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 e Vendas
Funcionalidade por funcionalidade
Calisto Deals ao lado de Zoho CRM
- 29 Em ambos
- 3 Apenas no Zoho CRM
| 32 recursos | Calisto Deals | Zoho 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 |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.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 |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.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 |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Verificado em 28 de out. de 2026Origem | Sim | Sim |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Verificado em 28 de out. de 2026Origem | Não | Sim |
| Lead EnrichmentLead profiles filled in from outside data sources.Verificado em 28 de out. de 2026Origem | Não | Sim |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Verificado em 28 de out. de 2026Origem | Não | Sim |
O que se move
Migrando seus dados de Zoho 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 Zoho CRM e solte o arquivo. Ele é lido no seu navegador e mapeado para o Calisto.
Contatos
Contatos e leads do CRM
Contas
Contas e organizações da empresa
Negócios
Oportunidades e pipeline de negócios
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.
Saiba mais
Tudo o que o Calisto faz aqui
As páginas atrás desta comparação: o setor, os aplicativos e os guias.