Neon CRM Reviews

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Neon CRM is very easy to use. They provide a great academy to walk you through their system which was a great help when I first started using it. I like that reports are easy to pull, I can quickly update donor information or add a donation, and I LOVE that I can send emails to our supporters right from Neon CRM.

There are a few small technical things I would change with the Email Campaigns, mostly related to how the emails appear when opened in Outlook. But, this is not enough of a problem for me to want to change the way I send emails.

Good database function, automated emails, customized reporting.

We utilize the event module extensively and find that the functionality is difficult. The WYSIWYG feature to build an event page is difficult, you can't build sub pages for an event, no ability to have event add-on items (register for the event and buy a shirt, etc). I've had to add them into the store function and then make all events appear in the store function so that the add-on items would appear...

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Hi Shauna, We’re sorry to hear about the difficulties you have experienced with functionality. We appreciate your feedback and take into account customer suggestions when considering product developments. We will be reaching out directly to further discuss your duplicate management pains and to better understand your event registration items. There are deeper duplicate scans that can be useful,...

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Donor/donation information is well organized and easy to navigate to. We've used the custom online donations form feature for receiving donations through our website, as well as a temporary crowdfunding campaign, and it's intuitive to build out professional-looking forms that rival national and international non-profit forms.

It can be tricky to get customer support for questions and issues that arise. I would prefer to have quick, direct access to phone conversations with agents to work through things and make suggestions for improvements.

Hey Lauren, thanks so much for the thoughtful review! Having powerful donation forms for a variety of use cases is crucial, and we love hearing about your positive experience with them! We do offer additional phone support for a small monthly fee, if that is something that would interest you and your team. On top of that, you can also attend our group training sessions each week to get your questions answered and walk through some best practices with your Neon CRM peers and our professional services team!

I love the diverse capabilities of the NeonCRM software. We have been able to apply it in multiple areas to grow our small non-profit.

The least favorite part of NeonCRM has been the learning curve and ease of use for a few of our employees. Most of our team is 20-40 years old, and are used to different work flows on other applications. Biggest areas of work flow issues are in the email feature and website form set up.

Thank you for the feedback, Amanda! We're glad to hear that Neon CRM's wide feature set have been working well for your org. We're really proud to be able to offer a lot of features in one software platform, but a big focus for our upcoming development projects is making Neon CRM easier to learn and use, especially for non-admin users who need clear learning paths and workflows.

Neon CRM is so user friendly and the learning paths are making it possible for our entire team to get trained.

This is hard to answer because we are still very new to Neon CRM. We have navigated a few bumps on the registration page, but nothing to make us regret this migration.

We integrate Neon CRM with Arts People. Arts People is great for large-event ticketing, and CRM is great for donor management. Neon CRM is easy to use, easy to teach, and, best of all, we are able to maintain institutional memory.

There's nothing I don't like about CRM, although I'd like to see cumulative reports on household donations.

Neon provides the "one stop shop"! You have the back-end and the front-end operations working together. We went from using two different donor managements systems to using one to make sure that we can track all data. I also love the auto thank you's with the amount of the gift. Helps donors keep track for the year.

Neon is how can we say "plain", strictly business. There is to fancy eye catching fonts or highlighted buttons. Sometimes you can get lost and have to go to read up on some support documents in order to find what you are looking for.

Hi Princess! Thank you for your honest and thoughtful review. We take your feedback very seriously. We are bringing your feedback about in-product "highlighted buttons" and "eye-catching fonts" to our team.

NeonCRM has a decent amount of tools for automating processes and you can store most of the information you'll need about members/clients. If you/your company don't want to do webdesign, they'll set up a website for you. Kind of a one-stop shop. The Neon forum has good information for finding workarounds when you have issues.

NeonCRM's branding is that they're building software for nonprofits since they come from a nonprofit background. Cool idea, but I'd rather use a CRM built by software engineers. There is no easy way to integrate Neon events with a calendar on a webpage. The default is a list of events in chronological order. If you have a lot of events, repeat events, or events with different categories or audiences,...

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Knowledgable customer service, very helpful.

Great customer service...when you can get them. We are paying for phone support but rarely get someone to actually answer the phone. Two to three days to get a response although the last few times have been better. (Note: I do understand that customer service staffing issues are an industry problem, but it is also an issue when you need answers but have to wait for them).Designing Mail Campaigns--We were actually told by CS early on that we may want to use MailChimp. Then you came out woth your new and improved version, but it still wasn't up to the design and functionality quality of MC to make it worth moving back. I wish it were, though. That is one reason we chose Neon, for it's 'one-stop shop' but we had to go outside.

The interface is easy to use, very similar to comparable CRM systems in terms of flexibility and customization, but built for fundraising. The customization, in particular, is easy to understand and flexible enough to work for a variety of applications in a variety of nonprofits. I like the automation features as well, such as with donation appreciation and membership renewal reminders.

The single log on functionality and link with Wordpress needs to be further developed, I think. Sometimes the integrations with other systems, like MailChimp, are not as robust as I would like.

Hi Karen, Thank you for your review. We always love hearing how NeonCRM's versatility can help vastly different nonprofits! We are also glad to hear you are using the Wordpress single sign on plugin. We appreciate your feedback. We will be making improvements and enhancements to it regularly. Over the next year you can expect deeper enhancements to our existing integrations and many more great...

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I won't comment on the other features NEON does that other systems do as well - or almost as well. Instead, I'll focus on the factors that set them apart from the other players on the market. FORMS! - how can any org look past the ability to survey their constituents via email and then have the responses post to the database? e.g. How did you hear about us? a - k / What most interests you about...

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The reports function features a URL for a particular report (dynamic too). This is is fantastic! But many board members and volunteers need to be reminded to access the url and it would be great if NEON would schedule the delivery of reports on an ongoing basis rather than the user having to schedule the delivery of the reports. A small thing, but one less thing the user has to think about doing.

Thanks Mike! we appreciate your review! As for the ability to email reports out to board members, you can set up an account in NEON, create a recurring activity to have NEON email your board member with the dynamic report link on, for example, the first of the month every month. And as for the comment about the BBaud buyout, no chance. :) We're in this for the long haul to create the best cloud...

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We are able to track the giving of our supporters, and respond with receipt of acknowledgement.We can generate reports for specific campaigns and donor demographics.

We have not utilized the QuickBooks integration that is offered. Would like to see more guidance on how to incorporate that . Also, duplicating records are not always "caught" ... it can be tedious detecting them. (Like a first name must match exactly- i.e: Tom Jones will not match Thomas Jones, etc.)

Hey Karen, thanks for this glowing review! We always love hearing how Neon CRM helps our customers feel confident in the work they're doing! For more information on the Quickbooks integration, take a look at the support article I linked here. There are a few recommended articles attached as well, these may be helpful if you decide to explore the QB integration further! https://support.neonone.com/hc/en-us/articles/4412164668301-Using-the-QuickBooks-Integration

I have had my NeonCRM system now for about four months, and what I love the most about it is probably its elegance. It's like the designers sat in my office, watched me work, and then designed a system that would not only take care of the many things I need when working with our donors, but also thought of a whole lot more! The system is very comprehensive, and while it is quite large and will take many more months to completely master, it is consistent. This consistency throughout makes it relatively easy to learn to work, even in the beginning.

The thing I have found the most frustrating is that I run a Mac, and this system is more compatible with PC. For instance, I could not run the tutorials on my Mac, so I had to haul out an old PC laptop for my training webinars. It worked out okay, as I could be working on the Mac in the program while watching the tutorial on the PC, but we Mac users get frustrated with these situations. Later, I learned that the internal mail merger program would not work on anything but Internet Explorer, which is unfortunately no longer available for Mac. It would have been nice if we could have at least had Firefox or Chrome, both very commonly used browsers, as an option. This is not a deal breaker for me, but for the price and quality of the system, I would have liked more compatibility.

Sheri, we really appreciate the kind words and positive review, but also thank you for the constructive feedback to make our processes better. We've heard you and other Mac users loud and clear in regards to accessing the recorded trainings. Where NeonCRM obviously works just fine on PCs and Macs, the webinar provider we work with only renders our recordings in a PC-compatible format. Due to this...

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Have been using Neon CRM for 4+ years now for my nonprofit and while the learning curve was somewhat steep, the logic now makes sense. Also the Neon One training videos and online library make searching for the answer easy. When that fails, I email a Neon Guru and they get back to me pretty quickly. Event registration is easy, as is the management of events and attendees. They've made a number of improvements over the last four years that have made Neon better and easier to use. Neon Inspire website is also really easy to use. Membership database is really good.

We've had to do some creative thinking to establish a gift membership purchase option which is a little frustrating, but it works. Would like to see our lifetime member level offered along with the regular membership levels when a member renews (give them the opportunity to upgrade!). Would like a way to rotate submitted member photos.

Hey Sara, thanks for your thoughtful review! I love your suggestions around membership levels and the rotating member photos, have you submitted these ideas to the Suggestion Portal? If not, you can submit these at the link below. Our team will review them and let you know if these are things we can move forward with! https://feedback.neonone.com/forums/945646-neon-crm

It can do a lot in terms of membership: Allow new members to join, current and expired members to renew, membership discounts, etc. It's quite affordable, too, and the customer support seems solid so far.

Running reports can be difficult because there are so many possible data fields that a member can have. I've had considerable difficulty, for example, finding members who signed up--who didn't renew and weren't past members--between certain dates. It's probably just one or two fields in the report that I haven't included, but it's quite frustrating. And though the online help center has a lot of content,...

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Hi Tristan, Thanks so much for your thoughtful feedback. We're honored to be your choice of CRM and glad to see you've been taking advantage of all the tools NeonCRM offers. We agree that reporting can be complex because, even though it's a simple process, there are a lot of options. You are absolutely right to utilize our online Knowledge Base and Support Center, and our Client Success team has...

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Being able to pull the data easily for what I need when I run reports. And being able to individualize the main page so that I can instantly see donation increases in the campaigns that I'm interested in.

When first learning to use I would miss a donation when looking at an individual's record- if that donation had been added to their partner's account instead. To remedy this I linked the households together and now only check this page so I can make sure to see all the gifts made in one place. It would be helpful though to be able to add mailing list tags to entire households instead of only by the individual.

Hi Jessica! Thank you for the honest and thorough review. We hope we can continue to make Neon CRM "well worth it" for you! Please reach out to support or pro services at Neon One and we can discuss households in more depth with you and optimize the process even more with you. This team can help you find some resolutions to your "household issue."

I did an indepth analysis of non profit CRM systems and this came out on top. We could not afford anything expensive so the price was right. It has all the finctionality we need so far. It did not have "installment due" automated reminders but a few months ago they added workflows which are unbelievable powerful tools to not just send out reminders based on various triggers but you can perform multiple actions based on the trigger. The communications ( eblasts) is very well thought out. In fact we are about to stop using MailChimp & save their fees

So far we have not had great success in using it for event registration and processing. There are two many payment screens and we had s few credit cards declined. But to be fair, we did not dig into the reasons. We reverted back to Brown Paper Tickets but are looking at other products for our complicated multi-table registrations.

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I love that almost everything is in one place.

I am upset with the increasing yearly pricing. It is becoming too expensive for our needs. We must separately pay to use Quickbooks, perform Board Management, locate an electronic Membership Card service, and pay for additional training to customize our experience further.

Neon One allows us to centralize our operations and interactions with our clients. The single sign on function means we can track all of our processes through the CRM, giving us a single source of truth to analyze and report our successes.

Editing letters within the platform is a little cumbersome.

Hi Susan! Thank you for leaving a review. Client support and feedback are an essential part of our business. In regards to editing letters, we have a great support article about different options for "letter templates" with Neon CRM. You can find that here: https://support.neonone.com/neoncrm/s/article/218530127LetterTemplates

Keeping track of donations and reporting are the most important things, and the things I'm most involved in. The donations track ok, I guess.

There are a lot of bugs in Neon. One of the most frustrating is that sometimes my searches do not return an account until I type out the whole account name. This morning I went to search for a person named Scott, and the particular donor I needed did not pull until I typed in his last name. Additionally, the user interface is not consistent across the board. Some elements seem fresh and user friendly, others feel dated and clunky.

Hi Stephanie. Thank you for taking the time to leave a review. We are sorry that you have had a frustrating experience with Neon CRM. We have reached out to our customer support team to connect with you on some ways that we can improve your experience with our product. If at any point in the future you are looking for tips or tricks for a better experience with Neon CRM, don't hesitate to reach out to our team or watch our free tutorials, here: https://support.neonone.com/neoncrm/s/

Neon is very intuitive and makes it easy for someone new to the software to learn. We love the donation page because it's easy to see when new ones come in. Email campaigns are awesome and easy to create.

I wish there was a little more customization. I would love more email templates. Secondly, I feel like it's hard to run customized reports.

Hi Whitney, Thank you for your feedback! We're so glad to see that you've found Neon's forms and email campaigns helpful! Please let me take a moment to address your concerns: While you can build or upload your own email templates into NeonCRM, we understand that there may be times when you'd like more complex email configuration options. That's why we offer robust integration partnerships with...

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It is very helpful and specific to non-profit management

A company is only as good as its customer service. I have been so extremely disappointed in having access to help and getting questions answered when we need them. Makes me question Neon CRM and ruins my ability to enjoy it. I really was hoping that Neon would be different. They will be available to up my price for the number of users, but are not available to help me when I am in need.

Hi Joy. We are sorry that you have had a bad experience with our customer service team. When a client reaches out to us, they receive a reply within 24-48 hours. We know that that can be a long time to wait for a reply to resolve any issue that you may be facing. We have reached out to our client success and support team to understand better how we can support you and your organization in the future and continue to improve our customer support at Neon One. We appreciate your patience as we continue to find better ways to support our clients quickly and effectively.