Never Miss a Sales Action Item Again
Nextep is your automated Sales and Onboarding agent. It monitors your team's emails, identifies action items, and visualizes everything on a central dashboard so you can focus on closing deals and delighting customers.
Turn Conversations into Action
Nextep provides the clarity your team needs to stay on top of every commitment, from the first contact to the final sign-off.
Intelligent Email Monitoring
Connect your team's inboxes and let Nextep's AI agent read and understand conversations to automatically detect action items, follow-up questions, and material requests.
Automated Task Creation
Go from email thread to trackable task in seconds. Nextep assigns the correct owner and sets an intelligent deadline, like one day before a scheduled meeting, ensuring timely follow-up.
Actionable Dashboards
Get instant visibility with two powerful views: an individual dashboard for personal to-do lists, and a leadership view aggregating metrics like pending responses by employee and due date.
Get Started in Minutes
A simple, powerful process to automate your team's communication overhead.
Connect Your Inboxes
Securely authorize Nextep to monitor the email accounts of your sales and onboarding team members. Our system is built with security and privacy as a top priority.
Nextep Analyzes Conversations
Our agent intelligently scans incoming and outgoing communication, identifying key phrases, questions, and commitments that require action, just like a human assistant would.
Tasks are Created & Assigned
When an action item is detected, Nextep creates a task, attaches it to the right person (e.g., the Account Executive copied on the email), and assigns a deadline based on context.
Stay Updated with Dashboards & Emails
View all pending items in your personal dashboard or receive a daily summary email. Leaders get a weekly roll-up of team-wide metrics to spot trends and manage workloads.
Simple, Transparent Pricing
One plan that fits all. Start for free and scale as you grow.
Starter
- 7-day free trial
- 10,000 credits included per month
- Automated Email Monitoring
- Individual & Leadership Dashboards
- Daily & Weekly Email Reports
- Overage: $0.10 per request
Ready to streamline your team’s communication?
Stop letting opportunities slip through the cracks. Empower your team with the automated oversight they need to succeed.
Start Your Free Trial Today