All Neon CRM Reviews

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Ilana

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

4

Reviewed March 2016

Effective all-in-one solution for our small nonprofit

We're a small environmental nonprofit with limited staff (4 FTE) and limited budget. We started using Neon about three years ago and it has proved a very capable, affordable solution. We use it to manage our membership files, mailing lists, credit card donations, event registration and our Birdathon (social fundraising like a walkathon). It was a HUGE improvement over our clunky old Access membership database. It also allows us to do all these things with one program, rather than separate programs for fundraising, event registration etc. I also like that it is a cloud-based program, so if I am away from the office but need to look up a donor's email address or print out the attendance list for an event, I can do it from anywhere. Of course there are downsides and occasional things that are a little clunky. Because it does so many things, there are instances where it won't manage a function as well as a program that is dedicated to that sole function. For instance, we would probably have more features in a social fundraising program that was ONLY social fundraising. BUT we don't have the budget or staff to manage multiple software programs and vendors plus multiple programs wouldn't be integrated like Neon is. Our level of customer support from Neon allows us to submit help requests via email and get an email response. This took a little getting used to (there were times at the start where I just wanted to call up and get an immediate answer on the phone!). But the responses are usually very quick -- within an hour or two -- and on target. Once I got used to it, the email support system has worked fine for us. I would definitely recommend Neon for other small or midsize nonprofits.

Erin

Airlines/Aviation, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2021

Quite happy with Neon

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.

PROS

This software manages my contacts and communication just as I would expect it to. It's customizable for our needs, as well.

CONS

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.

Reason for choosing Neon CRM

It is focused on non-profits and that's what we are.

Vendor Response

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/

Replied March 2021

Megan

Non-Profit Organization Management, 51-200 employees

Used daily for less than 6 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed September 2020

Disappointing and Financially Irresponsible.

I wouldn't recommend Neon to anyone in fundraising. It is not only the volunteer module that we struggle with. In general we have a more limited capacity for pulling reports. The system tracks memberships and donations and soft credits. If you wanted to take a quick snapshot of all monies that have come into your agency between those fields it doesn't have a place that it's all collected, it's broken out in separate categories. In general the system is pretty and appears to have nice capabilities. If Neon was honest from the beginning we could have gone with a cheaper option and found something that works for our agency. Now we are stuck, spending thousands on a data transfer. If you are considering Neon, don't. Read their 'comments' in their support center - eye opening. This is a dishonest company with poor support and a subpar product.

PROS

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.

CONS

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 or need help we will reach out to support and are simply just sent links to the support pages. Which by the time we've reached out we have already read those. Additionally we were excited about the chat function. The chat function only works when they have staff 'on', which is not often. I look daily and I've managed to chat with someone twice only in 6 months time. Support staff have poor attitudes and don't meet the need for help. When we were looking to purchase new software we specifically had needs for volunteers and donors. We were told the system would meet our needs - it does not. Now we are stuck going back to using excel spreadsheets and doing double work and unable to rely on a database that we pay for the top of the line features.

Reasons for switching to Neon CRM

We switched from DonorPerfect to increase our ability for stewardship. With DonorPerfect we had grown out of the software and were looking for a system we could continue to grow into.

Amanda

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2022

Learning curve - but worth it!

Our overall experience with Neon CRM has been positive. I am excited to use the software creatively to diversify our revenue, and grow our social impact. Neon CRM was the exact "next step" we needed.

PROS

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.

CONS

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.

Reason for choosing Neon CRM

I was happy with the level of customer support and counsel we received in our research process. I felt like no question was unanswered from the Neon One team. [SENSITIVE CONTENT] did an incredible job sharing what the product did and how it could be used for a non-profit our size.

Vendor Response

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.

Replied May 2022

Paul

Performing Arts, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Very nice tool, slick and easy to use

Above all, Neon CRM is part of our institutional memory efforts. Previously, we had one employee who kept all notes in his brain, on cocktail napkins, and in Arts People ticketing. I've seen other CRM interfaces, and Neon looks the best, works the best, and does its best to keep things simple.

PROS

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.

CONS

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

Reasons for switching to Neon CRM

Arts People, although it tracks donations, is not a robust CRM product.

Princess

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2021

Make Your Job Easier!!

So far, I have enjoyed the widgets and being able to see or not see what I am most concerned with at the time.

PROS

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

CONS

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

Reasons for switching to Neon CRM

We made the switch because for the amount of money being spent on two donor systems, we could spend in with one system to track all data.

Vendor Response

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

Replied March 2021

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed September 2019

Gets the job done

I used NeonCRM daily to manage memberships, events, and programming for a small nonprofit.

PROS

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.

CONS

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.

Jahid Hasan

Marketing and Advertising, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Neon CRM is really helpful for my small startup

Neon CRM is a superior CRM system. It is intuitive, fast and easy to use, especially with all the integrations it offers. I highly recommend Neon CRM!

PROS

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.

CONS

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.

Jared

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2022

Neon is a worthwhile CRM software

PROS

Neon is user friendly and connects well with our other software platforms.

CONS

It is not completely compatible with our financial software.

Reasons for switching to Neon CRM

Better price and options.

Joni

Used free trial

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed November 2013

Neon Z2 reliable, affordable, customizable! Ideal non profit systems

I've been using Neon Z2 Systems for over 3 years now and I'm impressed with how dependable and reliable the data has been. It is also very easy to customize and set up based on the individual organizations' needs. Report writing gets you exactly the data you need. But the best part of Neon Z2 has been their staff, whether it was training, or technical support, or management, they have always been timely, helpful, and friendly. They go out of their way to make sure you understand what it is you need to know to perform a certain task or understand how it works. Kudos to Neon. I especially appreciated their patience while I learned this software in the beginning. Unfortunately, when I took over for our organization, no one had been fully trained on the system. With their tech support, training and other learning tools, I was able to learn quickly and provide a lot more information to our management and board. Thank you, Z2 Systems. I would recommend Z2 as an affordable and customizable solution for non profits.

Cindy

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Neon CRM: Robust and easy to use

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.

PROS

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.

CONS

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.

Reason for choosing Neon CRM

After very careful evaluation and all stake holders scoring each candidate, NeonCRM was the best option for the type of nonprofit LCFA is.

Reasons for switching to Neon CRM

eTapestry just wasn't a good, robust CRM. Not designed for nonprofits like ours.

Vendor Response

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!

Replied February 2021

Sheri

Civic & Social Organization

Used less than 6 months

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2014

Neon, an elegant solution

PROS

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.

CONS

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.

Vendor Response

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

Replied September 2014

Diana

Used free trial

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2013

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 .

Amy

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

3

Reviewed April 2021

Not particularly user friendly.

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.

PROS

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.

CONS

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.

Vendor Response

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/

Replied April 2021

Jessica

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Well worth it

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.

PROS

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.

CONS

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.

Vendor Response

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."

Replied April 2021

Liz

Non-Profit Organization Management, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed April 2022

Neon is a very comprehensive tool with a steep learning curve

I'm a fan. The payment tiers should be gentler, especially for really small nonprofits as they get their donation program off the ground. Have the $50 tier available up to a greater number of accounts.

PROS

This software is very comprehensive, offering all the tools you could need as a nonprofit doing fundraising. It can be difficult for those with low tech literacy to navigate the number of options but if you have someone administering who is tech savvy or who has the self-teach attitude to learn through tutorials and customer service then you'll have great success. The automatic thank-you and account registration emails are really really handy. It is an excellent payment processor and having all donations in one place is great.

CONS

The emails feature is not near the quality of MailChimp or Action Network so we do all our newsletter emails and targeted emails off this platform.

Vendor Response

Thank you for the feedback, Liz! A big focus for our upcoming product updates is making the CRM easier to learn and use, especially for users who may not have worked in a CRM software before and who are occasional users rather than administrators. We're also planning a series of additional updates and improvements for the Campaign Email builder for summer 2022, so hopefully we'll get closer to the features you expect to see. We'll continue to offer and improve our integrations with Mailchimp and Constant Contact, however, for nonprofits that need more of an enterprise email solution.

Replied May 2022

Laura Beth

2-10 employees

Used daily for less than 12 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING: