Bonterra Case Management vs. Neon CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Bonterra Case Management
Score 8.3 out of 10
N/A
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more efficient, so that users increase the time spent delivering the mission. Bonterra Case Management offers configurable forms and fields so organizations can customize their experience to their…N/A
Neon CRM
Score 4.1 out of 10
Small Businesses (1-50 employees)
Neon CRM is a constituent management platform designed for nonprofits and membership associations. Its relationship-focused system offers a comprehensive view of supporters and members, enabling more engagement and revenue. It can be used to manage fundraising campaigns, events, communications, and it offers reporting tools to give stronger insights into the user's organization. It automates processes like email marketing, workflows, volunteer management, and payment processing so that users…
$99
per month
Pricing
Bonterra Case ManagementNeon CRM
Editions & Modules
No answers on this topic
Essentials
$99
per month
Impact
$199
per month
Empower
$399
per month
Offerings
Pricing Offerings
Bonterra Case ManagementNeon CRM
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredNo setup fee
Additional DetailsPricing for Bonterra Case Management is driven by individual usage and needs of the nonprofit. Organizations aren't one-size fits all, so neither is Bonterra's pricing.All plans include unlimited system users, unlimited records, unlimited online forms, and unlimited ticket support. Essentials is a streamlined version of Neon CRM designed for smaller nonprofits. Premium support options are included with Empower. All pricing is based on the organization's revenue.
More Pricing Information
Community Pulse
Bonterra Case ManagementNeon CRM
Considered Both Products
Bonterra Case Management
Chose Bonterra Case Management
We used Salsa in the past and had a negative experience. The software was not user friendly and did not provide what we needed for our program tracking.
Prior to that, we used evernote to share information between staff members. However, our capabilities were limited and …
Neon CRM
Chose Neon CRM
We previously used Salsa CRM to store our donation information. NeonCRM is much more user friendly and has better options to store the data we need. Customer service is also much better.
Top Pros
Top Cons
Features
Bonterra Case ManagementNeon CRM
Communications and Marketing
Comparison of Communications and Marketing features of Product A and Product B
Bonterra Case Management
-
Ratings
Neon CRM
1.2
2 Ratings
126% below category average
Constituent engagement and marketing00 Ratings1.52 Ratings
Social listening00 Ratings1.01 Ratings
Digital advocacy enablement00 Ratings1.01 Ratings
Reporting and Analytics
Comparison of Reporting and Analytics features of Product A and Product B
Bonterra Case Management
-
Ratings
Neon CRM
1.8
2 Ratings
110% below category average
Reporting and data visualization00 Ratings1.02 Ratings
Wealth screening00 Ratings2.52 Ratings
Fundraising and Events
Comparison of Fundraising and Events features of Product A and Product B
Bonterra Case Management
-
Ratings
Neon CRM
1.4
2 Ratings
111% below category average
Online donation options00 Ratings3.02 Ratings
Event registration and ticketing00 Ratings1.01 Ratings
Text and phone donations00 Ratings1.01 Ratings
Volunteer shift management00 Ratings1.01 Ratings
Mobile event check-in00 Ratings1.01 Ratings
Security and Platform
Comparison of Security and Platform features of Product A and Product B
Bonterra Case Management
-
Ratings
Neon CRM
1.5
2 Ratings
128% below category average
Role-based user permissions00 Ratings2.52 Ratings
Mobile access00 Ratings1.01 Ratings
Integrations00 Ratings1.01 Ratings
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Bonterra Case ManagementNeon CRM
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Score 9.1 out of 10
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User Ratings
Bonterra Case ManagementNeon CRM
Likelihood to Recommend
8.2
(166 ratings)
1.0
(12 ratings)
Likelihood to Renew
8.9
(9 ratings)
1.0
(1 ratings)
Usability
8.6
(6 ratings)
1.0
(1 ratings)
Availability
8.6
(2 ratings)
-
(0 ratings)
Performance
7.0
(2 ratings)
-
(0 ratings)
Support Rating
8.8
(10 ratings)
1.0
(3 ratings)
In-Person Training
10.0
(1 ratings)
-
(0 ratings)
Online Training
5.4
(2 ratings)
-
(0 ratings)
Implementation Rating
4.5
(4 ratings)
4.0
(1 ratings)
Configurability
2.4
(2 ratings)
-
(0 ratings)
Ease of integration
1.0
(2 ratings)
-
(0 ratings)
Product Scalability
4.6
(2 ratings)
-
(0 ratings)
Vendor post-sale
7.5
(2 ratings)
-
(0 ratings)
Vendor pre-sale
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Bonterra Case ManagementNeon CRM
Likelihood to Recommend
Bonterra
Well suited to tracking aid needed and provided to people; to developing a plan for helping - a roadmap. We use it to also identify which volunteers can help on various projects, to try to leverage volunteer experiences and linking to specific client needs.
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Neon One, LLC
If you are looking for a quick and easy database option, which integrates breezily with email clients like MailChimp and Constant Contact, and has built-in credit/debit card processing capabilities, NeonCRM is a very good option. An affordable alternative to Salesforce or Raiser's Edge, it does lack some of their "bells and whistles" but gets the job done. On the one hand, Neon features a shallow learning curve and solid user interface, and is web based and mobile friendly. On the other hand, Neon might not be totally appropriate for large or national level organizations because some of the reporting seems less "robust" than pricier alternatives...
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Pros
Bonterra
  • Apricot by Social Solutions does a great job of making database administration simple and effective. It is easy for someone in the non-profit sector without much prior experience in similar programs to work on the back end of Apricot by Social Solutions building forms and doing reporting.
  • Apricot by Social Solutions is a generally user-friendly program that our staff of many different ages and abilities are able to utilize effectively.
  • The buildability of the program is a major plus for our organization, allowing us to cater Apricot by Social Solutions with exactly what we need for our programming and services.
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Neon One, LLC
  • NeonCRM allows you to build events, take registrations, and customize those events. Customizations include different ticketing options, add-ons, promotions, etc.
  • NeonCRM does a good job helping you track donors' activities/engagements.
  • It also provides a variety of reporting mechanisms - from dashboard snapshots to graphical reports - that allow you to review programs at a glance or in-depth.
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Cons
Bonterra
  • Almost every year I get a new customer care support person, and it can be hard to reorient each new person to my unique business case and use of Apricot by Social Solutions
  • In the past, I have had issues with communication from different departments in Apricot by Social Solutions about what I was getting as part of my contract. In my experience, when I had my initial meeting to kick off upgrading our Apricot by Social Solutions instance, the majority of the information the project consultant had was incorrect. I had to send an email to someone else to rectify the situation.
  • If Apricot by Social Solutions was compatible with phones that would be really helpful.
  • I wish the font size and formatting were more customizable when building out forms in Apricot by Social Solutions (e.g., more similar to how customizable Surveymonkey is with different surveys).
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Neon One, LLC
  • Learning the ropes is largely accomplished by reading manuals and watching videos. I don't learn that way. I'd much prefer to be shown. I guess I'm old school.
  • They can be stingy with the customer support. We bought the big package and I still wind up going back to my salesperson to help me cut through any red tape to get what I need.
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Likelihood to Renew
Bonterra
I went to the Summit a few weeks ago to learn about the future expansion and vision of Social Solutions. I already been with Apricot for 5 years and researched other products I still come back to Apricot and where it can grow with us.
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Neon One, LLC
Neon CRM was difficult and frustrating to use without IT experience, and way to costly for the a small to mid-sized nonprofit. We believe that we lost donors due to the inaccurate report system in Neon CRM
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Usability
Bonterra
Without any formal IT education, I was able to utilize their articles and videos to teach myself how to configure and customize the software to our organization (although I do recommend their Apricot Admin training to polish your skills). The majority of users are able to adapt immediately with minimal training.Staff that have challenges with technology in general do adapt to using the system once you can create buy in and engagement (although it does take time and training)
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Neon One, LLC
The Neon CRM system is confusing (we had to watch video tutorials and html code to understand many of the features, many of which we did not need). Around 2022, Neon started to go downhill. Bells and whistles were added that were of no benefit (to our nonprofit) and the system became even harder to use
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Reliability and Availability
Bonterra
It is usually available when I need to use it
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Neon One, LLC
No answers on this topic
Performance
Bonterra
The system does tend to run slowly when pulling more complex reports
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Neon One, LLC
No answers on this topic
Support Rating
Bonterra
This is a difficult question to answer because when I hear the word "support" I think of this in multiple levels. The customer service on the front end, with my account manager is pretty good. There was a time for about a year and a half where I didn't even want to get to know this persons name because they wouldn't be there there long enough for me to get to know them. For the past 8-9 months we've had the same account manager, and this is helpful as a way to grow our trust in Apricot social solutions as well as the account manager understanding the needs of our organization. The technical support is also fine. The issues we most have problems with is how the technical support is calculated and the lack of roll-over of technical support time. If our account has 1 hour of technical support per month, but we don't need any technical support for 4 months, it would be great to have the ability to use those 4 hours (as time allows per the IT calendar) when we need them, even if it falls within one month. We've also had instances of working with IT persons who didn't seem to care at all about our issues, and seemed eager to put our call behind them and get onto the next without much thought as to why we were calling them in the first place. We've also had instances where the IT person didn't seem to really be listening to what it is we needed, and was heck bent on what they THOUGHT we needed rather than listening to what we actually did need. While we also have had experiences of working with IT persons who were absolutely great at working through issues. They were patient and understanding and would explain why a solution (c)would or (c)would not work. We even worked through those options in real time if they were unsure whether a data solution would work or not. That was great because we felt heard.
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Neon One, LLC
As stated before, they push you to read the manual or watch the video when what I want is a human being to walk/talk me through it. Like I said, maybe I am old school but that's how I learn. It's been a challenge.
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In-Person Training
Bonterra
Online training only
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Neon One, LLC
No answers on this topic
Online Training
Bonterra
There are good training guides.
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Neon One, LLC
No answers on this topic
Implementation Rating
Bonterra
There need to be specialists who know how to best work with an organization developing a new program, not just transferring existing forms to a digital format.
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Neon One, LLC
We had to hire someone to implement our donors into Neon CRM
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Alternatives Considered
Bonterra
The ability to customize Apricot and the simple interface is incredibly appealing. Salesforce CMS may be more well known, and cheaper for nonprofits, but it's also seen as the "Cadillac" version and is overwhelming for many small to mid sized organizations. The build out can be expensive as well, although there is a more general knowledge about the product and integration options.
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Neon One, LLC
It works. It's easy to customize for nonprofit and industry-specific categories. It does what it does well, and integrates with platforms that specialize in those areas rather than trying to be everything to all users.
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Scalability
Bonterra
This software doesn't work well for our organization
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Neon One, LLC
No answers on this topic
Return on Investment
Bonterra
  • Our data reporting capability. We're able to do the most robust reporting we've ever done.
  • Was able to handle our rapid expansion (doubling program in 1 fiscal year).
  • We did have a loss of data near the beginning of our use of the system and never got a clear answer why it happened. Data was never recovered.
  • The cost to add additional users is really high, and there aren't many options to bundle or review user licenses to ensure we're getting the best deal.
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Neon One, LLC
  • Positive: Neon allows us to track, analyze, and optimize our fundraising efforts and outcomes. It is critical to our success.
  • Positive: Neon works easily with our website, making donations easy for the donor.
  • Positive: Neon is affordable in comparison with similar products.
  • Negative: Neon is not well known (yet) so each new employees will probably need to learn it from scratch.
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ScreenShots

Bonterra Case Management Screenshots

Screenshot of a display of a participant's profile to see important information about that individual at-a-glance.Screenshot of The "My Workspace" area of Bonterra Case Management allows users to see upcoming cases, appointments, events, and other notifications in one place.Screenshot of Dashboards provide at-a-glance insights, while Census data integrations allows users to view demographics of the communities served.Screenshot of the streamlined intake process that helps serve more individuals and ensure they are aligned with the correct services to help them succeed.Screenshot of information, kept secure by assigning users specific roles and permissions to specify access levels.Screenshot of Communication with participants to keep them engaged.

Neon CRM Screenshots

Screenshot of Email Builder: Elevates appeals, newsletters, and other communications with mobile-responsive emails, multi-column layouts, text block editor and full email preview while building.Screenshot of Fundraising Dashboard: Aggregates fundraising data in one place to analyze various campaigns, performance, progress, and comparisons to other years and campaigns.Screenshot of Workflow Automation: Automated workflows that take care of redundant administrative tasks, with workflows to define triggers, audience, and the action to be performed.Screenshot of Reporting: Comprehensive reporting features to pull a variety of reports. By selecting the data source of interest and the fields needed, Neon CRM provides reports to analyze and share with key stakeholders.Screenshot of Donation Form Themes: Drag and drop themes for donation pages matched to the brand with customization.Screenshot of Volunteer Management: To understand the ways that people want to give support, and to track and manage volunteer sign-ups, projects, and time.