Neon CRM Workflow Automation Recipe Book

If your nonprofit isn’t using automations, you’re probably wasting a lot of your time.

With automations in your CRM, you’re able to cut down the amount of time spent on repetitive tasks and focus on what matters: your mission. In Neon CRM, we call these automations workflows. Each recipe to make a workflow happen is made of three parts: triggers, targets, and actions.

Workflows are perfect for building donor segments, maintaining and updating your data, and connecting with your supporters.