NEON CRM
Automated Workflows for Fundraising, Memberships, and More
Neon CRM automates the everyday details of engagement—from emails and task assignments to donor updates and renewals—so your team can focus on the bigger picture. With unlimited intelligent workflows and customizable triggers, you’ll connect with supporters at the right time, every time
Focus on People, Not Processes
Neon CRM automates the routine parts of engagement so your staff can focus on connecting with your supporters. Spend less time managing tasks and more time building the personal relationships that drive lasting growth.
Turn Gifts Into Relationships
Every donation opens a door to a long-lasting connection. With automated follow-ups, smart triggers, and personalized updates for, Neon CRM helps turn one-time generosity into the kind of ongoing trust that leads to lifelong support.
Never Miss a Moment to Engage
Whether it’s a first-time gift, a lapsed membership, a new volunteer, or an expiring card, Neon CRM acts automatically. Your supporters always hear from you right when it matters most—no manual effort required.
With Neon CRM, You Can …
Send Thank-Yous Instantly
Automatically send timely thanks that reinforce impact and set the tone for loyalty.
Nurture Donors Consistently
Schedule follow-ups and stories that keep supporters engaged without manual list pulls.
Retain More Members
Warn members about expiring cards ahead of their scheduled auto-renewal to prevent benefit interruptions.
Spot Lapses Early
Trigger friendly reminders and internal tasks for staff when someone’s giving or membership activity drops.
Simplify Volunteer Follow-Up
Confirm receipt with applicants, alert staff to review, and update records, all with zero clicks.
Time Outreach Perfectly
Use timed delays to space messages, making outreach feel deliberate and personal—not spammy.
Personalize with Smart Branching
Send different messages based on behavior or thresholds with simple if/then logic.
Launch Multi-Step Automations
Kick off several actions from one trigger—email, tag, task—in a single flow.
Keep Data Spotless
Auto-tag records and log activities so your reports and dashboards stay accurate without extra keystrokes.
TAKE A SELF-GUIDED TOUR
See Neon CRM’s Automated Workflows in Action
Want to see how automation works in Neon CRM? Explore our One-Click Workflows with this self-guided tour—no meetings or logins required. It’s an easy, no-pressure way to see how Neon CRM helps you simplify supporter engagement.
Over 4,000 Organizations are
Raising More with Neon CRM
“Neon CRM has helped to simplify, automate, and make things easier. When somebody’s payment fails, for example, they get an email and click the link, and easily set up their next payment –and usually increase their giving a little bit.”
Skylin Baestlein, IPH
“What used to take upwards of 25 hours per week now takes about 15 hours, which provides an additional 10 hours of staff time per week that we can use to focus our efforts on proactive fundraising, marketing, and event initiatives.”
Meghan Scheibe, Lawrence Humane Society
“Neon CRM’s workflows are really handy to automate all kinds of communications, like quick follow-ups and even last-minute reminders.”
Mark Mathews, NAMI Greater Mississippi Valley
Pricing That Helps You Grow, and a Platform That Grows With You
With Neon CRM, you get unlimited records, and our revenue-based pricing means you only pay more as you raise more. As you grow, your CRM grows with you. Add modules for events, memberships, and volunteers to manage everything in one spot.
Simplify the Work Behind the Work
With Neon CRM’s automated tools and unlimited workflows, you’ll save time, improve supporter engagement, and bring consistency to your outreach—without needing a tech background or a full development team to make it happen.
