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About

Complexity doesn’t have to follow growth. With Conga Orchestrate, you can easily configure, automate, and manage a large number of workflow steps and processes, no matter how complex. Plus, you save time and eliminate costly errors caused by manual work. Salesforce process management is easy when you can create repeatable processes in Salesforce with no code. With Conga Orchestrate, even the most complex workflows with multiple steps are easy to build and automate. Manual processes are time-consuming, inconsistent, and error-prone. With automated processes from Conga Orchestrate, you can track even the most complex processes and gain deep insights that inform where improvement is needed. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Sometimes, you just need to see solutions in action. We have a demo for those occasions and we’d like to show it to you.

About

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. Trusted by regulated financial operations teams across Europe and the US

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises searching for a solution to create processes to grow with their business

Audience

Operations, compliance, and audit leads at asset managers, fund administrators, and financial services firms across Europe and the US who need auditable, governed workflows without long engineering cycles.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Conga
Founded: 2010
United States
conga.com/products/business-process-automation/conga-orchestrate

Company Information

Next Matter
Founded: 2018
Germany
nextmatter.com

Alternatives

Alternatives

Conga CLM

Conga CLM

Conga
Conga CPQ

Conga CPQ

Conga

Categories

Categories

Business Process Management Features

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 Features

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 Features

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 Features

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

Integrations

Salesforce
AWeber
Adobe Marketo Engage
Aretec
Conga CLM
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Make
Microsoft 365
NetSuite
Shopify
Slack
Trello
Twilio
Xero

Integrations

Salesforce
AWeber
Adobe Marketo Engage
Aretec
Conga CLM
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Make
Microsoft 365
NetSuite
Shopify
Slack
Trello
Twilio
Xero
Claim Conga Orchestrate and update features and information
Claim Conga Orchestrate and update features and information
Claim Next Matter and update features and information
Claim Next Matter and update features and information