Neon CRM Reviews

Summary: Great software for agency to keep data in same place where all teams can have access to it. Easy was to edit pervious data.

Positive: Data is safe.
All notes are in one place.
Easy to collect old data.
Easy to navigate.
Teams accessibility to data.

Negative: Must have Internet connection.
Some data is duplicated which creates confusion.

Summary: I use a lot of commercial CRM systems for work and we use neon for our non profit. It's a very good product for our usage and we love it.

Positive: We use this for our Cycling Organization which is a 501C3 and it's very good how it really ties everything we need around the year together.

Negative: I haven't found any downsides on the product so far.

Summary: Cost matters to non-profits who are trying to leverage the most value out of nominal revenue, and as far as CRM platforms go I have never seen one with the robust set of features that NEON has for the price. The promise of ongoing product improvements and good customer service is encouraging, and I hope NEON can help smooth down some of the rough edges. In my experience though, all CRM platforms have rough edges. I have used at least 5 different CRMs in my time, and none of them have had the value for the money, especially for a non-profit, as NEON.

Positive: NEON CRM is a surprisingly good value for the money. The different modules for membership, events, donations, and email campaigns have little features that make a huge impact on a non-profit's quality of life. Tracking volunteer hours at an event? Done. Emailing a custom form for registrants to select different sessions at a conference? Done. Triggering emails to send prior to a membership expiring? Done.

Negative: NEON CRM has strengths in membership, events, and emails, but as all CRMs go it can be bulky and awkward for anything it was not explicitly designed to do. One of the hardest to overcome has been the formatting of emails and forms, as well as ways of adding custom fields and having these data points available for reporting. The Account custom fields are very helpful, but other places that a similar custom field capability could use some additional work. We are able to accomplish nearly everything we need, but doing so can take a few more steps than it should if there were better integrations and more options for the application of custom fields.

NEON could also use some help in the automation and workflow management elements of a CRM. While the bones are there to get many things systemized, having different staff roles engage with NEON to assist with their workflow can be challenging based on their needs. Prioritizing activities, linking staff actions to accounts and events and other integrated tasks can take a few extra clicks than it should. The value of an integrated membership database make it worthwhile, but staff who may not be tech savvy or patient might struggle.

Summary: Overall I think Neon is a great customer relations platform, because it keeps track of quite literally everything anyone could ever want to track. My organization receives donations through an outside platform but I explored the forms for donations and it seems extremely easy to set up.

Positive: Neon can do anything you want it to do, and can even serve as a replacement for other services that may be paid for such as a volunteer portal and donation page. I like how email campaigns can be sent from Neon to specific audiences that can be made using reports.

Negative: Since it can do everything, it takes some time to learn how to do everything. There are a lot of different functions and most companies/nonprofits won't use every function which can get confusing sometimes in the global settings cog.

Summary: My overall experience has been great. The Neon CRM staff member we work directly with has been more than willing to help us navigate any issues, walk me through any system confusion, etc.. I feel pretty confident when I use it. My favorite part of it is being able to go into the Global Settings and set up the CRM manually to match the layout of our events. That has been an awesome part of this system that was unexpected!

Positive: Neon CRM is a dream of a system to work with for a nonprofit who needs better ways to track, communicate, and balance events, donors, and just overall efficiency of your organization. I am so thankful everyday to have access to this system.

Negative: I wish reports were a little more interesting looking. They basically just export to a .xls spreadsheet which is boring.

Summary: Excellent program, and a great value for the cost. Neon also has excellent service. The forms are pretty easy to set up and NeonPay is really easy to use.

Positive: I use the grant management tracking, accounts, NeonPay, and other reporting. Neon is very easy to use and to customize for your needs. The help center information is also easy to use and helpful.

Negative: The event management function was harder to use. I need to do more training.

Summary: Stepped into Executive Director role of nonprofit with 0 knowledge and/or training in using Neon CRM. Taught myself how to use platform and now it has become a necessity in my everyday work life. Easy to use and helps keep me organized.

Positive: It's extremely easy to use. It allows me to keep a very organized database of all of our nonprofit donors, sponsors, clients and volunteers. The online platform makes it very easy to make any necessary changes and/or updates. It is also a great resource for accurate record-keeping in terms of financial records, budgeting, client relations, etc.

Negative: Hard to connect our Neon CRM account and Neon Pay account.

Summary: Great systems to control and manage fundraising and engagement statistics in real time to monitor clicks and opens.

Positive: The ability to create and manage events simultaneously in addition to sending registration links to event managers.

Negative: That I have to login in to the website each time on my phone.

Summary: Great product for our needs of managing various facets of donor engagement. The migration process between our old database and Neon was also easier than I thought - Neon support was incredibly helpful. Love this product!!

Positive: We love Neon for the customizable features, the way we can manage grants, major donors, community fundraising, and reporting. It's also a great way for us to manage various facets of constituent engagement. It integrates with Eventbrite for all of concerts.

Negative: Automatic reporting isn't as easy to use but manually setting up reports is an easier solution.

Summary: For a small organization or start up, Neon is a perfect software. Pricing is affordable and it's easy to set up and train new users.

Positive: - Ease of setup
- Responsive and helpful customer support
- Great pricing
- Great basic features and easy to use/train additional users

Negative: - Wish it had more integrations or more complicated workflows, but for the price it cannot be beat.