Filter reviews (469)
Z2 System's NeonCRM - "Yes, it's right for you and your organization."
Almost 4 years ago, when I considered which contact/donor relations management software platforms I was going to use for the ministry, here are a few of the things I was looking for: 1. Expandability (Will the system grow with us as we need it to without paying for what we don't need?) 2. e-Commerce - Are the e-commerce functions user friendly? Are they secure? Does it have integrated merchant service capabilities and can it seamlessly integrate with the database/account management capabilities? 3. Can I easily segregate, query, and manage contacts/donors? Can I track all of our touches with our contacts/donors and view them in one place/interface? 4. Do the front-end functionality components make it easy for our contacts/supporters/donors/etc. to communicate and do business with us? 5. Can we easily integrate our CRM communication/outreach/events/etc. into our existing website, social media, and vice versa? I was pumped when I got a "Yes" answer to all of the questions above from the team at Z2 Systems about the NeonCRM.
I have extensive experience with some of the larger CRM providers and their products. I can say that without a doubt, the NeonCRM system is as functional, robust, expandable, and overall as capable, right out of the box, as systems costing 10 to 20 times as much. Clients are not hit with additional charges for modules that should already be included in the overall package. With regards to customer service and the company's employees and management actually listening to the customer and making adjustments to the system in order to meet the needs of the customer, Z2 Systems blows everyone else away. Coupled with its available seamless and cost-effective merchant services account integration partners, NeonCRM is a great option for any size organization and budget.
Great Donor Management Software
Comments: Overall we are very happy to NeonCRM. My one and only concern is the customer support and account management seems to be lacking a bit. I get emails often regarding "changes" to our account that in face do not affect us because we are currently on a contract with NEON. With staff overturn you never know who your account manager is (I have worked with 5 account managers in a matter of 2 years. The software is great and we will continue to use it as we find that it is very helpful for what we are doing.
Coming from Blackbuad and Raiser's Edge, it was really important to find a software that was user friendly and easy to learn. NeonCRM is that software. You don't need a ton of training to navigate around the system and find what you are looking for.
Our hope was this software would be able to take the place of many of our others and put things in one place. Although it was able to do that for a majority we still hope to see an auction component to NeonCRM. This was one of the items that was discussed when we were looking at software and our rep mentioned Neon was working at an integration for this in the future and still waiting for it.
Alternatives Considered: Salsa CRM
Reasons for Choosing Neon CRM: Because of how difficult Raiser's Edge is to use.
Switched From: Blackbaud Raiser's Edge NXT
Reasons for Switching to Neon CRM: Pricing and Payment Portal
Neon One Response
11 months ago
Hi Lauren! Thank you for your open and honest feedback. Regarding the auction component, we do have a certified integration with ClickBid. You can learn more about that integration here: https://neonone.com/partners/clickbid/.
Good program, but reporting is less intuitive than I'd like.
The software has a lot of really useful features, like email blasts and the reports are really customizable.
The software isn't terribly intuitive, especially with reporting, and the training videos on YouTube are hours long. I also could not find the answers I needed in the help section when trying to customize reports. I learned more from the user forums than the actual help feature of the software.
7 years ago
Thanks so much for your review of NeonCRM, Holly! We are absolutely thrilled to be part of Happy Trails Farm Animal Sanctuary's mission in helping animals be rescued, rehabilitated, and/or adopted. We did want to take this opportunity to respond to your review personally and alongside Leigh's which is featured immediately below. :) In the age of simple apps on our phones and an increasing awareness of user-friendliness with complex technology, we are 1000% committed to making the user experience of NeonCRM as simple as possible for users of all strengths and experiences. As an "expert-user" database that does so many complicated things, we are constantly challenged with keeping things simple while also continuing to provide the deepest, most extensive CRM built specifically for nonprofits. We now have a dedicated, in-house team focused purely on this challenge and you will continue to see NeonCRM evolve with new feature releases and enhancements every month! We welcome your continued input within our community forum as we consider new and great feature suggestions to implement. We also appreciate your comments on the training videos as well. You and other clients were right: they were too long. And, in our continued efforts to improve every client's implementation of NeonCRM, we have just revamped our training curriculum and have updated all of our training videos on our YouTube channel. We have trimmed a lot, provided time-marking slides, provided agendas with companion guides, and more. The main difference is our trainings have taken a new, "task-based" approach now which we hope you will find useful, including with respect to your comments concerning Neon's deep reporting functionality. Please visit these training resources directly within your Neon system or here: https://z2.zendesk.com/entries/21682010-Training-Videos Lastly, we are overjoyed that you were able to find our community forums so useful! We truly love our Neon expert clients who take time to participate and share their wealth of knowledge in the forums. Sometimes it is more useful to get advice from peer-level organizations who might be using a particular facet of Neon the same way as your organization. We encourage you to continue using a combination of our training resources, guides, and community forums to make Neon work best in helping Happy Trails keep the animals neighing, mooing, clucking, gobbling, baaa'ing, maa'ing, and squealing in joy. Our staff is full of animal lovers and we have many-a-pets that have been rescued from shelters by our staff, along with NeonCRM serving many similar shelters and organizations that help all of our furry creatures in need. Thanks again! -Your NeonCRM Team
Good product for the basics
Comments: Seeing all our member interactions in one place is very useful. Reporting and selecting users based on various criteria is fairly good.
It covers our “bread and butter” features for our nonprofit: membership, fundraising/donations, and basic CRM.
Some of the other functions are weaker than expected, and could use significant improvements (definitely not near best of breed status). These include email (we continue to use MailChimp), event management (we continue to use EventBrite), and volunteer tracking. We do use the Store functions as our product sales are very limited, but when we open a gift shop we’ll transition to something like Shopify. I feel as long as you don’t expect it to be a “one stop shop” you’ll probably do ok. It’s a good price for the basics, given we are a fairly small non-profit.
Pretty good product, does most of what I need
Comments: I've been mostly happy with the product. My disappointment, thankfully, have been very minor, and I can happily recommend this for anyone needing the advancved options that i did.
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.
Reasons for Choosing Neon CRM: My previous product did not have the capabilities I needed for an expanding mission.
Switched From: TntConnect
Reasons for Switching to Neon CRM: Greater functionality was built in to NEON CRM and I didn't want to parcel out the functionality among several different products.
Neon One Response
10 months ago
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/
Quite happy with Neon
Comments: I've had good support if and when I've needed it. The set up person was great. Like any platform, you learn it and get used to it and it's very helpful.
This software manages my contacts and communication just as I would expect it to. It's customizable for our needs, as well.
There are two frustrating things. First, when I want to send a mass email, I've been told that images (flyers) don't send well and it's true. That is virtually the only thing we send out so that does not make me happy. In other words, we had to keep our Constant Contact account. Secondly, searching by city should be MUCH easier. I've been taught two ways to do it but it entails way too many steps.
Alternatives Considered: Salesforce Service Cloud
Reasons for Switching to Neon CRM: It is focused on non-profits and that's what we are.
Neon One Response
10 months ago
Erin, we hear you! 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/
It's OK - needs to be modernized
Neon has some powerful, fast database capabilities. We find it quick to respond when looking for records, generating reports, or soring data. It's also very capable at handling duplicate records and the searching is very good. It's also stable - seems to be built on a solid foundation and performs well.
Much of Neon seems to be cobbled together from older generations of development. There is a lack of consistency in the admin interfaces, and I find myself lost trying to do the simplest thing (like updating a system email) ... and I took a year of computer science as an undergrad. The emails are not responsive for mobile, and the custom web pages are nearly impossible to present to our members because they simply don't match our brand at all. The event lack any sort of presentation in a calendar view. Neon updates their platform each month, however, IMHO, they're focussing on the wrong thing. I would expect the development team there to streamline the admin interface, make the basic tools like emails, events, and member sign up pages more modern and mobile-ready. I find myself wanting to head over to a WordPress solution to consolidate everything, but we've invested time and money into this already so we're going to ride it out for a while. If you go with Neon, I suggest you budget time (and money) for tech support and have someone on staff or on call who can wrangle the harder parts of the admin interface for you.
Reasons for Switching to Neon CRM: Price and capacity of membership data management.
Good system for the money that practices continuous improvement
Comments: Overall, it is a robust system. The help center is very functional. For a new non-profit I would recommend it. For a larger staff, I would be hesitant.
I have used and recommended NEON for a few years. For the money it is a robust system. The event management is one of the easiest to use and you can set up multiple programs levels easily.
The reporting is difficult, except for getting event registrations out. To create a custom report is extremely frustrating.
Reasons for Switching to Neon CRM: The expense in comparison and the event management features
Neon is unmatchable
Comments: It is a core component of our business at this point, which we use daily. It stores so much information and organizes it in an extremely accessible manner. The various functionalities are used by our non-profit organization every single day. It seems like every aspect is useful and functional. As an organization, we have been able to eliminate other competing premium softwares and instead use Neon.
The user interface is extremely intuitive and easy to learn. It's truly an all in one software that can do so much. It's integration with various other apps is seamless. We have so much data, and Neon can handle it all, and make it easy to understand, access, and analyze. Neon is honestly an essential must-have for any organization.
I think the campaign email marketing part can be somewhat confusing. The components seem too separate, it needs to be more cohesive in one big step-by-step process instead of going back and forth between the tab's sub-categories. It works perfectly, I just think the process to sending emails can be a little more streamlined.
Neon One Response
10 months ago
Thank you for your honest and comprehensive review of Neon CRM, Sarah! 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 upcoming webinar (or watch the recording afterward): https://neonone.com/resources/event/product-webinar-neon-crms-new-email-tools/
Well worth it
Comments: I've used several different CRM programs and I find Neon CRM relatively easy to use and affordable. It is very capable of fulfilling the needs of our organization. I also appreciate how fast Neon customer service responds to questions.
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.
Neon One Response
9 months ago
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."
Great for a variety of data
Comments: Overall, this is a pretty robust software considering the price. I would recommend it to Non-profits on a tight budget just be prepared for some getting acquainted time.
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.
Alternatives Considered: Salesforce Service Cloud
Neon One Response
9 months ago
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!
Neon CRM: Robust and easy to use
Comments: Since we've been using Neon CRM, our overall fundraising has increased dramatically. At the end of the day, that is the name of the game for nonprofits, so it's really important. And, being able to see at a glance how we're doing in new donors, reactivated donors, etc. from the dashboards is very helpful.
Neon CRM replaced ETapestry for Lung Cancer Foundation of America. The ease of use in all aspects - donation tracking, fundraising campaign setup and monitoring, reporting, etc. are so much appreciated after working for so long without that ease. So, this makes our everyday tasks go much faster and we've been able to utilize the peer to peer and campaign features to be able to bring on new donors and track specific donation campaigns very easily. But, probably the very best feature is the training. Whenever we come up with some wacky question on "how can we do..." we set up a training session and they've always got a path to help us do whatever new thing we're trying.
I would like to have all database fields available no matter which type of report I'm trying to pull. Not sure if that is feasible or even advisable, but, sometimes I need info from a field that is available on a different report, but not on the type of report I need at that time.
Neon One Response
11 months ago
Thank you for the review, Cindy! It is always our topmost priority for our products to increase overall fundraising for our clients, so we are beyond thrilled to hear you were able to do just that! We will also bring your feedback regarding database fields back to our support and product teams. Thank you!
Great System to Grow With
Comments: I have actually used Neon CRM in two very different nonprofits. One was previously using eTapestry and we switched because of the greater flexibility offered by Neon. That organization received much of its funding from individuals and was focused on one main program. The second was a transportation think tank that had no previous CRM system and received much of its funding through memberships. In both cases, I have found the system to work well and meet the needs of two very different organizations.
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.
Neon Team Response
4 years ago
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 new integration offerings to come. For example, last month we announced we are officially part of Zapier’s beta testing program. Zapier is essentially a system that connects systems, so this really opens up opportunities to connect Neon with many other platforms. Our blog post about it is below: https://www.neoncrm.com/zapier-streamline-nonprofits-operations/ Feel free to contact us if you have additional questions about it! -Your Neon Team
T. kebo D.
NeonCRM is just what we needed.
From the beginning, their customer service was outstanding. In our research phase to find a new CRM vendor, we contacted at least 1 dozen different companies. We provided the sales people with an extensive list that outlined the data that we collect, as well as our database needs. Some companies looked at the list and upfront said that they couldn't provide what we needed. Others never bothered to contact us at all. Most sad, the fundraising software/donation processing company that we've been with for more than a decade never contacted us to let us know about their new services, they only increased our annual fees and decreased functionality. So NeonCRM emerged as one of our top choices very early on. Best yet, in talking to their sales person, and now our account manager, as well as their data consultants, they work with us to discuss and figure out solutions. For example, for many years we have used our database as a way to check of tasks in the data collection process. NeonCRM helped us to figure out if we needed a combination of data points or a process document to ensure that all of our users entered consistent information. That kind of collaboration and solution-based thinking has been immensely helpful. More so, given that we have planned for our data migration to happen over 2 years, with specific benchmarks. It feels like NeonCRM will be there with us all the way. One of our Board members is an engineer, and the way that NeonCRM does consultation allowed us to invite our Board member and our web site builder and designer into the meetings. That way we could all learn and develop solutions at the same time. Best yet, we've been able to work with NeonCRM staff, from sales to data consultants, who actually understood arts nonprofits, so they understand what to do with our earned income. Other companies were best for health or educational nonprofits, or advocacy & policy nonprofits, or some other kind of nonprofit. To have a team that understands the work that we do, the size of our organizations, the ways that our events function, and is willing to work with us to meet our needs (instead of trying to cram us into their system), made all the difference.
There are bits of functionality that other companies have that we would like. Such as the ability to tweet or make facebook posts, and track that information, from within the CRM, something that Nation Builder does really well. We would also like to be able to integrate silent and online auctions into fundraising efforts, but this is not something that can be done just yet. Finally, we would like to have our ecommerce products tied to their makers, something that NeonCRM can't do. However, they provided us with an API integration solution that will work in the meantime.
Neon, an elegant solution
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.
7 years ago
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 limitation of our webinar partner, we have made the decision to stream all NeonCRM trainings on YouTube to ensure Mac users and all NeonCRM users have easy access to all training sessions. We'll be having your account manager reach out directly to you to provide this resource directly and these can be accessed with a simple search on YouTube. In regards to the Microsoft Word mail merge functionality you brought up, that direct push from NeonCRM to Microsoft Word is actually something that is dictated by Microsoft, not us, since they want people to be using Internet Explorer. Unfortunately, Chrome, Firefox, and all other browsers are unable to receive a direct push from any system directly into Microsoft Word. We are looking to see if there's a way around it and will of course let you know. Of course, you can always use the built-in NeonCRM mail merge templates or export to Excel/csv to perform the mail merge externally as well. So there are options! Again, thank you for the amazing feedback and look forward to growing with you for years to come. -Your NeonCRM Team
Comments: If your experience is anything like mine was, you are currently struggling with outdated software. You are having to maintain multiple databases manually in order to do all the things that are standard operating procedures in these fast-paced days, and you are working on a shoestring budget with a great but stretched staff. For me, this is where Neon came in to help us. Is it perfect. No. Of course not. Unless you have a zillion dollars to house your own tech department you are unlikely to find absolute perfection. Is Neon, in my opinion, the closest thing to perfect for a non-profit organization? Yes! Why do I think that? 1) Technology upgrades every 18 months (at the longest) which is almost impossible for a non-profit to keep up with while remaining competitive within today's business world. Neon is an ever-evolving system that shares functionality with all Neon clients; your membership database is always up-to-date with new innovations appearing and available to be customized to meet your needs for reasonable pricing (unlike other systems that, in my experience, started customization at around $25,000 a piece). 2) When hosting our own CRM on-site, we were responsible for maintaining our server; with an aging server and without a hardware specialist on staff, our data was always at risk, even though it was backed up. With Neon, our system is now a cloud-based system, leaving the hardware support to the experts at Neon. This was not only a worry off our backs but also a fiscal savings. 3) In order to keep up to date, we were maintaining multiple databases. We had our member database, our event database, our website member-only database, and our email database. This doesn't include the QuickBooks upkeep and our area membership lists that had to be maintained and exported separately on a monthly basis. Needless to say, this ate up a lot of time and was susceptible to human error. With Neon, everything was in one place (Please note we chose to use Neon's email because another service would mean we once again would have to import/export data and not have the tracking material on the records where we wanted them). This was a huge benefit. Having everything available in one place freed up our staff to work on other projects and spend time on long-term strategic planning as opposed to just working in the moment. 4) With our old system, we were the experts. We were all alone. If we wanted customer service, the vendor could sort of help but the service teams wouldn't take time to understand the way we were using the system and could only provide generic answers. With Neon, we have experts at the end of a chat or a phone call (depending on your needs and service package) who can log into your system, see what you are seeing, and team with you to find an answer to your issues. 5) With our old system, our volunteers and members had limited abilities and options available to them. With Neon, our volunteers and members have a greater level of interaction with their own records, as well as with each other. So with all that said, my overall advice is get Neon. But when you do jump in also be realistic and patient with both Neon and your staff. Remember change is always hard. Expect that the transfer of data will be stressful. Expect that the first six months will include hiccups. Expect that in a year you will be an expert in NEON. Expect that your "sophomore" year experience will make it all worthwhile.
All 3 Things You Need it to Do - and More!
You want CRM software to do 3 things:
1. Safely store you data
2. Allow you to leverage your data
3. Allow you to interact with your organizations website Most systems do the first 2 - they better (!), NEON does the third one too and better than any other product in the industry. My only hope is they don't get bought by Blackbaud. I've done 15 or more conversions with many different product and have never been happier than with NEON. Feel free to drop me a line and I'll share more with you.
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 our work? a.b.c. d. free form response / How would you like us to communicate with you? a - d Events! NEON is the industry leader in allowing users to enter info via an org's website and into the database. I have one client using NEON that registers athletic event users via their website - all the way down to the waiver release form via a digital signature. All that info results in a paperless process that posts to their website on the back end. Training - online video training is FREE - you won't get that with eTapestry or DonorPerfect.
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.
Z2 Systems Response
10 years ago
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 based CRM for nonprofits and to ensure we offer it for less. Plus, NEON is built as an All-in-One platform that can house fundraising/donors, membership/members, events/registrants and track all of this in one system. Plus, our frontend connectivity to nonprofit's websites allows everything to funnel right into NEON automatically. Times are changing and there is no longer a need to spend so much for powerful software and IT staff to manage servers. NEON, by Z2 systems, Inc., is here to stay and evolve with the technology needs of the Nonprofit industry. Count on it!
NeonCRM: A solid decade by need to move forward
Comments: We've been using NEON for over 10 years. It has been a solid, reliable performer. We have grown from $150k to over $1M in fundraising, and NEON has supported that growth (although it is not able to make mass changes to old data as we have better understand/refine how we track donations). Although NEON has incorporated some enhancements and improvements to the user experience recently, overall they have been slow to change, and customer support is not very responsive. Support for household roll-up (including family funds/DAV) has become critical to our organization, requiring us to seek other software solutions.
Solid basic constituent and donation management. Reliable - service is rarely down or unacceptably slow. Interface is relatively easy to use for anyone with good software sensibilities (a simpler view would be helpful for less techy BOD members).
Householding support with regards to donations roll-up is very poor. Reporting, while flexible and seemingly comprehensive, often requires export and external manipulation to get what we want. Organization is not responsive to customer requests - with popular suggestions in forum going unaddressed for years.
Neon One Response
9 months ago
Hello Christine. We're happy to hear how much success your organization has had fundraising through Neon CRM over the past 10 years, but we're sad to see you go. Your feedback regarding how and why you're switching to another CRM is extremely insightful in helping us grow, and help us learn which features are most important to our customers. Thank you so much for leaving your review!
Veterans Miracle Center Erie Gets Squared Away Using NeonCRM
NeonCRM is very robust in its comprehensive capabilities to manage every aspect of fundraising, reporting, tracking, lead generation and just plain constituent management process. For Veterans Miracle Center Erie, the offerings of NeonCRM's full suite of modules was well-above our necessity at the time we implemented it, and at a cost that would make any non-profit cheer. The optional modules available for growth allows the VMCE to grow at a solid-yet-comfortable rate, with confidence that our CRM can grow with us. Additional features for mass-emailing and event management are just some of the additional options we look forward to. For those seeking to have organizational excellence, this tool will allow you to cross items of the "accomplished tasks" list every day and breathe a sigh of relief. There are countless videos, articles, and DIY options available should your organization not have the budget for one-on-one guidance from NeonCRM's support.
Filtering data down to a very specific subset of constituents, donations and campaigns for further analysis is key to the non-profit world. NeonCRM is very powerful for drilling down to mine out the gold needed. However, if your organization does NOT purchase the conversion support and general support, a person who is tech-savvy and patient ought to be selected to carefully read the very thorough SOPS and knowledge base articles provided by NeonCRM. It really isn't a complaint - just be prepared accordingly to either spend the additional funds for proper support, or know that you are at the mercy of someone to teach your remaining staff how to build and pull custom reports. Please note that the system does feature a TON of pre-fab reports, so you won't be at a loss even in your newness to NeonCRM.
Basically, a good value for small nonprofits
Great tools for managing donor system- love the automatic thank you emails, donation forms, database, reporting, etc. Also love the ease of use with Events and Campaigns.
The donor and members features did not work well together where it was not reporting member contributions as donor contributions (IRS allows member contributions to be tax deductible as long under $75). We now just use the members feature with zero value in order to be able to send them annual reminders (and mark their member contribution as a donation). Not working perfectly but it's what we do for now. Another piece that I do not like is the customer support is either hard to get or not timely in their responses. It often takes 48 hours or more for a response, and sometimes I have to remind them I am waiting for a response. The delay of response makes is so I forget to follow up on the issue that we were having. Very frustrating at times.
Neon One Response
9 months ago
Hi Chriz! Thank you for your review. Please continue to reach out to our support team, so we can continue to help you to make Neon CRM work great for you! You can also find a variety of webinars, guides, and videos for Neon CRM here: https://support.neonone.com/neoncrm/s/.
Comments: We are an environmental educational nonprofit. We provide many educational events for our members and the public to learn how to identify and manage noxious weeds. We also provide educational publications. We made the decision to leave our other system after increase fees and what we felt was decreased interest in smaller nonprofits after they were purchased by another vendor. We also did not like the fact each year when we did events their system did not allow us to customize things ourselves using their system but required us to get out the checkbook and pay them to do so. We initially bought the base plus two modules with Neon in 2011. We purchased the website shell overlay. The second year we expanded to the full product. We did our own data conversion in less than 30 days. We brought over the history of membership and events that we had exported into Excel spreadsheets. We felt the conversion was very easy. The vendor was there for help, though it was easy enough and well documented such that we did not require much help. We learned to use the system quickly using their documentation, videos, and knowledge-based website and forums. Honestly, for the most part, the system has been intuitive. Their customer service rocks. We use the ticket system exclusively, and they have provided responses in a timely and professional manner. We really appreciate that their help desk appears to have a stable employee base with low turnover, so we feel that they know us. More importantly, the development team at Neon seems to want to grow this product by listening and making regular system changes that reflect the changing needs of NPOs. Each year when we renew, we can always think of a thing or two that happened that makes us glad again we are with Neon. We have benefited by being with a system that listens to their user base. I see things that we have suggested incorporated into the system. There are twice a year updates that we can depend on, which are documented and announced (unlike our old system, which dropped things in unannounced, and then we would have problems and not be able to figure out why). Releases have been fully tested and it is not buggy software. We have saved money for our nonprofit by reducing the number of SAS vendors we deal with. We have improved efficiency and understanding of our donors and members as we have brought all of relationship interfaces to a single database. When we pull up a donor, we now know what they bought, when they last donated, if they are a member, how long they have been a member, which events they have attended, and more. This has been a great economic move for us, but it has turned into an even better strategic move that will allow us to better understand all those we interface with, which will in turn allow us to better fulfill our mission .
Comments: Overall a great product and easy to learn. If you need a lot of very specific reporting, however, this may not be the one for you.
Seamlessly integrates event registration, social fundraising, online donations, volunteer scheduling, grant tracking and donor development all in one CRM.
Specific reports can be difficult to obtain. Trial and error to get the exact information you want. You also cannot create tickets for events-- registrants only receive email confirmations.
4 years ago
Hi Mandy, Thanks so much for your thoughtful feedback. We're happy to know you've been taking advantage of so many of the tools Neon offers! To address your concerns specifically, we completely understand that getting the right report results can be a trial-and-error process, which is why we try to offer a wide range of resources that deal with reporting. There's a wonderful article in our support center titled, appropriately, "Getting the Right Report Results" at https://support.neoncrm.com/hc/en-us/articles/218529077-Getting-the-Right-Report-Results. I would also encourage you to submit a support ticket or schedule some time with your Professional Services Consultant for an in-depth, one-on-one discussion of your reporting needs. Should you need access to a report that isn't available within Neon already, we can always pull a custom report for you at your request! Finally, while Neon does provide email confirmation for all event registrants and attendees, you can also utilize our integration partnership services for more robust ticketing and check-in functionality. We integrate with both Eventbrite and MyRollCall--if you'd like more information on how these services integrate with Neon, please send us an email at [email protected] Thanks again! -Your Neon Team
Gets the job done
Comments: I used NeonCRM daily to manage memberships, events, and programming for a small nonprofit.
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, this is not a good way to display the information. My team had to custom code a calendar widget that integrates with NeonCRM. The UI is not intuitive, which is fairly typical for CRM software but given that NeonCRM was built so much more recently than other major players in the CRM landscape, I expect a bit more. It is clunky. After the initial setup and launch, it felt like Neon wanted nothing to do with us. Their customer service approach is designed to limit how much you contact them and make it feel costly. I was not on the team that chose NeonCRM, but I'd have strongly considered a competing CRM like WildApricot or even Salesforce.
Not particularly user friendly.
Comments: We benefit by being able to use the software to upgrade our database and access details swiftly. Connecting the events to our website has been especially useful, making our registration process much more efficient.
I primarily use the features for creating an event and registering participants. The ease of connecting each event with our website is especially important and this works well with Neon. Overall I do find that the software is overly complicated and difficult to edit. It stores a great deal of information, but the fields are excessive. I would prefer a software program that is simpler and more user friendly.
Editing is very difficult. Just one example is the form for accounts. We have spent many hours trying to tailor the fields to our organizations needs and still have not resolved this issue.
Neon One Response
9 months ago
Hi Amy! Thank you for taking the time to leave a review for Neon CRM. We are happy to hear our product has helped you to access details swiftly and connect your events and website. We recommend reaching out to our support team to resolve your issue with customizing your fields to your organization's preference. You can fill out a ticket or find additional Neon CRM guides here: https://support.neonone.com/neoncrm/s/
A powerful system (perhaps more powerful than most small organizations need)
Comments: Overall, a great system which I'm glad we found. We tried a few others to manage our 3 levels of membership, and none of them lived up to the sales pitch. NeonCRM has so far.
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, I've had to contact support several times because I couldn't find what I was looking for online. We set up our system in about a week and a half--significantly faster than the recommended timeframe. I have considerable experience with CRMs, and most small organizations would likely have substantial difficulty setting this up themselves. Most organizations will likely want to work closely with Neon to launch their system to its fullest potential.
4 years ago
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 reached out to you directly to help make sure you're getting the most out of your reports! Finally, we'd like to say that in addition to the support you mentioned, we offer the option for new NeonCRM users to work directly with our Professional Services team during the initial implementation of their system. It's a great way for new users to get off on the right foot with Neon! Cheers! -Your Neon Team