Calisto Deals
Work every lead and deal from first contact to the signed contract.
Catch every lead, move each deal through your own stages, send the quote and get the contract signed, all in one app.
Lissard & Hayes EstatesCorkDealsNew9€3,180,000Qualified6€2,410,000Proposal4€1,865,000Negotiation3€1,290,000Won5€2,045,000
Fugenwerk BüroausbauBerlinDealsNew7412.000 €Qualified5368.500 €Proposal4291.000 €Negotiation2186.400 €Won3224.900 €
Kelong Byte DistributionSingaporeDealsNew12$286,000Qualified8$214,500Proposal6$173,200Negotiation3$98,400Won7$156,900
Salón TezontleMexico CityDealsNew14$2,340,000Qualified9$1,870,000Proposal6$1,420,000Negotiation4$965,000Won8$1,780,000
Penhallow Talent PartnersLondonDealsNew11£164,000Qualified7£118,500Proposal5£96,200Negotiation3£61,800Won6£104,300
Ondol Atelier ArchitectsSeoulDealsNew5₩1,840,000,000Qualified4₩1,320,000,000Proposal3₩960,000,000Negotiation2₩710,000,000Won3₩1,150,000,000
Torrefação Serra ClaraSão PauloDealsNew16R$ 482.000Qualified10R$ 361.500Proposal7R$ 274.800Negotiation4R$ 188.200Won9R$ 326.400
Sadeem AdvisoryDubaiDealsNew6AED 1,240,000Qualified5AED 1,065,000Proposal3AED 742,000Negotiation2AED 518,000Won4AED 896,000
Lissard & Hayes EstatesCorkDealsNew9€3,180,000Qualified6€2,410,000Proposal4€1,865,000Negotiation3€1,290,000Won5€2,045,000
Fugenwerk BüroausbauBerlinDealsNew7412.000 €Qualified5368.500 €Proposal4291.000 €Negotiation2186.400 €Won3224.900 €
Kelong Byte DistributionSingaporeDealsNew12$286,000Qualified8$214,500Proposal6$173,200Negotiation3$98,400Won7$156,900
Salón TezontleMexico CityDealsNew14$2,340,000Qualified9$1,870,000Proposal6$1,420,000Negotiation4$965,000Won8$1,780,000
Penhallow Talent PartnersLondonDealsNew11£164,000Qualified7£118,500Proposal5£96,200Negotiation3£61,800Won6£104,300
Ondol Atelier ArchitectsSeoulDealsNew5₩1,840,000,000Qualified4₩1,320,000,000Proposal3₩960,000,000Negotiation2₩710,000,000Won3₩1,150,000,000
Torrefação Serra ClaraSão PauloDealsNew16R$ 482.000Qualified10R$ 361.500Proposal7R$ 274.800Negotiation4R$ 188.200Won9R$ 326.400
Sadeem AdvisoryDubaiDealsNew6AED 1,240,000Qualified5AED 1,065,000Proposal3AED 742,000Negotiation2AED 518,000Won4AED 896,000
Lissard & Hayes EstatesCorkDealsNew9€3,180,000Qualified6€2,410,000Proposal4€1,865,000Negotiation3€1,290,000Won5€2,045,000
Fugenwerk BüroausbauBerlinDealsNew7412.000 €Qualified5368.500 €Proposal4291.000 €Negotiation2186.400 €Won3224.900 €
Kelong Byte DistributionSingaporeDealsNew12$286,000Qualified8$214,500Proposal6$173,200Negotiation3$98,400Won7$156,900
Salón TezontleMexico CityDealsNew14$2,340,000Qualified9$1,870,000Proposal6$1,420,000Negotiation4$965,000Won8$1,780,000
Penhallow Talent PartnersLondonDealsNew11£164,000Qualified7£118,500Proposal5£96,200Negotiation3£61,800Won6£104,300
Ondol Atelier ArchitectsSeoulDealsNew5₩1,840,000,000Qualified4₩1,320,000,000Proposal3₩960,000,000Negotiation2₩710,000,000Won3₩1,150,000,000
Torrefação Serra ClaraSão PauloDealsNew16R$ 482.000Qualified10R$ 361.500Proposal7R$ 274.800Negotiation4R$ 188.200Won9R$ 326.400
Sadeem AdvisoryDubaiDealsNew6AED 1,240,000Qualified5AED 1,065,000Proposal3AED 742,000Negotiation2AED 518,000Won4AED 896,000
Lissard & Hayes EstatesCorkDealsNew9€3,180,000Qualified6€2,410,000Proposal4€1,865,000Negotiation3€1,290,000Won5€2,045,000
Fugenwerk BüroausbauBerlinDealsNew7412.000 €Qualified5368.500 €Proposal4291.000 €Negotiation2186.400 €Won3224.900 €
Kelong Byte DistributionSingaporeDealsNew12$286,000Qualified8$214,500Proposal6$173,200Negotiation3$98,400Won7$156,900
Salón TezontleMexico CityDealsNew14$2,340,000Qualified9$1,870,000Proposal6$1,420,000Negotiation4$965,000Won8$1,780,000
Penhallow Talent PartnersLondonDealsNew11£164,000Qualified7£118,500Proposal5£96,200Negotiation3£61,800Won6£104,300
Ondol Atelier ArchitectsSeoulDealsNew5₩1,840,000,000Qualified4₩1,320,000,000Proposal3₩960,000,000Negotiation2₩710,000,000Won3₩1,150,000,000
Torrefação Serra ClaraSão PauloDealsNew16R$ 482.000Qualified10R$ 361.500Proposal7R$ 274.800Negotiation4R$ 188.200Won9R$ 326.400
Sadeem AdvisoryDubaiDealsNew6AED 1,240,000Qualified5AED 1,065,000Proposal3AED 742,000Negotiation2AED 518,000Won4AED 896,000
Lissard & Hayes EstatesCorkNegotiation14 Wellington Road · Aoife BrennanOffer 1From the buyer’s side€465,000DeclinedCounteroffer 2From the seller’s side€489,000DeclinedOffer 3From the buyer’s side€478,500Accepted
Mtende Solar WorksNairobiCommissionsPayeeAmountStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200PendingOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800ApprovedWanjiku KamauBakery ovens · Upendo BakersKsh 51,600PaidAmina YusufMall rooftop · Garden CityKsh 214,500Paid
Fugenwerk BüroausbauBerlinNegotiationEtage 4 · Spreebogen VersicherungQuote 1From you214.800 €DeclinedRevised Quote 2From the other side189.000 €DeclinedRevised Quote 3From you198.600 €Accepted
Penhallow Talent PartnersLondonCommissionsPayeeAmountStatusImogen TateHead of Finance · Corbel Health£6,840PendingRaj PatelData Lead · Halyard Insurance£4,920ApprovedImogen TateCFO · Wexford Retail Group£9,150PaidCallum ReidProduct Director · Loam£5,380Paid
Salón TezontleMexico CityNegotiationBoda Ibarra Solís · 220 invitadosQuote 1From you$486,000ExpiredRevised Quote 2From the other side$418,000DeclinedRevised Quote 3From you$452,000In Play
Kelong Byte DistributionSingaporeCommissionsPayeeAmountStatusWei Ling TanLicences · Marina Bay Clinics$4,280PendingArjun NairRenewal · Jurong Freight$1,960ApprovedWei Ling TanSeats · Orchid Hotels$3,120PaidHafiz RahmanSupport plan · Tampines Polyclinic$1,440Paid
Torrefação Serra ClaraSão PauloNegotiationContrato anual · Rede Café PaulistaQuote 1From youR$ 312.000DeclinedRevised Quote 2From the other sideR$ 284.000DeclinedRevised Quote 3From youR$ 296.500Accepted
Ozama Carga LogísticaSanto DomingoCommissionsPayeeAmountStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400PendingLuis AlmonteContenedores · Ferretería OchoaRD$41,250ApprovedYanelis PeñaCarga aérea · Flores del CibaoRD$28,900PaidCarmen BáezConsolidado · Mueblería OrientalRD$33,600Paid
Ironbark & Wren DesignSydneyNegotiationRebrand · Harbourline FerriesQuote 1From you$96,000DeclinedRevised Quote 2From the other side$82,000DeclinedRevised Quote 3From you$88,500Accepted
Larchmere Print Co.TorontoCommissionsPayeeAmountStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640PendingArash KarimiPackaging run · Maple Ridge Tea$1,850ApprovedMegan DoucetteSignage · Danforth Dental$980PaidLiam OkaforCatalogues · Northbound Outfitters$1,420Paid
Viña Quebrada AltaSantiagoNegotiationExportación 2 contenedores · Nordvin ABQuote 1From you$58.400.000DeclinedRevised Quote 2From the other side$52.900.000DeclinedRevised Quote 3From you$55.600.000In Play
Lissard & Hayes EstatesCorkNegotiation14 Wellington Road · Aoife BrennanOffer 1From the buyer’s side€465,000DeclinedCounteroffer 2From the seller’s side€489,000DeclinedOffer 3From the buyer’s side€478,500Accepted
Mtende Solar WorksNairobiCommissionsPayeeAmountStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200PendingOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800ApprovedWanjiku KamauBakery ovens · Upendo BakersKsh 51,600PaidAmina YusufMall rooftop · Garden CityKsh 214,500Paid
Fugenwerk BüroausbauBerlinNegotiationEtage 4 · Spreebogen VersicherungQuote 1From you214.800 €DeclinedRevised Quote 2From the other side189.000 €DeclinedRevised Quote 3From you198.600 €Accepted
Penhallow Talent PartnersLondonCommissionsPayeeAmountStatusImogen TateHead of Finance · Corbel Health£6,840PendingRaj PatelData Lead · Halyard Insurance£4,920ApprovedImogen TateCFO · Wexford Retail Group£9,150PaidCallum ReidProduct Director · Loam£5,380Paid
Salón TezontleMexico CityNegotiationBoda Ibarra Solís · 220 invitadosQuote 1From you$486,000ExpiredRevised Quote 2From the other side$418,000DeclinedRevised Quote 3From you$452,000In Play
Kelong Byte DistributionSingaporeCommissionsPayeeAmountStatusWei Ling TanLicences · Marina Bay Clinics$4,280PendingArjun NairRenewal · Jurong Freight$1,960ApprovedWei Ling TanSeats · Orchid Hotels$3,120PaidHafiz RahmanSupport plan · Tampines Polyclinic$1,440Paid
Torrefação Serra ClaraSão PauloNegotiationContrato anual · Rede Café PaulistaQuote 1From youR$ 312.000DeclinedRevised Quote 2From the other sideR$ 284.000DeclinedRevised Quote 3From youR$ 296.500Accepted
Ozama Carga LogísticaSanto DomingoCommissionsPayeeAmountStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400PendingLuis AlmonteContenedores · Ferretería OchoaRD$41,250ApprovedYanelis PeñaCarga aérea · Flores del CibaoRD$28,900PaidCarmen BáezConsolidado · Mueblería OrientalRD$33,600Paid
Ironbark & Wren DesignSydneyNegotiationRebrand · Harbourline FerriesQuote 1From you$96,000DeclinedRevised Quote 2From the other side$82,000DeclinedRevised Quote 3From you$88,500Accepted
Larchmere Print Co.TorontoCommissionsPayeeAmountStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640PendingArash KarimiPackaging run · Maple Ridge Tea$1,850ApprovedMegan DoucetteSignage · Danforth Dental$980PaidLiam OkaforCatalogues · Northbound Outfitters$1,420Paid
Viña Quebrada AltaSantiagoNegotiationExportación 2 contenedores · Nordvin ABQuote 1From you$58.400.000DeclinedRevised Quote 2From the other side$52.900.000DeclinedRevised Quote 3From you$55.600.000In Play
Lissard & Hayes EstatesCorkNegotiation14 Wellington Road · Aoife BrennanOffer 1From the buyer’s side€465,000DeclinedCounteroffer 2From the seller’s side€489,000DeclinedOffer 3From the buyer’s side€478,500Accepted
Mtende Solar WorksNairobiCommissionsPayeeAmountStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200PendingOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800ApprovedWanjiku KamauBakery ovens · Upendo BakersKsh 51,600PaidAmina YusufMall rooftop · Garden CityKsh 214,500Paid
Fugenwerk BüroausbauBerlinNegotiationEtage 4 · Spreebogen VersicherungQuote 1From you214.800 €DeclinedRevised Quote 2From the other side189.000 €DeclinedRevised Quote 3From you198.600 €Accepted
Penhallow Talent PartnersLondonCommissionsPayeeAmountStatusImogen TateHead of Finance · Corbel Health£6,840PendingRaj PatelData Lead · Halyard Insurance£4,920ApprovedImogen TateCFO · Wexford Retail Group£9,150PaidCallum ReidProduct Director · Loam£5,380Paid
Salón TezontleMexico CityNegotiationBoda Ibarra Solís · 220 invitadosQuote 1From you$486,000ExpiredRevised Quote 2From the other side$418,000DeclinedRevised Quote 3From you$452,000In Play
Kelong Byte DistributionSingaporeCommissionsPayeeAmountStatusWei Ling TanLicences · Marina Bay Clinics$4,280PendingArjun NairRenewal · Jurong Freight$1,960ApprovedWei Ling TanSeats · Orchid Hotels$3,120PaidHafiz RahmanSupport plan · Tampines Polyclinic$1,440Paid
Torrefação Serra ClaraSão PauloNegotiationContrato anual · Rede Café PaulistaQuote 1From youR$ 312.000DeclinedRevised Quote 2From the other sideR$ 284.000DeclinedRevised Quote 3From youR$ 296.500Accepted
Ozama Carga LogísticaSanto DomingoCommissionsPayeeAmountStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400PendingLuis AlmonteContenedores · Ferretería OchoaRD$41,250ApprovedYanelis PeñaCarga aérea · Flores del CibaoRD$28,900PaidCarmen BáezConsolidado · Mueblería OrientalRD$33,600Paid
Ironbark & Wren DesignSydneyNegotiationRebrand · Harbourline FerriesQuote 1From you$96,000DeclinedRevised Quote 2From the other side$82,000DeclinedRevised Quote 3From you$88,500Accepted
Larchmere Print Co.TorontoCommissionsPayeeAmountStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640PendingArash KarimiPackaging run · Maple Ridge Tea$1,850ApprovedMegan DoucetteSignage · Danforth Dental$980PaidLiam OkaforCatalogues · Northbound Outfitters$1,420Paid
Viña Quebrada AltaSantiagoNegotiationExportación 2 contenedores · Nordvin ABQuote 1From you$58.400.000DeclinedRevised Quote 2From the other side$52.900.000DeclinedRevised Quote 3From you$55.600.000In Play
Lissard & Hayes EstatesCorkNegotiation14 Wellington Road · Aoife BrennanOffer 1From the buyer’s side€465,000DeclinedCounteroffer 2From the seller’s side€489,000DeclinedOffer 3From the buyer’s side€478,500Accepted
Mtende Solar WorksNairobiCommissionsPayeeAmountStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200PendingOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800ApprovedWanjiku KamauBakery ovens · Upendo BakersKsh 51,600PaidAmina YusufMall rooftop · Garden CityKsh 214,500Paid
Fugenwerk BüroausbauBerlinNegotiationEtage 4 · Spreebogen VersicherungQuote 1From you214.800 €DeclinedRevised Quote 2From the other side189.000 €DeclinedRevised Quote 3From you198.600 €Accepted
Penhallow Talent PartnersLondonCommissionsPayeeAmountStatusImogen TateHead of Finance · Corbel Health£6,840PendingRaj PatelData Lead · Halyard Insurance£4,920ApprovedImogen TateCFO · Wexford Retail Group£9,150PaidCallum ReidProduct Director · Loam£5,380Paid
Salón TezontleMexico CityNegotiationBoda Ibarra Solís · 220 invitadosQuote 1From you$486,000ExpiredRevised Quote 2From the other side$418,000DeclinedRevised Quote 3From you$452,000In Play
Kelong Byte DistributionSingaporeCommissionsPayeeAmountStatusWei Ling TanLicences · Marina Bay Clinics$4,280PendingArjun NairRenewal · Jurong Freight$1,960ApprovedWei Ling TanSeats · Orchid Hotels$3,120PaidHafiz RahmanSupport plan · Tampines Polyclinic$1,440Paid
Torrefação Serra ClaraSão PauloNegotiationContrato anual · Rede Café PaulistaQuote 1From youR$ 312.000DeclinedRevised Quote 2From the other sideR$ 284.000DeclinedRevised Quote 3From youR$ 296.500Accepted
Ozama Carga LogísticaSanto DomingoCommissionsPayeeAmountStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400PendingLuis AlmonteContenedores · Ferretería OchoaRD$41,250ApprovedYanelis PeñaCarga aérea · Flores del CibaoRD$28,900PaidCarmen BáezConsolidado · Mueblería OrientalRD$33,600Paid
Ironbark & Wren DesignSydneyNegotiationRebrand · Harbourline FerriesQuote 1From you$96,000DeclinedRevised Quote 2From the other side$82,000DeclinedRevised Quote 3From you$88,500Accepted
Larchmere Print Co.TorontoCommissionsPayeeAmountStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640PendingArash KarimiPackaging run · Maple Ridge Tea$1,850ApprovedMegan DoucetteSignage · Danforth Dental$980PaidLiam OkaforCatalogues · Northbound Outfitters$1,420Paid
Viña Quebrada AltaSantiagoNegotiationExportación 2 contenedores · Nordvin ABQuote 1From you$58.400.000DeclinedRevised Quote 2From the other side$52.900.000DeclinedRevised Quote 3From you$55.600.000In Play
Lissard & Hayes EstatesCorkDealsNew9€3,180,000Qualified6€2,410,000Proposal4€1,865,000Negotiation3€1,290,000Won5€2,045,000
Fugenwerk BüroausbauBerlinDealsNew7412.000 €Qualified5368.500 €Proposal4291.000 €Negotiation2186.400 €Won3224.900 €
Kelong Byte DistributionSingaporeDealsNew12$286,000Qualified8$214,500Proposal6$173,200Negotiation3$98,400Won7$156,900
Salón TezontleMexico CityDealsNew14$2,340,000Qualified9$1,870,000Proposal6$1,420,000Negotiation4$965,000Won8$1,780,000
Penhallow Talent PartnersLondonDealsNew11£164,000Qualified7£118,500Proposal5£96,200Negotiation3£61,800Won6£104,300
Ondol Atelier ArchitectsSeoulDealsNew5₩1,840,000,000Qualified4₩1,320,000,000Proposal3₩960,000,000Negotiation2₩710,000,000Won3₩1,150,000,000
Torrefação Serra ClaraSão PauloDealsNew16R$ 482.000Qualified10R$ 361.500Proposal7R$ 274.800Negotiation4R$ 188.200Won9R$ 326.400
Sadeem AdvisoryDubaiDealsNew6AED 1,240,000Qualified5AED 1,065,000Proposal3AED 742,000Negotiation2AED 518,000Won4AED 896,000
Lissard & Hayes EstatesCorkNegotiation14 Wellington Road · Aoife BrennanOffer 1From the buyer’s side€465,000DeclinedCounteroffer 2From the seller’s side€489,000DeclinedOffer 3From the buyer’s side€478,500Accepted
Mtende Solar WorksNairobiCommissionsPayeeAmountStatusWanjiku KamauRooftop array · Wanjiru LogisticsKsh 259,200PendingOtieno BarasaCar dealership · Ngong Road MotorsKsh 118,800ApprovedWanjiku KamauBakery ovens · Upendo BakersKsh 51,600PaidAmina YusufMall rooftop · Garden CityKsh 214,500Paid
Fugenwerk BüroausbauBerlinNegotiationEtage 4 · Spreebogen VersicherungQuote 1From you214.800 €DeclinedRevised Quote 2From the other side189.000 €DeclinedRevised Quote 3From you198.600 €Accepted
Penhallow Talent PartnersLondonCommissionsPayeeAmountStatusImogen TateHead of Finance · Corbel Health£6,840PendingRaj PatelData Lead · Halyard Insurance£4,920ApprovedImogen TateCFO · Wexford Retail Group£9,150PaidCallum ReidProduct Director · Loam£5,380Paid
Salón TezontleMexico CityNegotiationBoda Ibarra Solís · 220 invitadosQuote 1From you$486,000ExpiredRevised Quote 2From the other side$418,000DeclinedRevised Quote 3From you$452,000In Play
Kelong Byte DistributionSingaporeCommissionsPayeeAmountStatusWei Ling TanLicences · Marina Bay Clinics$4,280PendingArjun NairRenewal · Jurong Freight$1,960ApprovedWei Ling TanSeats · Orchid Hotels$3,120PaidHafiz RahmanSupport plan · Tampines Polyclinic$1,440Paid
Torrefação Serra ClaraSão PauloNegotiationContrato anual · Rede Café PaulistaQuote 1From youR$ 312.000DeclinedRevised Quote 2From the other sideR$ 284.000DeclinedRevised Quote 3From youR$ 296.500Accepted
Ozama Carga LogísticaSanto DomingoCommissionsPayeeAmountStatusYanelis PeñaRuta Haina–Miami · Caribe TextilRD$86,400PendingLuis AlmonteContenedores · Ferretería OchoaRD$41,250ApprovedYanelis PeñaCarga aérea · Flores del CibaoRD$28,900PaidCarmen BáezConsolidado · Mueblería OrientalRD$33,600Paid
Ironbark & Wren DesignSydneyNegotiationRebrand · Harbourline FerriesQuote 1From you$96,000DeclinedRevised Quote 2From the other side$82,000DeclinedRevised Quote 3From you$88,500Accepted
Larchmere Print Co.TorontoCommissionsPayeeAmountStatusMegan DoucetteAnnual reports · Lakeshore Credit Union$2,640PendingArash KarimiPackaging run · Maple Ridge Tea$1,850ApprovedMegan DoucetteSignage · Danforth Dental$980PaidLiam OkaforCatalogues · Northbound Outfitters$1,420Paid
Viña Quebrada AltaSantiagoNegotiationExportación 2 contenedores · Nordvin ABQuote 1From you$58.400.000DeclinedRevised Quote 2From the other side$52.900.000DeclinedRevised Quote 3From you$55.600.000In Play
Calisto Deals
One record from the first inquiry to the commission
Who you are selling to, where each deal stands, and what closes next.
Pipeline
Your stages, your rules.
Your Day
Follow-ups, meetings and visits.
Leads
Captured, routed and claimed.
Quotes and Contracts
Versions until one is accepted.
People and Companies
Everyone the business works with.
After the Sale
Handoff, closings and commissions.
Reports
Pipeline, forecast and targets.
Communication
Mail, Inbox, Live and Voice.
Pipeline
Move each deal through the stages your business uses
Board, list and calendar over the same deals, with as many pipelines as you sell through. A stage can hold a deal until its required fields are filled or its value clears a minimum, and a deal that sits too long is flagged.
Deals
Your pipeline across every stage
New Deal
Open Deals14
Pipeline ValueR$ 1.502.500
No Next Step1
Stalled1
Won4
Total20
New4R$ 288.500
Padaria Real MoocaR$ 86.400Juliana PradoCall · Tomorrow 10:001 day in stageClose in 38 days
Blend · Café IpirangaR$ 42.900Rodrigo AlmeidaEmail · Today 15:302 days in stageClose in 45 days
Hotel PaulistanoR$ 128.000Fernanda LopesNo next step3 days in stageClose in 52 days
Qualified4R$ 413.900
Campus PaulistaR$ 214.000Profa. Helena CostaVisit · Tomorrow 09:005 days in stageClose in 29 days
Quiosques IbirapueraR$ 96.500Marcelo DuarteQuiet · 9 days12 days in stageClose in 31 days
Banco AuroraR$ 74.800Patrícia NogueiraCall · Fri 14:004 days in stageClose in 36 days
Proposal3R$ 410.500
Rede Café PaulistaR$ 296.500Ana Beatriz RochaCall · Today 16:006 days in stageClose in 18 days
Amostras · Kissa TokyoR$ 61.300Kenji WatanabeStalled · 15 days19 days in stageClose in 8 days
Mercado PinheirosR$ 52.700Luana TeixeiraMeeting · Wed 10:303 days in stageClose in 24 days
Negotiation3R$ 389.600
Expo Center NorteR$ 138.000Gustavo RibeiroOverdue · Call Mon 10:008 days in stageClose in 6 days
Coworking Faria LimaR$ 84.200Mariana SiqueiraMeeting · Today 17:002 days in stageClose in 11 days
Hospital Santa LúciaR$ 167.400Dr. Eduardo LimaEmail · Tomorrow 09:005 days in stageClose in 14 days
Won4R$ 447.900
Padaria Bella PaulistaR$ 118.000Sérgio BatistaNo next step3 days in stageClose today
Rede Coffee LabR$ 242.600Isabela MartinsNo next step6 days in stageClose today
Hotel Unique SulR$ 64.900Paulo Henrique DiasNo next step9 days in stageClose today
A Deal’s Page
Its next step at hand, then its negotiation, closing, parties, documents and history, with keys to log, call, email and move it.
Deals
Unit 4, Marina Commercial Park · Corrib Freight Negotiation
Request ApprovalArchive
Value€612,000.00Expected close04/12/2026Probability75%OwnerSiobhán KeaneCompanyCorrib Freight Ltd
ActionsEmailCallSchedule MeetingDirectionsMessage
Suggested Next StepPrepare for meeting with Declan MurphyA meeting is scheduled within the next 24 hours. Review recent activity.View Activity
Next StepsCall Declan about the third offer10/11/2026 11:30Second viewing with his surveyor11/11/2026 10:00Send the revised heads of terms11/11/2026 16:00Ask the seller for the BER certificate12/11/2026 09:00Check finance approval with AIB Business14/11/2026 14:00
NegotiationOffer 1From the buyer’s side€580,000DeclinedCounteroffer 2From the seller’s side€625,000DeclinedOffer 3From the buyer’s side€612,000In Play
PartiesWe RepresentSeller SideDMDeclan MurphyCorrib Freight LtdBuyerGÓGráinne Ó SúilleabháinMarina Park HoldingsSellerAWAisling WalshWalsh & Fitzgerald SolicitorsCounselRBRory BrennanAIB BusinessLenderCHConor HealyLissard & Hayes EstatesAgent
TimelineAllCallsEmailsMeetingsStage movesOffer 3 received from the buyer’s side10/11/2026 09:12Call with Declan Murphy · 14 min09/11/2026 16:40Counteroffer 2 sent to Walsh & Fitzgerald08/11/2026 11:05Viewing at Unit 4 with Corrib Freight05/11/2026 10:00Moved from Proposal to Negotiation04/11/2026 15:22
Your Day
Plan the follow-ups, meetings and visits for each day
Activities lists every follow-up as a list, a board, a calendar or a timeline. Log Activity records a call, meeting, visit, email or note with how it went and how long it took, typed or dictated. Booking pages take meetings, and Nearby orders the day’s visits by road.
Activities
Find a TimeNew Event
ListBoardCalendarTimeline
Calls 14 Meetings 9 Emails 6Today11/09/2026 – 11/13/2026DayWeekMonthAgenda
09 Mon10 Tue11 Wed12 Thu13 Fri
08:0009:0010:0011:0012:0013:0014:0015:0016:0017:00
Peachtree Dental08:30–09:30Midtown Tech Tower10:30–12:00Buckhead Law14:00–15:30
Grant Park Clinic09:00–10:00Westside Provisions11:00–12:30Emory Annex bid15:00–16:00
Ponce City Offices08:00–09:30Atlantic Station11:00–12:00Alpharetta Data Hall13:30–15:00
Inman Park Bank09:00–10:30Marietta Shops quote12:00–13:00Hapeville Logistics14:30–16:00
Cumberland Mall08:30–09:30Kennesaw Clinic10:30–12:00Duluth Plant trial14:00–15:30
Reminders
A follow-up is told before it is due, or at its own reminder time, as Automations rules.
09:4110/11/2026DealsnowComing up: Call Priya about the brand auditOpen it to get ready, mark it done, or move it to tomorrow.DoneSnoozeDeals14 min agoFollow-up overdue: Send the revised scope to Harbour PilatesOpen the deal to do it now or give it a new date.DoneSnoozeDeals38 min agoNew Lead AssignedTom Okafor · Rebrand for Bondi Surf Co.CallDeals1 h agoNew Lead Waiting for an OwnerA new lead is waiting for someone to take it: Lena Fischer · Packaging for Wollongbar GinClaim
After a Call
Coming back from the phone’s dialer opens Log Activity already filled in with the person, the deal and how long the call took.
Carga semanal Haina–Miami · Textiles del CaribeRafael Cuevas
How Did the Call With Rafael Cuevas Go?CallMeetingVisitEmailNoteWhat HappenedDictateQuiere subir de 2 a 3 contenedores semanales desde enero. Pide tarifa fija por 6 meses y seguro de carga incluido. Le envío la cotización revisada el jueves.OutcomeConnectedLeft a VoicemailNo AnswerBusyWrong NumberSchedule the Next StepA follow-up with the same person, on your list.CallEmailMeeting12/11/2026 10:00Not NowLog Call
Check In
A visit logged at the customer’s place. Where the rep stood is kept only when the owner switches it on.
Near MeToday's RouteListMap58 min of driving · 31 km
1Begehung 4. OG09:00 · Spreebogen AG · Alt-Moabit 9114 min driveDirectionsCheck In2Aufmaß Empfang10:30 · Kanzlei Kahl · Friedrichstr. 14812 min driveDirectionsCheck In3Musterabnahme12:00 · Atelier Nordlicht · Kastanienallee 2218 min driveDirectionsCheck In4Angebot klären14:00 · Havelblick · Juliusturm 4016 min driveDirectionsCheck In
Booking Pages
Event types, availability and a booking page that puts meetings straight on your calendar.
Schedule Engine
Share a link, guests pick an open slot, and the event lands on your calendar
BookingsAvailabilityNew Event Type
Introductory callActive/book/meet/penhallow/intro
Hiring briefActive/book/meet/penhallow/brief
Candidate interviewActive/book/meet/penhallow/interview
Shortlist reviewActive/book/meet/penhallow/shortlist
Offer debriefActive/book/meet/penhallow/debrief
Account reviewInactive/book/meet/penhallow/review
Sequences
Emails, waits and tasks in order, enrolled per person, or drafted from a goal you describe.
Automation
Chase each person until they act: steps, enrollments and run status.
New Sequence
SequencesEnrollmentsRulesTemplatesRunsLead Bot
Search sequences…StateStarts
| Sequence | Steps | Steps Due | Enrolled | Reply Rate | Meeting Rate | Bounce Rate | Status |
|---|---|---|---|---|---|---|---|
| New reseller lead nurtureManual | 6 | 18 | 142 | 21% | 8% | 1.2% | Active |
| Trial to licence follow-upDeal stage | 5 | 9 | 64 | 34% | 15% | 0.6% | Active |
| Renewal 60 days outManual | 4 | 23 | 211 | 28% | 11% | 0.9% | Active |
| Onboarding after a winDeal won | 7 | 12 | 37 | 46% | 22% | 0.4% | Active |
| Win back a lost quoteDeal lost | 3 | 4 | 29 | 17% | 5% | 1.7% | Active |
| Quiet client check-inClient lapsed | 3 | 7 | 48 | 24% | 9% | 1.1% | Paused |
| Event leads · GovWare 2026Manual | 5 | 31 | 96 | 19% | 7% | 2.1% | Draft |
Email Templates
Email templates and the collateral you send, kept in Content for the whole team.
Content
Reusable email templates your sequences and sends draw from, authored here and composed with one click.
New Template
CollateralEmail Templates
Templates (7)Search templates…Export price list 2027Viña Quebrada Alta · 2027 export price listQuotesSample shipment sentYour samples are on their way, {{first_name}}Follow-upLista de precios nacionalLista de precios 2027 · Viña Quebrada AltaQuotesContainer booking confirmedContainer booked for {{company}}LogisticsHarvest reportVendimia 2026: what is in the bottleNewsletterVisita a la viñaLe esperamos en el valle de ColchaguaMeetingsQuote follow-upAny questions on the quote, {{first_name}}?Follow-up
Edit Template
BodyHello {{first_name}},Attached is our 2027 export price list for {{company}}, FOB San Antonio, by the case of six. Our Carmenère Reserva and the new Cabernet Franc are both available from March.Mixed containers start at 1,100 cases. I can hold allocation for you until the end of the month.Saludos,{{sender_name}}Shared with the teamSaveOn a Phone
Home shows today’s follow-ups, meetings, new leads and stalled deals, and Home, Leads, Activities and People open with no signal.
Follow-UpsAll
Proof changesOverdue · Hannah Lindqvist09:00Carton quoteOwen Tremblay11:30Press datePriya Raman15:00
Today's MeetingsPress check13:00 · Maple Ridge TeaNew LeadsAllDYDanforth YogaWebsite · 12 min agoLBLeslieville BakeryReferral · 2 h agoLeads nobody owns yet3
Stalled DealsAllNorthbound banners11 days quiet$6,480Ossington menus9 days quiet$1,920
09:4110/11/2026DealsnowComing up: Call Priya about the brand auditOpen it to get ready, mark it done, or move it to tomorrow.DoneSnoozeDeals14 min agoFollow-up overdue: Send the revised scope to Harbour PilatesOpen the deal to do it now or give it a new date.DoneSnoozeDeals38 min agoNew Lead AssignedTom Okafor · Rebrand for Bondi Surf Co.CallDeals1 h agoNew Lead Waiting for an OwnerA new lead is waiting for someone to take it: Lena Fischer · Packaging for Wollongbar GinClaim
Leads
Route and claim every lead before it is a deal
A lead arrives from a form, a website inquiry, a scanned business card, a shared contact card or a referral. Rules hand it to a person or a team, a pool hands it out in turn or keeps it to claim, and Convert to Deal opens its deal.
Inquiries
Every inquiry from your booking page, your website, your forms and your calls. Reply, qualify and claim it.
New Inquiry
ActiveInboxUnclaimed
Total Inquiries186
New Today7
Qualified64
Unqualified21
Average Reply (Hours, 30 Days)2.4
Name, email, or phone…NewContactedQualifiedUnqualifiedConverted
| Inquiry | Status | Source | Score | Owner | Waiting |
|---|---|---|---|---|---|
| Valeria IbarraBoda · 220 invitados | New | Website | 82 | UnassignedBodas | 12 min ago |
| Grupo AltamarCena de fin de año · 140 | New | Referral | 76 | Diego SalinasCorporativo | 34 min ago |
| Mariana OchoaXV años · 180 invitados | Contacted | Social Media | 64 | Ximena RoblesBodas | 2 h ago |
| Fundación Luz de CoyoacánGala benéfica · 300 | Qualified | Event | 88 | Diego SalinasCorporativo | 5 h ago |
| Andrés VillaseñorBautizo · 90 invitados | Contacted | Walk-in | 47 | Paola MéndezSociales | 9 h ago |
| Renata y EmilioBoda · 160 invitados | New | Signage | 58 | UnassignedBodas | 1 d ago |
Lead Forms
Lead Capture
Forms that create a lead in Deals when someone fills them in. Build and connect them in Forms.
New Lead Form
TerritoriesPoolsCapture
Forms That Create LeadsFree valuation request148 responses · last 09/11/2026PublishedCopy LinkLead SettingsEditBook a viewing312 responses · last 10/11/2026PublishedCopy LinkLead SettingsEditCommercial space enquiry57 responses · last 07/11/2026PublishedCopy LinkLead SettingsEditRental landlord sign-up41 responses · last 08/11/2026PublishedCopy LinkLead SettingsEditNew homes register · Ballincollig96 responses · last 05/11/2026PublishedCopy LinkLead SettingsEditMortgage advice callback23 responses · last 02/11/2026DraftLead SettingsEditYour Other FormsTenant move-out checklist64 responses · last 06/11/2026PublishedConnect to DealsEditOffice party RSVP18 responses · last 29/10/2026ClosedConnect to DealsEditAny form with Create a Lead switched on, built and edited in Forms.
Routing Rules
Leads
How a new lead is handed out, answered, tagged and followed up. Each is an Automations rule you set up and switch on.
Lead Rules
Lead AssignmentHand each new lead to a team, in turn or for the first member who claims itUnclaimed LeadsHand out a pooled lead nobody claimed in timeAuto-ReplyEmail a new lead the moment they arriveAuto-AssignEnroll new leads in a sequence by where they came fromAuto-ReassignHand a lead nobody contacted in time to the next repAuto-TagTag the person behind each new lead, by where it came fromDate TriggersGreet or remind contacts on a date, like a birthday or an expiring document
Lead not contacted in 30 minutes → reassignWhenLead assigned or pooledOnly when a person now owns itContacted within 30 minutes?When it arrivesIf it doesn’t comeHand it to the next repCommercial accounts · Round robin
A new lead handed to a team, reassigned when nobody reaches it in time, tagged or answered straight away, as Automations rules.
Lead Pools
Lead Pools
Where leads wait for an owner, claimed by members or handed out in turn.
New Pool
ScoringTerritoriesPoolsCapture
Search pools…| Pool | Open Leads | Unclaimed | Members | Claim Limit | Auto-Release (Days) |
|---|---|---|---|---|---|
| Cafeterias e padariasRound robin | 34 | 6 | 5 | 8 | 3 |
| Hotéis e restaurantesMembers claim | 21 | 9 | 4 | 6 | 2 |
| Escritórios e coworkingsRound robin | 18 | 3 | 3 | 10 | 5 |
| ExportaçãoMembers claim | 12 | 4 | 2 | 5 | 7 |
| Varejo e empóriosRound robin | 27 | 5 | 4 | 8 | 3 |
| Eventos e feirasMembers claim | 15 | 7 | 3 | 6 | 2 |
Handed out in turn or kept for a member to claim, with a claim limit and a release when nobody makes contact.
Scoring and Territories
Lead Scoring
Configure scoring rules and preview lead scores
New Rule
ScoringTerritoriesPoolsCapture
Total Rules6
Active Rules5
Avg Points14
Max Score75
Scoring Rules
| Name | Points | Active |
|---|---|---|
| Engaged with the portfolioWebsite Visits >= 5 | 20 pts | |
| Came back more than onceInquiry Count >= 2 | 25 pts | |
| Answers within a dayResponse Time <= 24 | 15 pts | |
| Saved project typesSaved Searches >= 3 | 10 pts | |
| Deep portfolio readerWebsite Visits > 15 | 10 pts | |
| Slow to replyResponse Time > 72 | 5 pts |
TerritoriesNew TerritorySeoul GangnamGangnam-gu, Seocho-gu, Songpa-gu김서연Seoul GangbukJongno-gu, Mapo-gu, Seongdong-gu이도윤Gyeonggi SouthSeongnam, Suwon, Yongin박지훈GangwonPyeongchang, Gangneung, Sokcho최유나Busan and GyeongnamBusan, Changwon, Gimhae정민재
Leads scored on your own rules, and territories drawn on a map.
Scan a Card
Scan CardFrom Contacts
New Lead From This CardRashid Al MansooriDirector of StrategyGulf Horizon Holdingsrashid.almansoori@gulfhorizon.ae+971 50 418 2276Assign to MeCancelCreate Lead
Photograph a business card, or pick someone from the phone’s contacts, and confirm the details before the lead is saved.
Speed to Lead
Speed to Lead
Time to first touch on leads, per rep, over the last 30 days.
Avg Response (s)403
Leads168
Responded159
Avg Response Time by Rep (S)
LeaJonasAylinMateuszSophieTobias
| Rep | Avg (s) | Fastest (s) | Leads | Response Rate |
|---|---|---|---|---|
| Lea Hoffmann | 188 | 41 | 37 | 97 % |
| Jonas Becker | 264 | 58 | 31 | 97 % |
| Aylin Demir | 351 | 73 | 29 | 93 % |
| Mateusz Nowak | 476 | 96 | 26 | 92 % |
| Sophie Krüger | 598 | 112 | 24 | 96 % |
| Tobias Vogel | 744 | 135 | 21 | 90 % |
How fast each lead was first reached, as a report.
Quotes and Contracts
Send quotes, answer counters, and sign the contract
Every quote is a version of the deal’s terms. Revise yours or record their counter, and the primary version is the deal’s figure. Accepting one makes the contract, and a change order amends it. A proposal is written in Proposals and a signature collected in Sign, each priced per use.
Quotes
Line-item pricing documents.
New Quote
QuotesProposals
Total Quotes38
Total Value$612,480
Draft4
Sent9
Accepted19
Expired3
Acceptance Rate68%
Quote name or client…AllDraftSentAcceptedExpiredDeclinedCancelled
| Quote | Deal | Contact | Value | Status | Answered | Expires |
|---|---|---|---|---|---|---|
| Annual cleaning contract | Westside Charter School | Denise Carter | $64,200 | Accepted | 11/09/2026 | 12/01/2026 |
| Nightly janitorial, 3 floors | Peachtree Center Tower B | Monique Holloway | $48,600 | Accepted | 11/07/2026 | 11/28/2026 |
| Restroom sanitation plan | Cobb Galleria Offices | Trevor Nash | $21,480 | Declined | 11/06/2026 | 11/25/2026 |
| Day porter service | Midtown Dental Partners | Dr. Kevin Ashby | $18,240 | Accepted | 11/04/2026 | 11/26/2026 |
| Window and pressure washing | Decatur Square Retail | Alicia Moreno | $12,300 | Accepted | 11/02/2026 | 11/21/2026 |
| Floor care program | Buckhead Medical Plaza | Rhonda Whitfield | $26,900 | Declined | 10/31/2026 | 11/18/2026 |
| Post-construction clean | Ponce City Lofts | Marcus Bell | $9,750 | Accepted | 10/28/2026 | 11/16/2026 |
Versions and Counters
Your quote, their counter and your revision side by side; the primary version is the deal’s figure.
Back to Quotes
Device management licences, 3 years Draft
Email the Quote
Line items
ItemQtyUnit priceDevice management seat, 36 months180$285.00Endpoint protection add-on180$88.00Onboarding and policy set-up1$4,200.00Priority support, 36 months1$1,740.00
Subtotal$73,080.00Tax$6,577.20Total$79,657.20
ClientGrace Limgrace@tpdental.sg
Versions3Each version of the terms on this deal. The primary is the deal’s figure.
Quote 1$86,400.00From youDeclinedRevised Quote 2$74,900.00From the other side · PrimaryIn PlayRevised Quote 3$79,657.20From youDraft
ReviseRecord Their CounterMake PrimarySend to the ClientEmailCopy the Link
People and Companies
Keep every person and company the business works with
People is the business’s directory, with segments for customers, leads, members and VIPs. A company holds its people, its deals and its brands, and can play the vendor role. Each person’s record carries their deals, bookings, purchases, conversations and documents from every app.
People
Your contact directory to search, scan KYC, and open a record.
New Contact
Total Contacts1,284
New This Month46
With Open Deals112
KYC Pending7
Name, email, or phone…CustomersLeadsMembersVIPTaggedStarred
| Name | Company | Owner | KYC | |
|---|---|---|---|---|
| VIValeria Ibarra Solís | valeria@ibarrasolis.mx | Ibarra Solís Eventos | Mariana Cortés | Verified |
| RFRodrigo Fuentes | rfuentes@grupoaltamar.mx | Grupo Altamar | Diego Herrera | Verified |
| ASAna Sofía Treviño | asofia@trevino.mx | Treviño Arquitectos | Mariana Cortés | Pending |
| HSHéctor Salgado | hsalgado@valleverde.org | Fundación Valle Verde | Lucía Paredes | Not Required |
| DODaniela Ochoa | dochoa@ochoacatering.mx | Ochoa Catering | Diego Herrera | Verified |
| ENEmilio Navarro | emilio@navarroya.mx | Navarro y Asociados | Lucía Paredes | Verified |
| FRFernanda Ruiz | fernanda@colectivoluz.mx | Colectivo Luz | Mariana Cortés | Pending |
Companies and Brands
A company’s people and deals, its brands under the group, and the vendor role when it supplies you.
Companies
Elektro Havelland Gruppe
Edit
OverviewSalesOperationsCommunicationsFinance
Group & BrandsNot part of a group. Choose its group on Edit.Brands · 4Havelland LichtBilled to the groupHavelland SicherheitBilled to the groupSpree DatennetzeBilled in its own nameHavelland LadenBilled to the groupNew brand’s nameAdd a Brand
Vendor DetailsSaveRemove Vendor Role
Duplicates
Found by name and email, compared side by side and merged.
Duplicates & Merge
Review duplicate groups, choose a surviving primary, and merge.
Duplicate Groups14
High Confidence9
Medium Confidence5
HighSame email2 contactsNot a DuplicateHide
| Field | Keep this contact | Keep this contact |
|---|---|---|
| Name | Harriet Okonjo | Harriet Okonjo |
| harriet@corbel.co.uk | harriet@corbel.co.uk | |
| Phone | 020 7946 0381 | 07700 900412 |
| Role | Client | Prospect |
| Created | 24/09/2025 | 04/10/2026 |
Merged result previewHarriet Okonjo · harriet@corbel.co.ukMerge Contacts
MediumSame name2 contactsReview & Merge
Smart Lists and Tags
Lists of people or companies, shared with Segments and attached to Campaigns and sequences.
Smart Lists
Segments, static lists and saved searches over your contacts and companies
Compare ListsNew list
Search lists…AllDynamicStaticSaved searchesBuilt-in
| Name | Type | Members | Updated |
|---|---|---|---|
| Cafeterias em São Paulo | Dynamic | 214 | 10/11/2026 |
| Redes com mais de 5 lojas | DynamicCompanies | 38 | 09/11/2026 |
| Clientes sem pedido há 60 dias | Dynamic | 57 | 09/11/2026 |
| Feira Café Brasil 2026 | Static | 126 | 06/11/2026 |
| Hotéis e restaurantes | Static | 88 | 04/11/2026 |
| Torrefações parceiras | Saved search | 19 | 01/11/2026 |
| VIP | Built-in | 31 | 08/11/2026 |
Import
Deals and contacts from a spreadsheet, or another CRM through Calisto Pro’s import.
Import Deals
Upload a CSV, map columns, preview, then run the import.
Map columns
1 row will be skipped. 47 rows will import.Import DealsDirections
Every address pinned on the map, with Calisto’s own directions.
DriveWalkCycleTruckScooter
18 min11.4 km · Fastest · With current traffic23 min13.9 km · Tolls · With current trafficStart
After the Sale
Hand off each signed deal and record who earned what
Handoff shows where every signed deal stands: with its owner, a coordinator, a project or an Orderflow order. A closing’s steps, documents, parties and money are worked in place. A won deal’s commission is owed from each person’s pay agreement, and settlements record what was paid outside Calisto.
Handoff
Hand off each signed deal: its closing, a project, or a one-off order.
Handoff SettingNext Awaiting
Signed Deals8
Awaiting Handoff2
Being Carried5
Fulfilled1
All8Awaiting Handoff2With Agent1With Coordinator1Third-Party1In a Project1Order in Orderflow1Fulfilled1
Annual reports · Lakeshore Credit UnionAwaiting HandoffPriya Raman · $48,600 · WonStart a ProjectCreate Order
Packaging run · Maple Ridge TeaAwaiting HandoffOwen Gallagher · $21,350 · WonStart a ProjectCreate Order
Store signage rollout · Northbound OutfittersWith AgentChantal Roy · $64,900 · Under Contract · With Megan DoucetteChangeOpen Closing
Trade show booth · Danforth DentalWith CoordinatorDr. Samir Haddad · $18,700 · Won · With Arash KarimiChangeOpen Closing
Vehicle wraps · Humber CourierThird-PartyJasmine Clarke · $26,400 · Won · With Kevin Tran, Lakeshore Install Co.ChangeOpen Closing
Catalogue series · Muskoka OutdoorIn a ProjectLiam Okafor · $92,800 · WonOpen Project
Event programmes · Royal Conservatory GalaOrder in OrderflowHélène Bouchard · $12,450 · WonView Order
Menu boards · Kensington BakehouseFulfilledTomás Ferreira · $7,980 · WonView Order
Back to Closings
3 Lapps Quay, Apartment 12 Open
Complete “Documents to Closing Agent”Edit ClosingAdd Note
StepsDocumentsPartiesMoneySignature PacketsBinderTimeline
Steps2 of 6 done
- 1Deposit ReceivedCompletedTarget 17/10/2026 · Completed 16/10/2026 · Held by Siobhán Keane
- 2Conditions Removed by DeadlineCompletedTarget 04/11/2026 · Completed 03/11/2026 · Held by Siobhán Keane
- 3Documents to Closing AgentIn progressStep OverdueTarget 08/11/2026 · Held by Darragh ByrneStill to be signed: Contract for SaleCompleteWaiveGive to Someone Else
- 4Final Walk-ThroughNot startedTarget 29/11/2026 · Held by Siobhán Keane
- 5Closing DayNot startedTarget 01/12/2026
- 6Funds ReleasedNot startedTarget 03/12/2026
Details
- Status
- Open
- Current step
- Documents to Closing Agent
- Closing date
- 01/12/2026
- Type
- Listings
- Side
- Seller Side
- Opened from
- Accepted offer
- Opened
- 15/10/2026
Reports
See what is in the pipeline and what will close
Analytics shows open value by stage and by owner, per currency, with the win rate. The forecast reads every deal’s stage and expected close, and a figure can be set by hand, marked as an override. Targets set revenue, deals won or activities for a rep or the business, for any period.
Analytics
Pipeline value by stage, weighted forecast, win-rate, and deals by owner, across the whole book.
Open Forecast
DashboardPipelineRepsTargets
Open Pipeline1.486.200 €
Weighted Forecast684.900 €
Win Rate41%
Open Deals52
Pipeline Value by StageEUR
NewQualifiedProposalNegotiation
Pipeline by OwnerEUR
KatrinJonasLeylaMalteSvenjaTobias
| Owner | Open Deals | Pipeline Value | Won | Win Rate |
|---|---|---|---|---|
| Katrin Vogt | 11 | 362.400 € | 9 | 47% |
| Jonas Albrecht | 10 | 318.900 € | 7 | 44% |
| Leyla Demir | 9 | 274.300 € | 8 | 42% |
| Malte Brandt | 8 | 226.700 € | 5 | 38% |
| Svenja Koch | 8 | 179.500 € | 4 | 36% |
| Tobias Reuter | 6 | 124.400 € | 3 | 31% |
Built-In Reports
Pipeline, win and loss, revenue trend, team performance, goals, deal value, lead source, closings, speed to lead and communication volume.
Reports
Sales reports and performance insights
New Report
Pipeline ReportOpen value by stage and per-stage win shareWin/Loss AnalysisCompare won and lost deals and the reasons whyRevenue TrendClosed revenue by period with growthTeam PerformanceRep leaderboard: won value, win rate, commissionGoal ProgressActual results vs your sales targetsDeal Value SummaryOpen deal value distribution and largest dealsLead SourceDeals and leads by source, with channel win rateCommission ReportEarned commissions across reps and dealsSpeed to LeadTime to first touch on leads, per repCommunication VolumeCalls, texts and emails your team handled, per personDeal ClosingsClosing throughput and cycle times for transactions in flightStale DealsDeals that have gone quiet: count, value at risk, and the most stale
Forecast
Commit, best case and pipeline per rep, by month, quarter or year, with a figure set by hand marked as an override.
Forecast
Pipeline, best case, commit, and closed-won by rep, with quota attainment and pacing. Best Case and Commit are editable; everything else updates from pipeline.
Commit£823,500
Best Case£1,117,000
Pipeline£1,811,000
Closed Won£561,100
| Rep | Pipeline | Best Case | Commit | Closed Won |
|---|---|---|---|---|
| Priya Raman | £412,000 | £268,000 | £196,000 | £142,500 |
| Tom Ashworth | £356,500 | £221,000 | £158,000 | £118,200 |
| Chidi Okafor | £318,000 | £204,500 | £172,000Manual override | £96,800 |
| Hannah Bell | £284,200 | £166,000 | £121,500 | £87,400 |
| Marcus Lindqvist | £241,800 | £139,000 | £92,000 | £54,300 |
| Sofia Marchetti | £198,500 | £118,500 | £84,000 | £61,900 |
| Total | £1,811,000 | £1,117,000 | £823,500 | £561,100 |
Quota Attainment
Priya RamanAhead£142,500 closed88%
Tom AshworthOn Track£118,200 closed74%
Chidi OkaforOn Track£96,800 closed69%
Hannah BellOn Track£87,400 closed62%
Marcus LindqvistBehind£54,300 closed41%
Sofia MarchettiBehind£61,900 closed52%
Targets
Revenue, deals won or activities for a person or the business, with attainment against the time gone.
Analytics
DashboardPipelineRepsTargets
PeriodQuarterlyQ4 202644% of period elapsed
AttainmentSet Targets
Attainment by Person
Mariana OkumuraRevenueAhead of paceR$ 235.139 / R$ 480.000 (49%)Proj. R$ 537.600▲ R$ 32.919 vs Q3 2026
Rafael TavaresRevenueOn paceR$ 180.028 / R$ 420.000 (43%)Proj. R$ 411.600▲ R$ 12.602 vs Q3 2026
Beatriz LacerdaDeals WonOn pace8 / 18 (44%)Proj. 18▲ 2 vs Q3 2026
Thiago MoreiraRevenueBehind paceR$ 111.796 / R$ 360.000 (31%)Proj. R$ 255.600▼ R$ 10.062 vs Q3 2026
Lívia AzevedoActivitiesAhead of pace163 / 300 (54%)Proj. 372▲ 29 vs Q3 2026
Leaderboard
1Lívia Azevedo · Activities54%2Mariana Okumura · Revenue · BRL49%3Beatriz Lacerda · Deals Won44%4Rafael Tavares · Revenue · BRL43%5Caio Fontes · Deals Won36%6Thiago Moreira · Revenue · BRL31%Insights
Deal health, meeting prep, a draft, contract review, lead triage, transcription and search, each when you ask for it.
Deal Health Analysis
Health scores and risk assessments for every active deal.
Close probability64%RiskMediumDays to close19
Summary
Hout Bay Fishing Co. opened both revised quotes within a day and asked for delivery dates, so interest is real. The quote stands at R 1 284 500, and the finance director who signs it has not been on a call yet.
Risk Factors
The finance director who signs has not joined a callThe revised quote is 6% above the budget they namedNo reply to the last email in 6 daysAnother supplier quoted them from Saldanha BayRecommended Actions
Book a call with the finance director this weekOffer the rigging in two deliveries to fit their budgetSend the antifouling spec sheet Pieter asked forAsk Pieter for the date they decideWho Sees the Money
A deal’s value follows See Deal Values, and every total follows See Sales Reports, both owner settings.
People & Privacy
Money access
| Deal | Value | Stage | Owner |
|---|---|---|---|
| Operating model | AED 186,000 | Proposal | Rania Haddad |
| Procurement study | Not shared with you | Negotiation | Omar Saleh |
| Board retainer | AED 96,500 | Qualified | Rania Haddad |
| Retail expansion | Not shared with you | Proposal | Fatima Aziz |
| Cost review, phase 2 | AED 242,000 | Negotiation | Rania Haddad |
| Pricing workshop | Not shared with you | New | Karim Nasser |
Reports
Sales reports and performance insights
New Report
Pipeline ReportOpen value by stage and per-stage win shareWin/Loss AnalysisCompare won and lost deals and the reasons whyRevenue TrendClosed revenue by period with growthTeam PerformanceRep leaderboard: won value, win rate, commissionGoal ProgressActual results vs your sales targetsDeal Value SummaryOpen deal value distribution and largest dealsLead SourceDeals and leads by source, with channel win rateCommission ReportEarned commissions across reps and dealsSpeed to LeadTime to first touch on leads, per repCommunication VolumeCalls, texts and emails your team handled, per personDeal ClosingsClosing throughput and cycle times for transactions in flightStale DealsDeals that have gone quiet: count, value at risk, and the most stale
Communication
Every email, call and message, beside the deal
Mail, Equipo, Inbox, Live and Voice open inside Deals over the same people and deals. Composing an email anywhere opens Mail’s composer, scheduling a meeting opens Live’s form tied to the deal, and each is priced in its own app.
Inbox3 unread
Search mail…
Important
Ciarán Murphy09:42Counteroffer on 14 Bantry RoadMy clients can move to the figure below if the closing date holds
Aoife Brennan09:15Second viewing, Blackrock duplexCould we come back on Saturday morning with my parents?
Declan Walsh08:51Mortgage approval in principleAttached is the letter from the bank, valid for six months
Sinéad Kelly08:07Re: Valuation for Douglas RoadThanks, Tuesday at 4 suits. The side gate code is 2210
Pádraig Doyle09/11Survey report, 3 Lough Mahon DriveTwo items to flag before contracts: the flat roof and the boiler
Other
Gráinne Fitzgerald09/11BER certificate bookedThe assessor will call to Ballintemple on Thursday
Eoin McCarthy08/11Keys for the Ballinlough flatI left two sets at the office this morning
Niamh O’Sullivan08/11Photos for the Rochestown listingTwenty-four edited images and the floor plan
Counteroffer on 14 Bantry Road1 messageReplyReply All
CMCiarán Murphycmurphy@murphycotter-solicitors.ie · to orla@lissardhayes.ie09:42
Hi Orla,
My clients have considered the vendor’s position and can move to the figure below, provided the closing date of the end of next month holds and the curtains and light fittings stay.
€512,500
Their mortgage approval is attached. If the vendor accepts, we can issue contracts this week.
Kind regards, Ciarán
Approval-in-principle-Byrne.pdf412 KB
Deals
Harbourfront annual report run Proposal
Request ApprovalArchive
Value$48,600.00Expected close2026-11-28Probability50%OwnerMaya DesrosiersCompanyHarbourfront Credit Union
ActionsEmailCallSchedule MeetingDirectionsMessage
Next StepsProof approved by Daniel2026-11-13Book the press for the run2026-11-17
Timeline
Call loggedVoiceDaniel Okoye · colour corrections, 14 min11-08 15:20
First proof and quote for the annual reportEmailMaya Desrosiers to Daniel Okoye11-04 10:05
Moved to ProposalMaya Desrosiers11-04 09:58
New Message
FromMaya Desrosiers <maya@larchmereprint.ca>
ToDaniel Okoye <d.okoye@harbourfrontcu.ca>Cc Bcc
SubjectProof and paper samples for the annual report
Hi Daniel,
The second proof is attached with the colour corrections from Tuesday. The 100 lb silk cover and the uncoated text stock are on their way to your office by courier.
If you approve the proof by Friday we can print all 2,400 copies the following week.
Best, Maya
Annual-Report-Proof-v2.pdf3.1 MB
SavedTrack Opens & ClicksOpens and clicks on this message will be trackedSend
Mail’s own inbox and composer inside Deals, synced with your mailbox, with opens and clicks tracked when you switch it on.
Calls, Texts and Voicemail
Calls
CallsMissed3RecordingsVoicemail2ContactsKeypad
Calls6 callsNew Call
RWRenee WashingtonOutgoing call · 11:248:14Recorded
MBMarcus BellIncoming call · 10:024:51Recorded
TOTanya OkaforMissed call · 09:37Call Back
DHDeShawn HarrisOutgoing call · 11/09 16:4512:08Recorded
LMLauren MitchellIncoming call · 11/09 14:206:33
CRCarlos RiveraOutgoing call · 11/09 11:053:17Recorded
RWRenee Washington(404) 555-0186 · Peachtree Center Tower
Call BackMessageArchiveSend to DeskCall
- Direction
- Outgoing call
- Outcome
- Completed
- When
- 11/10/2026 11:24
- Length
- 8:14
- Line
- (470) 555-0142
Recording
3:02 / 8:14
Transcript
Renee: We are adding floors 18 to 22 in March, so the night crew contract needs to grow with it.Jordan: Understood. Five more floors at the same scope adds two cleaners on the night shift.Renee: Send me the revised figure and the start date, and I will take it to our board on the 14th.Jordan: You will have it this afternoon, with the day porter option priced separately.
Voice’s phone, calls and voicemail inside Deals, each call on the deal’s timeline with its recording.
Messages
Inbox
Inbox4 unread conversationsNew ConversationInboxUnreadUnansweredSnoozedClosedArchivedSpamLow PrioritySearch ConversationsFilterSort
YPYokasta Peña4mCan the reefer container leave on Thursday’s sailing?2
RARafael Almonte22mCustoms released the cargo, sending the papers now1
WBWanda Batista1hDo you ship pallets to Puerto Plata every week?1
HGHéctor Guzmán3hRe: Quote for 3 containers to Miami
MRMassiel Rosario5hThanks! The truck arrived at the warehouse
JCJulio César TaverasYesterdayPlease confirm the bill of lading number
AMAltagracia MejíaYesterdayPickup at Haina port moved to 2 pm
Yokasta PeñaWhatsApp · Frutas del CibaoClose
Good morning! We have 18 pallets of pineapple ready in Santiago.08:41Good morning Yokasta. A 40-foot reefer fits them; I can quote door to port in Caucedo.08:47Perfect. Is the price the same as the October load?08:52The same rate, and the quote is on your deal now. It holds until Friday.08:58Can the reefer container leave on Thursday’s sailing?09:06
Message Yokasta…
Inbox’s conversations on every channel, inside Deals.
Meetings
Deals
Seongsu office lobby redesign Negotiation
Request ApprovalArchive
Value₩186,000,000Expected close2026. 12. 01.Probability75%OwnerKim Seo-yeonCompanyHanbit Realty Partners
ActionsEmailCallSchedule MeetingDirectionsMessage
PartiesPJPark Ji-wooClient, Hanbit Realty PartnersLMLee Min-seoFacilities, Hanbit Realty PartnersKSKim Seo-yeonOwner
Schedule a meeting
Live
Leave the start empty to meet now.
RecordingRecord this sessionRecorded automatically when it goes live.
InvitationsAdd it to the calendarOnly when a start time is set.
RepeatRecurring meeting
CancelCreate Meeting
Schedule a meeting from a deal and Live’s own form opens, tied to that deal.
Communication Volume
Reports
Communication Volume
Calls, texts and emails your team handled, over time and per person.
Last 90 days
Calls775
Texts651
Emails1,766
Team members6
Volume Over TimeCallsTextsEmails
25/0801/0908/0915/0922/0929/0906/1013/1020/1027/1003/1110/11
| Team member | Calls | Texts | Emails | Total |
|---|---|---|---|---|
| Isla Whitford | 168 | 124 | 396 | 688 |
| Lachlan Price | 154 | 131 | 292 | 577 |
| Mei Tanaka | 139 | 118 | 364 | 621 |
| Kieran O’Donnell | 131 | 97 | 318 | 546 |
| Priya Nair | 112 | 104 | 247 | 463 |
| Sam Ruatapu | 71 | 77 | 149 | 297 |
Calls, texts and emails per team member over any period, as a report.
One Timeline
Deals
Carménère Reserva, two containers Negotiation
Request ApprovalArchive
Value$84.600.000Expected close19-11-2026Probability75%OwnerCatalina RojasCompanyHarrow & Finch Wine Merchants
ActionsEmailCallSchedule MeetingDirectionsMessage
Timeline
Oliver HarrowWhatsAppBoard approved. Send the contract and we sign this week.10/11 10:18
Signature requestedSupply agreement 2027 sent to Oliver Harrow10/11 09:40
Call loggedVoiceOliver Harrow · freight terms agreed, FOB San Antonio, 18 min9/11 16:05
Moved to NegotiationCatalina Rojas8/11 12:30
Re: Revised price list for 2027 vintagesEmailWe can take 2,400 cases if the label carries our importer details7/11 08:12
Tasting call with Harrow & Finch buyersMeetingLive · 45 min · recording and summary on the deal4/11 15:00
Proposal viewedOpened 3 times by Oliver Harrow2/11 11:47
NoteThey want the Carménère in 6-bottle cases, not 121/11 17:20
Call loggedVoiceOliver Harrow · first enquiry after the London fair, 22 min29/10 13:02
DocumentsSupply-agreement-2027.pdf284 KBPrice-list-2027-vintages.pdf1.2 MBLabel-proof-Harrow-Finch.pdf2.6 MB
Every logged call, email, meeting and note stays on the deal it belongs to.
Companion apps
Where Deals touches everything else.
2 of these 8 connections are in your plan today; the others are their own apps.
Deals
Proposals
Sign
Forms
Mail
Voice
Live
Automations
Orderflow
Proposals
A proposal opens in Proposals’ own panel over Quotes, and an accepted one moves the deal to its contract stage.
Sign
Send for Signature opens Sign in place, and a signed contract closes its deal Won.
Forms
A form with Create a Lead switched on turns each response into a lead, and Lead Ops lists those forms.
Composing an email anywhere in Deals opens Mail’s own composer, and Mail itself opens inside Deals.
Voice
Voice’s calls, texts and voicemail open inside Deals, and a call placed through it is logged by Voice.
Live
A meeting scheduled from a deal or a contact opens Live’s own form, tied to that deal.
Automations
Deals’ sequences, routing and notices are rules in the one rule store, edited in Deals or Automations.
Orderflow
Create Order turns a won deal’s quote into one order, and its status reads back on the deal.
Pricing
No setup cost. Pay when you start using.
CRM for teams that sell.
Calisto Commerce
The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.
€55/user/mo
Each Deals seat includes every Core app for the person holding it, Listings and Legal among them. Included with Calisto Commerce when payment runs through the platform.
Recommended for you
Works well together.
Calisto Proposals
Calisto Commerce
Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.
Learn more →€0.85per proposal
Calisto Sign
Calisto Commerce
Envelopes of one or many documents, sent to each signer in order, checked, chased until everyone signs, and sealed with a certificate anyone can verify.
Learn more →€0.85per envelope
Calisto Forms
Calisto Mail
Calisto Voice
Calisto Live
Calisto Automations
Calisto Ops
Rules that start from your Calisto apps, a schedule or a date and act across them all, every app’s automatic messages as rules, sequences that follow up until a person acts, and every run on record.
Learn more →€55/user/mo
Calisto Orderflow
Calisto Ops
One queue for every channel, stages moved one at a time, exceptions and service levels, picking, packing and shipping from the right place, carriers, couriers and your own drivers, returns, every floor that fulfills, and the floor worked from a phone with no signal.
Learn more →€60/user/mo
Recommended for
The industries that run Deals, and what each of them runs it for.
Serviced ApartmentsCorporate sales
Relocation and corporate accounts on one pipeline
Serviced Apartments on Calisto →Short-Term RentalsOwner pipeline
Owner acquisition to countersigned management agreement
Short-Term Rentals on Calisto →CateringInquiry pipeline
Inquiry, qualified, proposal, won with minimums enforced
Catering on Calisto →Bar & LoungeEnquiries & pipeline
An enquiry that becomes a customer, tracked
Bar & Lounge on Calisto →Real Estate AgentsPipeline (CRM)
Capture, qualify, nurture, convert, show, offer, close, refer
Real Estate Agents on Calisto →Real Estate BrokersTransaction pipeline
Eight stages to closing with broker-approval gates
Real Estate Brokers on Calisto →Property DevelopmentBuyer sales pipeline
Kiosk, QR, and web leads on one deduplicated pipeline
Property Development on Calisto →Coaching & TrainingSales pipeline
Inquiry to paying client on one pipeline
Coaching & Training on Calisto →Gym ManagementEnquiries & pipeline
An enquiry that becomes a customer, tracked
Gym Management on Calisto →Spa & WellnessEnquiries & pipeline
An enquiry that becomes a customer, tracked
Spa & Wellness on Calisto →Medical AestheticsEnquiries & pipeline
An enquiry that becomes a customer, tracked
Medical Aesthetics on Calisto →Salons & BarbersEnquiries & pipeline
An enquiry that becomes a customer, tracked
Salons & Barbers on Calisto →Live Music & FestivalsArtist & sponsor pipeline
Offers, holds, and sponsorship on one pipeline
Live Music & Festivals on Calisto →Marathons & EnduranceSponsorship pipeline
Sponsors in a pipeline, not a folder
Marathons & Endurance on Calisto →Artists & TalentBooking pipeline
Inquiries arrive structured, offers go out in one click
Artists & Talent on Calisto →Sports Agents & AthletesContracts pipeline
Club offers, transfers, renewals and endorsements, tracked
Sports Agents & Athletes on Calisto →Venue ManagementEnquiry pipeline
Nine channels feeding one sales pipeline
Venue Management on Calisto →Stadiums & ArenasHire & sponsorship pipeline
Promoters, sponsors and box clients in one pipeline
Stadiums & Arenas on Calisto →Event & Production RentalsEnquiry pipeline
Every enquiry with the client history already open
Event & Production Rentals on Calisto →Recreation & Vehicle RentalEnquiries & pipeline
An enquiry that becomes a customer, tracked
Recreation & Vehicle Rental on Calisto →Tours & ExperiencesAgents & groups
Trade agents, groups, and allocations on one pipeline
Tours & Experiences on Calisto →Attractions & ParksEnquiries & pipeline
An enquiry that becomes a customer, tracked
Attractions & Parks on Calisto →Home & Field ServicesLead pipeline
Enquiry to booked job on one pipeline
Home & Field Services on Calisto →Property & Home InspectionBooking requests
Every enquiry to a booked inspection on one pipeline
Property & Home Inspection on Calisto →Coworking SpacesSales pipeline
Tours, trials, and corporate deals on one pipeline
Coworking Spaces on Calisto →Content CreatorsBrand deal pipeline
Inbound inquiries to signed contract to paid invoice
Content Creators on Calisto →Videography & PhotographersEnquiry pipeline
Structured enquiries that arrive as deals
Videography & Photographers on Calisto →Graphic Designers & ArtistsBrief pipeline
A brief that arrives as a record, not a Slack message
Graphic Designers & Artists on Calisto →Online RetailersWholesale pipeline
Wholesale quotes and B2B accounts on one pipeline
Online Retailers on Calisto →In-Person RetailersEnquiries & pipeline
An enquiry that becomes a customer, tracked
In-Person Retailers on Calisto →Spec Sheet
Everything included in Calisto Deals.
Leads
- Leads, Inbox (open leads nobody owns) and Unclaimed lenses over one lead list
- New Lead with a lead’s name, email, phone, notes and budget with its currency
- Lead capture from Forms: every form with Create a Lead switched on, and New Lead Form from Forms’ lead templates
- Inquiries from a listing’s page, a booking page, a Circle referral, a Live showcase or a contact in Agenda, each written as one lead
- Scan Card: a business card photographed and read, confirmed before the lead is saved
- From Contacts: a person picked from the device’s contacts
- A shared contact card becomes a lead; shared words open a lead draft
- Keep the card photo on the lead (a business setting, on by default)
- Claim, Convert to Deal and Open Deal on a lead’s page
- Lead pools: in turn to the next connected member, or kept to claim, with a roster, a claim limit and an auto-release
- Lead scoring and territories in Lead Ops
- Routing, auto-reassign, auto-tag, auto-reply and date triggers as Automations rules, each opened from Settings ▸ Leads
- A lead is assigned only to someone connected to the business
- Speed to Lead, as a report
Pipeline
- Board, list and calendar over the same deals
- Pipelines and stages of your own, with a wizard for a new pipeline
- Stage gates: required fields, and a minimum value in a named currency
- Gate status across open deals
- Deal aging and stale deals
- One stage at a time on a phone, each with its per-currency totals; move by Move To or a long press
- Mark Won and Mark Lost from a row or a deal’s Actions
- A stage move names the stage the mover saw, so nobody overwrites a colleague
- Archive and Restore
- A deal’s value in the currency picked on it; totals per currency, never converted
- We Represent: Seller Side, Buyer Side or Both Sides, with a Side filter on the list
- Approvals raised on a deal, decided in the one Approvals inbox
- Industry sections switched on in Settings: Engagements for professional services
- Import deals from a spreadsheet, each with its currency
A Deal’s Page
- Its next step at hand: Done or Schedule
- Actions: call, message, email, meeting, next step, log activity, Won, Lost, approval, archive
- Negotiation: every version, Accept, Counter or Decline, Amend and Record Their Amendment
- Closing, Parties, Documents and History on tabs
- Documents attached from Box, from an editor’s Attach to Deal, or shared from another app
- Suggested Next Step, when learned suggestions are switched on
- Keys at a desk: L logs a note, C calls, E emails, M moves the stage, W marks Won, X marks Lost
- Open in New Window in the installed app
- The same page in Listings and Talent
Quotes and Contracts
- Quotes with line items from your inventory and price models
- Every quote one version of a deal’s terms; one version is primary and the deal’s figure
- Revise, and Record Their Counter
- Sections the client approves or declines one by one; declined work kept to offer again
- A respond-by day, with its default in Settings
- Sent by email or as a link
- The Proposals tracker on Quotes; a proposal opens in Proposals, priced per proposal
- Contracts: Draft, Activated, Expired or Terminated, made from the accepted quote
- Amend Contract opens a change order, drafted in the quote editor
- Send for Signature opens Sign in place, priced per envelope
- A signed contract moves its deal toward Won; an accepted proposal toward the contract stage
People and Companies
- People: the business’s directory, with Customers, Leads, Members, VIP, Tagged and Starred
- Mine, Recent and A to Z on a phone, with swipe to call or message
- A person’s record with their deals, bookings, purchases, conversations, documents and Forms responses
- Companies with their people, deals and written address; brands under a group
- Vendors and contractors: a role a company plays, with trade, license, insurance and rating
- Duplicates: found, compared side by side and merged
- Smart Lists of people or companies, shared with Segments and Campaigns
- Tags and each tag’s people
- Import contacts from a spreadsheet, and another CRM through Calisto Pro’s import
- Directions to every person’s and company’s address
Your Day
- Activities: list, board, calendar and timeline of the follow-ups, scoped to Deals
- Callbacks as the Calls list
- A follow-up done in one tap or a swipe, rescheduled with Undo
- Log Activity: a call, meeting, visit, email or note, how it went, how long it took and the next step
- Words typed or dictated
- After a call from the phone’s dialer, Log Activity opens filled in
- Reminders before a follow-up is due, or at its own reminder time
- Schedule Engine: event types, availability and booking pages, the same blocks Agenda mounts
- Today’s meetings with Join and Directions
- Nearby: the customers around you, nearest first, and today’s visits in driving order
- Check In at a customer’s place; where the rep was is kept only if the owner switches it on
- Content: collateral, email templates and document templates
- Deal checklists and anniversary alerts
Sequences and Rules
- Sequences of emails, waits and tasks, enrolled per person
- Sequence Builder: a sequence drafted from a goal
- Shipped rules: a signed contract closes the deal Won, an accepted proposal moves it to the contract stage
- Notices: a lead handed to you, a lead nobody owns, a client gone quiet, a contact added, a duplicate
- Every rule paused or edited in Deals ▸ Automation or Automations
After the Sale
- Handoff: Awaiting Handoff, With Agent, With Coordinator, Third-Party, In a Project, Order in Orderflow, Fulfilled
- How a signed deal is handled: decided on each deal, by its owner, an in-house coordinator or a third-party coordinator
- The handoff checklist and its 48-hour target
- Start a Project with Velocity, one project per deal; Create Order with Orderflow, one order per sale
- Closings: By Step, Deadlines, Conditions and Financing, My Steps, Documents In, Buyer Deposits and At Risk
- A closing’s steps, documents, parties and signature packets, worked in place
- Closing money per currency, paid from trust, and the closing statement
- The closing binder: the executed set as one PDF
- Closing templates and checklists, Seller Side and Buyer Side
Commissions and Money
- Commission plans on each person’s pay agreement: a share of the deal or of the business’s commission
- Tiers, marginal or whole, over a month, quarter or year; a cap; the most the business keeps
- Commission splits with a teammate or an outside referral partner
- Commission owed once per deal and payee when the deal is won, then approved on your own rule
- The commission calculator, as a what-if
- Settlements: one statement per payee in one currency, recorded as paid
- Deposits: recorded, marked paid and refunded under the money settings
- Money access by family: See Deal Values, See Sales Reports, Look Up Payments, Take Payments
Forecast and Reports
- Analytics: Dashboard, Pipeline, Reps and Targets
- A dashboard of your own widgets, saved for the team
- The forecast with its grid and figures set by hand
- Targets for revenue, deals won or activities, for a rep or the business, by day, week, month, quarter or year
- A target in force once approved, when the business routes it for approval
- Reports: pipeline, win and loss, revenue trend, team performance, goals, deal value, lead source, deal closings, speed to lead and communication volume
- Team: each member’s pipeline, won revenue, target attainment and commissions
- Insights: deal health, forecast, meeting prep, draft, contract review, lead triage, transcription and search
On a Phone and Installed
- Tabs: Home, Deals, Leads, Activities and More
- Home: overdue and today’s follow-ups, today’s meetings, new leads, unowned leads, stalled deals, deals closing this week and your pipeline per currency
- The + offers New Lead, Scan Card, From Contacts, New Deal, New Follow-Up, New Contact and Log Activity
- Home, Leads, Activities and People open with no signal; a new lead, follow-up, person or logged activity is sent once when back online
- Files shared to Deals land in a deal’s Documents
- Pushes: Claim, Call, Done and Snooze
- Shortcuts: Follow-Ups, New Lead, Log Activity, Deals and New Deal
- Windows 11 widgets: Today’s Follow-Ups and Pipeline Glance
- Search and the command palette with ⌘K
Connected to Calisto Pro
- Mail, Equipo, Inbox, Live and Voice inside Deals, each priced in its own app
- Proposals per proposal, and Sign per envelope
- Forms (lead capture) and Automations (rules and sequences)
- Velocity (projects) and Orderflow (orders) after the sale
- Listings, Talent, Trades and Events work their deals on the same pipelines
- Segments and Campaigns read the same lists
Honest answers
Questions about Calisto Deals
Yes. A deal opened in Listings is the same deal and the same page in Deals, and Talent’s and Trades’ boards are Deals’ pipelines in their own stage names. Nothing is copied between them.
From a Forms form with Create a Lead switched on, an inquiry on a listing or a booking page, a scanned business card, a shared contact card, a Circle referral or an import. A lead becomes a deal when someone converts it.
Only the rules you leave on. Moving a deal toward Won when its contract is signed, telling someone a lead was handed to them and flagging a client who has gone quiet are Automations rules, paused or edited in Deals or in Automations.
Yes. Import deals and contacts from a spreadsheet, each deal with its own currency, or bring another CRM’s records through Calisto Pro’s import, which runs in your browser.
The owner decides. A deal’s value follows See Deal Values, open to everyone unless narrowed to each person’s own deals, to admins or to owners. Totals and other people’s commissions follow See Sales Reports. A person always sees their own.
No. It records what each person is owed when a deal is won, and a settlement records the payment once it is made outside Calisto.
Home, Leads, Activities and People open with no signal on a device that keeps Deals. A logged activity, a new lead, a new follow-up or a new person is saved on the device and sent once when the connection returns.
