Neon CRM

Pros: It was easy to integrate with my excel spreadsheets. Uploading client data was easy. I was able to transition over to a new CRM effortlessly.

Cons: It doesn't work with my email (Google). I have to manually enter email conversations out side the platform.

Pros: I appreciate the robustness of the reporting available to us. I also appreciate the ease with which we are able to create and track memberships.

Cons: The event module is better suited for organizations who host a few smaller events but is inferior to other event platforms for larger, more frequent events.

Pros: It is easy to use and provides great bang for the buck. The customer service is great. Neon One Academy is so useful that you can teach yourself about anything you need to accomplish within the platform.

Cons: Ocassionally the reports or other functionality is limited, but I also understand that it works well for our size and budget.

Pros: The user interface is easy to navigate, especially if you already know what you’re looking for. Overall, onboarding has been relatively straightforward for our team, and we were able to get started without much trouble. It would be helpful if their were more information buttons next to fields that link to how-to articles in case a user doesn't understand that field's purpose. It would save the time of looking for articles.

Cons: I wish I could send one-time invoices. Our members request invoices for dues payments or other miscellaneous items and I'm forced to use Stripe.

Pros: Neon CRM has everything all in one place! You can manage donations, memberships, pledges, volunteers, merchandise, email campaigns, text messaging, and events all in one platform which helps keep constituent profiles up to date and reduces import/export slog or time to add information to profiles. They also have a very helpful and responsive team and they listen to feedback which is great.

Cons: The menu structures are convoluted and Neon CRM lacks some functionality that other more focused donation management softwares (like Blackbaud) have available. These deficits span from the more strategic functionalities like built-in donor intelligence tools to help you assess capacity-to-give and accounting tools, to practical everyday functionality like an inability to add matched company gifts to existing constituent pledges or limitations with reports and forms. Neon is kind of a jack-of-all-trades so it makes sense it's not going to have the same depth as focused tools. BUT it is very affordable tool that does a lot if you are a small nonprofit.

Pros: It's more affordable than what we were using, and it's able to handle our accounts, donations and events all in one place. I also appreciate the ability to better steward our donors, and the workflows available (our last CRM only allowed 2 workflows without an upgrade and more $$)

Cons: The data conversion was a challenge - we included the standard conversion, but it only allowed us to bring over 6 files - the way our former CRM exported things was MUCH more than 6 files, so we had to choose. I am also disappointed that there is no way to import relationships - our organization is a youth organization dating back over 60 years, so we have multiple generations of accounts and have to manually build the relationships (other than households).

Pros: Neon is great for being able to manage all of our different use cases, including events, memberships, report building, etc. The customer service team is great and are very quick to respond when I have questions or need help with building on certain parts of our CRM. There has been a large number of updates recently and I feel that Neon are really working on improving any pain points. It's only getting better to use it. It's also very useful for managing, tracking and reporting on donor management, fundraising events and through direct campaigns or peer to peer on Neon Fundraise.

Cons: There are lots of steps which need to be completed for setting up things like events and emails, but they're not intuitive or located in the same place. E.g, sending out an event confirmation email for example requires you to set up an email in a completely different part of the system. I would also appreciate better capabilities for building live dashboards within the system and a way to build my reporting needs into the system.

Pros: I like most how easy it is to search for what I'm looking for, and use filters to see what I need to.

Cons: What I like least is the inability to select two assigned users to a single grant, as my team and I often work together on applications.

Pros: I like that Neon CRM offers a wide range of services from the same platform. We use many of the services, like the letter generation and email service, daily.

Cons: Neon CRM doesn't integrate well with our events software, reporting is difficult and non-intuitive, and customer service is limited- as in they want you to pay for training, even if you have been a paying member for more than five years and haven't utilized their training.

Pros: I like the ease of the product. From the first day we started to now there has not been a time when it has been frustrating.

Cons: No mass batching in Neon. We do utilize the mass upload via sheet, but it would be nice to have something built into Neon like Blackbaud Raisers Edge NXT. One other minor thing is not having an important field option for a query to get a correct data pull.

Pros: I love the ease of the fundraising support and the email campaigns. Everyone that I have interacted with has been very helpful from building our website to creating a fundraiser.

Cons: That is a hard question because I am not sure if something is hard to use or if I am not understanding how to do a specific task.

Pros: So many opportunities and functionality. but have not had the time to actually get in to do everything.

Cons: Onboarding - so much training on what was going to happen and needed but then it didn't seem to work that way, so there's a lot of work to do.

Pros: Neon CRM is a multi-functional tool that helps our organization organize large amounts of data: donor contacts, event registrants, email subscribers, and more.

Cons: Neon CRM is in a transitional moment between legacy and next generation updates that feels a bit clunky. I wish their product team would have more support in order for updates to roll out faster and with fewer glitches.

Pros: We liked the general ease of use, and the ability to customize the fields that we needed to manage our volunteers and clients.

Cons: There were a lot of upgrades in the product at the time we were implementing most of the features. The training was a little difficult because things changed right after we would train on them.

Pros: Value for the dollar, especially for the amount of features offered. I have looked into many CRMs and could not find another to match.

Cons: It has so many features it is hard to keep up with all the options that it has available and they are continually updating.

Pros: I like the donor management platform component of the software, which allows me to track pledges, donations, and touchpoint communications with donors and partners.

Cons: The reporting feature, while it can produce helpful reports, can be convoluted and challenging to configure to get the data you want at times.

Pros: Neon CRM has strong tools for donor management and organizing supporter information. The fundraising campaign features are particularly helpful because you can build larger campaigns and structure them with smaller subcampaigns underneath them. This makes it easier to set fundraising goals and track progress over time. The workflow automation is another highlight. It allows me to set notifications, such as reminders when installments might be expected, and to automatically place contacts into groups based on actions like attending events. This helps keep engagement organized without constant manual tracking. I also appreciate that the platform includes email campaign tools and customizable user accounts, which allow different team members to access and manage data appropriately. Overall, the platform provides good value for money considering the range of features available for nonprofits. It also has great security of data and customer support is timely.

Cons: The duplicate management tools could definitely be improved. In practice, the system sometimes flags contacts as duplicates simply because they share an address, such as people who work at the same organization. At the same time, it occasionally misses actual duplicates. It can also be frustrating that certain imports cannot be deleted once they are uploaded. Another major limitation is the lack of a reliable mobile app, which makes it difficult to manage donor information or check updates when away from a computer. Improvements in customer support documentation or troubleshooting around duplicate management would also be helpful.

Pros: The customer support team that onboarded us was truly amazing to work with. The database and reporting system is very easy to use.

Cons: Sometimes when I am setting up a new report, I can't get all the available columns that I might need in a report, but then I am able to find a workaround. Neon CRM is a robust system to work with, overall.

Pros: it is fairly easy to use and has most of the features we need. we have been working with a consultant who has helped us make better use of the product

Cons: some of the reporting is hard to get to pull what you are really after, though it has gotten way better

Pros: The features Neon provides allow our Non-Profit museum to thrive. I personally love the ease of access into accounts and class registrations.

Cons: Currently, the only thing I would like to see improve is the volunteer portal. I am making it work for our small scale volunteer program, but automated reminder messages and application approval emails would be incredibly helpful to our organization.

Pros: Neon CRM has it all. You can easily collect and query data across so many channels - events, donations, volunteers, newsletters, text, and more!

Cons: The payment/where the $$ came from reporting is not as customizable as you might like, but they do offer a lot of canned reports.

Pros: We use the email campaigns function very regularly and I've been happy with the provided templates as well as options to customize and streamline. We are also loving the workflow component of NEON.

Cons: Entering donor data takes quite a few steps. The dashboard isn't very intuitive, it takes a little while to learn.

Pros: I like Neon CRM's user interface. It is clean and intuitive for routine transactions. The monthly cost for my nonprofit organization is affordable and I love that it has integrated event management and email capability. We use it primarily for our membership database. We don't currently do a lot of fundraising campaigns, but I like that we have that capacity should we choose to use it.

Cons: There are a few things that I find inexplicable, such as the individuals within an organization, called a company in Neon, being in alphabetical order by first name (with no option for me to decide how I want them displayed). In that same area, the company contacts default view is all, rather than current. I would love to set the default to current and still be able to see former contacts at my option. Similarly, I would like to choose how many display as a default setting. These things seem small but cumulatively cost me time. On a separate note, I wish the credit card processing fees were lower.