The configuration and data migration process was a bit confusing and more time consuming then we planned on.

Reporting out-of-the-box is very limited, but an interface with Tableau is available for an additional fee.

When adding a photo under profile, the photo can't be seen 100% after it's downloaded. So for our restricted users, it's hard to view a client’s photo because only the forehead if visible.

There's the ability to report directly from the raw data (from the back end) but this requires a fair bit of extra knowledge to get it working effectively.

Everything was handled remotely so, if there is any complaint I believe it is just not being able to work in person with anyone.

User friendly, flexible, you can design to fit the needs for Case Management Program.

The software can be difficult to configure and test.

This blocks out more time than is real time for clinicians availability.

Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.

With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency.

Some parts are difficult to navigate without referring to the written instructions.

Customer support is wonderful. It's easy to navigate with great instructions right there.

Overall really good experience, staff are knowledgeable and great to work with.

Lack of modern functionality, lack of communicating to customers, broken promises with timing.

Penelope was able to offer customizable options and reports (reports are an additional cost) that fit our needs.

Can be difficult to teach new users the organization behind the software, not always intuitive, billing statements are incredibly complicated.

Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.

It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.

We did have issues where Athena struggled to understand our business model during configuration.

The ease of access to log into Penelope and the extensive help support (trainings, guides available on the website, and direct technical support) are additional key features Athena excels in.

We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.

Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.

The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.

We have found great value for money in this partnership.

When we initially utilized Penelope I accidentally delete en entire file.

Great event and email integration allows an easily manageable database.

If my customer service situation could be improved and Neon would be available to help and be accessible, I could honestly trust and enjoy the product.

Easy to use and more affordable than other similar products.

I like that it will keep my office organized and allows us to integrate other platforms that we use, seamlessly.

Very happy with reasonably priced consulting options to help us transition from our current platform.

Neon CRM has been a great software company to work with. The software is good, and the employees really care about their clients.

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.

NeonCRM has great features for nonprofits, and will be a strong asset for this growing nonprofit to stay organized in the future.

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.

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.

Overall, this is a pretty robust software considering the price. I would recommend it to Non-profits on a tight budget just be prepared for some getting acquainted time.

NeonPay was a disaster, the reporting is horrendous, the fees don't add up, mysterious 'other' charges appear, if you have refunds, they are not properly accounted for.

Thank you, Customer support at Neon. We are excited to get the crm yo and running.

The account profiles are user friendly and intuitive.

I like the customization feature that it has. The ability of automated emails and files.

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).

I found the online help resources to be easily accessible and extremely helpful in setting up my initial contacts and configuring my web pages.

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.

Easy to use, lots of functionality for a great price. I love that we will have enhanced opportunities for communications through streamlined newsletters and web experiences.

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.

We love that Neon is customizable, intuitive and user-friendly. It's everything our small non-profit needs and more.

The Neon forum has good information for finding workarounds when you have issues.

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.

Householding support with regards to donations roll-up is very poor.

When i want to donate this app help me so much, they recommend and suggest where the best to donate.

The inability to email registrants for an event from the event registration page is unfortunate.

The system is easy to navigate and once you get everything dialed in like you want it, it's a great tool.

Read their 'comments' in their support center - eye opening. This is a dishonest company with poor support and a subpar product.

Overall our experience has been positive, and we would recommend Neon. It's a great way to organize our events and ticket sales, as well as track income from those same constituents and more.

All in all, its a great software that is easy to use.

US Dollar

Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.

The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.

They offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.

Social Solutions is becoming Bonterra. Learn more at www.bonterratech.com.


LongDescription

Treatment Planning

Document Templates

Patient Records Management

Employee Management

Case Management

Surveys & Feedback

Electronic Payments

Payment Processing

Time Tracking

Email Alerts

Customizable Reports

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

SMS Messaging

Group Notes

Charting

Progress Tracking

Digital Signature

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

Confirmation/Reminders

Credit Card Processing

Invoice Management

Wait List Management

Attendance Management

Communication Management

Medical History Records

Calendar Management

Customizable Fields

Collaboration Tools

Self Payment

Template Management

Client Chart Audit Tools

Scheduling

Data Import/Export

Graphical Data Presentation

Assessment Management

Multi-Location

Self Service Portal

Contact Management

Dashboard Creation

E-Prescribing

Training Management

Role-Based Permissions

Client Portal

Forms Management

Workflow Management

Initial Assessments

Child Welfare Management

Activity Dashboard

Reporting & Statistics

Reminders

Administrative Reporting

Medical Billing

Customizable Templates

Billing & Invoicing

Program Management

For Mental/Behavioral Health

Alerts/Escalation

Real Time Reporting

Referral Management

Patient Management

Goal Setting/Tracking

Compliance Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Claims Management

Case List Management

Customizable Forms

Appointment Management

Records Management

Client Management

Third Party Integrations

Appointment Scheduling

Multi-Provider Practice

Team Notes

Task Management

Authorization Tracking

Document Management

Email Reminders

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Penelope

In Person

Live Online

Webinars

Documentation

Videos

NeonCRM by Z2 Systems provides small to large nonprofit organizations with a scaleable, cloud-based platform that helps automate daily processes. It features email tracking, online donation forms and unlimited custom fields.

ShortDescription

Neon CRM is a software platform that enables nonprofit organizations and membership associations to manage their constituents and members more effectively. Its relationship-focused approach provides a comprehensive view of supporters and members, leading to increased engagement and revenue. With Neon CRM you can easily manage fundraising campaigns, events, communications, and more, while gaining valuable insights into your organization through customizable reporting and administrative tools.

The platform provides unlimited forms and templates, popular payment methods, and personalized emails to create a memorable generosity experience. Automate email marketing, workflows, volunteer management, and payment processing to save time while ensuring that your personal touch isn't lost. With Neon CRM you can streamline your organization's processes and focus on building stronger relationships with your constituents, members, and supporters.


Real-Time Analytics

Member Communities

Jobs Board

Member Accounts

Recurring Giving

Enrollments/Onboarding

Newsletter Management

Personalization

Online Giving

Committee Management

Application Management

Small Group Management

Online Forms

Document Storage

Dues Management

Contribution Tracking

Financial Management

Donor Discovery

Online Registration

For Nonprofits

Attendance Tracking

Customer Database

Registration Management

Member Database

eCommerce Management

Campaign Segmentation

Accounting

QuickBooks Integration

Email Marketing

Mobile Access

Election Management

Membership Renewals

Gift Matching Management

Grant Management

Mobile Giving

Membership Management

Fundraising Management

Social Media Integration

Neon CRM serves everything from smaller nonprofits and associations just getting started to well-established organizations with a long history of service that are in desperate need of upgrading to a high-functioning, accessible database that integrates directly with their website. With a very competitive monthly subscription model and many one-time set up options, Neon CRM is priced to fit any nonprofit or association's budget.

Bonterra Penelope vs Neon CRM

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