SWITCH FROM MOXO
Moxo to Calisto Navigator
A client journey built in a website builder: steps, messages and live records from your bookings, projects and invoices, on your own domain, ready to install on a phone.
Funktion for funktion
Calisto Navigator ved siden af Moxo
- 18 I begge
- 2 Kun i Moxo
| 20 funktioner | Calisto Navigator | Moxo |
|---|---|---|
| Building | ||
| Branded, white-label portalsCalisto: Each portal is built from a Template or Theme in the website builder and carries your design.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Template libraryCalisto: Save Template and Customize Template keep your designs in a Library you start new portals from.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Build from a plain-language descriptionCalisto: Choose Build it for me and Navigator drafts the portal for you to refine.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| A separate portal for each audienceCalisto: A business builds as many portals as it needs, one per kind of client, and Audiences split what each group sees inside a portal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Journey | ||
| Guided steps with conditions and due datesCalisto: Each portal has a Journey of ordered steps with windows, prerequisites and audiences.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| FormsCalisto: An intake step collects the client's details inside the Journey.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Approvals and acknowledgementsCalisto: Clients approve project milestones, with Velocity, and accept agreements as Journey steps.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Identity checksCalisto: An ID check step verifies the client inside the Journey, with Identity.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Clients & Access | ||
| Access by secure link, no passwordCalisto: Clients sign in with a single-use emailed link and never set a password.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Audit trailCalisto: Every change to a client's access is recorded, and every view and download in a data room is logged.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Messages | ||
| Reminders by email, SMS and in-appCalisto: 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 |
| Secure client messagingCalisto: A conversation step lets the client message your team inside the portal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Concierge that answers clients automaticallyCalisto: With Threads and Automations, the portal assistant answers a client at any hour, in the language they write in, from your public knowledge base and their own bookings and orders.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Records & Documents | ||
| Document requests and uploadsCalisto: Document requests ask for named documents and let you accept each one or send it back with a reason.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| eSignaturesCalisto: An agreement step sends the envelope to sign, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Payments & Orders | ||
| Invoices and paymentsCalisto: Clients see their invoices and payment schedules and pay inside the portal, with Ledger.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Insights | ||
| Process performance reportingCalisto: Insights show engagement, the journey funnel, the invitation funnel and revenue per currency for each portal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Agents that prepare and review workMoxo agents draft documents, pre-fill forms, check submissions for completeness and chase follow-ups inside a flow.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Integration catalog, API and webhooksMoxo flows can start from outside systems such as a CRM or ERP and write back to them through an integration catalog, an API and webhooks.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra Moxo
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 Moxo og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Enhver regneark, du eksporterer fra Moxo, kan kortlægges på Calisto, kolonne for kolonne.
Moving from Moxo
Questions about switching
How do my Moxo clients get into Navigator?
Invite each client by email to their portal. They get an invitation code and link, reminders on day 3 and day 7, and sign in with a single-use emailed link, so it feels as light as the link they used before.
Can I keep my branded portal address?
Yes. Each Navigator portal can run on its own custom domain, and it can be installed on a phone as its own app.
How do my Moxo flows carry over?
Each flow becomes a portal Journey: ordered steps such as intake, ID check, signing, payment and document requests, with windows, prerequisites and audiences, and Journey Messages that remind the client automatically.
Læs mere
Alt Calisto gør her
Siderne bag denne sammenligning: sektoren, appsene og guiderne.