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 beside Moxo
- 17 In both
- 3 Only in Moxo
| 20 features | 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.Checked Oct 28, 2026Source | Yes | Yes |
| Template libraryCalisto: Save Template and Customize Template keep your designs in a Library you start new portals from.Checked Oct 28, 2026Source | Yes | Yes |
| Build from a plain-language descriptionCalisto: Choose Build it for me and Navigator drafts the portal for you to refine.Checked Oct 28, 2026Source | Yes | Yes |
| 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.Checked Oct 28, 2026Source | Yes | Yes |
| Publishing | ||
| Custom domainCalisto: Each portal can run on its own custom domain.Checked Oct 28, 2026Source | Yes | Yes |
| Journey | ||
| Guided steps with conditions and due datesCalisto: Each portal has a Journey of ordered steps with windows, prerequisites and audiences.Checked Oct 28, 2026Source | Yes | Yes |
| FormsCalisto: An intake step collects the client's details inside the Journey.Checked Oct 28, 2026Source | Yes | Yes |
| Approvals and acknowledgementsCalisto: Clients approve project milestones, with Velocity, and accept agreements as Journey steps.Checked Oct 28, 2026Source | Yes | Yes |
| Identity checksCalisto: An ID check step verifies the client inside the Journey, with Identity.Checked Oct 28, 2026Source | Yes | Yes |
| Clients & Access | ||
| Access by secure link, no passwordCalisto: Clients sign in with a single-use emailed link and never set a password.Checked Oct 28, 2026Source | Yes | Yes |
| Audit trailCalisto: Every change to a client's access is recorded, and every view and download in a data room is logged.Checked Oct 28, 2026Source | Yes | Yes |
| 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.Checked Oct 28, 2026Source | Yes | Yes |
| Secure client messagingCalisto: A conversation step lets the client message your team inside the portal.Checked Oct 28, 2026Source | Yes | Yes |
| 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.Checked Oct 28, 2026Source | Yes | Yes |
| eSignaturesCalisto: An agreement step sends the envelope to sign, with Sign.Checked Oct 28, 2026Source | Yes | Yes |
| Payments & Orders | ||
| Invoices and paymentsCalisto: Clients see their invoices and payment schedules and pay inside the portal, with Ledger.Checked Oct 28, 2026Source | Yes | Yes |
| Insights | ||
| Process performance reportingCalisto: Insights show engagement, the journey funnel, the invitation funnel and revenue per currency for each portal.Checked Oct 28, 2026Source | Yes | Yes |
| 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.Checked Oct 28, 2026Source | No | Yes |
| 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.Checked Oct 28, 2026Source | No | Yes |
| 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.Checked Oct 28, 2026Source | No | Yes |
What moves
Bringing your data from Moxo
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 Moxo and drop the file in. It is read in your browser and mapped onto Calisto.
Any spreadsheet you export from Moxo can be mapped onto Calisto, column by column.
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.