Neon CRM Reviews

I can see the potential of it being very effective in our organization but again, having a hard time locating implementation documents a prior administration set up or where things were left off.

The Neon One Academy seems to have most of the information I need to navigate and learn but it does not keep track of where I left off in the training modules so I am constantly trying to remember where I to restart when I am able to revisit the trainings. There also seems to be lots of the same training info in different places so I get confused as to what or where to go next. Also having a hard time trying to figure out how to use all relevant features without using Neon Pay for any of them. (Due to our org having to use our fiscal agent's financial processing system, Stripe.)

Hey Maya, appreciate your thoughtful review! We know how difficult it must be to be a one person team. Balancing your time with the plethora of tasks and duties and still trying to move your mission forward is one of the hardest things to do, and Neon CRM's goal is to make that easier. I'm glad you've been able to find some value out of Neon One Academy. If you haven't already, I'd suggest enrolling...

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Fairly easy to sell tickets. Prices have been fair, but are now increasing.

The inability to speak with someone on the phone. Very displeased about this. Billing is a mess. There are many reports, but finding or creating the one you want is not intuitive. Customers are confused about the diagram when purchasing tickets.

Neon has many levels of functionality which provides a one stop shopping for most of our CRM, events and donation needs!

There is a big learning curve for those who are not familiar with CRM platforms.

Hey Eva, thank you so much for the review! I'll be sure to pass along your praise to our support team + it's awesome to hear that CYM was able to consolidate your processes into one central platform using Neon CRM. Keep up the good work! Thanks again :)

Neon CRM is a great system for administering membership, donations, and events for our non-profit.

Support is great, eventually... BUT it takes a week or more to get an answer to a simple question. This is a major shortcoming that Neon would do well to address.

Hey Mike, thanks for your review! Glad to hear that your organization finds Neon CRM useful for membership management, donation tracking, and events. If you have simple questions and are looking for a quick solution, I'd recommend looking into our Support Center articles. We have hundreds that address all of the most common pains that our clients have ran into in the past. You can also always sign up for our open office hours to get your questions answered quickly by a member of our consulting team! Sign up for office hours here: https://academy.neonone.com/page/neon-crm-live-trainings. Thanks again!

The ability to track and monitor donations, fundraising activities, and donor records is valuable and easy to navigate.

Some features are clunky. Web design leads quite a bit to be desired. Toggling through screens seems unnecessary at times. Compatability with other similar tools for integration are often not easy to set up, and seem overly costly. Customer support takes way too long to resolve, while multiple automated emails seem to want to close a ticket rather than humans seeking to help client users. No real way to contact user support rather than email tickets via the automated online assistant.

Hey Joey, thanks for your review! It sounds like your org has been using tons of the functionalities in Neon CRM like tracking and monitoring donations, fundraising campaigns, and maintaining donor records. Pretty much all of our integrations have no recurring costs associated. All of our packages do include unlimited email/ticket support, as well as access to our support center, neon one academy,...

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Since switching to Neon processing membership renewals has been a million times easier. I can see easily how may years someone has been a member, what they have paid, the tier they should be at and I can easily communicate all this when their membership expires. Folks can easily become members through our site as well. Membership retention has been successful and my job has been easier.

I had hoped that with the eventbrite integration that I could go to a school and see everyone who had participated in a program. We do not offer individual memberships, but that is the only way that neon is set up. I want to be able to see how a school is using their membership through program participation year to year, but it is still impossible to run a report or see this easily. For this reason and many others, nobody on my team is using the platform. I looked and nobody had logged in for years! I have deemed it a non-useful tool for this reason.

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.

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

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 am a long-time user of Neon CRM and I have to say, it has been a blessing. It's made marketing so much easier and I've been able to get just as much work done in half the time. It also has a fantastic customer service team who are always there to help when I'm stuck on something or need advice.

Neon CRM is the best CRM I've ever used. It's got a great user interface, a feature rich marketing automation suite, and an easy-to-use customer contact list. Every day I'm grateful for how it helps me manage the customer relationships I have with my clients.

Hey Jahid Hasan, we are filled with joy reading this glowing review! We're so happy that our platform has been so useful for you and your organization. Thanks again for taking the time to leave us your thoughts :)

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.

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.

The software has capacity to do many functions

NEON has it's own language and it the user experience is not very intuitive. We are a NON Profit that does not have full time employees. Our users struggle to find ways to do what should be the simple tasks

Thank you for the feedback, Stuart! A big goal for our upcoming product development calendar is keeping all of the advanced features that users need while making daily use of Neon CRM simpler, especially for users like your team who need to be able to accomplish tasks without investing tons of time in learning to use the software.

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.

All our data can be stored and pulled from one place. Event's are seamlessly connected to our website and make for an easy registration process. I like the idea of batch uploading because data entry can be time consuming but this hasn't been as successful as I'd hope yet. Still need to learn more.

It isn't as user friendly as some of the other softwares. We have to adapt it internally to meet our needs. I was not at the company when we purchased this software so not sure of the onboarding process. It has been hard to bring new employees on to learn the system.

Hi Bridgit! Thank you for taking the time to leave a review for Neon CRM. Training new team members to learn a CRM system can be difficult. That's why we've put together videos, guides, and a full Academy course, to take that training work off of your hands. You can access those materials here: https://support.neonone.com/neoncrm/s/. If you ever need some extra help, feel free to reach out to our support team. Thank you for being a Neon CRM client!

I chose Neon CRM because it was the most comprehensive CRM solution that I encountered that did not also cost a fortune. I have very specific needs beyond basic donor management. I also needed event management and member management components. Almost no other products had all of these capabilities built in.

I haven't used some of the features because they aren't as good as what i am currently using, especially for social media, email newsletter, and donor letters. The software offers a LOT of features, which is not a downside, but it also takes some time to find out how everything works. Neon provides a lot of tutorials, however, which are usually spot on.

Daniel, we hear you! Thank you for the honest review and feedback. We know that email has been a pain point in the past, which is why we are uncovering some major updates on April 10, 2021. If you want to find out more about the updates to our email functionality, you can tune in to our webinar: https://neonone.com/resources/event/product-webinar-neon-crms-new-email-tools/

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."

We moved from a large popular fundraising platform and we were excited about the abilities of Neon and how it would help us with donor stewardship. They have some helpful dashboards that are great for quick tracking. The system is large and has some neat capabilities. Some of them being: sent emails tracking, workflows, advanced searches, donation page is great, and having the ability to personalize the system to the user. The account profiles are user friendly and intuitive.

This is a tough area. Fundamentally we struggle daily with reporting and customer service. We track our volunteers and our donors (often times they are one in the same) and we are unable to pull any data on volunteer hours in a month - it's only tracked in a month period and gives you a lump sum of hours. In general output information to pull data on is limited. Often times when we have questions...

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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.

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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I love that Neon allows for a great deal of customization in the account fields. As an organization, we have lots of specific information that we are tracking and Neon allows for this to easily be drawn into reports. Customer service is incredibly responsive and helpful. Each new update is a pleasant surprise because I have found that they significantly increase the usability of the program. The relationship function allows us to track the connections that are so crucial to our development process. The event-building page was exactly what we needed and allowed us to build out a 500-person luncheon.

Neon does not allow us to draw reports focused on the relationships between our constituents which would be very useful. Neon does not have a great selection of newsletter or email templates. Additionally, we have found that emails from Neon consistently go to spam. I wish that it was possible to transfer information from custom surveys to account custom fields. Same with event information.

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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