Neon CRM Workflow Automation Recipe Book
Automated engagement templates to help you save time and build better relationships
If your nonprofit isn’t using automations, you’re probably wasting a lot of your time.
With automations in your CRM, you’re able to cut down the amount of time spent on repetitive tasks and focus on what matters: your mission. In Neon CRM, we call these automations workflows. Each recipe to make a workflow happen is made of three parts: triggers, targets, and actions.
Workflows are perfect for building donor segments, maintaining and updating your data, and connecting with your supporters.
We have 14 ideas, so that you can automate:
- Small but powerful time-saving workflows
- Lapsed and recurring donor engagement campaigns
- Fundraising workflows
- Event follow-up
- Membership management
- Volunteer application responses
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