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Neon CRM

Score6 out of 10

22 Reviews and Ratings

What is Neon CRM?

Neon CRM is a nonprofit relationship management platform for small and midsize nonprofits, used to make and maintain the personal connections that drive sustainable growth. By centralizing a nonprofit’s data and tools, Neon CRM helps teams save on manual work, deepen relationships with their supporters, and grow their impact.


Key Features:


  • Donor Management: Neon CRM provides a 360-degree view of supporters, automatically capturing every gift, message, and interaction in a single view. This allows teams to personalize outreach, strengthen relationships, and build donor loyalty.

  • Fundraising: Professional, customizable donation forms can be created using a drag-and-drop builder. Mobile-friendly forms can be used to set up recurring gifts and guide supporters to take action.

  • Automated Workflows: Automates key touchpoints like new donor welcome series, "thank you" receipts, and event reminders. Smart workflows ensure supporters feel valued while empowering staff to spend less time on manual tasks.

  • Reporting: One-click reports and dashboards ensure nonprofits can always make data-driven decisions.

  • Event & Volunteer Management: Manages seating, tickets, and check-ins for galas or performances while signing up new volunteers and tracking shifts. Every detail automatically syncs so teams can focus on people rather than administration.

  • Peer-to-Peer Fundraising: From personalized campaign pages to social sharing tools, Neon CRM helps nonprofits launch and manage campaigns quickly.

  • Email Marketing & Text-to-Communicate: Built-in email and text messaging capabilities can reach supporters, members, and volunteers directly on their phones to share urgent updates or success stories. Every conversation is tracked to ensure messages are relevant, timely, and appreciated.

  • Membership Management: Forms can be used to join, renew, and upgrade. Auto-renewals, secure member portals, and personalized messaging build loyalty and simplify administrative efforts.

  • Scalable Integrations: Keep fundraisers and donors focused on organizational goals from start to finish. Native integrations with QuickBooks, Mailchimp, and Neon Pay ensure systems support the team instead of slowing them down. This connected ecosystem removes the risk of human error and simplifies daily reconciliation.

  • Customer Support: U.S.-based support hub featuring quick response times and 24/7 intelligent troubleshooting. With expanded weekend coverage, live training, and a dedicated team of nonprofit experts, Neon CRM provides comprehensive resources to help teams succeed.

Media

Email Builder: Elevates appeals, newsletters, and other communications with mobile-responsive emails, multi-column layouts, text block editor and full email preview while building.
Fundraising Dashboard: Aggregates fundraising data in one place to analyze various campaigns, performance, progress, and comparisons to other years and campaigns.
Workflow Automation: Automated workflows that take care of redundant administrative tasks, with workflows to define triggers, audience, and the action to be performed.
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.
Donation Form Themes: Drag and drop themes for donation pages matched to the brand with customization.
Volunteer Management: To understand the ways that people want to give support, and to track and manage volunteer sign-ups, projects, and time.
Timeline View: Displays interactions, communications, and donations with prospects in one place. Activities and tasks can be assigned to colleagues, with pinned notes, and the ability to forecast upcoming to-dos.
Goal Meter & Top Supporters Widgets: A goal meter and "top supporters" widget can be added to donation forms for a more personalized donor experience, and to show donors how their generosity impacts the organization's goal and how it stacks up against other supporters.

1 / 8

Top Performing Features

  • Online donation options

    Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

    Category average: 7

  • Wealth screening

    The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

    Category average: 6.1

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

    Category average: 7.6

Areas for Improvement

  • Mobile event check-in

    Attendees and volunteers can be checked in at events with a mobile device.

    Category average: 6.1

  • Mobile access

    Users can access the CRM via an app from a mobile phone or tablet.

    Category average: 7

  • Integrations

    The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

    Category average: 6.5

AVOID. We regret trusting Neon with our data

Use Cases and Deployment Scope

Our non-profit made the switch due to sales pitch promises, but sadly it wreaked absolute havoc on our data. Migration took forever and data was jumbled, in the wrong place, or completely missing. Area codes were wrong. Pitiful customer service. They don't have account reps. You can't just pick up the phone and talk to someone. Our admin sits for hours in the Chat queue only to get kicked out randomly. There are basic functions that it simply doesn't offer. We completely REGRET becoming a customer and are currently looking for alternatives. AVOID this start up, they are too far behind and have a long way to go to catch up.

Cons

  • Customer service
  • Missing information in reports
  • Terrible data migration process

Return on Investment

  • Negative
  • Negative
  • Sorry but nothing good to report

Alternatives Considered

DonorPerfect

Other Software Used

Microsoft 365

NeonCRM is a great donor database for nonprofits!

Pros

  • Very user friendly
  • Great customer service--they always quickly reply to inquiries with great information for troubleshooting
  • It is a great catchall for donor/grant information

Cons

  • We would love if there was added functionality to check attendees in at events or run a silent auction

Return on Investment

  • Ease of communication with funders
  • Consistency in tracking donations
  • Great website integration for donation pages

Alternatives Considered

Salsa CRM

Other Software Used

Apricot by Social Solutions, Constant Contact, Microsoft 365 (formerly Office 365)

Frustrating, complicated, expensive and possible loss of donors

Use Cases and Deployment Scope

When we signed up with Neon in 2018, it seemed to be the answer to our prayers. A donor database and email “blast” whatever all in one. As a nonprofit using Mailchimp to send emails and another donor program to maintain our database, it saved our nonprofit about $100 a month. Although the system was thoroughly confusing (you have to watch video tutorials and html code to understand many of the features), the customer support was good. 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 more confusing to use. For example, a donor’s email was not automatically added to our email list when the donor made a contribution. Instead, we had to check each donation that came in to determine whether it was a new or existing donor. If it was a new donor, we had to copy their email address and manually add it into our email blast list. This was an enormous time-waster for our org for something that should have been fully automated from the start. Other issues are listed below:

. Pricing continued to increase while the service continued to go downhill. We were paying almost $400 monthly when we cancelled. While doing so, Neon stated that they are designed to “help nonprofits” and could decrease our cost to $270 monthly and they were also adding 10 new technicians to help with the increased customer issues they were having. We declined.

· When we cancelled, Neon stated that “according to our contract” we would owe them for three months (totaling almost $1,200), even though we would not be using their system. This is not stated anywhere in the contract.

· Neon CRM refused to transfer our recurring donor information over to Stripe unless we paid them $450.

· Customer support was impossible to reach, often taking a week to 10 days to respond.

· Exporting reports was cumbersome, confusing and more importantly, not accurate. For instance, our export of “lapsed” donors included over a dozen of contributors who had donated within the previous week, and our export of “New Donors” included people who had donated only one time seven years prior.

· Email address uploads could not be trusted. When we uploaded new email addresses into our email blast list, the number of emails in our mailing list never increased. We are positive the addresses were new emails and not a previous emails that was overwritten. This includes new emails that numbered into the hundreds.

In our opinion, Neon CRM is 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.

Pros

  • Merging duplicates

Cons

  • Customer support
  • cost
  • Valuing their clients

Alternatives Considered

Mailchimp, DonorPerfect, Kindful and a Bloomerang product

Other Software Used

Mailchimp, Donately

Usability

We are happy with NeonCRM!

Pros

  • Its very user-friendly and intuitive.
  • They are very open to user's suggestions.
  • Neon integrates with our iWave account and I especially love that.

Cons

  • 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.

Return on Investment

  • Relative to other CRM's, Neon is a great buy.

Alternatives Considered

Salesforce for Nonprofits

Other Software Used

iWave

NeonCRM - Gets the job done for non-profits

Pros

  • Web-based and user friendly interface (unlike some other CRM applications)
  • Great customer service
  • Easy-to-use reports and dashboards

Cons

  • I believe that NeonCRM is not as "robust" as some other CRM applications. It has a reporting function but the ability to issue queries is not as flexible as, say, Raiser's Edge.
  • I would like to see keyboard shortcuts in Neon. If you are doing lots of data entry, keyboard shortcuts are a must.
  • I have occasionally experienced slowness - though this may be a browser issue!
  • Neon is not as customizable as I would like - for example, on the "Fundraising Dashboard" I wish I could customize what information the dashboard shows. It would save me a LOT of time.

Return on Investment

  • 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.

Alternatives Considered

The Raisers Edge

Other Software Used

MailChimp, Slack, WordPress