Training & Consulting Request Form
Consultation services provide personalized, in-depth support to assist organizations with strategic, how-to, and technical support questions.
Learn more about NeonCRM Professional Services.
Please complete the form below to request a consulting session. Our Professional Services team will be in touch shortly.
Note: This Professional Services request form is intended for current Neon users only. For more information about our products or to request a trial/demo of a Neon product, please contact firstname.lastname@example.org or visit www.neoncrm.com/learn.
Accounts & CRM tasks (Tracking basic constituent information, importing/deleting constituent data, activities & reminders)
Fundraising (Campaigns, online donation forms, social fundraising, fundraising reporting)
Memberships (Membership levels, terms, settings; online membership forms; membership reporting)
Events (Event setup, online event registration forms, event reporting)
Store (Configuring the online store, tracking products, reporting on purchases)
Communications (System emails/letters, newsletters, material tracking)
Volunteers (Volunteer projects, volunteer forms, hours/mileage/expenses tracking)
Custom Surveys & Constituent Login Portal
System Settings (System users, user groups/permissions, global settings)
3rd-Party Integrations (MailChimp, QuickBooks, etc.)
I’m not sure.