MoneyMinder vs. Neon CRM

Our role as treasurer changes every year, so having a tool that is so easy to use and has such great technical support will make the process of transitioning so much easier. Additionally, I am much more confident that the records are accurate. Live Chat is very helpful. Technical concerns and business options for how to best use MoneyMinder can be addressed by the support staff.

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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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• With no previous experience, make board transitions seamless and books transparent.
• Integrate banking transactions, reconcile bank accounts, create budgets, track members/volunteers/donors, generate reports, store documents, and calculate 990EZ & 1099 totals.
• Group treasurers can manage all their finances for one low fee per year.

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• 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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• The set-up was a bit confusing until I figured out I could match the budget to the categories.
• I was intimidated by the idea of having to learn how to use a software program to fulfill my duties.
• "All I dislike about the budget tool is the graphic interface. I find the indentations of the categories, subcategories, etc. to be hard to read."

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• 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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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

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

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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We had to hire someone to implement our donors into Neon CRM

When we switched Treasurers, there was a lack of consistency in how records were managed, and historical funds were misplaced. I could go on, but in a nutshell, it was a nightmare for records. Quickbooks is more difficult to understand and use. I also based in on reviews from other users compared to how they liked this software versus the other.

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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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• It's designed for HOAs or POAs like ours without requiring a large upfront expenditure.
• Ability to enter and pull data from the system with ease.
• I received complete assistance in setting up the system using a spreadsheet I provided, as well as some minor customization.

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• 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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info