Calisto Deals

SWITCH FROM TEAMLEADER FOCUS

Teamleader Focus 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 Teamleader Focus

  • 20 In both
  • 1 Only in Teamleader Focus
Calisto Deals beside Teamleader Focus, feature by feature
21 featuresCalisto DealsTeamleader Focus
Pipeline
Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Checked Oct 28, 2026SourceYesYes
Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Checked Oct 28, 2026SourceYesYes
Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Checked Oct 28, 2026SourceYesYes
Leads
Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Checked Oct 28, 2026SourceYesYes
Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Checked Oct 28, 2026SourceYesYes
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, 2026SourceYesYes
Quote Versions on One DealCalisto: every quote is a version of the deal’s terms, revised or answered with their counter; one version is primary.Checked Oct 28, 2026SourceYesYes
E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Checked Oct 28, 2026SourceYesYes
Contacts
Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Checked Oct 28, 2026SourceYesYes
Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Checked Oct 28, 2026SourceYesYes
Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.Checked Oct 28, 2026SourceYesYes
Activities
Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Checked Oct 28, 2026SourceYesYes
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, 2026SourceYesYes
Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Checked Oct 28, 2026SourceYesYes
Automation
Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Checked Oct 28, 2026SourceYesYes
Reporting
Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Checked Oct 28, 2026SourceYesYes
Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Checked Oct 28, 2026SourceYesYes
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, 2026SourceYesYes
Communication
Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Checked Oct 28, 2026SourceYesYes
AI
AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Checked Oct 28, 2026SourceYesYes
Gaps
LinkedIn Profile CaptureA browser plug-in that adds a LinkedIn profile as a contact with their company and role.Checked Oct 28, 2026SourceNoYes

What moves

Bringing your data from Teamleader Focus

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 Teamleader Focus and drop the file in. It is read in your browser and mapped onto Calisto.

Any spreadsheet you export from Teamleader Focus can be mapped onto Calisto, column by column.

Moving from Teamleader Focus

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.