NextStep — Customer Engagement Workspace for Lean Teams
NextStep is a customer engagement workspace that unites social media scheduling,
drag-and-drop email, CRM, approval workflows, automated journeys, and a unified
engagement inbox in one secure, multi-brand workspace. It keeps every message
clear and coordinated and speeds go-to-market, with AI as a supporting feature
for faster, on-brand work.
Explore NextStep with sample data — no credit card required.
What you can do with NextStep
- Plan and schedule social posts to Facebook, Instagram, and LinkedIn — with per-platform image resizing and branded overlays.
- Use AI as a supporting feature to draft on-brand content and images faster, and edit media with text, logos, music, and speed controls.
- Build email campaigns and automated journeys with a drag-and-drop builder and safe visual routing.
- Manage contacts and segments in a built-in CRM with consent topics and opt-outs.
- Route content through approval workflows and reply from a unified engagement inbox.
- Run multiple brands with tenant-scoped data, role-based access, encrypted credentials, and operational logs.
Who NextStep is for
NextStep is designed for lean marketing and customer-engagement teams that need
to coordinate content, campaigns, customer data, approvals, and follow-up without
moving work among disconnected tools.
How coordinated customer communication works
Teams plan campaigns and content in a shared calendar, route work for review,
publish through connected email and social channels, organize contacts into
segments, automate follow-up journeys, and respond to customer engagement from
one inbox. Performance stays connected to the campaign and audience context.
NextStep Training Center
The public NextStep Training Center is a searchable
operator field guide for setup, contacts and consent, email campaigns, social
publishing, approvals, analytics, automated Journeys, and troubleshooting.
Pricing
Starter — $79/month
For small teams getting going. 1 workspace, 1 brand, 3 users, 1,000 contacts, basic AI content & image generation, social scheduling, drag-and-drop email builder, 1 active email journey, basic engagement inbox.
Growth — $149/month
For growing brands. 1 workspace, 3 brands, 5 users, 5,000 contacts, unlimited campaigns, advanced AI content & images, multiple active email journeys, audience segmentation, approval workflows, webhooks, campaign dashboard.
Pro — $299/month
For teams running multi-brand programs. 1 workspace, 10 brands, 15 users, 25,000 contacts, advanced automated journeys, advanced campaigns & segmentation, advanced AI & image generation, advanced approval workflows, advanced engagement inbox, API access, advanced reporting, priority support.
Every new sign-up starts in an exploration workspace pre-loaded with sample data, so you can tour the real product before paying — no sender or social account connection needed. No credit card required to explore.
Frequently asked questions
What is NextStep?
NextStep is a customer engagement workspace that combines social scheduling, drag-and-drop email, CRM, AI-assisted content, approvals, and a unified engagement inbox in one secure, multi-brand workspace — so every message stays clear, coordinated, and on-brand.
Can I manage more than one organization?
Standard plans support one organization; multi-organization plans are available when you need separate workspaces, brands, contacts, social accounts, and reporting contexts.
How does NextStep protect workspace data?
Workspace data is tenant-scoped. API routes, background jobs, webhooks, and media access use the active workspace context. OAuth and API tokens are encrypted at rest, and admins can review email and social publishing activity in operational logs.
Which social channels are supported?
Facebook, Instagram, and LinkedIn — with per-platform image resizing and branded overlays.
Can I try NextStep before paying?
Yes. Every sign-up lands in an exploration workspace pre-loaded with a sample brand, contacts, posts, segments, and an email template. Pick a plan when you're ready to create and publish for your own brand.