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Calisto Navigator

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 für Funktion

Calisto Navigator neben Moxo

  • 17 In beiden
  • 3 Nur in Moxo
Calisto Navigator neben Moxo, Funktion für Funktion
20 FunktionenCalisto NavigatorMoxo
Building
Branded, white-label portalsCalisto: Each portal is built from a Template or Theme in the website builder and carries your design.Geprüft am 28. Okt. 2026QuelleJaJa
Template libraryCalisto: Save Template and Customize Template keep your designs in a Library you start new portals from.Geprüft am 28. Okt. 2026QuelleJaJa
Build from a plain-language descriptionCalisto: Choose Build it for me and Navigator drafts the portal for you to refine.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
Publishing
Custom domainCalisto: Each portal can run on its own custom domain.Geprüft am 28. Okt. 2026QuelleJaJa
Journey
Guided steps with conditions and due datesCalisto: Each portal has a Journey of ordered steps with windows, prerequisites and audiences.Geprüft am 28. Okt. 2026QuelleJaJa
FormsCalisto: An intake step collects the client's details inside the Journey.Geprüft am 28. Okt. 2026QuelleJaJa
Approvals and acknowledgementsCalisto: Clients approve project milestones, with Velocity, and accept agreements as Journey steps.Geprüft am 28. Okt. 2026QuelleJaJa
Identity checksCalisto: An ID check step verifies the client inside the Journey, with Identity.Geprüft am 28. Okt. 2026QuelleJaJa
Clients & Access
Access by secure link, no passwordCalisto: Clients sign in with a single-use emailed link and never set a password.Geprüft am 28. Okt. 2026QuelleJaJa
Audit trailCalisto: Every change to a client's access is recorded, and every view and download in a data room is logged.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
Secure client messagingCalisto: A conversation step lets the client message your team inside the portal.Geprüft am 28. Okt. 2026QuelleJaJa
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.Geprüft am 28. Okt. 2026QuelleJaJa
eSignaturesCalisto: An agreement step sends the envelope to sign, with Sign.Geprüft am 28. Okt. 2026QuelleJaJa
Payments & Orders
Invoices and paymentsCalisto: Clients see their invoices and payment schedules and pay inside the portal, with Ledger.Geprüft am 28. Okt. 2026QuelleJaJa
Insights
Process performance reportingCalisto: Insights show engagement, the journey funnel, the invitation funnel and revenue per currency for each portal.Geprüft am 28. Okt. 2026QuelleJaJa
Gaps
AI concierge that answers clientsMoxo puts an AI concierge in the portal that answers client questions about status and next steps at any hour.Geprüft am 28. Okt. 2026QuelleNeinJa
AI agents that prepare and review workMoxo AI agents draft documents, pre-fill forms, check submissions for completeness and chase follow-ups inside a flow.Geprüft am 28. Okt. 2026QuelleNeinJa
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.Geprüft am 28. Okt. 2026QuelleNeinJa

Was bewegt sich

Importieren Sie Ihre Daten von Moxo

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 Moxo und laden Sie die Datei hoch. Sie wird in Ihrem Browser gelesen und auf Calisto abgebildet.

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

Die Moxo-MigrationsanleitungMeine Daten verschieben

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.

Mehr erfahren

Alles, was Calisto hier tut

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