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 bredvid RD Station CRM
- 17 I båda
- 3 Endast i RD Station CRM
| 20 funktioner | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Assistance | ||
| Summaries and Drafts on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från RD Station CRM
Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.
Från en exportfil
Exportera dina data från RD Station CRM och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.
Alla kalkylblad du exporterar från RD Station CRM kan mappas över i Calisto, kolumn för kolumn.
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.