Neon CRM Erfahrungen

User Friendly

Vorteile:

I have worked in a few CRMs since starting my career, and Neon CRM is the most user friendly. Also, the help section is wonderful and easy to understand. If I cannot find an answer, customer service is prompt and helpful.

Nachteile:

It would be nice if Neon had more capabilities for events such as a silent auction/raffle function.

Best Customer Service and Ease of Admin Stress

Kommentare: Amazing and have recomended them to most non profits researching for a new crm.

Vorteile:

The customer service is what made the decision easiest for us. Responsive and listens to every concern.Administrative heachaces are lessened with automation. The CRM integrates with many programs to reduce user entry errors on the backend.

Nachteile:

events management still needs work (9/6/23). While It is great to use and get a complete picture of the constituent, the actual designing and then the signup pages fro events is cumbersome without help.

Too Complicated for Non-Technically Inclined Users

Vorteile:

The original salesperson was cheery and optimistic! [I could never find him later when I had questions.] The website designer was terrific. [When I tried to do revisions myself, there was no access to how to work on website revisions/additions.]

Nachteile:

Customer service was slow and non-responsive to my specific questions. They were interested in other more technical questions that others asked when I went on their "open" sessions. The outrageous cost of using their payment system! Our members pay $325 for dues and NEON took $15 out of each payment! The weird complex "payout" system where I could never find the name of who the payee was! The lack of support for website learning and the general dismissal of our small organization's problems.

Fundraising, Event, and Contact management for Non-profit

Vorteile:

The built-in fundraising, event registration, and contact management features have allowed us to keep everything inside of NEON. Previously we were cobbling together data from separate systems with quite a lot of Excel exporting and importing in between.

Nachteile:

The built-in email template creation tool is powerful, but the learning curve is a little greater compared with other platforms which specialize in email marketing. After a little effort, we were able to recreate what we needed in NEON.We have not found a straightforward, built-in feature to put multiple contacts into a dedicated group for one-off purposes. It can be done, but one higher level of organization of contacts would make contact management almost perfect.

Great Donor Management Software

Kommentare: Overall we are very happy to NeonCRM. My one and only concern is the customer support and account management seems to be lacking a bit. I get emails often regarding "changes" to our account that in face do not affect us because we are currently on a contract with NEON. With staff overturn you never know who your account manager is (I have worked with 5 account managers in a matter of 2 years. The software is great and we will continue to use it as we find that it is very helpful for what we are doing.

Vorteile:

Coming from Blackbuad and Raiser's Edge, it was really important to find a software that was user friendly and easy to learn. NeonCRM is that software. You don't need a ton of training to navigate around the system and find what you are looking for.

Nachteile:

Our hope was this software would be able to take the place of many of our others and put things in one place. Although it was able to do that for a majority we still hope to see an auction component to NeonCRM. This was one of the items that was discussed when we were looking at software and our rep mentioned Neon was working at an integration for this in the future and still waiting for it.

Everything in one convenient product

Vorteile:

I like that there is so much information that you can log about contacts, that people can sign in, that there are websites now, that I can send out campaigns to specific groups and get helpful analytics, that we can add users rather than log into only one account, and that we can easily see who are active and inactive members.

Nachteile:

There is a bit of a learning curve in terms of nomenclature and finding what you're looking for in the global settings. Filters for finding a specific set of members could be easier, but you can get used to how it works. When I went to someone for help, I ended up figuring it out before they were able to answer it for me, which took us both a long time, so I think it is not very intuitive if support staff also have trouble figuring it out.

It's OK - needs to be modernized

Vorteile:

Neon has some powerful, fast database capabilities. We find it quick to respond when looking for records, generating reports, or soring data. It's also very capable at handling duplicate records and the searching is very good. It's also stable - seems to be built on a solid foundation and performs well.

Nachteile:

Much of Neon seems to be cobbled together from older generations of development. There is a lack of consistency in the admin interfaces, and I find myself lost trying to do the simplest thing (like updating a system email) ... and I took a year of computer science as an undergrad. The emails are not responsive for mobile, and the custom web pages are nearly impossible to present to our members because they simply don't match our brand at all. The event lack any sort of presentation in a calendar view. Neon updates their platform each month, however, IMHO, they're focussing on the wrong thing. I would expect the development team there to streamline the admin interface, make the basic tools like emails, events, and member sign up pages more modern and mobile-ready. I find myself wanting to head over to a WordPress solution to consolidate everything, but we've invested time and money into this already so we're going to ride it out for a while. If you go with Neon, I suggest you budget time (and money) for tech support and have someone on staff or on call who can wrangle the harder parts of the admin interface for you.

A powerful CRM system for small businesses

Kommentare: We were able to consolidate membership, event, fundraising, and accounting data with the assistance of Neon's centralized database. The fact that we can generate almost any report has greatly increased the value of this information in helping us achieve our aims and ambitions.

Vorteile:

I enjoy making reports and filling out forms. Adapting an existing form to my requirements and developing a report to go along with it. It's incredible how many tools are available. Despite working with a CRM consultant, I can use various resources to find things out.

Nachteile:

While the steps may not always be obvious, any questions you have can be answered by visiting the Help Center or chatting with a representative. Filtering reports requires some practice, but the power to make personalized reports more than makes up for it.

Easy To Use Donor Management

Vorteile:

Neon CRM is super easy to use and customize.

Nachteile:

So far, I have no real complaints about Neon CRM.

Good system for the money that practices continuous improvement

Kommentare: Overall, it is a robust system. The help center is very functional. For a new non-profit I would recommend it. For a larger staff, I would be hesitant.

Vorteile:

I have used and recommended NEON for a few years. For the money it is a robust system. The event management is one of the easiest to use and you can set up multiple programs levels easily.

Nachteile:

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

Neon CRM: Robust and easy to use

Kommentare: Since we've been using Neon CRM, our overall fundraising has increased dramatically. At the end of the day, that is the name of the game for nonprofits, so it's really important. And, being able to see at a glance how we're doing in new donors, reactivated donors, etc. from the dashboards is very helpful.

Vorteile:

Neon CRM replaced ETapestry for Lung Cancer Foundation of America. The ease of use in all aspects - donation tracking, fundraising campaign setup and monitoring, reporting, etc. are so much appreciated after working for so long without that ease. So, this makes our everyday tasks go much faster and we've been able to utilize the peer to peer and campaign features to be able to bring on new donors and track specific donation campaigns very easily. But, probably the very best feature is the training. Whenever we come up with some wacky question on "how can we do..." we set up a training session and they've always got a path to help us do whatever new thing we're trying.

Nachteile:

I would like to have all database fields available no matter which type of report I'm trying to pull. Not sure if that is feasible or even advisable, but, sometimes I need info from a field that is available on a different report, but not on the type of report I need at that time.

Longtime Neon User

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

Vorteile:

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

Nachteile:

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

Kommentare: 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.

My experience with Neon CRM

Kommentare: My experience, again, has mostly been positive. Initially, I encountered a learning curve but I am appreciating that curve now. I also appreciate the customer service I've received from Neon CRM. In addition to the private sessions that have been enormously helpful, I can join various courses on specific aspects of the software. I can also sit in on "Office Sessions" which has been informative. And it helps to have access to various tutorials that I can reference repeatedly if need be. All in all, it has been a very positive experience.

Vorteile:

What I like most about NEON CRM is that it offers us the ability to have all our information at our fingertips. This really does allow all of us to be more thorough and therefore more successful in growing our nonprofit, which is just three years old. We can reference everything to determine many of our next steps.

Nachteile:

What I like least is not being able to customize the grant pages a bit more, but truthfully, I now have grown quite used to Neon CRM, and I'm happy with how the grant pages are laid out. I also appreciate being able to add all my LOI's and grant applications as well as grant responses. Being able to reference all that information at anytime has been an enormous time saver for me.

Neon CRM for a very small non-profit.

Kommentare: As a very, very small non-profit, we had been using a patchwork of (mostly free) digital products to manage client lists, event management, registration, and fundraising. For a modest cost, we have now integrated all of those functions into a single online system - which has saved us countless hours of time and provides vastly superior access to meaningful, and accurate, data.

Vorteile:

We started out using Neon strictly as an event management and online registration system. We thought it might take a year or so for us to get fully comfortable with those features before we were ready to add fundraising and other features. Instead, it went so smoothly that after a few months we were already shifting to Neon for online donations and fundraising activities.

Nachteile:

Some of the communication features are still being developed, so it takes a bit of training to understand how to efficiently develop and manage things like email campaigns - but those are all improving rapidly and continue to get better.

Neon is unmatchable

Kommentare: It is a core component of our business at this point, which we use daily. It stores so much information and organizes it in an extremely accessible manner. The various functionalities are used by our non-profit organization every single day. It seems like every aspect is useful and functional. As an organization, we have been able to eliminate other competing premium softwares and instead use Neon.

Vorteile:

The user interface is extremely intuitive and easy to learn. It's truly an all in one software that can do so much. It's integration with various other apps is seamless. We have so much data, and Neon can handle it all, and make it easy to understand, access, and analyze. Neon is honestly an essential must-have for any organization.

Nachteile:

I think the campaign email marketing part can be somewhat confusing. The components seem too separate, it needs to be more cohesive in one big step-by-step process instead of going back and forth between the tab's sub-categories. It works perfectly, I just think the process to sending emails can be a little more streamlined.

Multi-platform CRM

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Good option for nonprofit membership and event registration software

Vorteile:

Have been using Neon CRM for 4+ years now for my nonprofit and while the learning curve was somewhat steep, the logic now makes sense. Also the Neon One training videos and online library make searching for the answer easy. When that fails, I email a Neon Guru and they get back to me pretty quickly. Event registration is easy, as is the management of events and attendees. They've made a number of improvements over the last four years that have made Neon better and easier to use. Neon Inspire website is also really easy to use. Membership database is really good.

Nachteile:

We've had to do some creative thinking to establish a gift membership purchase option which is a little frustrating, but it works. Would like to see our lifetime member level offered along with the regular membership levels when a member renews (give them the opportunity to upgrade!). Would like a way to rotate submitted member photos.

One-stop shop

Kommentare: Average. I'm invested now, but it's not my favorite product. I think there's a big learning curve. As I learn more, I'm still so-so about the software as a whole, but will keep at it for a while because it's too hard to transition to another software. The updates and new features that have come out have made some improvements.

Vorteile:

I love that I can manage everything from one software platform - donor management, donation, payment processing, event registration, and email campaigns

Nachteile:

It is frustrating that I have to go to different screens to get something done. There aren't intuitive ways to get a project done. I have to adjust a setting here, then create something, then adjust something else on another page. I also do not understand the reports. They are too complicated to get simple information.

All Inclusive Donor Management, Membership Management and Event Registration Software

Kommentare: Wonderful from the DEMO, to installation, to use.Customer Support is awesome. I am a power user and my questions tend to be complex and customer support is also available to help me figure out solutions.

Vorteile:

I like that the software is an integrated software with Donor Management, Membership Management and Event Registration Software. Prior to NEON, we managed this functionality in multiple products. NEON CRM allows us to fully integrate all functions of our nonprofit and create a report with all the parts of our nonprofit.CUSTOMER SUPPORT

Nachteile:

-The store can be more robust. However, I am thrilled that it is even a part of the package. I think of the Store as an extra product that we get for free, so overall I am happy with the store.-Reporting can combine more data elements from different parts of the system. For instance, looking at meeting registration and attendance with donations.

Comprehensive and Efficient

Vorteile:

Neon CRM is able to track information relating to all major aspects of our business model, making it easy to consolidate our data. I also love how easy it is to run a custom report on any set of data collected by Neon; this allows us to answer specific questions about our donor base quickly and painlessly.

Nachteile:

I wish there were an option for clients to pay for event registrations via invoice. Not having this feature limits Neon CRM's functionality, especially because we often have companies register for events, and this always has to be done manually if the company plans to pay via check after registration.

Neon is a very comprehensive tool with a steep learning curve

Kommentare: I'm a fan. The payment tiers should be gentler, especially for really small nonprofits as they get their donation program off the ground. Have the $50 tier available up to a greater number of accounts.

Vorteile:

This software is very comprehensive, offering all the tools you could need as a nonprofit doing fundraising. It can be difficult for those with low tech literacy to navigate the number of options but if you have someone administering who is tech savvy or who has the self-teach attitude to learn through tutorials and customer service then you'll have great success. The automatic thank-you and account registration emails are really really handy. It is an excellent payment processor and having all donations in one place is great.

Nachteile:

The emails feature is not near the quality of MailChimp or Action Network so we do all our newsletter emails and targeted emails off this platform.

Very Happy with Neon CRM. Takes Time to Learn.

Kommentare: Overall, we are very happy to have Neon. It is excellent for everything on the donor side and for tracking and creating donor forms around campaigns. It works well with Constant Contact, and we are working on using it to transfer data to QuickBooks Online. This automation is great, but takes time to set up, which is understandable.

Vorteile:

Our nonprofit had many cumbersome spreadsheets and Neon has combined all of this information into one, easy to access site organize by account name. These accounts can be updated easily as changes occur.

Nachteile:

Some functions are complex and take a while to figure out, such as running reports to get the data you want. We also had difficulties with Memberships. We use it for families and students and the membership module in Neon is difficult to conform to this when using forms for renewals and new memberships.

Thoughts & Enhancement Suggestions.

Kommentare: I do like this program for its donation and I love the Neone ONe Library with videos and self-training. However, this product does not fully meet our needs, and I am having difficulty convincing Board Members to use Neon One. Some will not log in.

Vorteile:

I love that almost everything is in one place.

Nachteile:

I am upset with the increasing yearly pricing. It is becoming too expensive for our needs. We must separately pay to use Quickbooks, perform Board Management, locate an electronic Membership Card service, and pay for additional training to customize our experience further.

NEON Supports our Non Profit Mission

Kommentare: NEON has allowed us to streamline our systems from 3 different platforms into a single place to remove duplication of efforts.

Vorteile:

NEON CRM allows us to customize our client tracking and track the classes they have taken as well as their donations. Their email system provides an easy method to communicate with everyone without having to utilize a separate email marketing system and the emails are easy to format and look nice.

Nachteile:

We would like to be able to survey our clients. The survey tool could be improved.