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Average Ratings 0 Ratings

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ease
features
design
support

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Description

In CloneDesk, rather than creating individual to-dos, you initiate user-friendly checklists or intricate processes known as blueprints, which automatically generate a sequence of tasks to assign to your team members. Upon registration, you'll receive a complimentary, detailed guide designed to help you organize your service business efficiently. Furthermore, you have the opportunity to attend exclusive webinars alongside fellow entrepreneurs who share your ambitions. Within CloneDesk, you only need to update project details once, ensuring that all team members receive the latest information while they work on their assigned tasks. To assess the performance of your projects and team, you can conveniently schedule workflows that activate subsequent workflows as necessary. The task overview feature allows you to monitor both your own tasks and those of your team, providing insights into productivity levels. By utilizing channels, you can quickly identify which team members are experiencing a heavy workload and where others may not be meeting performance expectations, helping you optimize team dynamics. This comprehensive system is designed to enhance collaboration and streamline project management for successful outcomes.

Description

Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on. Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
NetSuite
Pipedrive
Salesforce
Shopify
Slack
Twilio
Xero
Zapier
Zendesk

Integrations

AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
NetSuite
Pipedrive
Salesforce
Shopify
Slack
Twilio
Xero
Zapier
Zendesk

Pricing Details

€97 per month
Free Trial
Free Version

Pricing Details

$18 per user per month
Billed annually
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CloneDesk

Website

clonedesk.com

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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Alternatives

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