Factors in active deal count, pipeline value, and workload.
Lead captured. AI scored. Agent assigned. Sequence enrolled. Automatic.
Every module shares the universal 128-field Contact record. No data re-entry across products.
6 split types. 4-stage settlement. What-if calculator.
Automatic calculation from deal value and configurable split rules. Co-listing splits. Referral fees. Brokerage cuts. Tiered structures. Override commissions. What-if modeling. Four-stage settlement lifecycle: Draft, Submitted, Approved, Paid. Commission miscalculations carry direct revenue consequences; the what-if calculator eliminates pre-close disputes.
Four AI modules. Rule-based + ML scoring. One pipeline.
Four inference modules embedded in the sales pipeline. Conversational qualification via multi-turn dialogue. ML-trained conversion prediction supplementing rule-based scoring. Context-aware content generation from deal data and vertical templates. Natural-language sequence construction. No additional seats. No premium tier.
AI Sales Bot (ISA)
Automated inside sales assistant that engages leads via conversational chat. Qualifies against configurable criteria through multi-turn dialogue. Routes qualified prospects to humans with full conversation context.
ISA Dashboard
Conversation volume, qualification rates, handoff counts, response quality, and average time-to-qualify. Review individual conversations. Adjust qualification criteria in real time.
Predictive Lead Scoring
ML model trained on historical close patterns. Conversion likelihood prediction beyond rule-based scoring. Temperature auto-set: Hot, Warm, Cold. Engagement decay over time.
AI Content Generation
Generate email drafts, follow-up messages, proposal language, and marketing copy from deal data, contact history, and vertical-specific templates. One click, context-aware.
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core systems: Pipeline Board, Lead Engine, Sequence Engine, Routing Node, Commission Core, Intelligence Layer, Task Grid, Report Hub
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native product integrations: Ops, Proposals, Sign, Connect, Studio, Spaces, Access, Pulse, WiFi, Navigator, Equipment, Circle, Events, Contacts
24/7
AI qualification via multi-turn conversational dialogue
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CRM migration importers: HubSpot, Salesforce, Pipedrive, CSV
128 fields. 10 roles. One universal record.
A single contact record shared across all Calisto products. 128 data fields per record. 10 assignable roles. KYC verification, GDPR consent tracking, behavioral metrics, and cross-product history. No duplicate data. No conflicting records.
Alexandra Chen
10 Contact Roles
Guest, Tenant, Owner, Investor, Client, Patient, Vendor, Employee, Contractor, Prospect
128 Data Fields
Behavioral metrics, financial history, preferences, and engagement signals across every product
KYC Compliance
Identity verification status, document type and number, expiry tracking, and re-verification alerts
GDPR Consent
Marketing consent flag with timestamp. The single source of truth for permission-based outreach
Behavioral Metrics
Deals won, total spend, no-show rate, Circle loyalty tier, and appointment history
Cross-Product History
One profile shared across Deals, Ops, Messaging, Navigator, and every other Calisto product
8 event types. 5 backend sources. One chronological feed.
Calls, emails, messages, notes, tasks, meetings, and stage changes. Merged from five backend sources into one chronological feed. Date-grouped, type-filtered, and searchable. Inline composer for notes, call logs, and outbound email.
Discussed pricing options. Follow-up scheduled for Thursday.
Revised proposal with updated terms attached.
Deal advanced after proposal delivery.
CFO approval required for contracts over $50K.
7 task types. 3 views. Stage-based checklists.
Deal-level task management with priority, due date, assignee, and checklist sub-items. Appointment scheduling with day, week, and month calendar views. Callback queue with SLA proximity sorting and urgency classification. Stage-based checklists auto-assign on deal entry and gate advancement.
Merge fields. 4 channels. Version control.
Reusable message templates with dynamic merge fields for contact, deal, property, appointment, and custom field tokens. Available across email, SMS, sequence steps, and auto-reply. Visual editor with rich text, live preview, version history, and team directory.
Hi {{contact.first_name}},
Thank you for your interest. Attached is the proposal for {{deal.value}} as discussed during our meeting on {{appointment.date}}.
Looking forward to your feedback.
Merge Fields
Contact name, deal value, property address, appointment date, and custom fields. Auto-populated at send time.
Channels
Available for email, SMS, sequence steps, and auto-reply configuration.
Versioning
Edit history and version control per template. Roll back to any previous version.
Directory
Search, categorize, and share templates across the team. Private and shared visibility.
8 document types. 5-stage lifecycle. Built-in e-signature.
Document lifecycle management: Pending, Sent, Viewed, Signed, Complete. Eight configurable document types. Real-time status tracking, viewer analytics, and automatic filing per deal record. Calisto Sign integration with sequential and parallel signing.
Pending
Document created, awaiting review
Sent
Delivered to counterparty
Viewed
Opened and read
Signed
All signatures collected
Complete
Filed and linked to deal
Listing Agreement
Exclusive or open listing contracts with customizable terms
Buyer Agreement
Buyer representation and agency disclosure forms
Purchase Offer
Offer letters with contingencies and counter-offer tracking
Lease
Residential and commercial lease templates with renewal tracking
NDA
Non-disclosure agreements for confidential deal terms
PM Mandate
Property management authorization with scope and fee structure
Inspection Report
Pre-purchase inspection findings linked to deal conditions
Custom
Upload any document type and track it through the pipeline
Sequential or parallel signing, access codes, automated reminders, waivers, and audit trail. Built in, not bolted on.
Five views. Three hierarchy levels. Zero per-seat fees.
Team roster, leaderboard, and individual production dashboards. Organizational hierarchy: region, office, department. Metric roll-ups by organizational level. Multi-location office records with team assignments and office-level analytics.
Per-member production profile: deal history, pipeline contribution, win rate, activity volume. Leaderboard ranks by deals closed, revenue, conversion rate, response time, or custom KPIs. Organizational hierarchy rolls metrics from individual records through offices to regions.
Team Roster
Sales team directory with active deal counts, pipeline value, close rates, and performance metrics per member.
Production Dashboard
Individual deal history, pipeline contribution, win rate, and activity volume over time.
Organizations
Region, office, and department hierarchy. Roll up metrics by organizational level.
Offices
Multi-location management with address, team assignments, and office-level analytics.
7 dashboards. Pre-built templates. Full audit log.
Vertical-specific analytics with seven industry-configurable dashboard layouts. Pre-built report templates, custom report builder, and a system activity log recording every deal event, automation execution, and configuration change.
Analytics Dashboard
Vertical-specific KPI tiles, pipeline charts, conversion funnels, and revenue trend lines. Configurable date ranges and comparison periods. Drill down from summary metrics to underlying deal records.
Reports
Pre-built templates and custom report builder. Pipeline velocity, conversion analysis, source ROI, agent performance, and revenue forecasting. Export to standard formats.
Logs
System activity log recording every deal event, automation execution, and configuration change. Searchable and filterable for audit and troubleshooting.
Seven vertical-specific dashboards. Industry auto-configuration.
Deal closes. Ops receives the work order. Zero re-entry.
Closed-deal event generates bookings, task lists, and timelines in Calisto Ops. No handoff email. No manual transfer.
4 importers. Visual field mapping. Dedup + rollback.
Guided four-step import wizard. Source-specific importers for HubSpot, Salesforce, Pipedrive, and CSV. Visual field mapper with auto-detection. Duplicate detection with configurable merge rules. Full audit trail and rollback support.
Select Source
Choose from source-specific importers for HubSpot, Salesforce, Pipedrive, or CSV.
4 importers · API or file uploadMap Fields
Match source columns to Deals fields with a visual field mapper. Auto-mapping for common schemas.
Visual mapper · Auto-detectionPreview & Dedup
Preview records before import. Duplicate detection identifies and merges matching contacts and deals.
Dedup rules · Merge strategyImport
Execute the migration with full audit logging. Rollback support if anything looks wrong.
Audit trail · Rollback supportDuplicate detection and merge rules prevent data pollution.
14 products. Bi-directional data. One closed loop.
Closed-deal events propagate across 14 native Calisto products. Bi-directional data sync: Ops, Proposals, Sign, Connect, Studio, Spaces, Access, Pulse, WiFi, Navigator, Equipment, Circle, Events, Contacts. No third-party middleware.
Calisto Ops
Closed deals auto-create tasks, bookings, and work orders. Zero manual re-entry.
Closed Deal → Task → Work Order → FolioCalisto Proposals
Branded proposals generated from deal data. Open tracking, comments, and acceptance status.
Deal Data → Proposal → Open Tracking → AcceptanceCalisto Sign
E-signature requests sent from the deal record. Status syncs back in real time.
Document → Signature Request → Status Sync → FilingCalisto Circle
Loyalty tier and reward balance visible on every deal record. Member-only pricing applied at close.
Contact → Tier Lookup → Pricing Rule → Deal ValueCalisto Events
Deals linked to event registrations, tickets, and venue bookings. Single timeline.
Registration → Ticket → Venue Booking → DealCalisto Contacts
Universal 128-field record shared across all products. No duplicates.
Contact → 128 Fields → Cross-Product Sync → DedupCalisto Connect
Call recordings, SMS threads, and emails auto-attach to deal timelines.
Call → Recording → Timeline Attach → Activity LogCalisto Studio
Marketing campaigns target deal-stage segments. Engagement logs as deal activity.
Segment → Campaign → Engagement → Deal ActivityCalisto Spaces
Venue and space availability visible inside Deals. Room bookings as part of deal flow.
Availability → Selection → Booking → Deal RecordCalisto Access
Smart lock integration for showings. Temporary property access granted from deal records.
Showing → Code Generation → Access Grant → Audit LogCalisto Pulse
Dynamic pricing data informs deal valuation. Channel management status for hospitality.
Rate Plan → Valuation → Channel Status → DealCalisto WiFi
Captive portal sign-ups create leads with source attribution. Walk-in traffic feeds analytics.
Portal Auth → Lead Creation → Source Tag → AnalyticsCalisto Navigator
Portal booking requests and inquiries create leads in the appropriate pipeline.
Inquiry → Lead → Pipeline Assignment → NotificationCalisto Equipment
Rental quote values and equipment availability feed into event rental deal records.
Quote → Availability Check → Deal Record → Invoice5 stages. Automatic handoffs. Zero re-entry.
Five-stage data pipeline from capture through close. Automated stage transitions. Deal-to-Ops handoff creates tasks, bookings, and work orders with zero manual re-entry. Settlement reconciliation at close.
Capture
Web forms, SMS, referrals, walk-ins, imports, API. Every lead enters with full source attribution.
Score & Route
Rule-based and AI scoring qualifies the lead. Lead Flow routes by source, geography, value, or capacity.
Engage
Automated sequences combine email, SMS, calls, and tasks. AI generates drafts. Speed-to-lead tracks SLA.
Close
Proposals from deal data. E-signature via Sign. Stage gates enforce approvals. Commission auto-calculates.
Handoff
Closed deals auto-generate tasks, bookings, and work orders in Ops. Settlement reconciles automatically.
Fragmented sales stack vs. unified pipeline
Pipeline Footprint Calculator
See how many tools Deals replaces.
Toggle the sales and pipeline systems currently in use. Calisto Deals replaces each one natively with zero integration middleware.
A CRM that pays for itself. 2% of revenue. No per-seat fees.
Pipeline management, lead scoring, sequences, routing, commissions, AI sales bot, and 14 cross-product integrations. All included with Core.