NeonCRM Software


 

NeonCRM by Z2 Systems, Inc. is a cloud-based CRM solution designed for small to midsized nonprofits. It contains a full suite of applications, including fundraising, donor management, membership management, marketing and outreach, and more.

This system is suitable for many types of, including animal welfare, human services, and philanthropic foundations. It is designed to offer growing and established nonprofits a scalable, relational-based platform to help raise more revenue and track nonprofits' most important constituent data. 

With integrated online fundraising capabilities, NeonCRM was designed to keep up with changes in donating trends by offering a solution that can accept donations from multiple channels. These built-in, online fundraising tools allow for email blasts, instant automated tax receipts via email, event registration tracking, and automated membership renewal management.

Customized online donation pages mimic the exact look and feel of the nonprofit’s website, offering the ability to create unlimited, targeted donation campaign forms quickly and easily. Offline fundraising options are not sacrificed, however, and all donations are added to each constituent record, including the amount given and a complete history of all past donations.

Several features within NeonCRM provide tools to improve event planning, including customizable event pages that also mimic the look and feel of the nonprofit's website and automated event notifications for registered attendees.

 

NeonCRM - Fundraising dashboard
 
  • NeonCRM - Fundraising dashboard
    Fundraising dashboard
  • NeonCRM - Donor/member account
    Donor/member account
  • NeonCRM - Communication features
    Communication features
  • NeonCRM - Secure online form
    Secure online form
  • NeonCRM - Social fundraising pages
    Social fundraising pages
  • NeonCRM - Event registration
    Event registration
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 2000

120 Reviews of NeonCRM

Showing 1-20 of 120

 

from Star Legacy Foundation
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

Appears to have good functionality but the proof is in the details.

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We chose this software because it appeared to be able to do everything we needed it to. However, when getting into it more fully we consistently run into obstacles.

Pros

Good database function, automated emails, customized reporting.

Cons

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 in the shopping cart with the registration - but there is no ability to customize a store item (i.e. personalization). The registration function is very confusing to our constituents in that you have to provide all information for the registrant before making the registration/ticket selection. Then the only place to put the add-on/store items is in the event registration summary page. The social fundraising functions are not terribly user friendly and intuitive. When you want to do registration discounts you can either take $ off or % off of the entire order - not off each registration when more than 1 person is registered. When I have asked about these features it has been suggested that we use Eventbright for events. We left event bright when we purchased NEON because we could save the costs with the integrated functions in NEON. Eventbright doesn't do social fundraising so this looked like a better option. And finally - duplicate accounts are a problem - especially because pricing is based upon the number of accounts. Merging/deleting accounts is a time consuming process. And, you cannot simply two accounts that should be merged (because you know they should be) unless the system identifies them based upon duplicate name, email, etc. For example - if a person registered using her home email and address for one event and then the next time she registered as that person's name using her work email the system won't recognize them as potential duplicates - and you can't manually select them to merge. The login feature we thought was good but unless you have memberships it isn't great - folks just don't log back in the next time the visit the site - they just create a new account.

Advice to Others

Try before you buy! Ask lots of questions and know clearly what you need the system to do for you before you buy.

 
 

from AWARE Wildlife Center
Specialty: Animal Welfare
Number of employees: 2-10 employees Employees number: 2-10 employees

Neon CRM for Donor Management

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We use Neon for donor management and interface it to QuickBooks. There are several things that work very well and have made our operation more efficient. The primary efficiency item is that a webpage is developed for each campaign. We use this webpage on our organization website. This captures the donor and credit card information from the web page and sends it to both Neon and, in our case, Authorize.net. From there it syncs to QuickBooks and all is well. The problems can occur when we have manual transactions to enter, check and cash donations. Previously, it was simple to enter these to QuickBooks. Now that we are entering them to Neon and then syncing to QuickBooks, if there is an error in the entry to Neon and we do not catch it prior to the sync, we then have to fix both Neon and QuickBooks.

One downside is that we only use Neon for donations. For us, it is not cost effective to use Neon for other transactions such as product sales. So, we have to remember that Neon is for donations and other transactions go directly to QuickBooks. This gets a bit complicated if one person pays for a donation and a product with a single check, cash or credit card transaction.

There are a few fields that don't seem to sync from Neon to QuickBooks, so the info is in Neon but not QuickBooks. At least we haven't figure out how to get these fields to sync yet.

Pros

Operational efficiencies with the campaign web pages and the QuickBooks syncing.

Cons

Reporting - There are some canned reports and you can generate custom reports. However, the custom reporting features take some getting used to and sometimes are not able to do what you want.

Dashboard - The dashboard could be more robust showing more information about donors and donations.

Advice to Others

Be prepared for training time. Neon has a lot of functionality and it is not all apparent on how to use it. There are lots of videos and help documents, but these do take time to go through.

Be sure that someone is going to use the information.

 
 

from Harvest Compassion Center East Valley
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

Neon CRM

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Software was very easy to implement. The training videos are comprehensive and make learning a quick process. I have used other software that doesn't have easily accessible training videos. The ability to only purchase what you need also makes this a great buy for a non-profit.

Pros

Easy to use. Intuitive. Works well with Quickbooks. Great value in tracking volunteers.

Cons

We haven't had any problems yet. Customer service follows up regularly to ensure we are taken care of.

 
 

from Project Knitwell
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

Solid Product and Growing

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The donor management and communication side of this tool is excellent with lots of functionality and ease of use. The volunteer management function is new. We are hoping it will grow with user input over the next couple of years to make it more integrated with the account and donor modules. It is easy to write custom reports and use them for mailings. The import feature is also very easy to set up and use. The custom survey was a must-have for us and is working quite well. Overall, NeonCRM is a solid product. We don't like that there is only email support at the entry level. That said, we have definitely made the right decision, cost-wise for our small organization.

Pros

Custom Survey, easy of import, strong reporting. Combined event, volunteer and donor management solution.

Cons

Volunteer module doesn't fully integrate with the account module, especially when you are importing volunteers for the first time.

 
 

from Alaska Kidney Patients
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

First Event !! Awesome

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We had an event coming up before I knew I would be able to 'set' the whole system up, but was able to use NEON and our INSPIRE website to take care of registration and payments - it worked like clockwork. I am now setting up the CRM and will be importing data shortly. Very excited!!

Advice to Others

If you are a small non-profit looking for an integrated donor database, take a look at NEON and Inspire

 
 

from Montana FFA Foundation
Specialty: Philanthropic Foundations
Number of employees: 2-10 employees Employees number: 2-10 employees

Great platform for our group

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NeonCRM has been a welcome addition to our office. We struggled before finding database systems that were easy to use without a lot of training. This program does it all. easy to use, changeable and extremely effective in gathering information we need to day to day work.

Pros

Ease of use, accesibilty

Cons

could be a bit more customizable when dealing with user functions.

Advice to Others

Great investment for your company!

 
 

from James Blackstone Memorial Library
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

Great value for the price

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Neon CRM offers a lot of functionality for a great price. As a small non-profit organization, we need a system that offers a lot of functionality without breaking the bank. Neon definitely fills those requirements.

Pros

Account setup is easy; soft credits simple to apply; reports are easy to create

Cons

Unable to change content of acknowledgment letters on the fly

 
 

from ABI Foundation
Specialty: Associations
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Recently installed Neon at our Nonprofit

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Likes Best

Vendor is very quick to respond and accommodate your your needs. They truly want you to be pleased with what you are purchasing.

Likes Least

Nothing on the product yet, as we are just now installing.

Recommendations

Very user-friendly! when purchasing any donor/data software, you should always do the proper research. We did and have moved forward with Neon.

 
 

from California Health Sciences University
Specialty: Higher Education
Number of employees: 1 employee Employees number: 1 employee

Neon isn't all that

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Likes Best

Very intuitive. Neon is easy to populate and has a great support team.

Likes Least

Mailing reports are difficulty to sort.
Pledge reports do not track payment schedules only payoff date.

Recommendations

If tracking pledge payment schedules is important don't use this product. You will need to calculate on your own.
If customer communication reports by account/individual or business type is important do n't use this program.
If you want an easy to use program to store all your constituents - use this product.

 
 

from Hidden Haven Christian Church
Specialty: Faith-Based Ministries
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

New to Online Software

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Likes Best

Neon was very helpful and patient with all of my questions. We slowly walked through all of the features they had to offer. I did this with many other providers and landed on Neon because they were able to do everything I needed to be able to do. A good system that is able to meet our needs of an older nonprofit in which we still receive the majority of our donations through individual paper donations.

Likes Least

The 1,000 records benchmark. We will hover close to that number and as soon as we grow over 1,000 it will mean quite a price jump.

Recommendations

Do the demos, take your time and think of EVERYTHING you want to use the software for. Don't just be enamored by a glossy web appearance.

 
 

from Deaf Services Center
Specialty: Human Services
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Great value. Nice UI. Helpful staff.

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Likes Best

I like Neon's user interface and the ease in which one can learn how to use it. It has great integrations, and I think the event feature is going to be really helpful.

Likes Least

I do wish Neon would add the ability to automate activity creation and reminders. For instance, every time you add a new individual contact, a series of standard activities would be added (i.e. send donor welcome package, thank you call from Director of Development, etc.).

Recommendations

Use your trial period to start entering some new campaigns, events, donors, activities, etc. It'll give you a feel for how to do things, how to set up certain fields, and whether the system as a whole will work for your needs. Anything you enter can be saved if and when you sign up for the service, so you don't lose all the work you put into setting it up.

 
 

from Illinois Craft Brewers Guild
Specialty: Higher Education
Number of employees: 1 employee Employees number: 1 employee

ICBG loves NeonCRM!

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Likes Best

NeonCRM are great! They make the process so smooth and do such a great job! I was looking to streamline and orgnaize our membership program more and this is the answer!

Likes Least

There is nothing I have found that I don't like. Customer service is great and the program is awesome.

Recommendations

We were looking for a software program to make our membership program more organized and more streamlined. NeonCRM makes this happen!

 
 

from Downtown Austin Alliance
Specialty: Other
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Much needed constituent database

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Likes Best

Expansive list of functionality. Cloud-based. User friendly.

Likes Least

I would like to see more integrative features with Microsoft Outlook

Recommendations

Evaluate software in a team setting with standard criteria to ensure the system meets your core needs. The software is highly configurable, so it is critical to understand the core functions when making your decision realizing that some of the functions will not be utilized.

 
 

from Washington Trust for Historic Preservation
Specialty: Arts & Cultural
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Just getting started, but already like it

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Likes Best

I appreciate the flexibility to choose your own payment processor and flexibility of other add-ons that allow you to stick with what you know works, and change what you know does not. I also appreciate the integration with quickbooks, email lists, and event ticketing. Those three things alone will save us around 200 hours annually as an organization. Vendor is really straightforward and transparent.

Likes Least

We are still implementing and creating our database so I do not have anything to comment regarding flaws at this point. If I had to say one thing it would be that we have a scheduled 8-10 days of downtime in the database for the final import. Although this was comparable to every other product I reviewed and really shouldn't be a big issue for us.

Recommendations

Talk with a friend or colleague that uses it, even better if you can chat with someone who has used multiple software products and made a switch. You can read reviews all day and talk to sales departments but if you really want a clear-cut answer or review I think the best way to find out is by asking someone you already trust and know. I was able to play around in the program too as it was set up for one organization which helped me get an idea of what day-to-day use would be like.

 
 

from Project KnitWell
Specialty: Other
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Engaged, friendly sales cycle. Full functionality system

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Likes Best

The vendor is very engaged, friendly staff. Good follow-up on open items.

Likes Least

Nothing. Everything has been very easy. Our rep was great to work with.

Recommendations

Have a good prioritized list of requirements before you talk to vendors.

 
 

from Pacific Bonsai Museum
Specialty: Arts & Cultural
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Thorough but challenging

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Likes Best

I like the member report feature. I also like that you can produce a variety of reports with a variety of columns. Very customizable.

Likes Least

I hate the member report feature platform. Very cumbersome user experience.

Recommendations

While NeonCRM is very thorough and has almost every field imaginable, please make it a little bit more intuitive and user friendly. Sometimes I feel like I am searching long and hard to find some of my most frequently used features.

 
 

from Friends of The Legacy Trail
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

FLTReview111

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Likes Best

NeonCRM is very easy to use, very intuitive. I rarely have to access help or watch a tutorial. That is a big plus!

Likes Least

The only thing I can think of----when there was a big software upgrade there were a lot of changes to the screens.
I was surprised that I couldn't enter member information the way I had been entering it. I had to figure out the
new process. It was that difficult, but I was not prepared for it.

Recommendations

From my perspective it's a great system. I do data entry and reporting. It's very easy to use and learn.
Doesn't take much to get started. No complaints at all.

 
 

from Massachusetts Down Syndrome Congress/MDSC
Specialty: Other
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

We love Neon!

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Likes Best

Very intuitive, easy to learn, adapts well to our needs, great customer support!

Likes Least

No comment - we are very happy with Neon and have been pleased with the customer support.

Recommendations

Neon offered everything we were looking for at an affordable rate. Neon offers the option of choosing the modules that best fit our needs rather than pay for options that we would not use.

 
 

from New Faculty Majority/NFM Foundation
Specialty: Higher Education
Number of employees: 1 employee Employees number: 1 employee

Professional, informative and prompt

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Likes Best

It's affordable, the demos are clear and the company responsive. Thus far my experience learning the system has been very positive.

Likes Least

Not being able to self-import custom fields, though I understand why this is necessary.

Recommendations

Try out the product as much as you can. You will only know if it works for you by playing with it.

  Response: NeonCRM Team, Z2 Systems, Inc., Z2 Systems, Inc.

Date: July 2016

July 2016

 

Thanks so much for your kind words, Maria! We are thrilled to partner with NFM in being part of promoting effective teaching, learning, and research in higher education -- and more!

We did want to quickly acknowledge and clarify the ability to self-import to custom fields. First off, if you ever have any questions about features or functionality you can always submit a support request or call your account manager directly. Our wonderful team would be glad to assist.

As for the importing of custom fields specifically, it is possible to self-import to account level custom fields, as well as donation and membership custom fields. In order to do so, you'll be required to create them in NeonCRM first. But you are also correct that there are some types of custom fields that are not self-importable -- like individual and organization custom fields.

You may already know, but here is the guide that speaks to this in more detail:

https://z2.zendesk.com/hc/en-us/articles/218529887-Importing-Data-in-NeonCRM#custom

Again, welcome aboard and we look forward to playing a part in improving the quality of higher education.

-Your NeonCRM Team

 
 

from USA Cooperative Youth Council
Specialty: Other
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Just converted a one month trial to a paid subscription of NeonCRM.

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Likes Best

The product is intuitive and simple -- not too many features, as many products seem to have and overwhelm the user (and charge the user for a bunch of shit they don't want/use).

Likes Least

I wish it was available for reduced cost via TechSoup for non-profit, charitable orgs like mine.

Recommendations

Go with the system that makes the most sense to you from the beginning -- if the learning curve is steep and you don't have a dedicated IT or data person, it's important to focus on its accessibility to you and the rest of your non-specialist staff.

 
 
 
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