SWITCH FROM CLINKED
Clinked to Calisto Navigator
More than a file portal: each client walks a journey of intake, signing, payment and requests, sees their live records, and shares data rooms with every view logged.
Funktion for funktion
Calisto Navigator ved siden af Clinked
- 19 I begge
| 19 funktioner | Calisto Navigator | Clinked |
|---|---|---|
| Building | ||
| White-label brandingCalisto: Every portal is built from a Template or Theme in the website builder and shows only your brand.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Duplicate a workspace to start a new oneCalisto: Duplicate any portal, or save it as a template in your Library and start the next one from it.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Zapier integrationCalisto: With Automations, a portal's events start Zapier and Make, Custom HTTP calls any tool, and every rule has its own address outside tools can call.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Messages | ||
| Group and one-to-one chatCalisto: A conversation step lets the client message your team inside the portal, and clients see their conversations with every business in one place.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Email notificationsCalisto: Journey Messages send automated email, SMS, WhatsApp or push messages per portal, with Automations, and invitations remind clients on day 3 and day 7.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Clients & Access | ||
| Granular access permissionsCalisto: Audiences decide which clients see a page, journey step or block, and each client sees only their own records.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Audit trailCalisto: Every access change to a client's seat is recorded, and every view and download in a data room is logged.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Records & Documents | ||
| File requestsCalisto: Document requests ask a person for named documents and let you accept each one or send it back with a reason.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| File approvalsCalisto: Clients approve project milestones inside the portal, with Velocity, and you accept or return the documents they send.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Virtual data roomCalisto: Data rooms share a matter's files with view or view and upload access, and log every view and download.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| E-signatureCalisto: An agreement step sends the client the envelope to sign, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| File version controlCalisto: A data room keeps every version of a file. A client sees the current one, downloads any earlier version and uploads a new one.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Task management and Kanban boardsCalisto: Tasks you share on a project appear on the client's board and calendar beside milestones and appointments, with Velocity, Legal or Listings.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Online document editor and annotationCalisto: Documents, sheets and slides shared into a data room open for the client with comments, and notes pin to a PDF page or a picture.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Document watermarkingCalisto: A data room set to Watermark files stamps every PDF and picture a client opens or downloads with their name and the date.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| On a Phone | ||
| Branded app on the home screenCalisto: Each portal installs as its own app on the client's phone under your name and icon.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Push notificationsCalisto: Installed portals receive web push messages.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| White-label native iOS and Android appCalisto: With Apps, a portal becomes your own app in the App Store and Google Play, under your name and icon.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
Hvad der bevæger sig
Flyt dine data fra Clinked
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra Clinked og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Enhver regneark, du eksporterer fra Clinked, kan kortlægges på Calisto, kolonne for kolonne.
Moving from Clinked
Questions about switching
How do I move my Clinked clients over?
Invite each client by email to the right portal. They receive an invitation code and link, reminders on day 3 and day 7, and sign in with a single-use emailed link instead of a password.
Can my portal stay on the domain clients know?
Yes. Each Navigator portal can run on its own custom domain, so clients keep visiting the same address.
What happens to the files I share in Clinked?
Files move into the client's records and into data rooms, where you choose view or view and upload access per person and every view and download is logged. Document requests let you ask for anything still missing.
Læs mere
Alt Calisto gør her
Siderne bag denne sammenligning: sektoren, appsene og guiderne.