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 beside Zoho CRM
- 29 In both
- 3 Only in Zoho CRM
| 32 features | Calisto Deals | Zoho 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 |
| Lead ScoringCalisto: leads scored on your own rules in Lead Ops.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 |
| Business Card ScanningCalisto: a card’s photo read on Calisto’s own vision models, confirmed before the lead is saved.Checked Oct 28, 2026Source | Yes | Yes |
| TerritoriesCalisto: territories drawn on a map in Lead Ops.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 |
| E-SignatureCalisto: Send for Signature opens Sign in place, priced per envelope, with Sign.Checked Oct 28, 2026Source | Yes | Yes |
| Contracts After a Won DealCalisto: an accepted quote becomes the contract, and a change order amends it.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 |
| Duplicate Detection and MergeCalisto: duplicates found by name and email, compared side by side and merged.Checked Oct 28, 2026Source | Yes | Yes |
| Saved Lists of ContactsCalisto: Smart Lists of people or companies, shared with Segments and Campaigns.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 |
| Booking Pages for MeetingsCalisto: Schedule Engine’s event types, availability and booking pages.Checked Oct 28, 2026Source | Yes | Yes |
| Automation | ||
| Email SequencesCalisto: sequences of emails, waits and tasks, enrolled per person.Checked Oct 28, 2026Source | Yes | Yes |
| 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 |
| Money | ||
| Commission TrackingCalisto: commission owed on each won deal from the person’s pay agreement, with splits, tiers and caps.Checked Oct 28, 2026Source | Yes | Yes |
| Mobile | ||
| Mobile App With Offline AccessCalisto: Home, Leads, Activities and People open with no signal, and new records are sent once when back online.Checked Oct 28, 2026Source | Yes | Yes |
| Customers on a MapCalisto: Nearby lists the customers around you and orders the day’s visits by road.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 | ||
| Product Bundles and Pricing Rules on QuotesBundles configured on a quote, with pricing rules and automatic discounts.Checked Oct 28, 2026Source | No | Yes |
| Lead EnrichmentLead profiles filled in from outside data sources.Checked Oct 28, 2026Source | No | Yes |
| Email Open and Click SignalsA notice when a prospect opens an email or clicks a link in it.Checked Oct 28, 2026Source | No | Yes |
What moves
Bringing your data from Zoho 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 Zoho CRM and drop the file in. It is read in your browser and mapped onto Calisto.
Contacts
CRM contacts and leads
Accounts
Company accounts and organizations
Deals
Opportunities and deal pipeline
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.