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.
Característica por característica
Calisto Navigator junto a Moxo
- 17 En ambos
- 3 Solo en Moxo
| 20 características | 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.Verificado 28 oct 2026Fuente | Sí | Sí |
| Template libraryCalisto: Save Template and Customize Template keep your designs in a Library you start new portals from.Verificado 28 oct 2026Fuente | Sí | Sí |
| Build from a plain-language descriptionCalisto: Choose Build it for me and Navigator drafts the portal for you to refine.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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.Verificado 28 oct 2026Fuente | Sí | Sí |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Verificado 28 oct 2026Fuente | Sí | Sí |
| Journey | ||
| Guided steps with conditions and due datesCalisto: Each portal has a Journey of ordered steps with windows, prerequisites and audiences.Verificado 28 oct 2026Fuente | Sí | Sí |
| FormsCalisto: An intake step collects the client's details inside the Journey.Verificado 28 oct 2026Fuente | Sí | Sí |
| Approvals and acknowledgementsCalisto: Clients approve project milestones, with Velocity, and accept agreements as Journey steps.Verificado 28 oct 2026Fuente | Sí | Sí |
| Identity checksCalisto: An ID check step verifies the client inside the Journey, with Identity.Verificado 28 oct 2026Fuente | Sí | Sí |
| Clients & Access | ||
| Access by secure link, no passwordCalisto: Clients sign in with a single-use emailed link and never set a password.Verificado 28 oct 2026Fuente | Sí | Sí |
| Audit trailCalisto: Every change to a client's access is recorded, and every view and download in a data room is logged.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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.Verificado 28 oct 2026Fuente | Sí | Sí |
| Secure client messagingCalisto: A conversation step lets the client message your team inside the portal.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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.Verificado 28 oct 2026Fuente | Sí | Sí |
| eSignaturesCalisto: An agreement step sends the envelope to sign, with Sign.Verificado 28 oct 2026Fuente | Sí | Sí |
| Payments & Orders | ||
| Invoices and paymentsCalisto: Clients see their invoices and payment schedules and pay inside the portal, with Ledger.Verificado 28 oct 2026Fuente | Sí | Sí |
| Insights | ||
| Process performance reportingCalisto: Insights show engagement, the journey funnel, the invitation funnel and revenue per currency for each portal.Verificado 28 oct 2026Fuente | Sí | Sí |
| 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.Verificado 28 oct 2026Fuente | No | Sí |
| 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.Verificado 28 oct 2026Fuente | No | Sí |
| 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.Verificado 28 oct 2026Fuente | No | Sí |
Lo que se mueve
Trae tus datos de Moxo
Tus datos se leen en tu propio navegador y se envían a tu cuenta de Calisto. Calisto nunca ve tu inicio de sesión para el sistema anterior.
Desde un archivo de exportación
Exporte sus datos de Moxo y coloque el archivo. Se lee en su navegador y se mapea en Calisto.
Cualquier hoja de cálculo que exportes de Moxo puede mapearse en Calisto, columna por columna.
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.
Saber más
Todo lo que Calisto hace aquí
Las páginas detrás de esta comparación: el sector, las aplicaciones y las guías.
- AplicaciónCalisto Navigator
Centro de punto de servicio y plataforma de portal de clientes con más de 20 portales de perfiles.
Open - GuíaConnecting with a business as a customer
Scan a QR code or tap a link to join a Client Space. The business sees their data about you, never your personal apps or other connections.
Open