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 beside RD Station CRM
- 17 In both
- 3 Only in RD Station CRM
| 20 features | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Checked Oct 28, 2026Source | Yes | Yes |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Checked Oct 28, 2026Source | Yes | Yes |
| 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.Checked Oct 28, 2026Source | Yes | Yes |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Checked Oct 28, 2026Source | Yes | Yes |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Checked Oct 28, 2026Source | Yes | Yes |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Checked Oct 28, 2026Source | Yes | Yes |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Checked Oct 28, 2026Source | Yes | Yes |
| 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.Checked Oct 28, 2026Source | Yes | Yes |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Checked Oct 28, 2026Source | Yes | Yes |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Checked Oct 28, 2026Source | Yes | Yes |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Checked Oct 28, 2026Source | Yes | Yes |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Checked Oct 28, 2026Source | Yes | Yes |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Checked Oct 28, 2026Source | Yes | Yes |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Checked Oct 28, 2026Source | Yes | Yes |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Checked Oct 28, 2026Source | Yes | Yes |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Checked Oct 28, 2026Source | Yes | Yes |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Checked Oct 28, 2026Source | Yes | Yes |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Checked Oct 28, 2026Source | No | Yes |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Checked Oct 28, 2026Source | No | Yes |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Checked Oct 28, 2026Source | No | Yes |
What moves
Bringing your data from RD Station CRM
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from RD Station CRM and drop the file in. It is read in your browser and mapped onto Calisto.
Any spreadsheet you export from RD Station CRM can be mapped onto Calisto, column by column.
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.