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.

Bawat feature ay feature

Calisto Navigator sa tabi ng Clinked

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

Ano ang gumagalaw

Pagdadala ng iyong data mula sa Clinked

Ang iyong data ay binabasa sa iyong sariling browser at ipinapadala sa iyong Calisto account. Hindi nakikita ng Calisto ang iyong login para sa lumang sistema.

Mula sa isang export file

I-export ang iyong data mula sa Clinked at ilagay ang file doon. Binabasa ito sa iyong browser at inihahambing sa Calisto.

Anuman ang spreadsheet na in-export mo mula sa Clinked ay maaaring i-map sa Calisto, column by column.

Gabay sa paglipat ng ClinkedIlipat ang aking data

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.

Malaman pa

Lahat ng ginagawa ng Calisto dito

Ang mga pahina sa likod ng paghahambing: ang sektor, ang mga app, at ang mga gabay.