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Neon CRM Monthly Release: May 2023


May 16, 2023
3 p.m. ET

Hosted By

Anna Van Cleef headshot
Anna Van Cleef
Director of Product Management
Laura Block headshot
Laura Block
Product Owner, Neon CRM
Sam Nyland headshot
Sam Nyland
Product Marketing Manager


60 minutes




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.

For the May 2023 product release webinar, we will be discussing the following Neon CRM product updates:

  • One-Click Workflows – save time and reduce administrative process with commonly leveraged workflows that can now be generated and customized with one-click! For this release we will be launching the following One-Click Workflows: 
  • New Donor Welcome Series
  • New Member Welcome Series
  • Lapsed Member Welcome Series
  • New Volunteer Application Follow-up
  • Recurring Donation – Credit Card Expiration

  • Grant and Prospect Custom Fields – new enhancements and an updated user experience to help you stay compliant and on top of your grant and prospect tracking. For this release you can expect to learn about the new grant and prospect custom field set-up, how to quickly review findings on the updated detail page, and how to report on grant and prospect custom fields in reports. 

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.

We look forward to seeing you there!