NextStep

The refreshingly simple process management tool

Free Trial

Description

NextStep provides a streamlined solution for managing repeatable business processes, enabling users to create step-by-step workflows quickly with or without AI assistance. Its clean, intuitive interface empowers teams to run, monitor, and improve their processes, ensuring consistency and efficiency across a variety of business functions.

With real-time analytics, automation features, and collaborative sharing options, NextStep is built for teams seeking a practical approach to process execution and continual improvement, without the complexity of traditional enterprise tools.

Key Features

AI-Assisted Process Creation: Quickly build workflows with AI suggestions or from scratch.
Dynamic Due Dates: Automatically calculate task deadlines based on dependencies and completion.
Customizable Form Fields: Create rich, tailored data collection forms using drag-and-drop elements.
Conditional Logic: Lock tasks until prerequisites are completed and prevent skipping critical steps.
Run Processes from a Link: Allow anyone to run a process via a simple shared link, no login needed.
Share Running Processes: Invite guests for real-time collaboration on active workflows with access controls.
Recurring Scheduled Processes: Automate processes to run daily, weekly, monthly, or custom patterns.
Real-Time Analytics: Monitor usage, track team progress, and optimize processes for efficiency.
Visual Dependency Indicators: Highlight task dependencies and completion states within processes.
Seamless Workflow Integration: Easily share and coordinate processes across teams and external partners.

Use Cases

Standard operating procedure (SOP) execution
Business workflow automation
Checklist management
Customer onboarding
Internal audits and compliance tracking
Client collaboration on processes
Recurring team meetings or reviews
Task delegation and progress tracking

Frequently Asked Questions

What is the difference between a Creator and a Guest in NextStep?

A Creator can build and manage processes, delegate tasks, manage teams, view analytics, schedule processes, and participate in workflows, while Guests can participate in processes without needing an account and do not have management capabilities.

Can I invite people outside my organization to participate in processes?

Yes, you can share running or published processes with unlimited guests for free via shared links or direct invites, allowing both internal and external collaboration.

Is a credit card required to start the free trial?

No, you can start the 14-day free trial without providing a credit card.

What happens if I need more than 5 creators on my plan?

If you need more than 5 creators, you should contact the NextStep team directly for custom arrangements.