Join our leading Neon CRM product experts each month to learn about the most recent enhancements, newest features, and new tools added to your Neon CRM system.
Many improvements are based on Neon CRM product feedback requests we have received from you – our valued clients!
For the November 2022 product release webinar we discussed the following Neon CRM product updates:
- Workflow improvements that enable additional automation options like new triggers for account forms, the ability to use Grant criteria, and the ability to edit workflow emails while workflows remain active.
- Exciting enhancements to Forms that will help drive visibility and conversion.
- Pop-up modal/button for embedding Account, Donation, and Membership forms into your website
- New customizable fundraising goal meter
- Top Supporter list view
- Recent Donation list view
- Improvements to the way you are able to see and filter Membership Status, it’s now simple and elegantly and clearly presented across several reports in Neon CRM.
We encourage all Neon CRM users to register and tune-in to our monthly product release webinars. Keep your Neon CRM knowledge current and up-to-date and help us determine new tools and functionalities that are important to you inside Neon CRM.