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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.

Bawat feature ay feature

Calisto Navigator sa tabi ng Moxo

  • 17 Sa parehong
  • 3 Langit lamang sa Moxo
Calisto Navigator sa tabi ng Moxo, feature by feature
20 featureCalisto NavigatorMoxo
Building
Branded, white-label portalsCalisto: Each portal is built from a Template or Theme in the website builder and carries your design.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Template libraryCalisto: Save Template and Customize Template keep your designs in a Library you start new portals from.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Build from a plain-language descriptionCalisto: Choose Build it for me and Navigator drafts the portal for you to refine.Naintalanan noong Okt 28, 2026PinagmulanOoOo
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.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Publishing
Custom domainCalisto: Each portal can run on its own custom domain.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Journey
Guided steps with conditions and due datesCalisto: Each portal has a Journey of ordered steps with windows, prerequisites and audiences.Naintalanan noong Okt 28, 2026PinagmulanOoOo
FormsCalisto: An intake step collects the client's details inside the Journey.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Approvals and acknowledgementsCalisto: Clients approve project milestones, with Velocity, and accept agreements as Journey steps.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Identity checksCalisto: An ID check step verifies the client inside the Journey, with Identity.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Clients & Access
Access by secure link, no passwordCalisto: Clients sign in with a single-use emailed link and never set a password.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Audit trailCalisto: Every change to a client's access is recorded, and every view and download in a data room is logged.Naintalanan noong Okt 28, 2026PinagmulanOoOo
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.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Secure client messagingCalisto: A conversation step lets the client message your team inside the portal.Naintalanan noong Okt 28, 2026PinagmulanOoOo
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.Naintalanan noong Okt 28, 2026PinagmulanOoOo
eSignaturesCalisto: An agreement step sends the envelope to sign, with Sign.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Payments & Orders
Invoices and paymentsCalisto: Clients see their invoices and payment schedules and pay inside the portal, with Ledger.Naintalanan noong Okt 28, 2026PinagmulanOoOo
Insights
Process performance reportingCalisto: Insights show engagement, the journey funnel, the invitation funnel and revenue per currency for each portal.Naintalanan noong Okt 28, 2026PinagmulanOoOo
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.Naintalanan noong Okt 28, 2026PinagmulanHindiOo
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.Naintalanan noong Okt 28, 2026PinagmulanHindiOo
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.Naintalanan noong Okt 28, 2026PinagmulanHindiOo

Ano ang gumagalaw

Pagdadala ng iyong data mula sa Moxo

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 Moxo at ilagay ang file doon. Binabasa ito sa iyong browser at inihahambing sa Calisto.

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

Gabay sa paglipat ng MoxoIlipat ang aking data

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.

Malaman pa

Lahat ng ginagawa ng Calisto dito

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