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.
Funcionalidade por funcionalidade
Calisto Deals ao lado de RD Station CRM
- 17 Em ambos
- 3 Apenas no RD Station CRM
| 20 recursos | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| 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.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| 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.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Verificado em 28 de out. de 2026Origem | Não | Sim |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Verificado em 28 de out. de 2026Origem | Não | Sim |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Verificado em 28 de out. de 2026Origem | Não | Sim |
O que se move
Migrando seus dados de RD Station CRM
Seus dados são lidos no seu próprio navegador e enviados para sua conta Calisto. O Calisto nunca vê sua senha do sistema antigo.
A partir de um arquivo de exportação
Exporte seus dados de RD Station CRM e solte o arquivo. Ele é lido no seu navegador e mapeado para o Calisto.
Qualquer planilha que você exportar do RD Station CRM pode ser mapeada no Calisto, coluna por coluna.
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.
Saiba mais
Tudo o que o Calisto faz aqui
As páginas atrás desta comparação: o setor, os aplicativos e os guias.