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Description

Elevate and streamline your business operations with the Freshworks Neo Platform, where efficiency and simplicity are about to reach new heights. Designed with security and user-friendliness in mind, the Neo Platform offers limitless customization options to enhance your business capabilities. You can create, connect, innovate, and tailor solutions specifically suited to your unique requirements using this versatile platform. Develop personalized workflows and applications that align with your distinct business objectives. Easily establish custom objects, automate processes, and quickly generate powerful applications that drive results. Accelerate your growth with access to an extensive marketplace featuring over 1,200 applications. Utilize seamless native integrations for effortless connectivity. Additionally, become part of a vibrant developer community to collaborate on innovative ideas. With the Neo Platform's scalable design, you can ensure a secure and cohesive user experience as your business evolves. Collect meaningful insights across various applications, streamline administrative duties, and enrich every customer interaction with relevant context. This comprehensive approach guarantees that your operations remain efficient and customer-focused at all times.

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
Citus
Constant Contact
Freddy AI
Google Sheets
Graphite Connect
Growth Channel AI
HubSpot CRM
Intercom
Microsoft 365
NXTPulse
NetSuite
Quickwork
Salesforce
Shopify
Startdeliver
Twilio
Xero
Zendesk

Integrations

AWeber
Adobe Marketo Engage
Citus
Constant Contact
Freddy AI
Google Sheets
Graphite Connect
Growth Channel AI
HubSpot CRM
Intercom
Microsoft 365
NXTPulse
NetSuite
Quickwork
Salesforce
Shopify
Startdeliver
Twilio
Xero
Zendesk

Pricing Details

$29/agent/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

Freshworks

Founded

2010

Country

India

Website

www.freshworks.com/live-chat-software/

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Product Features

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

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

Alternatives

Alternatives