Calisto Pro
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Calisto Navigator

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 für Funktion

Calisto Navigator neben Clinked

  • 13 In beiden
  • 6 Nur in Clinked
Calisto Navigator neben Clinked, Funktion für Funktion
19 FunktionenCalisto NavigatorClinked
Building
White-label brandingCalisto: Every portal is built from a Template or Theme in the website builder and shows only your brand.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
Publishing
Custom domainCalisto: Each portal can run on its own custom domain.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
Clients & Access
Granular access permissionsCalisto: Audiences decide which clients see a page, journey step or block, and each client sees only their own records.Geprüft am 28. Okt. 2026QuelleJaJa
Audit trailCalisto: Every access change to a client's seat is recorded, and every view and download in a data room is logged.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
File approvalsCalisto: Clients approve project milestones inside the portal, with Velocity, and you accept or return the documents they send.Geprüft am 28. Okt. 2026QuelleJaJa
Virtual data roomCalisto: Data rooms share a matter's files with view or view and upload access, and log every view and download.Geprüft am 28. Okt. 2026QuelleJaJa
E-signatureCalisto: An agreement step sends the client the envelope to sign, with Sign.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
Push notificationsCalisto: Installed portals receive web push messages.Geprüft am 28. Okt. 2026QuelleJaJa
Gaps
File version controlClinked keeps every version of a document so earlier versions can be restored.Geprüft am 28. Okt. 2026QuelleNeinJa
Task management and Kanban boardsClinked has tasks with owners and due dates, Kanban boards and a shared calendar for meetings, deadlines and milestones.Geprüft am 28. Okt. 2026QuelleNeinJa
Online document editor and annotationClients and staff create and edit documents inside Clinked and leave comments and notes directly on a document.Geprüft am 28. Okt. 2026QuelleNeinJa
Document watermarkingClinked adds watermarks to shared documents so every copy can be traced.Geprüft am 28. Okt. 2026QuelleNeinJa
Zapier integrationClinked connects to thousands of outside apps through Zapier, alongside its native integrations.Geprüft am 28. Okt. 2026QuelleNeinJa
White-label native iOS and Android appClinked offers a fully white-label native mobile app on Android and iOS.Geprüft am 28. Okt. 2026QuelleNeinJa

Was bewegt sich

Importieren Sie Ihre Daten von Clinked

Ihre Daten werden in Ihrem eigenen Browser ausgelesen und an Ihr Calisto-Konto gesendet. Calisto sieht niemals Ihre Login-Daten für das alte System.

Aus einer Exportdatei

Exportieren Sie Ihre Daten von Clinked und laden Sie die Datei hoch. Sie wird in Ihrem Browser gelesen und auf Calisto abgebildet.

Jedes Excel-Blatt, das Sie von Clinked exportieren, kann Spalte für Spalte auf Calisto abgebildet werden.

Die Clinked-MigrationsanleitungMeine Daten verschieben

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.

Mehr erfahren

Alles, was Calisto hier tut

Die Seiten hinter diesem Vergleich: der Sektor, die Apps und die Guides.