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.

Funcionalidade por funcionalidade

Calisto Navigator ao lado de Moxo

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

O que se move

Migrando seus dados de Moxo

Seus dados são lidos no seu próprio navegador e enviados para sua conta Calisto. O Calisto nunca vê sua senha do sistema antigo.

A partir de um arquivo de exportação

Exporte seus dados de Moxo e solte o arquivo. Ele é lido no seu navegador e mapeado para o Calisto.

Qualquer planilha que você exportar do Moxo pode ser mapeada no Calisto, coluna por coluna.

O guia de migração MoxoMover meus dados

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.

Saiba mais

Tudo o que o Calisto faz aqui

As páginas atrás desta comparação: o setor, os aplicativos e os guias.