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 & Sales
Feature by feature
Calisto Deals bredvid Zoho CRM
- 29 I båda
- 3 Endast i Zoho CRM
| 32 funktioner | Calisto Deals | Zoho 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 |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.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 |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.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 |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Lead EnrichmentLead profiles filled in from outside data sources.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från Zoho 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 Zoho CRM och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.
Kontakter
CRM contacts and leads
Konton
Företagskonton och organisationer
Avtal
Möjligheter och affärsledningsrör
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.