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Neon CRM Monthly Release: September 2023


September 26, 2023
2 p.m. ET


Hosted By

Michelle Robin headshot
Michelle Robin
Director of Product Marketing
Anna Van Cleef headshot
Anna Van Cleef
Director of Product Management
Laura Block headshot
Laura Block
Product Owner, Neon CRM


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 your feedback requests and ideas we have received from you – our valued clients! 

For the September 2023 release we will be discussing the following Neon CRM product updates:

Membership Installments: give your members more flexibility to pay for their membership on their own terms! Neon CRM now supports membership terms paid via automatic monthly credit card or ACH installment payments, along with the ability to customize communications for these members.  

Reporting enhancements: it is now easier than ever to find, run, and analyze your data in Neon CRM! With this update you can expect a more intuitive and streamlined reporting experience. Enhancements made for this release: 

  • Most Recent Transaction Widget
  • Filter YOY and MOM Widgets by Campaign
  • Include pending payments Campaign Progress widget
  • Membership Term added to accounts, membership and event reports
  • Membership information on Event Reports
  • Household Donations by Timeframe
  • Grant to Activity Report
  • Deceased Date added to account, membership and household 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.