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Neon CRM Monthly Release: May 2024


May 14, 2024
3:30 p.m. ET

Hosted By

Anna Van Cleef headshot
Anna Van Cleef
Director of Product Management
Laura Block headshot
Laura Block
Product Owner II, Neon CRM
Daniel Woodcock headshot
Daniel Woodcock
Product Manager, Neon Events & Websites
Sam Nyland headshot
Sam Nyland
Product Marketing Manager


60 minutes




Join us on May 14th for an exclusive look at the latest advancements in Neon CRM!

Hosted by our leading product experts, we will walk you through some fantastic new enhancements designed to make your day-to-day work inside Neon CRM more efficient and impactful:

Activity Templates: Many organizations follow a consistent process for prospecting and managing grants during the proposal phase and after securing a grant. With the new Activity Templates, users can now create customizable templates for their process, which can be applied to each new grant, prospect, or account. This will help to streamline operations, save time, and reduce error.

One-Click Workflows: Users can spend their time focused on building member relationships rather than worry about their member’s credit cards expiring with the new Auto-Renew Membership Credit Card Expiration Reminder workflow.

Next Generation Events: Providing constituents with a modern and flexible event registration payment method such as Google Pay to provide more efficient processing.

Don’t miss out on this chance to stay ahead with Neon CRM’s latest advancements. 

Mark your calendar and register today!