Calisto Pro
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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.

Fonctionnalité par fonctionnalité

Calisto Navigator à côté de Moxo

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

Ce qui bouge

Importez vos données depuis Moxo

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 Moxo et déposez le fichier. Il est lu dans votre navigateur et mappé sur Calisto.

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

Le guide de migration MoxoDéplacer mes données

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.

En savoir plus

Tout ce que Calisto fait ici

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