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.
Feature by feature
Calisto Navigator bredvid Moxo
- 18 I båda
- 2 Endast i Moxo
| 20 funktioner | Calisto Navigator | Moxo |
|---|---|---|
| Building | ||
| Branded, white-label portalsCalisto: Each portal is built from a Template or Theme in the website builder and carries your design.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Template libraryCalisto: Save Template and Customize Template keep your designs in a Library you start new portals from.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Build from a plain-language descriptionCalisto: Choose Build it for me and Navigator drafts the portal for you to refine.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Journey | ||
| Guided steps with conditions and due datesCalisto: Each portal has a Journey of ordered steps with windows, prerequisites and audiences.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| FormsCalisto: An intake step collects the client's details inside the Journey.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Approvals and acknowledgementsCalisto: Clients approve project milestones, with Velocity, and accept agreements as Journey steps.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Identity checksCalisto: An ID check step verifies the client inside the Journey, with Identity.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Clients & Access | ||
| Access by secure link, no passwordCalisto: Clients sign in with a single-use emailed link and never set a password.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Audit trailCalisto: Every change to a client's access is recorded, and every view and download in a data room is logged.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Secure client messagingCalisto: A conversation step lets the client message your team inside the portal.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Concierge that answers clients automaticallyCalisto: With Threads and Automations, the portal assistant answers a client at any hour, in the language they write in, from your public knowledge base and their own bookings and orders.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| eSignaturesCalisto: An agreement step sends the envelope to sign, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Payments & Orders | ||
| Invoices and paymentsCalisto: Clients see their invoices and payment schedules and pay inside the portal, with Ledger.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Insights | ||
| Process performance reportingCalisto: Insights show engagement, the journey funnel, the invitation funnel and revenue per currency for each portal.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Agents that prepare and review workMoxo agents draft documents, pre-fill forms, check submissions for completeness and chase follow-ups inside a flow.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| 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.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från Moxo
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 Moxo och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.
Alla kalkylblad du exporterar från Moxo kan mappas över i Calisto, kolumn för kolumn.
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.