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.

Fonctionnalité par fonctionnalité

Calisto Navigator à côté de Clinked

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

Ce qui bouge

Importez vos données depuis Clinked

Vos données sont lues dans votre propre navigateur et envoyées à votre compte Calisto. Calisto ne voit jamais votre identifiant de connexion pour l'ancien système.

À partir d'un fichier d'exportation

Exportez vos données depuis Clinked et déposez le fichier. Il est lu dans votre navigateur et mappé sur Calisto.

N'importe quel tableau Excel que vous exportez depuis Clinked peut être mappé sur Calisto, colonne par colonne.

Le guide de migration ClinkedDéplacer mes données

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.

En savoir plus

Tout ce que Calisto fait ici

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