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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
No
API Access
Has API
Yes
Integrations
Adobe Marketo Engage
No
Citus
Yes
Freddy AI
Yes
Gmail
No
Google Docs
No
Google Sheets
No
Growth Channel AI
Yes
HubSpot Customer Platform
No
HubSpot Service Hub
No
Intercom
No
Integrations
Adobe Marketo Engage
Yes
Citus
No
Freddy AI
No
Gmail
Yes
Google Docs
Yes
Google Sheets
Yes
Growth Channel AI
No
HubSpot Customer Platform
Yes
HubSpot Service Hub
Yes
Intercom
Yes
Pricing Details
$29/agent/month
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
No
iPad App
No
Android App
No
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
No
Integrations Management
No
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
No
Visual Modeling
No
Web / Mobile App Development
No
Workflow Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
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
