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Neon CRM Monthly Release: November 2024

Date/Time

November 19, 2024
3:00 p.m. ET
Online

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, Events & Websites
Marienis Pelayo headshot
Marienis Pelayo
Product Marketing Manager

Are you ready to take your nonprofit’s engagement to the next level and simplify volunteer management? Join us on Tuesday, November 19th for our upcoming monthly release webinar, where we’ll showcase the latest improvements in Neon CRM designed to help your organization grow and thrive.

This month, we’re introducing exciting new features that make it easier to manage both volunteers and donors in one place and improve your QuickBooks integration. Here’s what you can expect:

  • Easily Manage Volunteers and Donors Together: Learn how the new Import Manager and API updates allow you to recruit, coordinate, and communicate with volunteers more effectively. Import volunteer roles, opportunities, and timesheets, and keep everything unified with your donor data in Neon CRM.
  • Better QuickBooks Integration: We’ll walk through improvements to the way Neon CRM syncs with QuickBooks. Updates include syncing donation details like campaign names and notes, enhanced transaction reporting, and new options for filtering and managing the sync lists, making financial management smoother.

This webinar will provide practical insights into how these updates can help solve some of the most common challenges nonprofits face when managing people and finances.

Join us to see how these new tools can simplify your work, help your team collaborate more efficiently, and ultimately allow you to focus on building stronger connections within your community!