Avis clients sur Neon CRM

Meilleur application

Avantages :

Très facile et rapide à utiliser ce logiciel de gestion

Inconvénients :

Il faut avoir une connection rapide pour profiter de ce logiciel

Logiciel de CRM

Avantages :

J'adore Neon CRM qui m'a permit à la gestion des équipes. Très simple et facile à utiliser et avec une équipe assistante très rapide

Inconvénients :

C'est un super logiciel pour la gestion des équipes et très simple. Je n'ai rien à reprocher . J'adore

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

Commentaires : 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.

Simple and Straightforward

Commentaires : Overall, Neon CRM is a great product for the cost. As a smaller nonprofit, most of our budget goes directly back into youth programs.

Avantages :

Neon CRM is a simple, straightforward tool. It's easy to use and there are a lot of resources and tools to help onboard new users. It's cost-effective for our nonprofit and enables us to track donors, volunteers, and donations in one place.

Inconvénients :

A feature that could be improved at our subscription level is the ability to automate workflows. As it is, we have to manually pull reports to see if donors need to be contacted, moved along the pipeline, etc. It would be a huge improvement if Neon CRM offered a budget friendly alternative that enabled us to set contact on a pipeline and receive reminders when it's time to move them along.

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

Avantages :

The software has a lot of really useful features, like email blasts and the reports are really customizable.

Inconvénients :

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.

Quite happy with Neon

Commentaires : I've had good support if and when I've needed it. The set up person was great. Like any platform, you learn it and get used to it and it's very helpful.

Avantages :

This software manages my contacts and communication just as I would expect it to. It's customizable for our needs, as well.

Inconvénients :

There are two frustrating things. First, when I want to send a mass email, I've been told that images (flyers) don't send well and it's true. That is virtually the only thing we send out so that does not make me happy. In other words, we had to keep our Constant Contact account. Secondly, searching by city should be MUCH easier. I've been taught two ways to do it but it entails way too many steps.

Great affordable CRM

Avantages :

The training is top notch and I am able to utilize all the features which makes our nonprofit stronger. Neon CRM is more affordable than other options and has a lot of the same features. I love that I am able to add event tickets!

Inconvénients :

It's a little hard to figure out how to add tasks, but once you get it, this CRM runs really well.

A powerful CRM system for small businesses

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Neon CRM Review

Commentaires : Mediocre but I need the data so put up with it.

Avantages :

I like that people can sign up and pay for events. I like having donations come right into the system.

Inconvénients :

Not user friendly, especially when it comes to designing reports. I don't like that duplicates are not being alerted to - there are many duplicates that don't automatically merge. I also don't like that thank you letter templates aren't able to be individualized or edited at all.

Easy to use, helps me stay organized

Avantages :

Neon CRM is very easy to use. They provide a great academy to walk you through their system which was a great help when I first started using it. I like that reports are easy to pull, I can quickly update donor information or add a donation, and I LOVE that I can send emails to our supporters right from Neon CRM.

Inconvénients :

There are a few small technical things I would change with the Email Campaigns, mostly related to how the emails appear when opened in Outlook. But, this is not enough of a problem for me to want to change the way I send emails.

A CRM you can actually use!

Commentaires : The training sessions coupled with the learning paths have made the transition from Salesforce to Neon CRM pretty seamless.

Avantages :

Neon CRM is so user friendly and the learning paths are making it possible for our entire team to get trained.

Inconvénients :

This is hard to answer because we are still very new to Neon CRM. We have navigated a few bumps on the registration page, but nothing to make us regret this migration.

Good system for the money that practices continuous improvement

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

NeonCRM is just what we needed.

Avantages :

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.

Inconvénients :

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.

Great System to Grow With

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

NeonCRM: A solid decade by need to move forward

Commentaires : We've been using NEON for over 10 years. It has been a solid, reliable performer. We have grown from $150k to over $1M in fundraising, and NEON has supported that growth (although it is not able to make mass changes to old data as we have better understand/refine how we track donations). Although NEON has incorporated some enhancements and improvements to the user experience recently, overall they have been slow to change, and customer support is not very responsive. Support for household roll-up (including family funds/DAV) has become critical to our organization, requiring us to seek other software solutions.

Avantages :

Solid basic constituent and donation management. Reliable - service is rarely down or unacceptably slow. Interface is relatively easy to use for anyone with good software sensibilities (a simpler view would be helpful for less techy BOD members).

Inconvénients :

Householding support with regards to donations roll-up is very poor. Reporting, while flexible and seemingly comprehensive, often requires export and external manipulation to get what we want. Organization is not responsive to customer requests - with popular suggestions in forum going unaddressed for years.

Neon, an elegant solution

Avantages :

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.

Inconvénients :

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.

Basically, a good value for small nonprofits

Avantages :

Great tools for managing donor system- love the automatic thank you emails, donation forms, database, reporting, etc. Also love the ease of use with Events and Campaigns.

Inconvénients :

The donor and members features did not work well together where it was not reporting member contributions as donor contributions (IRS allows member contributions to be tax deductible as long under $75). We now just use the members feature with zero value in order to be able to send them annual reminders (and mark their member contribution as a donation). Not working perfectly but it's what we do for now. Another piece that I do not like is the customer support is either hard to get or not timely in their responses. It often takes 48 hours or more for a response, and sometimes I have to remind them I am waiting for a response. The delay of response makes is so I forget to follow up on the issue that we were having. Very frustrating at times.

Not user-friendly

Commentaires : 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.

Avantages :

It seems to have a lot of features

Inconvénients :

The features are hard to use. Customization is extremely difficult. Social fundraising is a nightmare.

NEONCRM is solid

Commentaires : Pretty solid platform - I enjoy using it.

Avantages :

Neon gets the job done and is pretty intuitive. I use it several times a day and find it to be easy to use.

Inconvénients :

I don't like the barriers to customer service/tech support. Often times I need a very quick question answered to move forward, and I'm delayed by several days becasue I have to schedule a call. I wish the app had not been abandoned. I wish the tribute gift function was more functional - during the reconciliation process, it would be nice to have a checkbox to mark when an acknowledgement card was sent to the honoree.

Not particularly user friendly.

Commentaires : We benefit by being able to use the software to upgrade our database and access details swiftly. Connecting the events to our website has been especially useful, making our registration process much more efficient.

Avantages :

I primarily use the features for creating an event and registering participants. The ease of connecting each event with our website is especially important and this works well with Neon. Overall I do find that the software is overly complicated and difficult to edit. It stores a great deal of information, but the fields are excessive. I would prefer a software program that is simpler and more user friendly.

Inconvénients :

Editing is very difficult. Just one example is the form for accounts. We have spent many hours trying to tailor the fields to our organizations needs and still have not resolved this issue.

Neon CRM is Great for our Mid-Level Nonprofit!

Commentaires : Overall our experience has been positive, and we would recommend Neon! It's a great way to organize our events and ticket sales, as well as track income from those same constituents and more. The volunteer projects and timesheets are seamless, so it's easy to tell how many volunteers have worked with the organization during the year and how many hours they've put in.

Avantages :

Neon has been great for our organization. It's easy to navigate and pull reports to track donations, memberships, event registrations, etc. This year we used ClickBid to organize our virtual fundraising gala and auction. The integration process between that and Neon was seamless.

Inconvénients :

There isn't a great way to set up monthly payments for annual membership plans. The grants module could be more helpful if there was a bit more automation. We don't use that function much as we've found it easier to stick to our own spreadsheets and calendars.

Veterans Miracle Center Erie Gets Squared Away Using NeonCRM

Avantages :

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.

Inconvénients :

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.

Neon is a very comprehensive tool with a steep learning curve

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.