One CRM. Every vertical. Every deal type.
386 routes across 18+ sub-verticals. Configurable pipelines, AI lead scoring, automated sequences, commission tracking, and bespoke deal workflows for real estate, hospitality, fitness, entertainment, and services. Voice syncs to CRM. Closed deals hand off to Ops. Zero per-seat fees.
Organized around who closes deals and what they sell.
Calisto Deals is built on two axes. The WHO axis covers every deal-closing role, from real estate agents and brokers to talent agents and venue coordinators. The WHAT axis configures the pipeline for the specific vertical. A residential agent sees MLS-linked listings and commission splits. A membership advisor sees tier-based pricing and renewal workflows. Same platform, same core, tuned to the context.
WHO: 10+ Deal Owner Roles
WHAT: 8+ Sales Verticals
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page routes across the Deals CRM app
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sub-vertical deal workflows (real estate, hotel M&E, golf, talent, and more)
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top-level modules: pipeline, leads, sequences, commissions, vertical workflows
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per-seat fees — flat pricing regardless of team size
Pipeline board. Lead engine. Sequence builder. One system.
Six integrated systems share one engine and one universal contact record. No data re-entry across products.
Kanban. List. All Deals. Three views. One board.
Multi-view pipeline interface with drag-and-drop Kanban, sortable list, and unified All Deals cross-pipeline search. Deal health scoring against four velocity factors. Stage gates with multi-level approval chains. Won and lost archives with reason tracking. Three-column deal detail with inline activity feed.
Kanban board, list view, and three-column deal detail
Drag-and-drop stage transitions. Deal value, owner, and aging displayed per card. Three-column detail view: activity feed, document list, metadata sidebar. Next Best Action chip per deal with urgency ranking. Keyboard shortcuts: K opens Kanban, L opens list, D opens deal detail.
Stage Gates & Approvals
Multi-level approval chains prevent deals from advancing until designated reviewers sign off. Every approval decision is timestamped with a full audit trail.
Next Best Action
Deal analysis engine surfaces the single highest-priority action per record — urgency-ranked and context-aware based on deal age, stage, and recent activity.
Pipeline Board + List Views
Switch between drag-and-drop Kanban and sortable list with a single keystroke. Column totals, aging indicators, and owner avatars visible in both modes.
Won / Lost Archives
Closed-won and closed-lost deal archives with last stage reached, close reason, final value, and attributed source. Built for win/loss analysis.
Deal Detail — 3-Column View
Left column: deal metadata and custom fields. Center column: activity feed with inline note composer. Right column: document list, linked contacts, and linked listings.
Ops Handoff on Close
Closed-won event automatically generates tasks, bookings, and work orders in Calisto Ops. Zero manual re-entry between sales and operations teams.
6 capture channels. AI scoring. 4 routing modes.
Six ingestion channels feed a unified lead inbox. Behavioral scoring on arrival. Four routing modes assign leads in under 30 seconds. ISA qualification bot engages via SMS within 60 seconds. Multi-step sequences, shared lead ponds, and speed-to-lead SLA enforcement complete the engine.
Lead Inbox
Unified triage view consolidates every inbound lead regardless of source. Sortable by arrival time, score, or source. Quick-reply, assign, tag, and convert to deal without leaving the inbox. Unread count and priority indicators surface the leads that need action first.
Lead Capture
Six ingestion channels feed the inbox: embeddable web forms with UTM tracking, SMS keyword opt-in, walk-in kiosk registration, referral link attribution, CRM import wizard, and API webhook. Every channel normalizes to the same 128-field contact record on arrival.
Lead Scoring
Behavioral scoring weights eight signals: source quality, engagement depth, response time, field completeness, property match, budget fit, timeline urgency, and prior interaction history. Score recalculates on every new event. Hot / Warm / Cold temperature auto-set with engagement decay over time.
Lead Routing
Four routing modes with priority-ordered rule evaluation. Round-robin distributes fairly across the rotation. Weighted routing favors high performers. Territory routing auto-assigns by zip code, city, or map-drawn polygon. Manual routing holds leads in a manager queue for deliberate assignment.
ISA — AI Qualification Bot
Multi-turn conversational AI engages new leads via SMS or email within 60 seconds of arrival. Asks qualifying questions, scores responses, and books appointments directly to agent calendars. Hands off to a human rep with a full transcript and updated score when ready.
Sequences
Multi-step drip enrollments triggered at lead creation, stage change, or score threshold. Combine email, SMS, call tasks, internal notes, delays, and conditional branches. Industry templates for buyer leads, listing inquiries, post-tour follow-ups, and long-term nurture — all customizable.
Lead Ponds
Shared unassigned lead pools organized by segment, source, or territory. Agents claim leads from the pond on a first-to-claim basis with configurable claim limits per agent per day. Pond overflow auto-escalates to the team manager after a configurable idle window.
Speed-to-Lead SLA
SLA timer activates the moment a lead arrives. Target response windows configurable per source and priority level. Breach alerts fire to the agent and their manager via push notification and email. Agent leaderboard ranks by average response time alongside deal close rate.
From lead arrival to agent assignment. Score recalculation fires on every engagement event. ISA SMS response within 60 seconds of form submission.
Field-level conditions. Saved views. Real-time refresh.
Dynamic filtered views across deals and contacts built from any combination of fields, operators, and values. Saved list library with team and private visibility. Search alerts notify on matching record changes. Lead Ponds turn shared filters into claimable queues.
Smart Lists
Dynamic filtered views that refresh in real time as deal and contact data changes. Condition builder supports stage, owner, source, tags, date ranges, value ranges, score thresholds, and any custom field. Results always reflect the current state of the database — no manual refresh.
Saved Searches
Save any filter combination as a named list accessible from the sidebar. Private lists visible only to the creator. Team lists shared across the roster. Pinned lists load as a default view on login. Saved searches carry over to both deal and contact record types.
Search Alerts
Subscribe to any saved search to receive push and email notifications when matching records enter or leave the result set. Configure alert frequency: immediate, daily digest, or weekly summary. Useful for monitoring competitor territory, price drop alerts, and stale deal escalation.
Lead Ponds
Shared unassigned lead pools built on Smart List filters. Agents browse and claim leads from the pond. Round-robin auto-pickup distributes unclaimed leads after a configurable idle window. Claim limits per agent prevent hoarding. Pond analytics show claim rate, idle time, and conversion rate.
Sequences. Routing. Automation. Tasks. Documents. Configured.
20+ automation triggers. Four routing modes. Multi-step sequences with email, SMS, call, task, and delay steps. Template builder with merge fields and versioning.
20 triggers. Multi-step flows. Conditional branches.
Multi-step automated sequences combining email, SMS, call tasks, internal tasks, wait delays, and conditional branches. Twenty event-based triggers including date-relative and threshold-based firing. Auto-assign, auto-reassign, auto-reply, auto-tag, and SLA enforcement as standalone automation rules.
Describe the workflow in plain language — Calisto generates the multi-step sequence with step types, timing, and conditional branches. Review and publish in one click.
Four modes. Priority-ordered rules. <30s assignment.
Rule engine evaluates lead attributes — source, location, value, capacity, and agent availability — then assigns using the configured mode. SLA timer activates on assignment. Every routing mode is configurable without code from the visual rule builder.
Round-Robin
Sequential distribution across the agent rotation. Each new lead advances the pointer by one position. Skips agents who are offline, at capacity, or in a blocked availability window. Rotation index persists across sessions.
Weighted Distribution
Assign percentage weights per agent or team. High performers or specialized agents receive a proportionally larger share of inbound leads. Weights are editable in real time and take effect on the next incoming lead.
Territory-Based
Geographic assignment by zip code list, city, state, or map-drawn polygon. Lead location determined from form field, property address, or IP geolocation fallback. Overlapping territories resolve by priority rank.
Manual Queue
Leads hold in the manager review queue awaiting deliberate assignment. Manager sees full lead card with score, source, and contact detail before assigning. Useful for high-value deals, VIP leads, and executive referrals.
Tasks. Appointments. Callbacks. Feed. Events. Five tabs.
Deal-level task management with priority, due date, assignee, and checklist sub-items. Appointment calendar with day, week, and month views. Priority callback queue sorted by SLA proximity. Chronological activity feed with type filters. Event attendance linked to lead scoring.
Tasks
Deal-linked tasks with priority, due date, assignee, and checklist sub-items. Stage-based task templates auto-assign on deal entry and gate stage advancement.
Appointments
Scheduling for showings, tours, site visits, and calls. Day, week, and month calendar views. Property-specific appointment types with location and attendee fields.
Callbacks
Priority callback queue sorted by SLA proximity and urgency. Scheduled callbacks appear in the agent's daily queue with one-tap-to-dial and call outcome logging.
Activity Feed
Chronological deal timeline of every event: emails, SMS, calls, notes, document uploads, stage changes, and system events. Filterable by type, date, and actor.
Events
Open houses, group tours, webinars, and community events linked to deals and contacts. Event attendance tracking feeds lead scoring and follow-up sequence enrollment.
Documents. Templates. Collateral. Forms. Eight tools.
End-to-end document management across the deal lifecycle. Five-stage document tracking with viewer analytics. Rich text template builder with merge fields and versioning. Sales collateral library. Discovery call scripts. Form builder. Stage-gate checklists. Task template library.
Documents
Per-deal document library with 5-stage lifecycle tracking: Pending, Sent, Viewed, Signed, Complete. Viewer analytics show when a counterparty opened a document and how long they spent on each page. Every document is stored against the deal record with version history.
Templates
Rich text document builder with merge field insertion, conditional sections, embedded signature blocks, and clause library. Versioning keeps prior drafts accessible. Templates publish to the org-wide library with permission controls — editors, viewers, and owner-only.
Collateral
Sales asset library for brochures, one-pagers, floor plans, and presentation decks. Assets tagged by vertical, property type, and audience. Agents browse and attach collateral directly to deals and outbound emails without leaving the CRM.
Discovery Templates
Structured call scripts and qualification frameworks saved as reusable templates. Sales managers build the script; agents follow it during calls and log responses per question. Completed discoveries attach to the deal with a timestamp and agent notes.
Forms
Drag-and-drop form builder for intake, qualification, feedback, and renewal surveys. Forms embed on any website via script tag or share via link. Responses map directly to contact and deal fields, including custom fields, with conditional display logic.
Checklists
Deal-stage checklists that auto-populate on stage entry. Each checklist item can be a task, a document requirement, or an approval condition. Stage gate rules can block advancement until all required checklist items are marked complete.
Document Templates Settings
Admin configuration for default merge field mappings, signature block positioning, header and footer branding, page numbering, and document access codes. Per-vertical template defaults ensure the right template set appears for each deal type.
Task Templates
Reusable task sets that attach to deals, stages, or contacts on a trigger. Managers build once; the system creates and assigns tasks automatically. Task template libraries are scoped per vertical so a real estate deal gets different default tasks than a venue booking.
Sequential or parallel e-signature routing, access codes, automated reminders, waiver collection, and a full audit trail. Built into the document pipeline — no third-party account required.
Real estate closings. Hotel BEOs. Gym sign-ups. Concert riders. Equipment utilization.
The same CRM engine powers bespoke deal workflows for every vertical. Each vertical adds the specific routes, fields, stages, and reports that industry actually needs. 18+ sub-verticals. Not a template — a purpose-built workflow per industry.
Agents. Brokers. Developments. Transactions. Every route covered.
The most complete real estate CRM workflow in a single platform. Agent pipelines with production tracking, broker recruiting with GCI projection, development sales with lot inventory and embeddable registrant widgets, transaction coordinators with closing checklists, and commission settlement from deal close through disbursement.
Agent & Broker
Agent Deal Pipelines
Per-agent pipeline with listings linked to deal records. Production tracking with GCI, units, and volume by period. My-deals, my-leads, and my-followups filtered to the logged-in agent.
Broker Recruiting & Retention
Dedicated recruiting pipeline with interview scheduling, offer tracking, and onboarding checklists. Retention scoring surfaces at-risk agents based on production trends and tenure milestones.
GCI Projection & Anniversaries
Forward-looking GCI projection from pipeline value and historical close rates. Anniversary reminders for agent recognition workflows. Production import from third-party MLS and brokerage systems.
Franchise Expansion
Franchise opportunity pipeline for multi-location brokerages. Office-level deal settings and brokerage-wide production roll-ups. Expansion territory tracking with deal-to-office assignment.
Development Sales
Phases, Lots & Floor Plans
Development organized by phase. Each phase contains lots with status (available, reserved, sold). Floor plans and options catalogs linked to lots. Lot detail with site map coordinates.
Registrants & Interest Lists
Registrant capture with embeddable widget for the developer's website. Interest lists per phase or community. Automated nurture sequences triggered by interest list enrollment.
Realtor & Investor Pipeline
Realtor co-op management with commission agreements and deal attribution. Investor pipeline with funding stages, capital commitment tracking, and commission schedules per development.
Tracking, Scoring & Routing
Lead scoring rules specific to development sales. Source tracking from registrant widget through lot reservation. Routing rules assign registrants to sales reps by phase or territory.
Property Operations
CMA Builder
Comparative market analysis tool with subject property, comparable selection, adjustment columns, and value-range output. CMA documents attached to the deal record and shareable with seller.
Open Houses
Open house event management with date, time, hosting agent, and property link. Digital sign-in capture creates leads automatically. Feedback collection from attendees post-visit.
Showings
Showing requests with scheduling, confirmation, and automated reminders. Post-showing feedback collection from buyer agents. Showing activity log on the property deal record.
Owner Recruitment
Owner recruitment pipeline for property managers targeting new landlords. Pipeline analytics with outreach volume, conversion rates, and portfolio growth projections.
Transaction Management
Transaction Closing Workflow
Structured closing workflow from accepted offer through funded close. Key date tracking: inspection period, financing contingency, title order, walkthrough, and closing date.
Transaction Checklists
Checklist templates per transaction type (purchase, listing, lease, referral). Tasks assigned to agents, transaction coordinators, or external collaborators with due dates and completion tracking.
Collaborators
External collaborator access for lenders, title officers, inspectors, and attorneys. Role-based visibility: collaborators see only their assigned tasks and shared documents.
Commission & Settlement
Per-transaction commission calculation with co-listing splits, referral fees, and brokerage cuts. Four-stage settlement: Draft, Submitted, Approved, Paid. Export to accounting systems.
Hotel M&E. Venue bookings. Corporate housing. Every rate negotiation.
Hospitality sales workflows from hotel group bookings and meetings-and-events pipelines through standalone venue catering, BEO generation, and corporate housing lease management. Commission tracking, deposit schedules, and forecasting built into every deal type.
Hotel & M&E
Hotel Lodging Deals
Hotel deal pipeline with room block negotiations, group rate agreements, and property-level settings. Rate terms, room-night minimums, and attrition clauses tracked per deal record.
Meetings & Events Bookings
M&E booking pipeline with inquiry capture, site visit scheduling, and proposal generation. Calendar view across all booked and tentative group events. Revenue reports by period, market segment, and event type.
M&E Forecasting & Reports
Pace reports comparing current-year group bookings to prior-year actuals. Pickup analysis by booking window. Revenue contribution by event type, market segment, and booking source.
Venues & Catering
Catering Pipeline
Catering inquiry management through deposit, commission, and close. Forecasting by period and menu category. BEO (Banquet Event Order) generation with food and beverage details, setup requirements, and staffing.
Venue Bookings
Full venue booking lifecycle: inquiry, site visit, deposit, MSA execution, and close. Concessions and menus linked to each booking. Suite inventory with availability and pricing. Commission tracking per booking with referral partner attribution.
BEOs & Menus
Banquet Event Orders generated from booking data with auto-populated room configuration, F&B packages, AV requirements, and setup timelines. Menu catalog with pricing, dietary tags, and minimum spend thresholds.
Venue Analytics
Booking velocity, space utilization rates, and revenue per available square foot. Conversion funnel from inquiry through close. Partnership performance dashboards for preferred vendor and referral tracking.
Corporate Housing
Leases & Renewals
Corporate lease pipeline with deposit tracking, term negotiation, and renewal workflow. Renewal reminders triggered at configurable days-before-expiry. Digital lease execution via Sign integration.
Relocation & Nomad Programs
Relocation client pipeline with company-sponsored assignments, move-in coordination, and departure tracking. Digital nomad program deals with flexible-term pricing and remote-work amenity packages.
Agencies & B2B Health
Relocation agency relationship pipeline with volume commitments and preferred-rate agreements. B2B health scoring tracks agency booking frequency, payment history, and renewal conversion.
Occupancy Forecast & Analytics
Unit-level occupancy forecast from booked leases and renewal pipeline. Proof-of-stay document generation for corporate reimbursement. Analytics covering average length of stay, source mix, and revenue per unit.
Memberships. Tournaments. Treatment plans. Renewals automated.
Sales workflows for gym membership sign-ups, golf club membership and tournament bookings, and coaching program enrollment — with commission tracking, subscription health scoring, corporate billing, digital waivers, and per-rep target analytics built in.
Gym Memberships
Membership Sign-Ups & Tours
Gym membership pipeline from tour scheduling through sign-up close. Promo code management with expiry and usage limits. My-leads and my-followups filtered to the selling rep.
Renewals & Corporate Memberships
Renewal pipeline with expiry-triggered tasks and automated outreach sequences. Corporate membership deals with company billing, seat counts, and utilization reporting.
My Targets & Analytics
Per-rep target tracking with daily, weekly, and monthly attainment. Pipeline analytics covering conversion rates by source, promo performance, and membership tenure distribution.
Golf Memberships
Golf Memberships & Tournaments
Golf membership pipeline with initiation fee negotiation, annual dues terms, and cart fee structures. Corporate tournament bookings with sponsorship tiers, player counts, and F&B minimums.
Partnerships & Banquets
Golf partnership deals covering outing programs, preferred-rate agreements, and co-marketing arrangements. Wedding and banquet bookings with ceremony, reception, and catering scopes.
Golf Analytics
Membership class mix, initiation fee revenue, and renewal retention rates. Tournament booking pace against prior year. Partnership referral attribution and commission tracking.
Coaching & Wellness
Intro Sessions & Upsells
Coaching intro session pipeline with scheduling, attendance tracking, and upsell conversion to recurring programs. Leads and renewal pipelines with subscription health scoring per client.
B2B & Corporate Coaching
Corporate wellness coaching deals with company-sponsored seat counts, program customization, and group session scheduling. B2B pipeline with employer health benefit program integration.
Waivers, Commissions & Analytics
Digital waiver collection linked to coaching deal records. Commission tracking for referral coaches and affiliate partners. Analytics covering program enrollment, session attendance, and retention by program type.
Talent. Concerts. Productions. Sponsorships. Every booking settled.
End-to-end entertainment industry deal management: talent roster and booking pipeline with hold management, concert settlement from gross revenue through net promoter share, production advance coordination with tech riders, sponsorship activation tracking, and tour partnership analytics.
Talent Management
Talent Roster & Artist Detail
Full talent roster with artist profiles, genre, markets, and availability status. Artist detail view with deal history, booking calendar, advance balances, and commission ledger. EPK and rider file storage per artist.
Bookings, Holds & Contracts
Booking pipeline from inquiry through signed contract. Hold management with first-refusal tracking and expiry reminders. Contract templates with auto-populated deal terms. Artists-Talent bookings and contracts for agency-side workflows.
Commissions, Advances & Settlements
Per-booking commission calculation with agency splits and co-agency fees. Advance issuance with balance tracking against settlement. Settlement reconciliation from revenue through expense deductions to net disbursement.
Tours & Calendar
Tour deal pipeline linking multiple show dates under a single tour record. Routing calendar with routing dates, venues, and travel gaps. Analytics covering booking volume, revenue per market, and calendar utilization.
Live Events & Productions
Concert Deals & Settlements
Concert deal pipeline from promoter inquiry through final settlement. Settlement calculation with gross revenue, facility fees, artist guarantee, and net promoter share. Concert analytics by genre, venue, and market.
Productions & Tech Riders
Production deal management with show schedules, tech rider capture, and advance coordination. Per-production rider tracking with line-item review and approval. Sponsor deals per production with activation scope and fee terms.
Sponsorships
Sponsorship deal pipeline with activation packages, exclusivity terms, and post-event analytics reporting. Revenue attribution by sponsor category. Analytics comparing sponsorship yield across events and venues.
Tours & Partnerships
Tour Partnerships
Multi-stop tour partnership deals with co-promoter splits, marketing cost sharing, and territory assignments. Analytics comparing per-stop revenue, settlement efficiency, and partner performance.
Tours & Activities
Tours-and-activities vertical deals pipeline with operator settings and booking-source management. Inquiry capture, quote generation, and commission tracking for tour operator sales teams.
Entertainment Analytics
Cross-vertical analytics covering booking volume by talent, settlement efficiency, advance recovery rates, and tour profitability. Drill-through from summary KPIs to individual deal records.
Local pros. Coworking. Equipment. Event rentals. Every quote tracked.
Sales pipeline management for service and rental verticals: field service proposals with price books, coworking lease deals with occupancy analytics, equipment rental with availability and deposit terms, event rental sub-hire with margin tracking, and recreation rental group bookings with partnership commissions.
Local Professionals
Local Pro Deals & Estimates
Field service sales pipeline from initial inquiry through accepted proposal. Estimate builder with line items from the price book. Service area management with territory-based lead routing.
Proposals & Price Book
Branded proposals generated from deal data with itemized scope, labor rates, and material costs pulled from the price book. Proposal open tracking and client acceptance status synced to the deal record.
Coworking
Coworking Deals & Leases
Coworking membership and office lease sales pipeline with desk type, term length, and move-in date. Lease document execution via Sign integration. Settings for workspace tiers and billing cycles.
Coworking Analytics
Occupancy rate by desk type and floor, revenue per available desk, and membership tenure distribution. Pipeline velocity from inquiry through signed lease. Churn indicators from renewal pipeline health.
Equipment Rentals
Equipment Rental Deals
Equipment rental deal pipeline with asset availability checks, rental period, and delivery logistics. Deal settings for damage waiver terms, fuel policy, and deposit structure. Commission tracking for broker-sourced rentals.
Event Rentals
Event Rental Pipeline
Event rental leads through quote, commission, and close. Sub-hire management for items sourced from third-party vendors with cost tracking and margin visibility. Contract health scoring by outstanding signature and deposit status.
Utilization & Analytics
Asset utilization reporting by item category and rental period. Revenue per asset day. Analytics dashboards covering booking volume, quote-to-close rate, and sub-hire cost as a percentage of deal revenue.
Recreation Rentals
Recreation Rental Pipeline
Recreation rental leads with follow-up sequences, group event bookings, and partnership deals for guided experiences. Commission tracking for referral and outfitter partnerships.
Contracts & Analytics
Rental contract management with waiver collection and signature status. Analytics covering rental volume by asset type, seasonality patterns, group event revenue, and repeat-customer rates.
Commissions. Settlements. Contracts. Reports. Closed-loop.
Commission engine with splits, referral fees, and what-if modeling. Four-stage settlement reconciliation. Contract lifecycle management. Seven configurable dashboards with vertical-aware analytics.
Closing checklists. 4-stage settlement. Commission what-if calculator.
Transaction management from accepted offer through funded close. Checklist templates assigned to agents, coordinators, and external collaborators. Four-stage settlement from draft through paid disbursement. Commission what-if modeling eliminates pre-close calculation disputes. Contract manager with version history and e-signature status.
Closing Workflow
Structured transaction workflow with key date tracking: inspection period, financing contingency, title order, final walkthrough, and closing date. Status visible to all collaborators in real time.
Transaction Checklists
Checklist templates per transaction type — purchase, listing, lease, referral. Tasks assigned to agents, transaction coordinators, or external collaborators with due dates, completion tracking, and automated reminders.
Collaborators
External collaborator invites for lenders, title officers, inspectors, and attorneys. Role-based visibility limits collaborators to their assigned tasks and shared document folders only.
Contract Manager
Contract records linked to deal and transaction. Version history with comparison view. Signature status from Sign integration. Archived contracts accessible from the deal detail record.
What-If Modeling
Adjust deal value, commission rate, and split percentages in real time to preview disbursement amounts before close. Eliminates pre-settlement disputes between agents, co-listers, and brokers.
7 dashboards. Pre-built templates. Full audit logs.
Vertical-aware analytics hub with seven configurable dashboards that auto-configure to industry on setup. Pre-built report templates for pipeline velocity, source ROI, agent production, conversion funnels, and revenue forecasting. Call logs and message logs fed directly from Voice integration. System activity log for every deal event and automation execution.
Roster. Leaderboard. Recruiting. Zero per-seat fees.
Team roster with per-member production profiles. Real-time leaderboard ranked by any KPI. Recruiting pipeline with agent search and sourcing analytics. Organizational hierarchy with region, office, and department roll-ups. Multi-location office records. Territory assignments.
Per-member production profile: deal history, pipeline contribution, win rate, activity volume. Leaderboard ranks by deals closed, revenue, conversion rate, response time, or any custom KPI. Organizational hierarchy rolls metrics from individual records through offices to regions. Recruiting pipeline tracks prospective agents with stage, notes, and production data.
Team Roster
Full sales team directory with active deal count, pipeline value, close rate, and last-activity timestamp per member. Manager can reassign deals, update availability, and adjust routing weights from the roster view.
Production Tracking
Individual production profiles show deal history, pipeline contribution, win rate, and activity volume over configurable date ranges. Export any agent's production report to PDF or CSV for reviews and recruiting.
Recruiting Pipeline
Track prospective agents through a recruiting pipeline with stages, notes, and follow-up tasks. Agent search filters by license status, production history, geographic market, and specialization. Recruiting analytics show sourcing effectiveness and time-to-hire.
Offices
Multi-location office records with address, assigned team members, territory association, and office-level production metrics. Regional managers see a roll-up of all offices under their region. Useful for brokerage, franchise, and enterprise deployments.
Voice syncs to CRM. Deals hand off to Ops. Proposals link to pipeline.
14 native Calisto product integrations. Voice is the only product that syncs call logs directly to the CRM. Closed deals automatically generate work orders in Ops. Proposals inherit deal context.
14 products. Bi-directional sync. One closed loop.
Deals is the revenue record of truth. Ops receives closed deals as operational tasks with zero re-entry. Voice is the only Calisto product with direct CRM sync, logging calls, recordings, and transcriptions to deal timelines. Proposals generates deal-linked documents from the price book. Contacts provides the universal 128-field record shared across every product.
Deep Integrations
Calisto Ops
Closed-won event auto-generates tasks, bookings, and work orders in Ops. Zero manual re-entry between sales and operations.
Closed Deal → Task → Booking → Work OrderCalisto Voice
The only Calisto product that syncs to the Deals CRM. Call logs, recordings, and transcriptions attach to deal records via /api/deals/logs/calls.
Call → Recording → Transcript → Deal TimelineCalisto Proposals
Deal-linked proposal creation with price book line items, branded templates, and open tracking. Acceptance status syncs back to the deal record.
Deal Data → Proposal → Open Tracking → AcceptanceCalisto Contacts
Universal 128-field contact record shared across all Calisto products. Contact lookups, deduplication, and relationship mapping from a single authoritative record.
Contact Record → 128 Fields → Cross-Product Sync → DedupCalisto Sign
E-signature requests sent from the deal or contract record. Signature status syncs back in real time.
Document → Signature Request → Status SyncCalisto Connect
SMS threads and email conversations auto-attach to deal timelines. Delivery and open status logged as deal activity.
Message → Delivery Status → Timeline AttachCalisto Studio
Marketing campaigns target deal-stage and lead-score segments. Engagement events log as deal activity.
Segment → Campaign → Engagement → Activity LogCalisto Spaces
Venue and space availability visible inside Deals. Room bookings generated as part of the hospitality deal flow.
Availability Check → Selection → Booking → Deal RecordCalisto Access
Smart lock integration for property showings. Temporary access codes generated and revoked from the deal record with full audit log.
Showing → Code Generation → Access Grant → Audit LogCalisto Pulse
Dynamic rate data and channel management status inform deal valuation for hospitality pipelines.
Rate Plan → Valuation → Channel Status → DealCalisto WiFi
Captive portal sign-ups create CRM leads with source attribution. Walk-in traffic feeds deal pipeline analytics.
Portal Auth → Lead Creation → Source Tag → PipelineCalisto Navigator
Portal booking requests and inquiries create leads in the appropriate vertical pipeline with inquiry context attached.
Inquiry → Lead → Pipeline Assignment → NotificationCalisto Equipment
Rental quote values and asset availability from Equipment feed into event rental deal records for accurate scoping.
Quote → Availability → Deal Record → InvoiceCalisto Circle
Loyalty tier and reward balance visible on every deal record. Member-only pricing rules applied at deal close.
Contact → Tier Lookup → Pricing Rule → Deal ValueISA qualification bot. Predictive scoring. AI content generation.
Three AI capabilities embedded in the sales pipeline — no separate tier, no additional seats. The ISA bot qualifies leads 24/7 through multi-turn dialogue and hands off with full context. Predictive scoring combines rule-based logic with ML-trained conversion signals. AI content generation produces emails, scripts, and full nurture sequences from deal data and vertical templates.
ISA — Inside Sales Agent
Conversational qualification bot that engages inbound leads immediately, day or night. Multi-turn dialogue guided by configurable criteria: budget, timeline, property type, territory fit. Qualified leads handed off to a human rep with full conversation context attached to the deal record. After-hours overflow means zero lead goes cold waiting for business hours.
- Configurable qualification criteria per pipeline
- Multi-turn, context-aware dialogue
- Full conversation handoff to deal record
- After-hours and overflow mode
- Bot configuration + conversation review dashboard
Predictive Lead Scoring
ML model trained on historical close patterns supplements the rule-based scoring engine. Predicts conversion likelihood across eight factors: budget fit, timeline urgency, engagement depth, source quality, recency, vertical fit, behavioral signals, and historical deal outcomes. Lead temperature (Hot / Warm / Cold) auto-assigned and updated as engagement changes.
- Rule-based + ML hybrid scoring
- Budget, timeline, engagement, source, recency
- Behavioral signals and historical patterns
- Auto-temperature: Hot, Warm, Cold
- Score decay on inactivity
AI Content & Sequence Builder
Generate email drafts, follow-up messages, proposal language, and SMS scripts from deal data, contact history, and vertical-specific templates — one click, fully context-aware. The AI Sequence Builder constructs multi-step nurture sequences from a plain-language goal description, selecting channel mix, timing gaps, and content type per step.
- Email drafts from deal + contact context
- Follow-up scripts and SMS copy
- Proposal language from deal data
- AI Sequence Builder from natural-language goal
- Vertical-specific template library
A CRM that pays for itself. 2% of revenue. No per-seat fees.
Pipeline management, lead scoring, sequences, routing, commissions, AI sales bot, and 14 cross-product integrations. All included with Core.
Deals
CRM, deal pipelines, lead scoring, and commission tracking.
Part of Ops Suite
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