How do top-producing agents close double the deals with total composure?
Calisto Pro combines client intelligence, document flows, viewing schedules, and transaction tracking into one central system, keeping your entire pipeline operating at peak performance.
Solo agent, team, and brokerage. Same login.
A WhatsApp practice in Santo Domingo, a seven-app team in Dallas, a portal brokerage in Madrid, all start from the same record.
Twelve agents, two offices, one morning login
A solo agent in Santo Domingo tracks leads in WhatsApp starred messages. A five-person team in Dallas runs seven disconnected apps. A brokerage in Madrid manages portal listings through Inmovilla. All three start from the same login. The solo agent creates a contact from a yard-sign text code, it appears in the CRM, the inbox, and the client portal. The team leader routes that lead to the right agent by zip code. The managing broker sees every open transaction across two offices on one screen.
Fifty-seven products. One record.
A contact created from a yard-sign text code in Austin appears in the CRM, the inbox, the commission ledger, and the client portal. A listing entered in Bogota populates the website, the social post, the proposal, and the portal syndication feed. One record. Every surface reads from it.
The Presentation Goes Out Branded
Branded listing presentations, branded buyer shortlists, a client portal on your domain, and a pipeline you can put on the table. The seller gets the same thing whoever they called.
Business Number
Masked calling and texting from a business number with local presence dialing. The seller never sees a personal mobile number.
Your Website, Your Listings
IDX search, neighborhood pages, and lead capture on your domain. A new listing hits the catalog at 4 PM and the site at 4:01.
Client Portal
Buyers track their shortlist, their viewings, and their offer. Sellers review showing feedback and offers side by side. The status page a client expects from a firm, not a Sunday text message.
Fifty-seven products. One database. Watch a deal move.
Every agent type starts from the same login. Now, follow a single deal from lead to commission through that login.
Lead to showing to contract to commission.
One deal, end to end. A 9 PM inquiry becomes a 90-second response, three offers, a Friday deadline, and a journaled commission.
Nine PM inquiry. Ninety-second response. Morning follow-up.
A Zillow inquiry arrives at 9:14 PM. The contact creates in Deals with source attribution. A qualification bot responds via SMS within 90 seconds. The lead scores based on engagement, timeline, and budget. Hot leads route to agents instantly; cold leads enter a 90-day nurture sequence. The agent calls the next morning with a local-presence number. The buyer wants to see three properties. Showings schedule through Bookings with digital access codes, and feedback requests trigger when the buyer leaves each property.
Three offers. One deadline. Zero confusion.
Three offers on the table. Highest and best due by 5 PM Friday. Every party gets notified. Every counter tracks in Sign. Every deadline stays visible in the client portal. The seller reviews offers side by side in Navigator. The wire confirms at 10:12 AM. Recording at 11:30. Keys released at noon. Commission splits calculate from the deal record and journal to the ledger. A review request sends automatically. A one-year anniversary drip enrolls. The referral program activates.
Every lead, deal, conversation, and commission. Connected.
CRM, dialer, inbox, and pipeline in one view. One platform instead of seven tools.
Deals: The Real Estate CRM
MLS-linked pipeline with lead scoring, ISA workflows, smart lists, lead ponds, and transaction tracking. Not a generic CRM with real estate paint, a pipeline built for how agents actually work.
Navigator: Client Portal
White-label buyer and seller portals on your domain. Showing schedules, offer tracking, transaction timelines, and feedback feeds. The experience that eliminates "what's happening?" calls.
Voice: Agent Calling
Local presence dialing, masked business numbers, voicemail drops, power dialer, and AI live call coaching. Your personal mobile number stops being your business number.
Signal: Smart Alerts
Showing feedback via geofence, mortgage rate alerts, MLS status triggers, and offer deadline reminders. The automation layer that knows what happened.
Sign: E-Signatures
Multi-party signing for listing agreements, buyer representation, offers, addendums, and disclosures. Sequential or parallel flows with identity verification. Nobody prints, signs, photographs, and resends.
From lead capture to the referral that follows
- 1CaptureLeads flow in from your own site, the portals your market uses, an Instagram DM, a WhatsApp message from the sign on the gate, open house sign-in, and paid media. Every lead lands in Deals with source attribution and instant notification.
- 2QualifyAI bot qualifies leads via WhatsApp, SMS, and email 24/7, budget, timeframe, financing. Scoring weights engagement, timeline, and budget. Hot leads route by area or round robin. Unclaimed after five minutes, the lead reassigns itself.
- 3NurturePre-built sequences fire on behavior: New Buyer Nurture, Sphere of Influence, Expired Listing, Past Client Anniversary. Smart lists surface re-engagement opportunities automatically.
- 4ConvertCall with local presence and AI coaching. Text from your business number. Book showings from the conversation. Speed-to-lead metrics track response time per agent.
- 5ShowShowings schedule with lockbox access codes. A feedback request sends by geofence when the buyer leaves the property. Sellers see it in their portal.
- 6OfferMulti-party offers, counter-offers, and addendums all sign in one place. Offer deadline reminders keep all parties aligned. Buyers and sellers see live offer status in their portal.
- 7CloseTransaction checklists track every task by party and deadline. Contingency dates calculate from the contract. Closing documents file under the deal in Depot. Commission calculated and journaled through Ledger.
- 8ReferAutomated review requests post-closing. Past-client campaigns run off the same record. Referrals track against the client who made them. Your reputation compounds with every closed deal.
Seven apps become one. The data belongs to you.
The before and after, the portable database, and the seven subscriptions cancelled in week one.
Seven apps yesterday. One deal record today.
Before: the agent copies the buyer’s preapproval letter from email to the CRM by hand. The showing feedback lives in a separate app. The commission spreadsheet doesn’t know the lead source. The agent is the only integration layer between seven databases. After: the lead enters once. The showing feedback logs on the deal. The signed contract files under the contact, the deal, and the property. The commission calculates from the deal record. The lead source travels from first inquiry to commission disbursement.
Change brokerages. The database travels with you.
Every contact, every sequence, every transaction record belongs to the agent. An agent leaves the brokerage on Friday. Monday morning at the new brokerage, every contact, every deal, every campaign is there. Nothing exported. Nothing re-entered. The career data traveled. A client deposit processes through Stripe in Dallas. The same closing in Santo Domingo routes through Mercado Pago. Seventy-five gateways. One closing workflow.
The numbers behind the same-day answer
The lead at 9 PM, the shortlist at 10, the showing on Saturday and the commission in March all sit on the same record. When a client asks where things stand, the answer already exists.
monthly bills gone by Friday. One login, one database, one invoice.
"The seller had the comparable sales before I left their kitchen. I have never had a listing appointment end that way."ONE PLATFORM
MLS integrations plus Zillow, Realtor.com, Rightmove, Domain, and international property portals. One listing syncs everywhere.
ONE LISTING, EVERY PORTALstages from accepted offer to closing, each with its own party, deadline and document. The countdown runs itself and nobody chases a date by text.
TRANSACTION COORDINATIONlead qualification and showing feedback. The bot qualifies a lead at 2 AM, and the feedback request sends the moment the buyer leaves the property.
OPERATOR DNAOne operating system for high-producing agents
Everything a buyer, a seller, an escrow officer, and an agent touches, running off one record. A single residential listing and a ten-deal monthly pipeline are held to the same standard.
Listings, Showings & Lead Capture
Listings as structured records, showings that carry the buyer context, and a lead pipeline fed by every source into one CRM.
Listings as Structured Records
A listing enters as a structured record, with address, bedrooms, status and photos, connected to the same data spine as the CRM, the scheduling engine, and the proposal builder. That one record feeds the website, the proposal, the social post, and the portal syndication feed.
Showing Access Control
Digital lockbox codes with time windows and auto-expire rules. Buyers get access for their showing slot only, with a full entry audit trail, so you know exactly who entered and when.
Showings With Buyer Context
A 2 PM Saturday showing carries the buyer's preferences, their lender's preapproval confirmation, and their showing history: three prior showings rejected for small backyards, and this one has a half-acre lot. The buyer leaves at 2:47 PM, the seller has the feedback by 3:15, and the agent advances the deal to offer preparation from the same screen.
Open House Sign-In & Booking
Digital sign-in on tablet or phone creates contacts in the CRM tagged with the listing, the event, and the source. Clients book buyer consultations and listing appointments into available slots with auto-confirmations and reminders, synced with the agent's calendar across the team.
Multi-Source Lead Capture
Every source into one pipeline with attribution. A WhatsApp message from the sign on the gate creates a contact, the qualification bot responds, and within minutes that contact exists in the CRM, the inbox, the commission ledger, and the client portal, scored and routed to the right agent.
AI Lead Qualification Bot
Conversational AI qualifies leads via WhatsApp, SMS, and email 24/7, with weighted scoring, objection handling, and auto-handoff to the agent when the threshold is met. Every interaction that followed then sits on the contact: the email thread, the WhatsApp messages, the call recordings, the showing history and the signed contract.
Every showing scheduled. Every standard enforced. Included.
The listing catalog, the showing scheduler, and the CRM pipeline run on Core. No per-agent fee for showings, listing inventory, or governance.
Presentations & Buyer Matching
The listing presentation the other two agents cannot send, and the shortlist the other five agents cannot match, both signed in the same session.
The presentation the other two agents cannot send
Branded Link With Live Data
A branded link that opens on the seller's phone: live comparable sales behind the pricing rationale, a marketing plan with dates on it, and the fee structure. Engagement is tracked, so you know they opened it and where they lingered. The seller signs in the same session and the listing enters the pipeline.
One Price Change, Every Screen
A price change updates once in the catalog. The website, the proposal template, the social post draft, and the portal syndication feed all reflect it. One record, every screen, always current.
Multi-Party Signing Flows
Buyer, seller, co-buyer, listing agent, and attorney. Sequential or parallel signing with identity verification and completion tracking. The signed agreement files to the deal automatically.
Form Library Sync
Sync with ZipForms, TransactionDesk, and regional MLS or association form libraries. Where no form library exists, your own templates populate from deal data. Either way, nothing is re-keyed.
Transaction Coordination & Commission
The buyer verified before the tour, twenty-four stages to closing, every contract signed in place, and commission calculated from the deal record.
Know Who You Are Letting In
Identity checks the buyer before they see the property or sign anything: document capture, liveness, and screening, with the result filed on the contact. For an international buyer, a sight-unseen purchase or a high-value listing, the seller's first question is who is walking through their house, and the answer is on the record rather than in your read of a phone call.
Identity runs the check before a stranger stands in your seller's hallway, and Sign closes the contract without anybody printing a page. Both write to the same deal record the checklist above runs on.
Set the standard. Enforce it. Measure it.
Four stages from policy to performance. The managing broker sets the standard once and every office follows it.
Client Communication & Calling
Every client channel on one contact filed on the deal, with local presence dialing, call coaching, and virtual showings that log to the same record.
The 9 PM Text and the 7 AM Lender Email, One Contact
A 9 PM text, a 7 AM lender email, a lunchtime WhatsApp from the seller, a call from the buyer's agent. Two-way SMS, Gmail/Outlook sync and WhatsApp Business all land on one contact record, filed on the deal.
The Answer Is Already on Screen
The listing agent calls about preapproval status. The answer is on screen: the lender's email from yesterday, the buyer's WhatsApp from this morning. Some markets run on WhatsApp, some on email, some on phone and text, and the timeline assembles whichever one a client picks.
Feedback in Context
A showing completes, feedback arrives via the automated request, and it logs on the contact alongside every prior conversation about that property, visible to the buyer's agent and the seller's portal. Snooze a conversation to resurface as a reminder: the showing feedback chase that used to live in your head now lives in your inbox.
Local Presence Dialing & Call Coaching
Display a number matching the lead's area code, because answer rates climb when calls look local. The call records, the transcript is searchable, and the deal record updates. Real-time prompts appear during the call rather than after: objection handling, qualifying questions, listing presentation talking points, and close language.
Browser-Based Virtual Showings
A buyer in Madrid tours a property virtually before flying in. The video call runs in the browser, the recording files on the contact, and the showing notes log on the deal. When the buyer arrives for the second showing, the agent knows every question from the virtual walkthrough.
Marketing, Reviews & Referrals
Smart lists to segment messaging, automations to standardize the client experience, and professional referral management software to stand out in the market.
Segment by What They Bought
A "condo buyers above the mid band" segment auto-updates as deals close, in whatever currency the deal closed in. A "past sellers who bought 3+ years ago" list surfaces relisting opportunities. A "first-time buyers who closed this quarter" campaign sends neighborhood guides specific to their purchase location.
Full Transaction History in the Segment
Past clients are in the CRM with property type, purchase price, closing date, and neighborhood. Listing alerts, market updates, and sphere-of-influence campaigns run from the same database that tracked the original deal.
Just Listed / Just Sold
"Just listed" and "just sold" notifications send automatically when listing status changes, to the sphere and the farming area, across email and social.
The Open House Has a Guest List
The Sunday open house and the invitation-only evening for past clients both run on Tickets: a registration page, a capacity, reminders that send themselves, and a check-in on the door. Everyone who registers is a contact in the pipeline with the property and the event attached, so the follow-up on Monday knows who came and which listing brought them.
The same registration, capacity and check-in the platform runs for a thousand-seat venue, pointed at a Sunday afternoon and twenty invitations.
Property Sites & Client Portals
A site per property and one for the practice, the buyer checking the portal instead of your voicemail, and offers side by side for the seller.
Studio designs the flyer, the window card and the social graphic from the listing already in the catalog, so the photograph and the price are never re-keyed. Ethos holds the logo, the type and the colors the property sites, the portal and the presentation all render with, which is how a one-person practice looks the same in every window a client opens.
Documents, Forms & Field Tasking
The contract files itself under the deal, the buyer and the property, the letter writes from the deal record, and the trades who work the property are tasked from it.
Auto-Filed Signed Contracts
A purchase agreement signs via e-signature. The signed PDF files to the document store under the deal, the buyer, the seller, and the property. Four associations, no manual filing.
The Audit Is One Search
Three months after closing, someone needs the compliance documents. One search, not digging through email, a transaction tool, a cloud drive, and a text message attachment. Every document indexed under the deal, regardless of where it originated.
Letters From the Deal Record
"Dear Sarah. Congratulations on 742 Elm Street." The buyer welcome letter pulls the client's first name, the property address, and the closing date from the deal record. Merge fields span eighteen entity categories, and the letter is accurate because the data is live.
Intake Forms Feed the CRM
A buyer questionnaire collects budget, bedroom count, neighborhood priorities, and school district requirements. The responses write directly to the CRM pipeline, creating or updating the contact. No CSV export, no manual entry.
Every Artifact, One Place
The managing broker opens the transaction audit and every document is there: contracts from e-signature, emails from the inbox, meeting recordings from video calls, photos from the listing catalog.
The Photographer Gets a Task, Not Your Pipeline
The photographer on Thursday, the stager on Friday, the inspector next Tuesday. Each is dispatched against the property with the address, the access window and the lockbox code, and each sees the job on their own Agenda. None of them sees the deal, the client or what anybody else is being paid.
Photographers, stagers, inspectors and cleaners are tasked from the property record and confirm from their phone. They work the job they were sent and never see the pipeline behind it.
No setup cost. Pay when you start using.
Take a whole suite or pick a single app.
A la carte
Every app an agent runs on, priced one at a time
With a la carte, get:
Listings & MLS distribution Calisto ListingsOne listing record reaching MLS and every portal€79–€249/mo by listings
- Listings as structured records, not a PDF and a portal login
- MLS integrations plus Zillow, Realtor.com, Rightmove, and Domain
- One listing change reaches every screen and every portal
- One price change, every screen
Showings & open houses Calisto BookingsShowing scheduler with buyer context and access control€99–€299/mo by reservations
- Showings carry the buyer context, not just a time
- Showing access control ties entry to the appointment
- Open house sign-in creates contacts and books follow-ups
Client records Calisto RegistryOne client record from first message to disbursement€79–€249/mo by contacts
- One client record from first message to disbursement
- Every showing, offer, deadline, and document on the same record
- The book stays with the firm
Automations Calisto AutomationsLead qualification and showing feedback that run overnight€55 per user/mo
- An AI bot qualifies leads at 2 AM
- A showing feedback request sends itself after the appointment
- Deadline reminders fire from the transaction checklist
Business setup Calisto PurviewLicence details, tax, currency, and team configurationIncluded with every account
- Licence details, tax, currency, and team configuration
- Multi-region ready, with records in the jurisdiction you choose
- Eleven named business-unit types plus a neutral twelfth, each seeding the catalog
Brand standards Calisto BlueprintPresentation and disclosure standards set onceIncluded with every account
- Presentation, disclosure, and document standards set once
- Version-tracked with a snapshot on every edit
- Twelve authoring domains: SOPs, checklists, specs, curricula, templates, and brand kits
Team scheduling Calisto WorkforceAvailability, showings, and hours for the teamBasic tier included · €22 per user/mo
- Availability, showings, and hours on one roster
- Certifications and licence expiry visible on the person
- Member profiles, availability, and simple scheduling are included with every account
Pipeline (CRM) Calisto DealsCapture, qualify, nurture, convert, show, offer, close, refer€55 per user/mo
- Eight stages on one deal record: capture to referral
- Multi-source lead capture with deduplication
- Multiple-offer tracking against one property
- Twenty-four transaction stages through to closing
Listing presentations & CMA Calisto ProposalsComparable sales and live pricing in a branded link€35 per user/mo
- Comparable sales behind the price before the appointment
- A branded link with live data, not an emailed PDF
- Four matched properties in the buyer's inbox that evening
- Qualification before the weekend, not after it
E-signature Calisto SignMulti-party signing flows and form library sync€2.50 per envelope
- Multi-party signing flows for buyers, sellers, and brokers
- Form library sync so the current version is the one signed
- Representation agreements that sign in session
Earnest money & commission Calisto Payments75 gateways for deposits, disbursements, and referral payoutsCommerce subscription only
- Seventy-five gateways for earnest money and disbursements
- Referral payouts on the same rails
- Your processor, your terms, your merchant account
Trust accounting & commission Calisto LedgerEarnest money trust ledger and commission from the deal€40 per user/mo
- Earnest money held on a trust ledger, not a general account
- Commission calculates from the deal record at close
- Multi-party splits and production caps applied automatically
- Every financial event writes a balanced journal entry
Compliance & file audit Calisto AssureAudit-ready files, disclosures, and deadline trackingOps subscription only
- Audit-ready files with every disclosure and deadline recorded
- A failed item raises a finding and a corrective action
- Verification by someone other than the person who filed it
Office WiFi Calisto WiFiOffice network and guest sign-in€70 per location/mo
- Guest sign-in that turns a walk-in into a contact
- Office network and access points in one device list
- Access points sit in the same device list as your other hardware
Daily dashboard Calisto TodayShowings, deadlines, and pipeline in one morning viewIncluded with any Ops app
- Showings, deadlines, and pipeline in one morning view
- Tiles read live from the apps that own the work
- A report directory, a team scorecard, and a notice queue
Available Upgrades
Every App Works Independently. Calisto Pro works better together.
Pre-built configurations to customize: websites, kiosks, displays and apps designed for your industry.
Browse extensionsBuy concierge hours and our team does the data entry, the configuration and the training.
See concierge packagesRequest a proposal from a certified consultant who has implemented Calisto at your scale.
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