All Neon CRM Reviews

1-25 of 543 Reviews

Sort by

Reviews are by default sorted by Recommended to software buyers, driven by our proprietary algorithm reflecting the depth and quality of the review, recency of experience, and other factors. As a neutral reviews platform, the star rating of the review is not considered in the "Recommended" ranking, and there is currently no voting mechanism that would allow site visitors to influence the ranking.

Michael

Non-Profit Organization Management, 2 - 10 employees

Used unspecified

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

Reviewed November 2023

Neon CRM Is The Only Choice

Jeff

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed January 2014

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.

Hayley

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2023

Simple and Straightforward

Overall, Neon CRM is a great product for the cost. As a smaller nonprofit, most of our budget goes directly back into youth programs.

PROS

Neon CRM is a simple, straightforward tool. It's easy to use and there are a lot of resources and tools to help onboard new users. It's cost-effective for our nonprofit and enables us to track donors, volunteers, and donations in one place.

CONS

A feature that could be improved at our subscription level is the ability to automate workflows. As it is, we have to manually pull reports to see if donors need to be contacted, moved along the pipeline, etc. It would be a huge improvement if Neon CRM offered a budget friendly alternative that enabled us to set contact on a pipeline and receive reminders when it's time to move them along.

Reason for choosing Neon CRM

At this time, Neon CRM is the most effective for our budget. We've also been pretty satisfied with it over the years, so even when prices increased we still felt like it was meeting our immediate needs.

Vendor Response

Hey Hayley, we appreciate your thoughtful review! Sounds like things are going well for your org, that's awesome to hear! Thanks again for taking the time to share your thoughts :)

Replied October 2023

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.

Caitlin

Health, Wellness and Fitness, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

Longtime Neon User

Over I'm really happy with Neon. It's a great product, you get access to so much support and a robust knowledge base filled with guides and training that will help a lot. It's intuitive and really friendly. I've also seen Neon transition to building a community where you get additional support from other Neon users as well as Neon employees. When I first started there was no where to really provide feedback and now there is a portal for that and it's so nice to see actual user ideas get implemented. Neon has really made strides to make clients feel heard and valued and it shows.

PROS

I like how user friendly it is, not only was it an easy system to learn myself it's easy for staff that may not have experience with a CRM to use and feel confident using. In my past experience with different organizations and different databases there is a lot of fear and reluctance around using the database and with Neon we have 100% of our staff in the database

CONS

There are somethings Neon still has to work on that are standard in other databases. I think they'll eventually be addressed because Neon really listens to feedback but, for example, the fact that there isn't an alias field that is search bar accessible is a little frustrating. People change their names all the time, and you don't want to lose that data. I created a custom field for it but that's not search bar accessible. It doesn't hinder my ability to use the database but it is a little frustrating not to have.

Vendor Response

Hey Caitlin, thank you for your review! Awesome to hear that your whole team feels confident using Neon CRM and are able to dive into the various features and modules. I think your idea around incorporating an alias field is stellar, and would encourage you to submit it to our Suggestions Portal: https://feedback.neonone.com/forums/945646-neon-crm

Replied December 2023

Lauren

Education Management, 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

4

FUNCTIONALITY

4

Reviewed February 2021

Great Donor Management Software

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.

PROS

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.

CONS

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.

Reason for choosing Neon CRM

Pricing and Payment Portal

Reasons for switching to Neon CRM

Because of how difficult Raiser's Edge is to use.

Vendor Response

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/.

Replied February 2021

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

Katie

Non-Profit Organization Management, 2-10 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 August 2022

Easy to use, helps me stay organized

PROS

Neon CRM is very easy to use. They provide a great academy to walk you through their system which was a great help when I first started using it. I like that reports are easy to pull, I can quickly update donor information or add a donation, and I LOVE that I can send emails to our supporters right from Neon CRM.

CONS

There are a few small technical things I would change with the Email Campaigns, mostly related to how the emails appear when opened in Outlook. But, this is not enough of a problem for me to want to change the way I send emails.

Reason for choosing Neon CRM

We are a small organization and didn't need the robust features that Raiser's Edge and Salesforce Provide. We felt it had more to offer than Little Green Light.

Melissa

Environmental Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed December 2023

Neon CRM Review

Mediocre but I need the data so put up with it.

PROS

I like that people can sign up and pay for events. I like having donations come right into the system.

CONS

Not user friendly, especially when it comes to designing reports. I don't like that duplicates are not being alerted to - there are many duplicates that don't automatically merge. I also don't like that thank you letter templates aren't able to be individualized or edited at all.

Reasons for switching to Neon CRM

To interface with Mail Chimp and there was a wider variety of options as noted above

Jennifer

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

5

Reviewed September 2023

Neon CRM

PROS

Neon makes tracking our donors and donations easy. I also love the custom forms we can make for different fundraisers.

CONS

Not a huge issue, but sometimes customer service can be slow, but ultimately they have always been able to fix my issues.

Vendor Response

Hey Jennifer, thanks for your insights here! Glad to hear that our custom reports have been useful for you and that Neon CRM has helped with tracking your donors and donations. Thanks again :)

Replied September 2023

Lauren

Performing Arts, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

A CRM you can actually use!

The training sessions coupled with the learning paths have made the transition from Salesforce to Neon CRM pretty seamless.

PROS

Neon CRM is so user friendly and the learning paths are making it possible for our entire team to get trained.

CONS

This is hard to answer because we are still very new to Neon CRM. We have navigated a few bumps on the registration page, but nothing to make us regret this migration.

Reason for choosing Neon CRM

You could not beat the price point and functionality of Neon CRM. We were looking for a database that had donor management, registration, and email communication. It really is an all in one system!

Reasons for switching to Neon CRM

We were priced out of Salesforce and for several years had found the database hard to navigate.

Pamela

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

5

FUNCTIONALITY

5

Reviewed September 2023

Great value for the money

the support team is always quick to respond and the company listens to suggestions

PROS

ease of use and multiple users for the same cost

CONS

Would like to separate out grants from companies

Vendor Response

Hey Pamela, thanks for the review! We always appreciate hearing feedback from our clients :) Thanks again!

Replied September 2023

User Profile

Patrick

Verified reviewer

Non-Profit Organization Management, 2-10 employees

Used monthly 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

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2021

Good system for the money that practices continuous improvement

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.

PROS

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.

CONS

The reporting is difficult, except for getting event registrations out. To create a custom report is extremely frustrating.

Reason for choosing Neon CRM

The expense in comparison and the event management features

Mike

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

4

Reviewed August 2011

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.

PROS

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.

CONS

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.

Vendor Response

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!

Replied August 2011

T. Kebo

Fine Art

Used less than 6 months

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2016

NeonCRM is just what we needed.

PROS

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.

CONS

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.

Holly

Civic & Social Organization

Used less than 12 months

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2015

Good program, but reporting is less intuitive than I'd like.

PROS

The software has a lot of really useful features, like email blasts and the reports are really customizable.

CONS

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.

Vendor Response

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

Replied May 2015

Christine

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

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed April 2021

NeonCRM: A solid decade by need to move forward

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.

PROS

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).

CONS

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.

Reason for choosing Neon CRM

Don't know, wasn't involved

Reasons for switching to Neon CRM

We were ready for a real CRM - 10+ years ago. We are actually now switching from NEON to Bloomerang

Vendor Response

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!

Replied May 2021

Stuart

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

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

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed April 2022

Neon CRM is not for everyone

Overall my experience has not been great. In particular I have been extremely disappointed by the technical support or lack of support. We pay for telephone support but can never reach anyone or get anyone to return calls

PROS

The software has capacity to do many functions

CONS

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

Reasons for switching to Neon CRM

Donor Snap was not robust enough

Vendor Response

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

Replied May 2022

Chriz

Non-Profit Organization Management, 2-10 employees

Used weekly 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

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed March 2021

Basically, a good value for small nonprofits

PROS

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.

CONS

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.

Reason for choosing Neon CRM

Comprehensive features.

Reasons for switching to Neon CRM

It wasn't a good fit.

Vendor Response

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/.

Replied April 2021

Barbara

Non-Profit Organization Management, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed September 2016

Not user-friendly

We are a small charity and had never used crm before so we decided to jump in, primarily at first to register people for an event. It is not intuitive or user-friendly. There are training videos you have to watch before you can call in, but 45 minutes into them, they only answer the most basic questions. Forget customizing your forms or registration. We are not IT people who spend all day writing code so we find it difficult and sometimes impossible to use. The social fundraising has been a nightmare as people who set up a team find themselves unable to join their own team! I don't know what we're doing wrong but we find this really hard to use. We've tried our best for over a year now so feel like we gave it a good chance.

PROS

It seems to have a lot of features

CONS

The features are hard to use. Customization is extremely difficult. Social fundraising is a nightmare.

Vendor Response

Thank you for your review, Barbara. We understand the shortage of time in each day, especially working with so many small charities like yours. We care very deeply about each and every one of our nonprofit partners and take any negative feedback very personally...and seriously. We here at NeonCRM pride ourselves on providing a powerful, yet intuitive program for all of our nonprofit partners -- big and small (as illustrated w/ many 5-star review ratings for "ease of use" above and below this post). We understand there may have been some incorrect user-permission settings selected that have been resolved with our Pro Services team yesterday and hope it may alleviate some of the difficulties your team has encountered. As always, you can feel free to contact your account manager any time directly via phone or email to discuss our other support options or for further assistance. We truly hope that together we can help the Pediatric Oncology Support Team have a great event

Replied September 2016

Maya

Non-Profit Organization Management, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed December 2023

Beginner Picking Up from Prior Admins

Overwhelmed. I am the only employee in a nonprofit that has over 200 members so much of my time is spoken for and though I need to give Neon CRM time and attention, I feel guilty doing so and thus get distracted when I am going through training processes so I feel I am not retaining the info I'm reading/watching.

PROS

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

CONS

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

Reason for choosing Neon CRM

I did not choose Neon CRM, the organization had the subscription (and had to pause it due to no one fully understanding how to utilize) prior to me arriving in my position.

Vendor Response

Hey Maya, appreciate your thoughtful review! We know how difficult it must be to be a one person team. Balancing your time with the plethora of tasks and duties and still trying to move your mission forward is one of the hardest things to do, and Neon CRM's goal is to make that easier. I'm glad you've been able to find some value out of Neon One Academy. If you haven't already, I'd suggest enrolling in the orientation course (https://academy.neonone.com/page/neon-crm-orientation). Another resource that could be fruitful for you is our open office hours. you can pop int a zoom room with our consulting team to get your questions answered in real time (https://academy.neonone.com/page/neon-crm-live-trainings). Alternatively, we do offer live chat and phone support for a small monthly fee, as well as extended training hours. I'm confident that once you get a grasp of the platform, it will make a world of difference for your prioritization and efficiency.

Replied December 2023

Tristan

2-10 employees

Used daily for less than 6 months

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

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2017

A powerful system (perhaps more powerful than most small organizations need)

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.

PROS

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.

CONS

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.

Vendor Response

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

Replied January 2018

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

Shelagh

Fine Art, 1 employee

Used daily for less than 2 years

Review Source
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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

Best non profit CRM on the market for small- medium sized operation

It constantly surprises me with how well they have designed features. There is a lot we haven't explored yet. The Help and Support site is great, especially the video modules and the webinars. We don't pay for support as the few issues we have had they answer in a day or so with helpful answers. The one exception was an obscure bug I found in the 'new" workflow process. It was fixed in the next release.

PROS

I did an indepth analysis of non profit CRM systems and this came out on top. We could not afford anything expensive so the price was right. It has all the finctionality we need so far. It did not have "installment due" automated reminders but a few months ago they added workflows which are unbelievable powerful tools to not just send out reminders based on various triggers but you can perform multiple actions based on the trigger. The communications ( eblasts) is very well thought out. In fact we are about to stop using MailChimp & save their fees

CONS

So far we have not had great success in using it for event registration and processing. There are two many payment screens and we had s few credit cards declined. But to be fair, we did not dig into the reasons. We reverted back to Brown Paper Tickets but are looking at other products for our complicated multi-table registrations.

Mary Beth

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed March 2016

Excellent experience with NeonCRM...highly recommend it!

I work for a small, public charter school. The school had never tracked donors, incoming donations, or consistently sent thank yous. The only data that I had available to load into NeonCRM were from folders of thank you letters that had incomplete/incorrect contact information in some cases. I imported the current parents of our students this year as well as any data I could glean from the thank you letters for the previous 3 school years. NeonCRM allowed us to more easily communicate with all of our constituents. The thank you letters are formatted to include tokens that make the letters more personal as well as contain photos and accomplishments of our student body. They are also are set up with different text and photos based on whether the donation is designated, in-kind, or unrestricted because that data is easily tracked in the software. For the first time, KAPS participated in Giving Tuesday with an email campaign and also did an EOY appeal, neither of which had been attempted in the past. The EOY campaign brought in 30% of our donations for the year in the last two weeks of December. Several of the donors elected to become part of a new Friends of KAPS organization that is in its infancy. We were also able to send a donation summary for tax purposes this January, which had also never been done by the school. The reporting helps us target donors for specific appeals and know who has (and hasn't) given recently. We were able to get several people to sign up for recurring donations that increased our sustainability. My current efforts are two-fold: 1) increase the use of the constituent portal, and 2) track volunteer hours using the Volunteer module so that we can report this data in grants that we are pursuing. NeonCRM has been instrumental in taking our organization to the next level: helping us to maximize our constituents, increase our bottom line, and help us to become a professional charter school that is responsible with our constituents monetary donations. I would highly recommend NeonCRM to others looking for a constituent database. (My only reason for giving a 4 on Ease of Use is that, being a small organization, I was not able to attend training. However, the videos and online manuals helped me determine how to use the software. The NeonCRM support staff were also very helpful if I couldn't find the answer to my question on my own.)

Showing 1 - 25 of 543 Reviews