DonorPerfect vs Neon CRM: Which is a better fit?

Kathleen G.: Hi, my name is Kathleen. I'm a manager of community and alumni engagement at Foothills Academy Society, and I give DonorPerfect five out of five stars. So when I came into my role, I inherited our DonorPerfect software. However, I've been approached by multiple other organizations who do similar work. I have chosen to stay with DonorPerfect because of the high level of support that I get from the team at DonorPerfect as well as the extensive knowledge base and the overall usability and increase of efficiency for our work. DonorPerfect has been the choice to stay with completely 1000%. So the reasons that we chose to stay with DonorPerfect was it's created so much efficiency for us around the work we're doing with reporting to donors, as well as our own internal reports to track and check our data on how we are doing in our fundraising. It's also created a lot of ability through the integration with other platforms for processing golf tournament fees, golf tournament sponsorships and donations, as well as our... What am I thinking of? Oh, as well as all of our financial components. It's just... and the online form section, it's just been an absolute dream to use and really easy to use and really easy to adopt. So we have stayed with it because it's the number one choice. It was so easy to onboard and integrate with DonorPerfect. We elected to do training to increase the capacity of our team as we were all new to our roles. Once we got started, we found it to be very, very easy to use, really intuitive, and the capacity of it as we've grown our team over the last 18 months has really proven a worthwhile investment for us. I think the recommendation I would have for other folks who are looking at using DonorPerfect is considering the offset of how much time you're currently spending maybe working with your data, maybe sending thank you notes to your donors, maybe issuing receipts, and think about how much time you could save if that was a really streamlined process. I would also really recommend considering this to an offset to a cost and an increase in capacity for you to do maybe more meaningful work in your fundraising and not just spending time issuing or printing receipts, and think about how it could really increase the capacity of your organization to have such an amazing, streamlined product integrated into what you're doing. And do training. And definitely do training because it makes the whole thing 1000% easier. It's worth that additional investment. I would say it 10X'd our ability with the product. So buy the product, pay for the additional training so that you're really capable and competent in it, and then watch how much easier it makes your life on the day to day.

Michael: I'm Michael. I'm the Executive director of SoCal Adaptive Sports. And I give our CRM a 5. I was using spreadsheets and pieces of paper and that did not work at all, very inefficient. So in 2018, '19, I worked for an organization in North Carolina and we were using Neon, and I really liked it. Pretty easy to use, really good tech customer service. And so when we started looking for a CRM, we investigated some other ones, but I really like Neon and it is performing for us really well. Yeah. We really had some really good technical assistance, customer service, so it's been pretty easy to get it up and running and we've trained a couple of other staff in how to use it. But I think the thing that's made it really easy, again, has been our, I guess our account executive, a guy named Carlos, who's very patient and has helped us to answer all of our questions. Neon CRM, again, it's pretty simple to use. It's not that expensive. So I think in looking at Neon and using Neon as a nonprofit organization, it's doing everything that we need. So we needed to do a BET registration, we needed to build a database, we needed to do fundraising, and keep track more easily. We needed to connect our accounting system to Neon, so it's really been able to do everything that we ask. The thing that Neon has also are a lot of instructional videos. I'm going to start attending some weekly classes for different issues, and so that's really helpful. But again, I think the thing that you want to look at is what is the customer service like, when you have a question, how long do you have to wait? And for Neon questions are answered really quickly and they also have a really good database, questions, and answers. And at least for us, that's been really important because we're a smaller organization, so we've been treated really well. Excellent customer service.