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What is Quickbase?

Transforming your operations can be achieved by implementing workflows and ensuring real-time visibility, enabling your teams to adapt swiftly to change. To enhance insight and automation within intricate systems and processes, it's essential to integrate and connect data, workflows, and procedures effectively. This will allow you to quickly adjust your operations to seize new opportunities while also mitigating potential risks. Customizing workflows to align with the evolving needs of your workforce is crucial. You can develop new workflows in just days, instead of weeks, to tackle emerging challenges and support innovative work methods. Establish a connected, governed ecosystem of digital solutions designed to safeguard your most critical data and operational processes. By revolutionizing the way your data is utilized, you can empower your workforce to generate real-time insights through a cohesive platform. Unlock your team's full potential and enhance collaboration. Quickbase is now at your disposal, ready to propel your organization forward.

What is Next Matter?

Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions. What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace. Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.

Media

Media

Integrations Supported

Adobe Marketo Engage
Gmail
NetSuite
Salesforce
Slack
Zapier
Zendesk
AlertOps
Autymate
Crystal Bay Solutions
Data Sentinel
Docusign
Formstack
Google Calendar
QuickBooks Online
QuickBooks Online Advanced
Tableau
eBridge

Integrations Supported

Adobe Marketo Engage
Gmail
NetSuite
Salesforce
Slack
Zapier
Zendesk
HubSpot Service Hub
Make

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$18 per user per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Quickbase

Date Founded

1999

Company Location

United States

Company Website

www.quickbase.com

Company Facts

Organization Name

Next Matter

Date Founded

2018

Company Location

Germany

Company Website

nextmatter.com

Categories and Features

App Makers

Not specified

Application Development

Access Controls/Permissions
Data Modeling
Mobile Development
Reporting/Analytics

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration

CMMS

Not specified

Compliance

Not specified

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Construction Safety

Not specified

Contract Management

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Database

Creation / Development
Data Search
Data Security
Mobile Access
Monitoring
NOSQL
Relational Interface

EHS Management

Not specified

Insurance CRM

Not specified

Logistics

Not specified

Low-Code Development

Business Process Automation
Collaborative Development
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Manufacturing

Not specified

No-Code Development

Business Process Automation
Collaborative Development
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Permit to Work

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Not specified

Safety Management

Not specified

Shop Floor Management

Not specified

Solar

Not specified

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Business Process Management

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

Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Requirements Management
Web / Mobile App Development
Workflow Management

No-Code Development

Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Requirements Management
Web / Mobile App Development
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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