Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Geest is a cloud-driven platform focused on business process management and automation, specifically tailored for small to medium enterprises engaged in services, installations, and maintenance. This innovative tool allows users to create comprehensive workflows, delegate tasks and responsibilities, establish conditions and automations, gather data and documentation, and monitor all operations in real time. Various teams, including those in sales, operations, field service, procurement, and collections, can collaborate seamlessly through integrated processes, effectively replacing disjointed spreadsheets and communication channels. Among its prominent features are visual workflow management, customizable forms, role-based access controls, relational databases, real-time dashboards, and integrations via webhooks. Geest also distinguishes itself with features like automated messaging through WhatsApp, AI-enhanced task management, and a mobile application designed for field technicians to report activities, upload images, and obtain client signatures from any location. Additionally, the platform's user-friendly interface and powerful functionalities enable businesses to streamline operations while enhancing productivity across all departments.
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
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
AWeber
No
Adobe Marketo Engage
No
Constant Contact
No
Gmail
No
Google Docs
No
Google Sheets
No
HubSpot Customer Platform
No
HubSpot Service Hub
No
Intercom
No
Mailchimp
No
Integrations
AWeber
Yes
Adobe Marketo Engage
Yes
Constant Contact
Yes
Gmail
Yes
Google Docs
Yes
Google Sheets
Yes
HubSpot Customer Platform
Yes
HubSpot Service Hub
Yes
Intercom
Yes
Mailchimp
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$18 per user per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Geest
Founded
2020
Country
Mexico
Website
www.geest.app
Vendor Details
Company Name
Next Matter
Founded
2018
Country
Germany
Website
nextmatter.com
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Low-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
Yes
Templates
No
Visual Modeling
No
Web / Mobile App Development
Yes
Workflow Management
Yes
No-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
Yes
Templates
No
Visual Modeling
No
Web / Mobile App Development
Yes
Workflow Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes