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.
Feature by feature
Calisto Navigator beside Clinked
- 19 In both
| 19 features | Calisto Navigator | Clinked |
|---|---|---|
| Building | ||
| White-label brandingCalisto: Every portal is built from a Template or Theme in the website builder and shows only your brand.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| Zapier integrationCalisto: With Automations, a portal's events start Zapier and Make, Custom HTTP calls any tool, and every rule has its own address outside tools can call.Checked 28 paź 2026Source | Yes | Yes |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| Clients & Access | ||
| Granular access permissionsCalisto: Audiences decide which clients see a page, journey step or block, and each client sees only their own records.Checked 28 paź 2026Source | Yes | Yes |
| Audit trailCalisto: Every access change to a client's seat is recorded, and every view and download in a data room is logged.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| File approvalsCalisto: Clients approve project milestones inside the portal, with Velocity, and you accept or return the documents they send.Checked 28 paź 2026Source | Yes | Yes |
| Virtual data roomCalisto: Data rooms share a matter's files with view or view and upload access, and log every view and download.Checked 28 paź 2026Source | Yes | Yes |
| E-signatureCalisto: An agreement step sends the client the envelope to sign, with Sign.Checked 28 paź 2026Source | Yes | Yes |
| File version controlCalisto: A data room keeps every version of a file. A client sees the current one, downloads any earlier version and uploads a new one.Checked 28 paź 2026Source | Yes | Yes |
| Task management and Kanban boardsCalisto: Tasks you share on a project appear on the client's board and calendar beside milestones and appointments, with Velocity, Legal or Listings.Checked 28 paź 2026Source | Yes | Yes |
| Online document editor and annotationCalisto: Documents, sheets and slides shared into a data room open for the client with comments, and notes pin to a PDF page or a picture.Checked 28 paź 2026Source | Yes | Yes |
| Document watermarkingCalisto: A data room set to Watermark files stamps every PDF and picture a client opens or downloads with their name and the date.Checked 28 paź 2026Source | Yes | Yes |
| 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.Checked 28 paź 2026Source | Yes | Yes |
| Push notificationsCalisto: Installed portals receive web push messages.Checked 28 paź 2026Source | Yes | Yes |
| White-label native iOS and Android appCalisto: With Apps, a portal becomes your own app in the App Store and Google Play, under your name and icon.Checked 28 paź 2026Source | Yes | Yes |
What moves
Bringing your data from Clinked
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from Clinked and drop the file in. It is read in your browser and mapped onto Calisto.
Any spreadsheet you export from Clinked can be mapped onto Calisto, column by column.
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.