Avis clients sur Neon CRM

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.

Great Donor Management Software

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

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

Commentaires : 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.

Avantages :

Good database function, automated emails, customized reporting.

Inconvénients :

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.

Streamline Your Nonprofit Operations with Neon CRM!

Commentaires : Neon CRM is generally well-regarded as a powerful and flexible tool for managing nonprofit operations. The software offers a wide range of features for fundraising, donor management, and event planning, as well as customizable reporting and analytics tools. Although the pricing can be slightly higher than some other options, users appreciate the comprehensive training and support resources available from Neon CRM's knowledgeable customer service team. Overall, it's a solid choice for organizations looking to streamline their operations and maximize their impact.

Avantages :

Neon CRM for its user-friendly interface, robust fundraising and donor management features, and customizable reporting tools. Users appreciate the ability to track and analyze donor behavior, manage events and campaigns, and streamline their workflow. Additionally, Neon CRM offers excellent customer support and training resources, making it an attractive option for nonprofit organizations of all sizes.

Inconvénients :

Some people find the pricing of Neon CRM to be slightly higher than other nonprofit CRM options. Additionally, some users have reported occasional glitches or bugs in the system, although the customer support team is usually quick to address any issues that arise.

Pretty good product, does most of what I need

Commentaires : I've been mostly happy with the product. My disappointment, thankfully, have been very minor, and I can happily recommend this for anyone needing the advancved options that i did.

Avantages :

I chose Neon CRM because it was the most comprehensive CRM solution that I encountered that did not also cost a fortune. I have very specific needs beyond basic donor management. I also needed event management and member management components. Almost no other products had all of these capabilities built in.

Inconvénients :

I haven't used some of the features because they aren't as good as what i am currently using, especially for social media, email newsletter, and donor letters. The software offers a LOT of features, which is not a downside, but it also takes some time to find out how everything works. Neon provides a lot of tutorials, however, which are usually spot on.

It's OK - needs to be modernized

Avantages :

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.

Inconvénients :

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.

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.

Neon One is a Great Product!

Commentaires : We haven't sent out our first invite yet - we are still getting things migrated to our database. I have high hopes that our emails will go out without a hitch!

Avantages :

I love that this software allows you to grow. You can start out with only the features that you need and then upgrade as your needs change.

Inconvénients :

Nothing I can point to at this time. Everything is going fine and I don't have any complaints.

Great for a variety of data

Commentaires : Overall, this is a pretty robust software considering the price. I would recommend it to Non-profits on a tight budget just be prepared for some getting acquainted time.

Avantages :

All our data can be stored and pulled from one place. Event's are seamlessly connected to our website and make for an easy registration process. I like the idea of batch uploading because data entry can be time consuming but this hasn't been as successful as I'd hope yet. Still need to learn more.

Inconvénients :

It isn't as user friendly as some of the other softwares. We have to adapt it internally to meet our needs. I was not at the company when we purchased this software so not sure of the onboarding process. It has been hard to bring new employees on to learn the system.

Neon CRM is not for everyone

Commentaires : Overall my experience has not been great. In particular I have been extremely disappointed by the technical support or lack of support. We pay for telephone support but can never reach anyone or get anyone to return calls

Avantages :

The software has capacity to do many functions

Inconvénients :

NEON has it's own language and it the user experience is not very intuitive. We are a NON Profit that does not have full time employees. Our users struggle to find ways to do what should be the simple tasks

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.

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.

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Excellent experience with NeonCRM...highly recommend it!

Commentaires : 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.)

Critical platform to our business performance

Commentaires : We are very proud to partner with Neon One. Their business team is responsive and helpful. The company is an exceptional corporate citizen. I have also been very impressed with their willingness to help us network with their other clients.

Avantages :

Neon One allows us to centralize our operations and interactions with our clients. The single sign on function means we can track all of our processes through the CRM, giving us a single source of truth to analyze and report our successes.

Inconvénients :

Editing letters within the platform is a little cumbersome.

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

Commentaires : Overall good experience, and the staff has always been kind, helpful, and responsive.

Avantages :

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.

Inconvénients :

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.

Perfect for our small volunteer organization

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Neon CRM for Donor Management

Commentaires : 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.

Avantages :

Operational efficiencies with the campaign web pages and the QuickBooks syncing.

Inconvénients :

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.

Foundation's Donor System

Avantages :

It's nice to be able to keep donors in one location and run reports on efforts. Gives a good overview of funds received.

Inconvénients :

A little complicated to set up your criteria for forms and profiles. Limited design abilities without adding additional services and costs. Does not offer webpages to promote the Foundation, so additional web services must be contracted from another vendor.

Headaches Releaved

Commentaires : 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.

Avantages :

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

Inconvénients :

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!

Great Value! Best CRM for the money!

Commentaires : We can track student participation better than ever! Our volunteer, donor and grant support is also tracked in the system which has changed our whole approach to annual fundraising and program implementation.

Avantages :

Although I have only scratched the surface of its functionality, NEON has been great at doing just about everything I want it to (and when it does not, it is usually a help desk question away). They have great training and help available.

Inconvénients :

I would like to integrate NEON into more of our email and social media campaigns, but need time to figure a few things out.

Good product for the basics

Commentaires : Seeing all our member interactions in one place is very useful. Reporting and selecting users based on various criteria is fairly good.

Avantages :

It covers our “bread and butter” features for our nonprofit: membership, fundraising/donations, and basic CRM.

Inconvénients :

Some of the other functions are weaker than expected, and could use significant improvements (definitely not near best of breed status). These include email (we continue to use MailChimp), event management (we continue to use EventBrite), and volunteer tracking. We do use the Store functions as our product sales are very limited, but when we open a gift shop we’ll transition to something like Shopify. I feel as long as you don’t expect it to be a “one stop shop” you’ll probably do ok. It’s a good price for the basics, given we are a fairly small non-profit.