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 bredvid Clinked
- 19 I båda
| 19 funktioner | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Clients & Access | ||
| Granular access permissionsCalisto: Audiences decide which clients see a page, journey step or block, and each client sees only their own records.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Audit trailCalisto: Every access change to a client's seat is recorded, and every view and download in a data room is logged.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| File approvalsCalisto: Clients approve project milestones inside the portal, with Velocity, and you accept or return the documents they send.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Virtual data roomCalisto: Data rooms share a matter's files with view or view and upload access, and log every view and download.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| E-signatureCalisto: An agreement step sends the client the envelope to sign, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Push notificationsCalisto: Installed portals receive web push messages.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
Vad som rör sig
Flyttar dina data från Clinked
Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.
Från en exportfil
Exportera dina data från Clinked och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.
Alla kalkylblad du exporterar från Clinked kan mappas över i Calisto, kolumn för kolumn.
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.