Catch lapsing memberships before they expire
Every morning, WebRun opens Neon CRM, finds memberships and recurring donations lapsing within the next 14 days, queues a renewal reminder as an unsent draft for your development team to review, posts the full worklist to Telegram, and texts the major gifts officer directly about any large lapsing gift that deserves a personal call.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I catch lapsing memberships and donations before they expire?
WebRun checks Neon CRM every morning for memberships and recurring donations lapsing within 14 days, and queues a renewal reminder as an unsent draft for your development team. It posts the full worklist to Telegram and texts the major gifts officer about any large lapsing gift, so nothing lapses without a chance for a personal ask.
- Lapsing memberships get a ready draft reminder 14 days out, not after they lapse
- Major gifts get a direct text instead of getting lost in a long list
- Renewed memberships drop off the worklist automatically
Built for nonprofit development teams · membership organizations · fundraising managers · donor relations staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
neoncrm.comin a real browser with your saved login - no setup, no API keys. -
1
Neon CRM - find memberships and gifts lapsing soon
neoncrm.com
WebRun opens Neon CRM to find memberships and gifts lapsing soon. - Open Neon CRM and review memberships and recurring donations lapsing in the next 14 days
- Capture the donor, amount, and lapse date for each
- Queue a renewal reminder as a draft inside Neon CRM. Never send it automatically
Done when Every lapsing membership or gift has a queued draft reminder waiting.
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2
Telegram - post the worklist to the team
telegram.org How to Automate Telegram
WebRun opens Telegram to post the worklist to the team. - Post the full worklist to the development team channel, soonest lapse first
- Note the total dollar value of gifts lapsing this period
Done when The development team has today's lapsing worklist in Telegram.
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3
Twilio - text the officer about major gifts
twilio.com How to Automate Twilio
WebRun opens Twilio to text the officer about major gifts. - Text the major gifts officer for any lapsing gift above your defined value threshold
- Keep it to the donor name and the amount
Done when The major gifts officer has a text for every large lapsing gift.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email or call the donor directly?
No. WebRun only queues a draft reminder inside Neon CRM and alerts your team internally. Every renewal ask is reviewed and sent by your development staff.
How is a major gift defined?
Any lapsing gift or membership above the dollar threshold you set. Only those trigger the direct text to your major gifts officer.
What happens once a membership is renewed?
It reads the live status in Neon CRM each morning, so a renewed membership drops off the worklist automatically the next run.
Related templates
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