One CRM. Every vertical. Every deal type.
386 routes across 18+ sub-verticals. Configurable pipelines, AI lead scoring, commission tracking, bespoke vertical workflows, zero per-seat fees.
Organized around who closes deals and what they sell.
WHO axis: every deal-closing role. WHAT axis: pipeline configured per vertical. Same core, tuned to 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.
6 pipeline views · 8 lead scoring factors · 4 routing modes · <30s assignment · ISA qualification bot
Kanban. List. All Deals. Three views. One board.
Drag-and-drop Kanban, sortable list, and All Deals cross-pipeline search. Deal health scoring against four factors. Stage gates with approval chains.
Kanban board, list view, and three-column deal detail
Drag-and-drop stage transitions. Deal value, owner, and aging per card. Three-column detail: feed, documents, metadata.
Stage Gates & Approvals
Multi-level approval chains with full audit trail. Deals blocked until sign-off.
Next Best Action
Highest-priority action per deal. Urgency-ranked, context-aware.
Ops Handoff
Closed deals auto-generate tasks and work orders in Ops. Zero re-entry.
Won Deals
Closed-won archive with date, value, reason, and owner. Filterable.
Lost Deals
Loss archive with reason, last stage, and date. Win/loss analysis.
Approval Queue
Pending approvals queue. One-click approve/reject with audit trail.
6 capture channels. 8 scoring factors. <30s routing. One inbox.
Six ingestion channels feed one inbox. Behavioral scoring on arrival. Four routing modes assign in under 30 seconds.
Lead Inbox
Unified triage across all sources. Sort by time, score, or source. Convert to deal in one click.
Lead Capture
Web forms, SMS opt-in, walk-in kiosk, referral links, import wizard, API webhook. All normalize to one 128-field record.
Lead Scoring
8 signals: source, engagement, response time, completeness, match, budget, timeline, history. Hot/Warm/Cold with decay.
Lead Routing
Round-robin, weighted, territory, manual queue. Priority-ordered rules, first-match-wins.
ISA — AI Qualification Bot
Conversational AI via SMS or email within 60s. Qualifies, scores, books. Hands off with full transcript.
Sequences
Multi-step drips on creation, stage change, or score threshold. Email, SMS, tasks, delays, branches.
Lead Ponds
Shared pools by segment, source, or territory. First-to-claim with daily limits. Overflow escalation.
Speed-to-Lead SLA
SLA timer from arrival. Configurable targets per source. Breach alerts. Response-time leaderboard.
From lead arrival to agent assignment. Score recalculation fires on every engagement event.
Field-level conditions. Saved views. Real-time refresh.
Dynamic filtered views across deals and contacts. Condition builder with stage, owner, source, tags, dates, values, and custom fields. Saved list library.
Sequences. Routing. Automation. Tasks. Documents. Configured.
20 triggers · 6 step types · Conditional branches · 4 routing modes · 8 document types · 5-stage lifecycle
20 triggers. 6 step types. Conditional branches.
Multi-step workflows with email, SMS, tasks, delays, and conditional branches. Twenty event-based triggers. Six standalone auto-rules.
Natural-language input to multi-step workflow with timing and branching. Calisto generates the sequence.
Four modes. Priority-ordered rules. <30s assignment.
Rule engine evaluates source, location, value, and capacity. First-match-wins. SLA timer on assignment.
Round-Robin
Sequential distribution. Skips offline or at-capacity agents. Persistent rotation index.
Weighted Distribution
Percentage weights per agent or team. Real-time adjustable.
Territory-Based
Zip, city, state, or drawn polygon. Overlaps resolve by priority.
Manual Queue
Manager review queue. Full lead card visible before assignment.
7 task types. 5 views. Stage-based checklists.
Tasks with priority, assignees, and checklists. Appointments in day/week/month. Callback queue with SLA sorting. Activity feed. Event attendance.
8 document types. 5-stage lifecycle. Built-in e-signature.
Five-stage document tracking with viewer analytics. Template builder with merge fields. Collateral library. Discovery scripts. Stage-gate checklists.
Documents
5-stage lifecycle: Pending → Sent → Viewed → Signed → Complete. Viewer analytics with page-level engagement.
Templates
Rich text with merge fields, conditional sections, signature blocks. Version history.
Collateral
Asset library for brochures, floor plans, decks. Tagged by vertical. Attach to deals and emails.
Discovery Templates
Structured call scripts. Log responses per question. Completed discoveries attach to deal.
Forms
Drag-and-drop builder for intake and feedback. Embed or share via link. Maps to deal fields.
Checklists
Auto-populate on stage entry. Tasks, doc requirements, or approval conditions. Block until complete.
Document Settings
Merge field mappings, signature positioning, branding. Per-vertical template defaults.
Task Templates
Reusable task sets per stage or trigger. Scoped per vertical.
Sequential or parallel e-signature, access codes, automated reminders, waiver collection, and full audit trail. Built in, not bolted on.
Real estate closings. Hotel BEOs. Gym sign-ups. Concert riders. Equipment utilization.
18+ sub-verticals · Industry-specific stages · Vertical fields · Commission structures · Per-vertical analytics
Agents. Brokers. Developments. Transactions. Every route covered.
Agent pipelines with production tracking. Broker recruiting with GCI projection. Development lot inventory. Transaction closing with commission settlement.
Agent & Broker
Agent Deal Pipelines
Per-agent pipeline with GCI, units, and volume tracking. My-deals, my-leads, my-followups.
Broker Recruiting & Retention
Recruiting pipeline with interviews, offers, and onboarding. Retention scoring for at-risk agents.
GCI Projection & Anniversaries
GCI projection from pipeline value and close rates. Anniversary reminders. MLS import.
Franchise Expansion
Franchise pipeline for multi-location brokerages. Office settings and brokerage-wide roll-ups.
Development Sales
Phases, Lots & Floor Plans
Phases with lot status: available, reserved, sold. Floor plans and options linked per lot.
Registrants & Interest Lists
Embeddable registrant widget. Interest lists per phase. Auto-nurture on enrollment.
Realtor & Investor Pipeline
Realtor co-op with commission agreements. Investor pipeline with funding stages and capital tracking.
Tracking, Scoring & Routing
Development-specific scoring. Source tracking from widget through reservation. Phase-based routing.
Property Operations
CMA Builder
Subject property, comps, adjustments, value range. CMA docs attach to deal and share with seller.
Open Houses
Event management with digital sign-in. Auto-creates leads. Post-visit feedback collection.
Showings
Schedule, confirm, remind. Post-showing feedback from buyer agents. Activity log on deal.
Owner Recruitment
Recruitment pipeline for new landlords. Outreach analytics and portfolio growth projections.
Transaction Management
Transaction Closing Workflow
Accepted offer through funded close. Key dates: inspection, financing, title, walkthrough, closing.
Transaction Checklists
Templates per type: purchase, listing, lease, referral. Tasks with due dates and completion tracking.
Collaborators
Lenders, title, inspectors, attorneys. Role-based visibility to assigned tasks and docs only.
Commission & Settlement
Co-listing splits, referral fees, brokerage cuts. 4-stage settlement: Draft → Submitted → Approved → Paid.
Hotel M&E. Venue bookings. Corporate housing. Every rate negotiation.
Hotel group bookings, M&E pipelines, venue catering with BEO generation, and corporate housing leases. Commission and deposit tracking per deal type.
Hotel & M&E
Hotel Lodging Deals
Room block negotiations, group rates, property settings. Rate terms and attrition per deal.
Meetings & Events Bookings
M&E pipeline: inquiry, site visit, proposal. Calendar across booked and tentative events.
M&E Forecasting & Reports
Pace vs. prior year. Pickup analysis by window. Revenue by event type and segment.
Venues & Catering
Catering Pipeline
Inquiry through deposit and close. BEO generation with F&B, setup, and staffing.
Venue Bookings
Inquiry → site visit → deposit → MSA → close. Suite inventory. Commission with referral attribution.
BEOs & Menus
Auto-populated room config, F&B, AV, setup. Menu catalog with pricing and dietary tags.
Venue Analytics
Booking velocity, utilization, revenue per sq ft. Conversion funnel. Partnership dashboards.
Corporate Housing
Leases & Renewals
Lease pipeline with deposits, terms, renewals. Expiry reminders. Digital execution via Sign.
Relocation & Nomad Programs
Relocation assignments with move-in coordination. Nomad programs with flex-term pricing.
Agencies & B2B Health
Agency pipeline with volume commitments and preferred rates. B2B health scoring.
Occupancy Forecast & Analytics
Unit-level occupancy forecast. Proof-of-stay docs. Analytics: stay length, source mix, revenue per unit.
Memberships. Tournaments. Treatment plans. Renewals automated.
Gym sign-ups, golf memberships, tournament bookings, coaching enrollment. Commission tracking, subscription scoring, and per-rep target analytics.
Gym Memberships
Membership Sign-Ups & Tours
Tour → sign-up pipeline. Promo codes with expiry and limits. Per-rep lead filters.
Renewals & Corporate Memberships
Expiry-triggered renewals with auto-outreach. Corporate billing with seat counts.
My Targets & Analytics
Daily, weekly, monthly targets. Conversion by source, promo performance, tenure distribution.
Golf Memberships
Golf Memberships & Tournaments
Initiation fees, annual dues, cart fees. Corporate tournaments with sponsorship tiers.
Partnerships & Banquets
Outing programs, preferred rates, co-marketing. Wedding and banquet bookings.
Golf Analytics
Membership mix, initiation revenue, retention. Tournament pace. Partnership attribution.
Coaching & Wellness
Intro Sessions & Upsells
Intro sessions → recurring programs. Subscription health scoring per client.
B2B & Corporate Coaching
Corporate wellness with seat counts and program customization. B2B employer integration.
Waivers, Commissions & Analytics
Digital waivers linked to deals. Referral commissions. Enrollment, attendance, and retention analytics.
Talent. Concerts. Productions. Sponsorships. Every booking settled.
Talent roster with booking pipeline and hold management. Concert settlement. Production advances with tech riders. Sponsorship tracking. Tour partnership analytics.
Talent Management
Talent Roster & Artist Detail
Artist profiles with genre, markets, availability. Deal history, booking calendar, advance balances, commission ledger.
Bookings, Holds & Contracts
Inquiry → hold → contract. First-refusal tracking. Auto-populated templates. Agency-side workflows.
Commissions, Advances & Settlements
Agency splits and co-agency fees. Advance tracking against settlement. Revenue → expenses → net.
Tours & Calendar
Multi-date tours under one record. Routing calendar with venues and travel gaps.
Live Events & Productions
Concert Deals & Settlements
Promoter inquiry → settlement. Gross revenue, facility fees, artist guarantee, net share.
Productions & Tech Riders
Show schedules, tech rider capture, advance coordination. Per-production sponsor deals.
Sponsorships
Activation packages, exclusivity terms, post-event reporting. Yield comparison across events.
Tours & Partnerships
Tour Partnerships
Co-promoter splits, marketing cost sharing, territory assignments. Per-stop revenue analytics.
Tours & Activities
Operator settings, booking sources, quote generation. Commission tracking for tour operators.
Entertainment Analytics
Booking volume, settlement efficiency, advance recovery, tour profitability. Drill-through to deals.
Local pros. Coworking. Equipment. Event rentals. Every quote tracked.
Field service proposals, coworking leases, equipment rentals, event rental sub-hire, and recreation bookings. Price books, occupancy analytics, and margin tracking per vertical.
Local Professionals
Local Pro Deals & Estimates
Inquiry → proposal pipeline. Estimate builder from price book. Territory-based routing.
Proposals & Price Book
Branded proposals with itemized scope, labor, materials. Open tracking and acceptance sync.
Coworking
Coworking Deals & Leases
Membership and lease pipeline: desk type, term, move-in. Sign integration. Tier and billing settings.
Coworking Analytics
Occupancy by desk and floor. Revenue per desk. Pipeline velocity. Churn indicators.
Equipment Rentals
Equipment Rental Deals
Asset availability, rental period, delivery. Waiver terms, fuel policy, deposits. Broker commissions.
Event Rentals
Event Rental Pipeline
Quote → commission → close. Sub-hire with cost tracking and margin. Contract health scoring.
Utilization & Analytics
Utilization by category and period. Revenue per asset day. Quote-to-close rate.
Recreation Rentals
Recreation Rental Pipeline
Follow-up sequences, group bookings, guided experience partnerships. Referral commissions.
Contracts & Analytics
Contract management with waivers. Volume by asset, seasonality, group revenue, repeat rates.
Commissions. Settlements. Contracts. Reports. Closed-loop.
Commission splits · What-if calculator · 4-stage settlement · Contract lifecycle · 7 dashboards · Full audit log
Closing checklists. 4-stage settlement. Commission what-if calculator.
Accepted offer through funded close. Checklist templates for agents and collaborators. Four-stage settlement. What-if commission modeling. Contract manager with e-signature.
Closing Workflow
Key date tracking: inspection, financing, title, walkthrough, closing. Real-time status for all collaborators.
Transaction Checklists
Templates per type: purchase, listing, lease, referral. Tasks with due dates and auto-reminders.
Collaborators
Lenders, title, inspectors, attorneys. Role-based visibility to assigned tasks and docs.
Contract Manager
Deal-linked contracts with version history and comparison. Sign integration. Archived on deal record.
What-If Modeling
Adjust value, rate, and splits in real time. Preview disbursements before close.
7 dashboards. Pre-built templates. Full audit log.
Seven industry-configurable dashboards. Pre-built report templates with custom builder. Full system activity log.
Analytics Dashboard
Seven vertical dashboards: KPI tiles, pipeline charts, conversion funnels, revenue trends. Drill-down to deal records.
Reports
Pipeline velocity, source ROI, agent production, conversion, revenue forecast, commission ledger. Custom builder with export.
Logs
Call and message logs via Voice. System activity log for deal events, automation, and config changes. Searchable.
Seven vertical-specific dashboards. Industry auto-configuration. Call and message logs via Voice integration.
Seven views. Three hierarchy levels. Zero per-seat fees.
Roster, leaderboard, and production dashboards. Three-level hierarchy: region, office, department. Recruiting pipeline. Multi-location offices.
Per-member production: deal history, pipeline contribution, win rate, activity volume. Leaderboard ranks by deals, revenue, conversion, or custom KPIs. Hierarchy rolls metrics through offices to regions.
Team Roster
Directory with deal counts, pipeline value, close rates, and metrics per member.
Production Tracking
Deal history, pipeline contribution, win rate, and activity volume.
Recruiting Pipeline
Prospect stages with notes, follow-ups, and sourcing analytics.
Offices
Multi-location with team assignments and office-level analytics.
Voice syncs to CRM. Deals hand off to Ops. Proposals link to pipeline.
14 products · Voice CRM sync · Deal→Ops handoff · Proposal generation · 128-field contact record · Bi-directional data flow
14 products. Bi-directional sync. One closed loop.
Deals is the revenue record of truth. Ops receives closed deals as tasks. Voice syncs calls to timelines. Proposals generates from the price book. Contacts shares the universal 128-field record.
Deep Integrations
Calisto Ops
Closed-won auto-generates tasks, bookings, and work orders in Ops. Zero re-entry.
Closed Deal → Task → Booking → Work OrderCalisto Voice
Direct CRM sync. Call logs, recordings, and transcriptions attach to deal timelines.
Call → Recording → Transcript → Deal TimelineCalisto Proposals
Deal-linked proposals with price book items, branded templates, and open tracking. Acceptance syncs back.
Deal Data → Proposal → Open Tracking → AcceptanceCalisto Contacts
Universal 128-field record across all products. Deduplication and relationship mapping.
Contact Record → 128 Fields → Cross-Product Sync → DedupCalisto Sign
E-signature from deal or contract. Status syncs in real time.
Document → Signature Request → Status SyncCalisto Connect
SMS and email auto-attach to timelines. Delivery and open status logged.
Message → Delivery Status → Timeline AttachCalisto Studio
Campaigns target deal-stage and lead-score segments. Engagement logged as activity.
Segment → Campaign → Engagement → Activity LogCalisto Spaces
Venue availability visible in Deals. Room bookings from hospitality deal flow.
Availability Check → Selection → Booking → Deal RecordCalisto Access
Smart lock codes for showings. Generated and revoked from deal record.
Showing → Code Generation → Access Grant → Audit LogCalisto Pulse
Rate data and channel status inform hospitality deal valuation.
Rate Plan → Valuation → Channel Status → DealCalisto WiFi
Portal sign-ups create leads with source attribution. Walk-in traffic feeds analytics.
Portal Auth → Lead Creation → Source Tag → PipelineCalisto Navigator
Booking requests create leads in the vertical pipeline with inquiry context.
Inquiry → Lead → Pipeline Assignment → NotificationCalisto Equipment
Quote values and availability feed into event rental deals for scoping.
Quote → Availability → Deal Record → InvoiceCalisto Circle
Loyalty tier and rewards on deal record. Member pricing at close.
Contact → Tier Lookup → Pricing Rule → Deal ValueThree AI modules. Rule-based + ML scoring. One pipeline.
Conversational qualification, ML-trained scoring, and context-aware content generation. Embedded in the pipeline. No premium tier.
ISA — Inside Sales Agent
Engages leads via SMS or email within 60s. Multi-turn dialogue, configurable criteria, context handoff. After-hours overflow.
Predictive Lead Scoring
ML model on historical close patterns. Conversion prediction across 8 factors. Hot/Warm/Cold with decay.
AI Content & Sequence Builder
Email drafts, follow-ups, proposal language, SMS scripts from deal data. Sequence Builder from plain-language goals.
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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