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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.

Funzione per funzione

Calisto Navigator accanto a Moxo

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

Cosa si muove

Portando i tuoi dati da Moxo

I tuoi dati vengono letti nel tuo browser e inviati al tuo account Calisto. Calisto non vede mai il tuo accesso per il vecchio sistema.

Da un file di esportazione

Esporta i tuoi dati da Moxo e scarica il file. Viene letto nel tuo browser e mappato su Calisto.

Qualsiasi foglio di calcolo che esporti da Moxo può essere mappato su Calisto, colonna per colonna.

La guida di migrazione per MoxoSposta i miei dati

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.

Scopri di più

Tutto ciò che Calisto fa qui

Le pagine dietro questo confronto: il settore, le app e le guide.