Neon CRM Workflow Automation Recipe Book

Automated engagement templates to help you save time and build better relationships
November 15, 2021
Nron CRM Workflow automation recipe book

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.

We have 16 recipe ideas, so that you can automate:

  • Administrative tasks
  • Communication with donors and supporters
  • Prospect engagement and tracking
  • And more!