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Help moving to Calisto Proposals
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An answer from the help centre, with links to the full articles.
Switching guides
- How a switch to Calisto worksOne saved switch per business: your stack, a quote, offers, your data move and help, in a workspace that keeps your place across sessions.
- Planning your move, supplier by supplierEach tool you use is a row with the apps that replace it, a decision (moving, later, keeping), a cutover date and notes.
- Keeping a supplier alongside CalistoMark a supplier Keeping: it stays on your plan, nothing is quoted or imported for it, and you can change your mind any time.
- Moving your data to CalistoLive pull with your own key, held only in your browser, or an export file read in your browser. Each record lands once; carry on any time.
- The data import agreement explainedYou import your own data, from your own browser, with your own credentials — which Calisto never sees. Calisto is your processor.
- Switch offers and contract buyoutsOffers for leaving your tools, and a buyout that turns what leaving a contract costs into Calisto credit once you show it is cancelled.
- Getting help with your switchAsk the help centre, message a switch specialist, buy hours of hands-on help, or find a consultant who has done it before.
Talk to Calisto
Ask a switch specialist
Tell us what you are on and what you want to move. A person reads it and answers in your tickets.
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Have us do it
Hours of a named specialist’s time: your data moved, your apps set up, your team shown around.
Menu entry, a contact import, or a floor plan configuration. You send us the source, we build it.
Setup, configuration, and a walkthrough of your own workflow with the person who built it.
End-to-end setup across several apps, with data migration from your old system and team training.
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Someone who has done this before
Consultants who move businesses like yours, off the tools you use, where you are. Remove any filter to widen the search.