Who Uses This Software?

NeonCRM was created to be the most powerful integrated fundraising solution on the market. NeonCRM works will nonprofits of all sizes from small local community groups to large national organizations.


Average Ratings

420 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $100.00/month
    See pricing details
  • Pricing Details
    Unlimited users/seats at no additional cost.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Z2 Systems
  • www.neoncrm.com
  • Founded 2004
  • United States

About NeonCRM

NeonCRM is built to help you increase your impact with a database focused on people, not transactions. Engage donors, plan events, manage memberships, and track volunteers all with the most robust cloud-based software made specifically for nonprofits. Your nonprofit software should be all about flexibility. Thats why NeonCRM is perfect for organizations of all sizes and focus areas, and easily integrates with QuickBooks, Constant Contact, MailChimp, and many popular software platforms.


NeonCRM Features

  • Application Management
  • Association Membership
  • Automatic Renewals
  • Club Membership
  • Committee Management
  • Dues Management
  • Email Marketing
  • Event Management
  • Gym Membership
  • Jobs Board
  • Member Database
  • Member Directory
  • Member Portal
  • Nonprofit Membership
  • Payment Processing
  • Website Management
  • Chapter Management
  • Committee Management
  • Dues Management
  • Election Management
  • Email Marketing
  • Event Management
  • Financial Management
  • Fundraising Management
  • Jobs Board
  • Member Communities
  • Member Directory
  • Member Portal
  • Membership Management
  • Website Management
  • Campaign Management
  • Donation Tracking
  • Donor Database
  • Event Management
  • Gift Management
  • Grant Management
  • In-Kind Donations
  • Matching Donations
  • Mobile Donations
  • Online Donations
  • Pledge Management
  • Receipts / Statements
  • Recurring Donations
  • Volunteer Management
  • Alumni Management
  • Auction Management
  • Campaign Management
  • Contribution Tracking
  • CRM
  • Donor Management
  • Event Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Payment Processing
  • Planned Giving Management
  • Pledge Management
  • Prospect Management
  • Recurring Giving
  • Volunteer Management
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management
  • Committee Management
  • Contact Management
  • Donor Management
  • Email Marketing
  • Event Management
  • Fundraising Management
  • Grant Management
  • Membership Management
  • Social Media Integration
  • Volunteer Management

NeonCRM Reviews Recently Reviewed!


Great System to Grow With

Nov 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I have actually used Neon CRM in two very different nonprofits. One was previously using eTapestry and we switched because of the greater flexibility offered by Neon. That organization received much of its funding from individuals and was focused on one main program. The second was a transportation think tank that had no previous CRM system and received much of its funding through memberships. In both cases, I have found the system to work well and meet the needs of two very different organizations.

Pros: The interface is easy to use, very similar to comparable CRM systems in terms of flexibility and customization, but built for fundraising. The customization, in particular, is easy to understand and flexible enough to work for a variety of applications in a variety of nonprofits. I like the automation features as well, such as with donation appreciation and membership renewal reminders.

Cons: The single log on functionality and link with Wordpress needs to be further developed, I think. Sometimes the integrations with other systems, like MailChimp, are not as robust as I would like.

Vendor Response

by Z2 Systems on December 01, 2017

Hi Karen,

Thank you for your review. We always love hearing how NeonCRM's versatility can help vastly different nonprofits!

We are also glad to hear you are using the Wordpress single sign on plugin. We appreciate your feedback. We will be making improvements and enhancements to it regularly.

Over the next year you can expect deeper enhancements to our existing integrations and many more great new integration offerings to come. For example, last month we announced we are officially part of Zapier¿s beta testing program. Zapier is essentially a system that connects systems, so this really opens up opportunities to connect Neon with many other platforms. Our blog post about it is below:

https://www.neoncrm.com/zapier-streamline-nonprofits-operations/

Feel free to contact us if you have additional questions about it!

-Your Neon Team

NeonCRM is just what we needed.

Feb 25, 2016
5/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Recommendations to other buyers: Think this through thoroughly. We spent months reading the literature about data, including "Weaponized Data: How The Obsession With Data Has Been Hurting Marginalized Communities" by Vu Le, and "Dabbling In The Data: A Hands-on Guide to Participatory Data Analysis" by Public Profit. We also spent time looking at the reviews of different kinds of software, read the Idealware reports, and looked at real costs. NeonCRM was the easiest to customize and most accessible for all of our different users, from Board members to volunteers, which means that they will use it consistently, and make us more efficiently, and more effective as an organization. Oh, and DON'T let anyone tell you, SalesForce is free, it is NOT free, when you look at costs for customization, licenses (if you use the NGO version), and training. Give yourself lots of time for the process of picking a company. Give yourself more time to build the system to your needs, migrate your data, and train your staff. Pay attention to all of the costs: staff time for the data initiative, staff time for research, staff time for training, build in the monthly/annual costs of the system, and create a budget for training and data consultation (don't try to do it all yourself).

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

Apr 30, 2015
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

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.

Recommendations to other buyers: Probably not appropriate for users with very basic computer skills. It takes a lot of time, perseverance, and patience to get the reports to do what you want them to do. Also, the reports can be buggy, so you really need to have a good idea of what your data looks like when you set the reports up to ensure the output isn't bogus.

Vendor Response

by Z2 Systems on May 06, 2015

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

Neon, an elegant solution

Sep 02, 2014
5/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Recommendations to other buyers: The most daunting thing about the system is the number of hours it takes to learn to use it and then get it set up. The webinars are amazing and quite helpful, but I probably spent 40-60 hrs just learning the ropes and getting it put together before I could even begin to use it. Seriously consider who is going to do this. Once done, you need that person to be able to create new things and change old things, so the knowledge of how to run the system is very valuable. If that person leaves, who will take it over?

Vendor Response

by Z2 Systems on September 08, 2014

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

Nov 04, 2013
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

Comments: If your experience is anything like mine was, you are currently struggling with outdated software. You are having to maintain multiple databases manually in order to do all the things that are standard operating procedures in these fast-paced days, and you are working on a shoestring budget with a great but stretched staff. For me, this is where Neon came in to help us. Is it perfect. No. Of course not. Unless you have a zillion dollars to house your own tech department you are unlikely to find absolute perfection. Is Neon, in my opinion, the closest thing to perfect for a non-profit organization? Yes! Why do I think that? 1) Technology upgrades every 18 months (at the longest) which is almost impossible for a non-profit to keep up with while remaining competitive within today's business world. Neon is an ever-evolving system that shares functionality with all Neon clients; your membership database is always up-to-date with new innovations appearing and available to be customized to meet your needs for reasonable pricing (unlike other systems that, in my experience, started customization at around $25,000 a piece). 2) When hosting our own CRM on-site, we were responsible for maintaining our server; with an aging server and without a hardware specialist on staff, our data was always at risk, even though it was backed up. With Neon, our system is now a cloud-based system, leaving the hardware support to the experts at Neon. This was not only a worry off our backs but also a fiscal savings. 3) In order to keep up to date, we were maintaining multiple databases. We had our member database, our event database, our website member-only database, and our email database. This doesn't include the QuickBooks upkeep and our area membership lists that had to be maintained and exported separately on a monthly basis. Needless to say, this ate up a lot of time and was susceptible to human error. With Neon, everything was in one place (Please note we chose to use Neon's email because another service would mean we once again would have to import/export data and not have the tracking material on the records where we wanted them). This was a huge benefit. Having everything available in one place freed up our staff to work on other projects and spend time on long-term strategic planning as opposed to just working in the moment. 4) With our old system, we were the experts. We were all alone. If we wanted customer service, the vendor could sort of help but the service teams wouldn't take time to understand the way we were using the system and could only provide generic answers. With Neon, we have experts at the end of a chat or a phone call (depending on your needs and service package) who can log into your system, see what you are seeing, and team with you to find an answer to your issues. 5) With our old system, our volunteers and members had limited abilities and options available to them. With Neon, our volunteers and members have a greater level of interaction with their own records, as well as with each other. So with all that said, my overall advice is get Neon. But when you do jump in also be realistic and patient with both Neon and your staff. Remember change is always hard. Expect that the transfer of data will be stressful. Expect that the first six months will include hiccups. Expect that in a year you will be an expert in NEON. Expect that your "sophomore" year experience will make it all worthwhile.

All 3 Things You Need it to Do - and More!

Aug 22, 2011
5/5
Overall

5 / 5
Ease of Use

4 / 5
Customer Support

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.

Overall: 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.

Vendor Response

by Z2 Systems on August 25, 2011

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!

Veterans Miracle Center Erie Gets Squared Away Using NeonCRM

Feb 16, 2016
5/5
Overall

4 / 5
Ease of Use

4.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: NeonCRM is very robust in its comprehensive capabilities to manage every aspect of fundraising, reporting, tracking, lead generation and just plain constituent management process. For Veterans Miracle Center Erie, the offerings of NeonCRM's full suite of modules was well-above our necessity at the time we implemented it, and at a cost that would make any non-profit cheer. The optional modules available for growth allows the VMCE to grow at a solid-yet-comfortable rate, with confidence that our CRM can grow with us. Additional features for mass-emailing and event management are just some of the additional options we look forward to. For those seeking to have organizational excellence, this tool will allow you to cross items of the "accomplished tasks" list every day and breathe a sigh of relief. There are countless videos, articles, and DIY options available should your organization not have the budget for one-on-one guidance from NeonCRM's support.

Cons: Filtering data down to a very specific subset of constituents, donations and campaigns for further analysis is key to the non-profit world. NeonCRM is very powerful for drilling down to mine out the gold needed. However, if your organization does NOT purchase the conversion support and general support, a person who is tech-savvy and patient ought to be selected to carefully read the very thorough SOPS and knowledge base articles provided by NeonCRM. It really isn't a complaint - just be prepared accordingly to either spend the additional funds for proper support, or know that you are at the mercy of someone to teach your remaining staff how to build and pull custom reports. Please note that the system does feature a TON of pre-fab reports, so you won't be at a loss even in your newness to NeonCRM.

Recommendations to other buyers: Our recommendation is to look at the best options available at your organization's current size and budget. How many contact records do you honestly have right now...will they all be counted as a contact? What is your organization's 5 year growth plan? Will there be further emphasis on social media marketing? Does the software have a component to help with that? Ask what the organization is trying to do, and then find a CRM that helps you to crush those goals:)

Oct 31, 2013
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Comments: 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 .

Multi-platform CRM

Apr 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Comments: Overall a great product and easy to learn. If you need a lot of very specific reporting, however, this may not be the one for you.

Pros: Seamlessly integrates event registration, social fundraising, online donations, volunteer scheduling, grant tracking and donor development all in one CRM.

Cons: Specific reports can be difficult to obtain. Trial and error to get the exact information you want. You also cannot create tickets for events-- registrants only receive email confirmations.

Vendor Response

by Z2 Systems on May 15, 2018

Hi Mandy,

Thanks so much for your thoughtful feedback. We're happy to know you've been taking advantage of so many of the tools Neon offers!

To address your concerns specifically, we completely understand that getting the right report results can be a trial-and-error process, which is why we try to offer a wide range of resources that deal with reporting. There's a wonderful article in our support center titled, appropriately, "Getting the Right Report Results" at https://support.neoncrm.com/hc/en-us/articles/218529077-Getting-the-Right-Report-Results.

I would also encourage you to submit a support ticket or schedule some time with your Professional Services Consultant for an in-depth, one-on-one discussion of your reporting needs. Should you need access to a report that isn't available within Neon already, we can always pull a custom report for you at your request!

Finally, while Neon does provide email confirmation for all event registrants and attendees, you can also utilize our integration partnership services for more robust ticketing and check-in functionality. We integrate with both Eventbrite and MyRollCall--if you'd like more information on how these services integrate with Neon, please send us an email at clientsuccess@neoncrm.com. Thanks again!

-Your Neon Team

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

Dec 11, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: 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

by Z2 Systems on January 17, 2018

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

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

Jul 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: 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.

Great customer service!

Aug 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I've looked into several different donor relations databases, and Neon was hands down the best we've seen. The customer service was definitely above and beyond, and truly set them apart from their competition! The database is very user-friendly and customizable. I can't wait to full start using it!

Cons: I don't particularly care for the fact that you have to pay an additional cost for the extra training. I feel like this should be included. If companies don't have time to watch all of the youtube videos, or aren't great at being self-taught, then they will not be able to get the most out of the system, and will be more likely to cancel the services. If the customer doesn't understand the database and how to use it, then it will ultimately be a waste of money for the client (which means NEON will lose their business). Small non-profits like mine, who are looking to increase fundraising and donations, just can't afford that extra cost.

Vendor Response

by Z2 Systems on September 05, 2018

Hi Courtney,

Thanks so much for your kind words about your experience with our team! We are happy to have you on board.

To address your concerns regarding training, let me say that we strive to provide training options suitable for all of our clients regardless of budget, size, or learning style. Our online knowledge base at support.neoncrm.com has in-depth guides and videos to help new users get started and experienced admins take their CRM to the next level. We also have an active community forum and unlimited ticket support included with every service package. For those who would like more customized, one-on-one training, we offer a range of services and pricing that includes chat, phone support, on demand training, and extended training & consulting.

If you'd like any assistance finding the training and support options that are right for you, drop us a line at clientsuccess@neoncrm.com. We're here to help!

-Your Neon Team

Excellent experience with NeonCRM...highly recommend it!

Mar 01, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.)

Neon CRM for Donor Management

Nov 22, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: 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.

Recommendations to other buyers: 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.

Still a newbie but very happy so far

May 07, 2015
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: The sales staff was extremely knowledgeable, responsive, and helpful. Once we made the decision and started working with the support staff I found them equally accessible, knowledgeable, responsive and helpful. It is very easy to find helpful and instructive written materials and video training modules to solve most problems. The program is fairly intuitive and responsive.

Cons: Exporting our data from eTapestry and importing it into Neon was a disaster. If I'd had any idea how difficult it was, I'd have paid someone almost any price to do it for me. Most of the problem is the way gifts export from eTapestry, but Neon did not have the ability to adjust for that. It took four months to clean up the data and begin enjoying the functionality of Neon. I'm "Old School" and living in the formal Deep South, so I have to make some adjustments to keep communications formal as Neon is developed for the less formal use of the younger set. But it can be done.

Recommendations to other buyers: Compare products, their capabilities and ease of use. I found the people at Neon are its best product. Every person I have worked with has been easily accessible and responsive. The program is more intuitive and help is easier to find than other programs I worked with. And the price is better too.

Vendor Response

by Z2 Systems on June 17, 2015

Thank you for your constructive feedback, Jane! We¿re so pleased to have you on board and can¿t wait to see how NeonCRM furthers your mission to help people whose lives have been disrupted by serious mental illness. We have helped hundreds of clients successfully migrate their data into NeonCRM. We understand this is the toughest part of moving to a new system, but also the most important. A good CRM starts with good data. That¿s why all of our clients have access to free data export guides (https://z2.zendesk.com/entries/65688740-Data-Export-Tips). We also have a dedicated team that specializes in data analyses and imports. Clients can choose to have us do the entire import for them (custom import) or to have our specialists guide them through a self-import.

Thanks again for your comments and we are thrilled we were able to get you through the difficult time of getting your data out of your previous system. Onward and upward! We look forward to being a partner of Reed House and are thrilled to be aligned with an organization doing so much good for people who truly need help.

-Your NeonCRM Team

Neon has turned our data into an asset

Oct 26, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: Since we adopted Neon this Spring, our organization's approach to data collection and historical information has completely revolutionized. Now, we do not have to reinvent the wheel every year. I am responsible the maintenance of the account and report creation and I could not be more pleased.

Pros: I love that Neon allows for a great deal of customization in the account fields. As an organization, we have lots of specific information that we are tracking and Neon allows for this to easily be drawn into reports. Customer service is incredibly responsive and helpful. Each new update is a pleasant surprise because I have found that they significantly increase the usability of the program. The relationship function allows us to track the connections that are so crucial to our development process. The event-building page was exactly what we needed and allowed us to build out a 500-person luncheon.

Cons: Neon does not allow us to draw reports focused on the relationships between our constituents which would be very useful. Neon does not have a great selection of newsletter or email templates. Additionally, we have found that emails from Neon consistently go to spam. I wish that it was possible to transfer information from custom surveys to account custom fields. Same with event information.

Excellent, well rounded CRM package.

Oct 31, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: Overall we would not hesitate to recommend the NeonCRM software package to any non-profit organization. Neon is available online from anywhere and is extremely reliable. Neon has partnered with other software solutions like QuickBooks, EventBrite and Survey Monkey. The package is reasonably priced and customer service is top-notch.

Pros: Full package offers all the options we need to organize and run our non-profit arts and education center. We need events for our performances and classes, donations are the core of our existence, the membership model is adaptable to our pass holders and we can track custom data about our patrons. The reporting feature is robust and works with Excel and Word. Neon integrates with our website and merchant account seamlessly.

Cons: It's hard to come up with many cons but the built in calendar needs upgrading to a more modern look. Some of the account fields are not available on all reports and past events need to be archived individually rather than in a bulk procedure.

NeonCRM is overall easy to use and have been a huge help for growing the fundraising and programmatic missions of my small non-profit.

Jan 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Comments: Overall good experience, and the staff has always been kind, helpful, and responsive.

Pros: I love the membership and event management systems, and how easy it is to integrate with MailChimp. The price point is great for my small nonprofit.

Cons: I do not like the forms, even when customized. The buttons, fields, and fonts seem outdated. Also, creating custom forms is difficult. You have to switch back and forth between the Forms & Pages Section and the System Setting section, and as a non-tech guy at my small and scrappy non profit, I constantly forget where everything is and how to change things. The system should be designed for the "lay" user, especially for a database that is accessible to small non profits, who most likely don't have the money to hire a full time tech or database manager, but divide responsibilities between the ED, fundraising, and program staff.

Takes care of a lot of different functions!

Jun 20, 2014
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: We've been using Neon for over a year and are generally happy with it. The biggest plus is that it handles multiple functions for us; we use it as our member/constituent database, our donation portal, our event registration software, and our social fundraising software. We used to use a homegrown Access database and had to manually input every payment that members made. With Neon, if members make a donation or payment online, it is automatically added to their record in the database. As a small organization with minimal office staff, we've found this helpful in saving time/work. We've found it very easy to print out mailing lists, email lists etc. for our mailings. (And we haven't even been using MailChimp, which is the third-party email program that integrates with Neon. We just download a list to Excel and then upload it to our email program, Vertical Response.) Being cloud-based is a plus; we can access our member records etc. when working from home, in the field etc.

Cons: As software that performs multiple functions, it probably doesn't have as many features as single-purpose software. (I.e. if you purchased software that JUST did social fundraising, it would probably have more bells and whistles than Neon's social fundraising module.) But then you end up spending more money and having systems that don't talk to each other.

Recommendations to other buyers: It would have been helpful to have in-person support when we were setting up Neon. The online tech support has been as responsive as possible via email, and the training webinars are useful, but there is no substitute for an expert sitting down with you and showing you the ropes in person. In retrospect, it would have been worth paying a consultant to come in for a day and make sure we were optimally set up and knew what we were doing.

This CRM Newbie LOVES NEON!

Mar 21, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: I was new to using a CRM type data base like NEON when we were researching programs and systems a year ago, so I had a lot of concerns about jumping in. Thanks to excellent live customer support as we launched and loaded, as well as the online support via videos and online knowledge base, I've been able to learn a ton and make NEON do what I need it to do. I feel like I'm always learning more and that we're still just scratching the surface of what is possible with this very powerful system. I think it is affordable, and I appreciate the ability to only pay for the modules we're using - we received terrific guidance from our client manager during our purchase and set up, and once they had a sense of the work we do, she recommended against our purchasing an additional module. We can always add more later. We have learned a great deal about our data and have decades worth of records that need housekeeping attention on our end, but we're moving forward and using NEON on a daily basis to support our work.

Pros: Ease of use Clear, easy to use screens Consistency across options - once I learn one thing, it is applicable in many different scenarios Online knowledge base and training videos Potential!

User friendly and great customer service.

Mar 16, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I had never heard of this software previously, so was a bit unsure if it might meet our needs. I was very pleasantly surprised by the features of the product and that it was user friendly, but also received great customer service. After speaking with them they gave me a chance to use the product for free. They could even see that I didn't have much time to use it during the trial period so they reached out and offered the chance to extend it for me. Being a small nonprofit of all volunteers it was great to be able to have more time to really test it and see if it would work for us. And then being able to seamlessly move the data from the trial version to our actual version once we purchased was an added bonus.

Cons: Originally was concerned that the product comes in modules and that if we wanted more modules it would greatly increase the cost. It turned out that after looking at this pricing structure it was better for us because there are features that we would never use - so I feel like we are only paying for what we use. We haven't used all of the features yet so it is possible we could find something we don't like, but as for now, we're very happy. The importing we have done has been very easy.

Recommendations to other buyers: Ask for a free trial and use it for yourself to get an idea if you think it is a fit for you and your organization. Give a couple of others access as well and let them play with it. Nothing worse than being the only one that can understand how to use the software. I think cloud-based was important for us so that it could be accessed by a few us that are all in different places in the country.

We love NEON

Jun 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: All in all, its a great software that is easy to use!

Pros: Neon is very intuitive and makes it easy for someone new to the software to learn. We love the donation page because it's easy to see when new ones come in. Email campaigns are awesome and easy to create.

Cons: I wish there was a little more customization. I would love more email templates. Secondly, I feel like it's hard to run customized reports.

Vendor Response

by Z2 Systems on July 06, 2018

Hi Whitney,

Thank you for your feedback! We're so glad to see that you've found Neon's forms and email campaigns helpful!

Please let me take a moment to address your concerns:

While you can build or upload your own email templates into NeonCRM, we understand that there may be times when you'd like more complex email configuration options. That's why we offer robust integration partnerships with services like Constant Contact (https://support.neoncrm.com/hc/en-us/articles/360004170474) and MailChimp (https://support.neoncrm.com/hc/en-us/articles/218530147), both of which are great options for sending beautiful emails.

You also mentioned encountering some difficulty running custom reports, so I've created a support center account for you to access our client support team directly! If you find yourself struggling to configure a report, submit a question at support.neoncrm.com.

I hope this helps!

-Your Neon Team

A great improvement for our management of data

Feb 14, 2017
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Comments: Switching to Neon has been a good move for our organization. We are able to better organize our information in a more comprehensive way. After 1 year of use we are still figuring out how to use all the functions of neon to our advantage. Customer service is quick to respond and pretty amazing.

Pros: It is very user friendly and it is accessible anywhere.

Cons: The formatting platform for system letters, system emails, and online forms is ridiculously bad. It looks like it might work like Word but it does not. It is so limited in its ability that I find we had to revamp everything we've always done with communication flow. This is very frustrating. There are so many good platforms out there - I wish neon would improve this feature. It would make life much easier with neon.

Recommendations to other buyers: When you complete the conversion, make sure you buy the comprehensive training package. We did not have live customer service when we went live with Neon and it forced us to fumble our way through those beginning months. I don't even think we knew that we wouldn't have someone to call when we had a problem. That said - the online support is amazing.

Perfect for our small volunteer organization

Sep 08, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: The reason that I gave 4 starts for ease of use is for the implementation process. Other software would get the same number of stars because the implementation of anything like this is always very complex and takes a certain kind of person to complete. The system administrator needs to be very comfortable with computers and feel comfortable with teaching themselves how to use it and figure out any issues or solutions. The configurations, customization and importing of previous data can be difficult for someone that isn't comfortable with new software, or someone who doesn't take time to read all the instructions. The Neon CRM is working perfectly for us. One of the free webinars on QuickBooks actually helped us figure out how to more efficiently and effectively use QuickBooks. Our members love being able to log into the system and update their profiles and see their membership history.

Pros: Online database is secure; database and the application are organized in ways that make sense for how non-profits operate (fundraising, donations, membership); flexibility in features; customization available; statistics and reports that are available; customer service is knowledgeable and responsive; automation of many processes that were previously done manually in spreadsheets and word documents.

Cons: The ONLY thing that I wish Neon offered is a feature for the app. We have monthly events, and I would love to have our members sign themselves in on two different iPads using the app, and have it automatically synced with each other online. To be fair, this is a feature that very few companies offer, since the automatic syncing is difficult to develop.

Lots of functions, not easy to use

Apr 14, 2017
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: It gives a small non-profit an affordable option for keeping track of donations and donors.

Cons: Customer service isn't very good and since the system has a lot of functionality, it can be hard to navigate.

Overall: The system has lots of functionality (tracking donations from multiple events, creating automatic thank you letters, end of year letters) and there are additional add-ons for more (crowd funding, integration into Quickbooks, etc). The ability to scale makes it more affordable than other bundled similar products that we looked into.

The biggest drawback is customer service. There is a large database of questions/answers, but without added expense, you are largely left to your own to figure out the system and set things up correctly. It's a good system for the value, but due to the lack of ease, I feel that we haven't utilized the system to it's fullest ability.

Vendor Response

by Z2 Systems on April 27, 2017

Thank you for your feedback, Sara, and we are sorry to hear about your customer service concerns. We pride ourselves on great service and take any bad rating or experience seriously. All service plans include unlimited and personalized online ticket support for up to two users, so we encourage you to contact our support team whenever you have system usage questions. Our online ticket support satisfaction rating is 93%.

Both the system and our online knowledge base are robust, but our support team is available to help point you in the right direction to specific guides or training videos that are most related to your questions and needs. We also offer additional help and Professional Services for current customers, such as implementation packages and personalized training/consultation. Our teams are here to help you get the most out of your system, and we plan to continue making improvements so Neon is easier to use and learn!
-Your Neon Team

Fantastic Cloud Based Donor Management System

Apr 03, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: Fantastic sales and training reps, very robust product and the people who designed it and work with you know fundraising and the particular needs that come with the field

Pros: I love it's easy to use interface, how linked everything is, the ability to track prospective gifts and how it seamlessly interfaces with our website. Also, that online donations automatically get batched to the user's account.

Cons: there are a few quirks on limitations with reporting and social fundraising but they are totally things you can work with to get creative.

Vendor Response

by Z2 Systems on May 15, 2018

Hi Chelsea,

Thanks so much for the kind words! As you probably know, we pride ourselves on knowing nonprofit development inside and out since over 85% of our staff comes from a nonprofit background.

You are correct that there are some limitations on reporting and social fundraising, but the benefit of being a cloud-based system is that we are constantly making improvements and we take feature requests very seriously. We're also happy to pull custom reports based on your specific needs. If there's anything we can do to help, please let us know!

Finally, we'd like to thank Midtown Educational Foundation for joining us at our recent On The Table event. It's always a pleasure to see our nonprofit partners in person!

-Your Neon Team

Headaches Releaved

Aug 10, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: After 2 nightmarish contracts with two separate inward-/outward-facing database platforms, this was a breath of fresh air. It works right off the rip, the training videos are actually helpful, if you can get through them, and there was no pressure from sales; no contract. They know what they're good at and integrate other systems for things that have better, more specialized products like, Eventbrite, Quickbooks and Mailchimp, and consolidates the data. The whole team can actually use it rather than feeling like data-entry drones.

Pros: The integrations with Eventbrite and Mailchimp allow us to use the best of everything without having to manage lists in every direction or hiring an IT guru. We talked through our existing (and very messy) data with a data rep from the platform. She talked us through how we needed to clean and modify it for this particular system, including recommendations based her knowledge of the different form fields and feature, and then we uploaded it based on the mapping she set up, and were able to easily modify once we had everything ready to go live

Cons: It's not as flashy or designed as well as some others, but it works! The only other issue would be if we wanted to connect organization accounts and contact accounts in the upload. We could have asked for a custom import, or manually connected the accounts, but since the system search includes scanning the org field, we can search for one org and all the contacts who have it listed as their company pop up anyway, which is all we need!

New user and like what I see so far

Mar 05, 2015
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: They were very helpful on the phone explaining what their software offers and helping me transfer my data. I like that the product is all encompassing for the donor. I like that this product can track donations, track events, and serve as our email newsletter provider also. I also think it is nice that the donor can create their own personal login and manage donations.

Cons: The product does not seem to have all the features I had with previous software. The main item I have not been able to do is to put a listing of all donations from a donor in a letter.

Recommendations to other buyers: Use the trial period to try things out and participate in one or more of the online training sessions.

Vendor Response

by Z2 Systems on March 25, 2015

Thanks so much for your wonderful response, Theresa! We here at NeonCRM are extremely excited to be a part of One Heart Family Ministries mission in helping children who are struggling in the foster care system. What an amazing mission!

Itemized Donation Token: As the deepest web-based CRM built specifically for nonprofits on the market, we are thrilled that OHFM can take advantage of so much integrated functionality that NeonCRM offers. Per your comment about placing an itemized list of all donations a donor has made into a letter (or email), we actually DO have that feature available and there is a guide on this in the NeonCRM Support Center. We'll have someone reach out directly to provide the necessary guides.

Future Feature Suggestions: For any other features you are searching for and cannot find, please submit a ticket to our Support Team and they will be in touch with any corresponding guides and instructions. If, for some reason, there is a feature NeonCRM does not have and you would like to suggest it as an option for our Development Team to consider, we have a community forum where our clients submit "feature suggestions". We monitor this area frequently; and with new features being added to NeonCRM every month, we rank and prioritize what new features to add.

We truly look forward to streamlining OHFM's day-to-day processes so staff can spend more time helping out the children that need your help most!

-Your NeonCRM Team

Easy to Use!

Oct 14, 2014
5/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The layout is extremely clear and easy to use. I didn't always have time to do the training videos but was able to figure out how to achieve my reports or email campaigns by simply following each screen and through a little trial and error. It's very user-friendly, and you can get to what you need in a few screen selections.

Cons: We can't edit existing accounts via upload without the NeonCRM ID. It would help if they system could give us an option to match records with last names and let us select. Also, when producing reports, it would be great if you could select more than one individual type.

Recommendations to other buyers: Make sure you evaluate it after you've had time to play with it first.

Vendor Response

by Z2 Systems on October 16, 2014

Daphne, thanks so much for your amazing review! We're so happy to have Gala Hispanic Theatre as a NeonCRM partner-client. We just wanted to let you know that you can absolutely choose more than one "Individual Type" on reports. Simply choose either "In Range of" or the "Advanced" selector from the query drop down option and you will be able to add multiple selectors to the query (e.g., equal, not equal, etc.). Please feel free to reach out to the support team if you have further questions about using this option.

As for batch updating accounts without a NeonCRM ID, it can be a slippery and unpredictable slope that can lead to updating the wrong accounts. While it seems logical at first glance, depending on something like 'last name' (or even another combination of simple rules to reconcile updating account data) to distinguish one account from another can utterly ruin the integrity of your data. There is just no better way to do this than with a unique ID. It is the only thing that can insure your batch updates do not accidentally update that other "John Smith" by accident. People even use different email addresses, nicknames, addresses and more from time to time, so please trust in our genius developers who are obsessively compulsive about your data staying clean.

Thanks again for your awesome review and we are honored to be a partner in everything Gala Hispanic Theatre does at the beautiful Tivoli Theatre.
-Your NeonCRM Team

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

Nov 25, 2016
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Comments: 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.

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

Vendor Response

by Z2 Systems on December 07, 2016

Hi Shauna,

We¿re sorry to hear about the difficulties you have experienced with functionality. We appreciate your feedback and take into account customer suggestions when considering product developments.

We will be reaching out directly to further discuss your duplicate management pains and to better understand your event registration items. There are deeper duplicate scans that can be useful, and we of course want to hear from you about how the event registration process might be simplified. In the last month, we've come out with an enhanced template feature for social fundraising for more customization and usability--we will also send you info on this.

Again, thank you for your valuable comments and please know we are always striving to improve the system and its functionality to better serve nonprofits. It's feedback like yours that helps us to plan for our monthly product releases. We appreciate having Star Legacy Foundation as part of the Neon community. We truly understand the importance of your mission and want to ensure NeonCRM can be effective in furthering stillbirth awareness.

Our Account Management team will be in touch, but please know you can contact them if you have future questions or concerns.

-Your NeonCRM Team

Love this software!

Aug 18, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We use Neon for everything! Forms, donations, events, emails, etc. It's not absolutely perfect for any one thing, but it's really great at all those things. For the value and the comprehensiveness, I'd recommend it highly! Plus, the customer service and help center are incredible!! So many resources and extremely quick replies. Very easy to work with.

Cons: Even if there isn't a capability for something I want to do one day, I love that Neon is constantly updating with new features. I know that I can request it and (with enough other people wanting the same thing), they'll be responsive and development solutions. So any cons aren't cons for long.

Transition to a more user friendly product

Oct 02, 2014
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

3.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: What usually took ten steps now takes one or two. The visual aesthetics of the whole program are more friendly, and the automated stock reports are so useful. Overall the system offers more efficiency and takes a lot of stress out of the day.

Cons: We had some issues with importing our data from the previous CRM. Some of our data could not be imported the same way so we have some manual entry. This is a temporary dislike. As we move forward, these will not be an issue. We also expected more expert understanding of the system we were moving from, from Neon. Neon only knew the basics of our old system. We quickly realized we needed an expert to help us pull the data correctly to transfer data accurately. Since we did not have a data expert on staff we did a lot of extra work to get the data right, ultimately increasing our staff time and original estimate of the data transfer from Neon. I might recommend having your current CRM provider help you pull the data for export to Neon. It was something we felt uncomfortable doing since we were terminating our contract. The overall dislike lies more in our expectations. We have had a good experience so far, just be prepared be the expert on your data in your current system, not Neon.

Recommendations to other buyers: Evaluate how memberships, donations and events work in your organization and how it will be applied to this system. We had to change a lot of our process for the better, but it is still a lot of work. It is important to understand how Neon will change how you are structuring your "gifts" for each type: event, membership and donation. Exporting the data is the most crucial part in the success of a transition like this.

On balance, a solid CRM!

Feb 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: - Customer Service and Tech Support are helpful, responsive, friendly, and have addressed my concerns as well as pointed me to resources and set up extra training to make sure I get the answers I am seeking! - I love the reports functionality! You can customize your own to get whatever info you need, or you can run some of the common ones the system has pre-formatted for you. Super easy and helpful. - Managing and avoiding duplicates is really well addressed in this system. Since switching to Neon, I've been able to quickly address our pre-existing duplicates and to greatly reduce the number of new duplicates being created.

Cons: - The interface can be clunky in certain places (especially editing forms/system letters), and sometimes this leads to a lot of tedious work to make something look the way I need it to. That said, Neon says they're currently working on a fix for this particular issue.

Vendor Response

by Z2 Systems on March 01, 2018

Hi Emma,

Thanks so much for taking the time to share your thoughts on Neon! You really highlighted some of the most useful features within Neon, and of course we always love to hear that our team has made a positive impact!

To that end, we are absolutely prioritizing the user experience throughout 2018 as we work to improve the interface and usability of Neon. Keep an eye out, because we're all very excited about what our UX team is team is working on!

-Your Neon Team

Very Helpful Software

Oct 31, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: It makes searching and pulling reports somewhat simple so that I, a somewhat technologically inept individual, and my board members can pull reports when our Development Coordinator in unavailable. The dashboards are simple and clear. It makes looking at an individuals history easy and help to show relevancy between recents attendance and donations. And they provide VERY HELPFUL webinars!

Cons: It is very time consuming and tedious to watch all the training videos and very expensive to get training. For an organization as small as ours with our low budget that can make it difficult to use NeonCRM to it's fullest potential

NeonCRM (Constituent Resource Management) is a keeper

Dec 13, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Comments: Cultural Council of Indian River County is a very small (2 employee) non-profit with a limited budget. After thorough research, balancing our CRM needs with product cost, we chose Neon. The program is vastly superior to juggling Excel spreadsheets and Word documents. Our everyday management of memberships, donations, fundraising campaigns, and event tickets/reservations has been incredibly facilitated. This robust program is well worth the learning curve!

Pros: Ability to save and reuse report set-ups. Processing of memberships and donations is a breeze with pre-loaded mail merge thank you letters and emails. A generous quantity of data fields built in, plus the ability to add custom fields. Training videos, support website, and the Neon Technical Support Team are top-notch. I was able to initially input all my data using the tutorials and the data moved seamlessly.

Cons: Learning the program is moderately difficult, and to me, does not always seem intuitive. I find the system letter editor a challenge. Not all data fields are available to all report types, so report type must be chosen carefully.

Recommendations to other buyers: I've been using Neon several hours a day for about one year, and still learning, discovering, and exploring the program. Overall, I am extremely pleased, and definitely, the dreary and tedious "admin" tasks have been streamlined, allowing me to devote more time to spend on the aspects of my position I most enjoy. I highly recommend you consider NeonCRM.

An intuitive platform that helps save time

Dec 30, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Comments: Working in NeonCRM and working with the NeonCRM team has been absolutely wonderful. While no database or CRM is perfect, Neon checks off more "must have" and "would love to have" boxes than other databases I've worked with, or the database our organization used prior to Neon. Having a small (1.5 person) fundraising shop, it was imperative that we found a database that was intuitive and had features that were easy to use and easy to understand -- Neon hit the nail on the head. Having only 1.5 FTEs dedicated to fundraising has made implementation of all of the different features take a bit longer, but every time we put a new piece in place (i.e. the event module or the online store) it makes our lives easier and helps us be more efficient and effective with our time. Now, instead of using one platform for fundraising, another separate software for events, and a third for our store, everything is neatly packaged into one amazing database.

Pros: - Easy to use and understand - Amazing support staff - Regular updates to improve the product - Easy to set up with the help of Neon staff - Affordable - Custom reporting features are intuitive

Cons: - The fundraising dashboard isn't as customizable as I would like (i.e. you can feature campaigns, but you can't compare campaigns year over year on the dash) - I wish there was a way to manipulate some of the stock reports to get a better output for what we need

Recommendations to other buyers: Take full advantage of their free 30-day trial and use real data to discover all of the features.

Great for Professional Associations and NonProfits

Apr 04, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: Give it a try! I think you'll like using Neon.

Pros: My media group uses Neon for registrations and payment functions, memberships, emails about events, and for some accounting/reporting purposes.

Cons: Neon is so robust, I am sure that I may be underutilizing it! But they have great training and support.

Vendor Response

by Z2 Systems on May 15, 2018

Hi Ellen,

Thanks for the endorsement! We think they'll like using Neon, too.

We completely understand if you haven't had the chance to explore all the functionality available within Neon. If you'd like to schedule a time to go over your Neon usage and find some opportunities to increase your effectiveness, send us an email at clientsuccess@neoncrm.com. We're happy to help!

-Your Neon Team

NeonCRM Brings Us to the Next Level!

Apr 13, 2015
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: NeonCRM is an all-encompassing subscription based program that handles every and anything you would desire. With a real connection to non-profit needs, they have thought of everything! From account records, staff notes, mailing lists and events to a huge knowledge base for support with guides and videos, there is literally nothing you can't do. . . Sound unrealistic? If there is something you think of that you are unable to do, email the support center and they will make it happen!! Have an issue with the program and can't figure it out, create an incident and get a lightening fast response! That is the best thing by far about this company and program is the customer service. Each and every representative has gone out of their way to make sure my experience with researching, selecting and implementing our donor management program was as painless and easy as possible. Thanks!

Cons: The only thing I don't like about NeonCRM and this is a good thing really, is the reporting system. There are so many base reports for different reporting that it is hard to learn how to produce results you expect from your search criteria. There are guides and videos to address this, it is just hard to find time to learn all that is needed to run a dependable report.

Recommendations to other buyers: Compare apples to apples. Be sure to ask questions like, what gateway service will I need and how much will it cost? Do you charge a separate fee for each transaction? Do you provide customer service to more than one person? Are there additional charges for more than one log-in and how many can log in simultaneously? Is there a contract and how long? I compared 5 different and top in the industry companies and found Neon to be the most flexible and affordable system out there.

Software made by people who want your life to be easier

Apr 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Comments: I haven't messed with the membership management side of the software yet, so I can't speak to that and definitely will be exploring that for future clients.

Pros: NeonCRM has great people working there. I have found them to be universally helpful and friendly. Neon integrates with QuickBooks Online - well - and is priced at a point most smaller organizations can probably afford. Plus, they recently launched NeonOne, which doesn't carry a monthly subscription cost. Instead you just pay per donation. The fee is a little steeper than things like PayPal, but to really small organizations, I feel like this is a much needed service (since it's not just a way to get paid, it's a way to organize everyone giving you money). During my product walk through, the rep I spoke with had an answer for every question I had both about tracking donors and about the accounting integration side. He was obviously passionate about the product and super knowledgeable about both fundraising and accounting, so he understood what people needed out of a CRM. I was really impressed.

Cons: This software is seriously good. I wouldn't hesitate to recommend it to just about anybody who works in the nonprofit world, if you can handle the per month fee.

From a consultant and user of neon crm

Jan 25, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: the online forms creation is unmatched. The depth of the product is excellent and the reporting can give you what you need to get the data from the system.

Cons: The volunteer module. You can't delete applications and projects. It is the weakest part of the system.

Overall: As both a user and as a consultant, I always recommend neon for any client who needs a self-service solution. I have not seen anything in the market that compares to the ability to create an online form for registrations, donations, memberships, constituent access and use.

In addition, the modules are all there for running a nonprofit - from the store, to events, to volunteers, there is a module and the cost for all of them is not significant.

Recommendations to other buyers: Don't put the burden of the implementation on the provider. Put a plan together for implementation and make sure before you buy that you go over that plan.

Top CRM for a Non Profit

Mar 01, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: I personally reviewed and read reviews of many many CRM's to find what would work for our non-profit, for donor relationship management, events and volunteer management. It was an exhausting search and was narrowed down to three companies. Those three companies did a live demo for our Executive, Administrative and Donor Relations Directors. Even though Neon was up against stiff competition Neon CRM was the unanimous choice by everyone. The cost of setup, monthly cost, the ease of import, the upfront help to get you going and all the training material online and live sessions each month made the process so much less stressful. Since implementation I have asked questions of the support team several times and they are so very helpful, quick to respond and quick to resolve your issue or let you know if it was going to be delayed. We have saved several thousand dollars a year switching to Neon which allows us to put those funds toward our programs. The canned reports are wonderful and allow you to configure them if they are not just the way you want. The monthly updates to make the system and reports better is another reason to choose Neon, they seem to be on top of making the CRM better and better each month. We are new to doing paid events and the set up, and online registration forms were easy to set up and start using. A huge plus for me as the bookkeeper is the online donations and all the demographics are automatically posted to Neon which helps streamline my process. The bottom line is the user friendliness, ease of setup and cost lead us to Neon and we have not regretted the decision. From the software we were using that was so user unfriendly Neon has been such a wonderful change because I can come up with the data that is needed to build our relationships with our donors and that keeps everyone happy.

Great system

Nov 13, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: Overall, we are VERY happy with Neon and I would highly recommend it for any nonprofit!

Pros: Intuitive and easy to use! Running reports is a cinch. The system is highly customizable. Very versatile and flexible with a great support team.

Cons: Limitations to design for thank you letters, web forms - limitations to thank you letter system

Vendor Response

by Z2 Systems on December 01, 2017

Hi Natalie,

Thanks for your review. If you're happy, we're happy! :)

As for the design of web forms, we saw that you opted for our website template copy service, so your Neon forms match the look and feel of your website, and we also saw that you created some awesome alternate web templates! We want to let you know there is also the option to add custom CSS in your Neon system to tweak the look and feel of your forms.

Our team can also work with you to build a completely custom form based on your needs and specifications. More info on this can be found at the link below:

https://www.neoncrm.com/neon-one-dev/

Thanks again for your feedback!

-Your Neon Team

Wonderful experience so far!

Mar 08, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: Scott was extremely helpful through our trial. He even extended our trial an additional 30 days to allow our entire team to get comfortable with NEON.

Pros: It seems like NEON can do everything- event registration, volunteer management, donor tracking. The systems settings home page has everything you need to customize the front facing forms and back end for system users.

Cons: The systems settings page has everything you need... but it is also a little overwhelming at first. After watching all the intro videos I have a better grasp on how to use all the features. I tend to get lost in the systems page because it takes so many clicks to get to the page I was searching for.

Vendor Response

by Z2 Systems on April 03, 2018

Hi Caraline,

Thanks so much for your kind remarks! We pride ourselves on offering a robust system with constant improvements designed to anticipate the needs of nonprofits. We also have a diverse ecosystem of partnerships and integrations that are always available to help take AR Kids Read to the next level, which you can read more about here: https://www.neoncrm.com/neon-one-nonprofit-applications/

With so many options, we also recognize that setting up your system can seem a little overwhelming. I'm glad to see that AR Kids Read opted for an implementation package with data consultation, configuration and training. Our Pro Services team will work with you to make sure your system is set up and customized to the needs of AR Kids Read! And after your system is set up, our Client Success team will be there to answer any questions you might have moving forward!

From Scott and the rest of us here at Neon, we're happy to have you on board!

-Your Neon Team

Best CRM for the price

Jun 07, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use Lots of data fields Reporting is easy Customer support is wonderfully helpful, if the answer isn't available in the large knowledgebase.

Cons: Event integration is a little tricky There aren't donation recording options when FMV needs to be taken into account.

Vendor Response

by Z2 Systems on July 06, 2018

Hi Nia,

We're so glad to hear you've found Neon easy to use! I'd also like to mention that you actually are able to track fair-market value when entering in-kind donations. Please see our knowledge base guide for more details: https://support.neoncrm.com/hc/en-us/articles/218528807

-Your Neon Team

Z2 System's NeonCRM - "Yes, it's right for you and your organization."

Jan 13, 2014
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Not user-friendly

Sep 06, 2016
2/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money

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.

Overall: 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.

Vendor Response

by Z2 Systems on September 07, 2016

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

Effective all-in-one solution for our small nonprofit

Mar 01, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Customer Support

Comments: 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.

Neon Rocks!!!

Oct 31, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: They are quick to answer questions & really listen to comments. It's so easy to get informative reports & has helped us to make better connections with members & grow our donor base!

Pros: Consolidates all our contacts in one plave, irs super easy to create categories, and the automated correspondence is "da bomb"! Great tutorials & the customer service is amazing; I don't feel like a number. Even though we've had Neon for over a year, we're still being treated like kings.

Cons: Can be a bit if a learning curve to make use of all the options... good news is the tutorials are fantastic. Kinda wish the integration with MailChimp was a bit more intuitive.

Hands Down! The Best Customer Service Ever

Jun 12, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: Neon Rocks

Pros: This product ticks all of our boxes. Events management, member & donation management and communications all in one platform. I love the integrations with Quickbooks and Mailchimp too!

Cons: Because this is such a powerful CRM database, there are a lot of layers & options. That isn't a bad thing. It's just the nature of the beast. The learning curve is pretty steep. However, the knowledge base is vast. I'm just usually in too much of a time crunch to use it. The helpdesk staff is phenomenal!

Vendor Response

by Z2 Systems on July 06, 2018

Aww, thanks, Edie! We always love hearing from you, and we're always happy to help you navigate the ins and outs of NeonCRM. We're currently working on streamlining and improving both our Neon user interface as well as our knowledgebase, so be on the lookout for updates that will make Neon even easier to use.

-Your Neon Team

Overall

Nov 09, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
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Pros: A good price for the software. There are many features and compared to other software, you definitely get a lot for your money.

Cons: Limited in features, for example, the store discounts you can only use what is offered, there are not many other options. I also don't feel like there is room to customize it in any area. Lastly, it would be nice to have access to customer service without having to submit requests and/or pay additional fees.