--- title: Next Matter Reviews meta_title: 'Next Matter Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 33 reviews by the users' company size, role or industry to find out how Next Matter works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 33 scale: '5' date_modified: '2026-08-07' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Next Matter Reviews **Vendor:** Next Matter **Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 33 ## About Next Matter Next Matter is the only process orchestration platform that empowers business users to publish automated workflows—without relying on IT. Purpose-built for the AI era, it combines the flexibility of case management with the structure of enterprise-grade iBPMS, designed for business teams, governed by IT. With Next Matter, users orchestrate people, systems, and data through a visual drag-and-drop workflow builder, no-code interfaces for team and guest actions, and dashboards that deliver end-to-end transparency. Leading enterprises trust Next Matter to accelerate transformation: ✔ OBI empowers business teams to launch production-ready process prototypes in just days. ✔ Trade Republic rolls out compliant, customer-facing workflows in weeks—not months. ✔ Ocorian fully automates complex fund administration processes across geographies. ✔ O₂ Telefónica transforms employee service delivery—digitizing processes without developer bottlenecks. \_\_\_\_\_ Founded in 2019, Next Matter is a remote-first company backed by OMERS Ventures, Crane, and BlueYard. Our mission: to build the best orchestration and automation platform for the AI era. ## Next Matter Pros & Cons **What users like:** - Users laud the **ease of use** of Next Matter, enabling seamless workflow creation without coding skills. (3 reviews) - Users praise the **easy setup** of Next Matter, allowing for seamless workflow creation without coding requirements. (2 reviews) - Users commend the **process efficiency** of Next Matter, empowering automation and streamlined workflow management effortlessly. (2 reviews) - Users value the **automation control** of Next Matter, enhancing workflow management without needing coding skills. (1 reviews) - Users appreciate the **exceptional customer support** from Next Matter, aiding in efficient process automation and workflow management. (1 reviews) - Dashboarding (1 reviews) - Easy Creation (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) - Flexibility (1 reviews) **What users dislike:** - Users find **integrations complex** and lacking training resources, leading to slower performance and dependency on support. (1 reviews) - Users note **editing difficulties** in Next Matter, specifically regarding accidental mistakes and saving forms. (1 reviews) - Users find **editing issues** in Next Matter hinder effective use, particularly for internal users needing form corrections. (1 reviews) - Users find Next Matter **expensive** due to complex integrations and slow loading times for larger processes, requiring additional support. (1 reviews) - Users find the **form issues** in Next Matter challenging, specifically with saving, editing, and printing capabilities. (1 reviews) - Inadequate Saving Features (1 reviews) - Insufficient Training (1 reviews) - Insufficient Tutorials (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) ## Next Matter Reviews ### 1. Program is great, onboarding / adoption has been slow. **Rating:** 3.5/5.0 stars **Reviewed by:** Cherrill T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Next Matter?** The ease of use and flow creation, the dashboard, the timeliness of improvements, the openness of accepting feedback. **What do you dislike about Next Matter?** Integrations are more complex, and the training material is not existent or readily available, requiring more support. Support is generally timely but in different time zones, so everything takes a day. The bigger the process, the slower it loads. Seeing significant lag lately. **What problems is Next Matter solving and how is that benefiting you?** Forms for external users and data transfer / integrations. ### 2. Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Ita F. | Contract Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Next Matter?** Ease of use. Easy to follow. Quick accessibility. **What do you dislike about Next Matter?** With the way my unit is set up, not a lot of flexibility - yes or no to the issue without further explanation or options. These would be usefeul. **What problems is Next Matter solving and how is that benefiting you?** It is helping my unit get matters to the correct unit to resolve. **Official Response from Michael Guan:** > Dear Ita, thank you for your review of Next Matter. We are happy to hear that you find Next Matter easy to use. We appreciate your feedback about the lack of flexibility in your input form - please reach out to the workflow designer in your organization. They would have the ability to change the input fields required for decisions. Thank you for using Next Matter. Michael - Success Lead @ Next Matter ### 3. Makes onboarding easy! **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse B. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Next Matter?** I enjoy the ease of use with the platform. Our team has worked closely with the Nextmatter team to ensure the platform maximizes our efficiency w/regard to onboarding new agents. **What do you dislike about Next Matter?** There are no downsides I can note for Nextmatter. **What problems is Next Matter solving and how is that benefiting you?** Organizing the onboarding process for our Agency Success sales team **Official Response from Michael Guan:** > Dear Jesse, thank you for your review. We are happy that Next Matter is helping to organize your onboarding process and to streamline your sales team. Thank you for choosing Next Matter. Michael - Success Lead @ Next Matter ### 4. Good experience with a few rough edges **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Next Matter?** It has been improving constantly which is very helpful. Many new features have been added which has made it much easier to use the software. **What do you dislike about Next Matter?** The way data is presented in task list is still a bit unpolished and very difficult to read at times. Also, it is not easy to export the data into an Excel sheet. **What problems is Next Matter solving and how is that benefiting you?** It is helping streamline the sell-out reporting process for us by offering an automated flow which alerts concerned users at the required stage for their input. **Official Response from Michael Guan:** > Thank you for your review of Next Matter. We are glad to hear that the software has been improving and that many new features have been added to make it easier to use. We appreciate your feedback about the presentation of data in the task list and the difficulty in exporting data to Excel. We are constantly investing on further improving the user and builder experience, with many updates coming in the near future. In the meantime, we are happy to assist you with getting your data into Excel - please reach out to us anytime. We are happy that Next Matter is helping to streamline your sell-out reporting process and offer automated alerts for concerned users. Thank you for choosing Next Matter. Michael - Success Lead @ Next Matter ### 5. Beste Leben **Rating:** 3.5/5.0 stars **Reviewed by:** Courtney C. | Sales Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Next Matter?** Practical for our team functions. Good overview options. **What do you dislike about Next Matter?** That the photos are deleted if the website reloads. And sometimes they're completely gone. **What problems is Next Matter solving and how is that benefiting you?** I can seamlessly look at all orders from all employees and filter those lists very easily. **Official Response from Michael Guan:** > Hi Courtney, thank you for your review. We understand your issue with the uploading/reloading of photos and have fixed it with our latest product release. Thank you for using Next Matter. Best, Michael - Success Lead @ Next Matter ### 6. Very helpful platform to structure and rethink your company's processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Next Matter?** - You are not only digitalising your processes but are able to rethink them - Once understood, it is quite easy to create steps yourself - Next Matter team is perfect (quick responses, helpful insights) **What do you dislike about Next Matter?** - For the more complex steps it gets more difficult to do it on your own **What problems is Next Matter solving and how is that benefiting you?** - understanding your own processes - optimize your own processes - automate certain process steps **Official Response from Michael Guan:** > Thank you for your positive review of Next Matter. We are glad to hear that you find the platform helpful for structuring and rethinking your company's processes. We understand that creating more complex steps can be difficult to do on your own, but we do offer support and resources to help users navigate these steps if needed. Please reach out to us at any time to let us know how we can help you. We will continuously improve the ease-of-building with the next iterations of our product - so please stay tuned for updates. We are happy that Next Matter has been able to solve your business problems by providing a platform for understanding and optimizing your processes, as well as automating certain process steps. Thank you again for your review and we appreciate your feedback on the Next Matter team. We strive to provide quick responses and helpful insights to all our users. Michael - Success Lead @ Next Matter ### 7. Great processes and easy workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Fabian B. | Sales Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Next Matter?** The Design and easy workflow attachments **What do you dislike about Next Matter?** Sometimes it doesnt work or deletes Pictures **What problems is Next Matter solving and how is that benefiting you?** I can sell quickly to customers **Official Response from Michael Guan:** > Thank you for your review, Fabian. We are glad to hear that we have an impact by improving the sales speed within your business. Thank you for raising the issue about pictures not showing up correctly during the file upload process. We are pleased to let you know that we have fixed the issue in our latest product release. Thank you for choosing Next Matter. Michael - Success Lead @ Next Matter ### 8. Perfect to work wirh different steps, many features. **Rating:** 4.0/5.0 stars **Reviewed by:** Eduardo P. | Sales consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Next Matter?** It makes the work steps easier to coordinate. You have the possibility to get a grip of the situation, so in which steps is each department. **What do you dislike about Next Matter?** That there isn't an app of Next Matter . You need to always use it with the Internet, an App Version would be much better. **What problems is Next Matter solving and how is that benefiting you?** Better Workflow. **Official Response from Michael Guan:** > Thanks Eduardo for the positive feedback, we're glad our platform makes coordination easier and helps you keep track of different departments' progress. We appreciate your feedback regarding an app version and will take it under consideration. In the meantime, our mobile optimized browser app should provide a similar experience on your mobile device. If you have any other feedback or questions, please let us know. Best, Michael - Success Lead @ Next Matter ### 9. Overall helps with workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Next Matter?** The workflow management for teams allowing each to see next steps and current status **What do you dislike about Next Matter?** That at times it skips steps and is at times hard to navigate **What problems is Next Matter solving and how is that benefiting you?** workflow management allowing for teams to see current status easily **Official Response from Michael Guan:** > We are happy that Next Matter is benefiting your team by providing clear and easily accessible information about current status. We appreciate your feedback about the occasional skipping of steps and difficulty navigating the platform. We will take your suggestions into consideration as we continue to improve and evolve the product. Please also reach out to us directly so we can look into the cause of the steps skipping. Thank you for choosing Next Matter. Michael - Success Lead @ Next Matter ### 10. the program is really good **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Next Matter?** the best is that you can use it for nearly everything you need. **What do you dislike about Next Matter?** sometimes it went really slow and needs more time for loading **What problems is Next Matter solving and how is that benefiting you?** it helps us to sort our selled products and many other things in our firm **Official Response from Michael Guan:** > Thank you for your review. We are glad to hear that you find Next Matter versatile and useful for a wide range of tasks. We appreciate your feedback about the occasional slow loading times, as we continually improve and optimize the product. Thank you for using Next Matter. Michael - Success Lead @ Next Matter ### 11. Makes things easy to track and work on them **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Next Matter?** fast upload great overview connected with other teams **What do you dislike about Next Matter?** sometimes a bit confusing because of the notification **What problems is Next Matter solving and how is that benefiting you?** quick to order themes **Official Response from Michael Guan:** > Thank you for your review. We are glad to hear that you appreciate the fast upload, great overview, and ability to connect with other teams. We appreciate your feedback about the occasional confusion with notifications. Please feel free to reach out to us directly so we can understand that issue better and resolve it for you. Thank you for using Next Matter. Michael - Success Lead @ Next Matter - [View Next Matter pricing details and edition comparison](https://www.g2.com/products/next-matter/reviews?filters%5Bnps_score%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+14%3A28%3A28+-0500&secure%5Bsession_id%5D=41a4cd58-cd54-4821-801b-3752e9e222e2&secure%5Btoken%5D=2474a4e05dc09442cd5f4a4efa9ded28bf123c7210dfd9bf6127a46ec828ba62&format=llm_user) ## Next Matter Features **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Task Tracking** - Activity Feed - Task Schedules - Comments **Digital Workflows** - Logic and Conditions - No-Code Or Low-Code - Document Management **Functionality - Process Orchestration** - Peak Demand Handling - Process Customization - Process Automation - Workflow Management - High-Stakes Process Automation **Workflow Design & Orchestration** - Task Logic and Sequencing - Visual Workflow Builder **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Knowledge Base** - Q & A - Link Sharing - Searchable **Management** - Updates - Audit Trail - Integration **Checklist Options** - Templates - Native Forms - Downloadable Manuals **Forms** - Data Mapping - Templates - Mobile-Friendly Forms **Integration & Adaptability - Process Orchestration** - Third-Party Software Integration - Endpoint Integration - Intuitive Process Design - Real-Time Process Monitoring - Business Process Adaptation - Customer-Facing Process Management - Multi-Endpoint Execution - Regulatory Compliance Management **Integrations & Connectivity** - Pre-Built Integrations - Custom Integration Capabilities **Data Control** - Data Migration - Data Synchronization - Data Security **Security** - Verification - Role-Based Permission - Public vs Private **Software Availability** - Integrations - Permissions - Mobile Application - Desktop Application **Automation** - Workflow Automation - Workflow Mapping - Real-Time Updates - Robotic Process Automation **Generative AI** - AI Text Generation - Generative AI **Automation Execution & Intelligence** - AI-Powered Optimization - Trigger-Based Automation **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management - Mobile Access **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Development & Customization** - Low-Code/No-Code Tools - Reusable Components **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Digital Process Automation (DPA)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Communication** - Social Features - Tagging - Upload - Comments **Governance & Security** - Audit Logging - Role-Based Access Control **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management **Reporting & Analytics** - Real-Time Dashboards - Workflow Analytics **Agentic AI - Business Automation Platforms (BAPs)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Next Matter Alternatives - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (560 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) - 4.6/5.0 (451 reviews) - [Tines](https://www.g2.com/products/tines/reviews) - 4.7/5.0 (400 reviews)