Love this system!
October 23, 2017
Love this system!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Standard CRM
Overall Satisfaction with NeonCRM
We use NeonCRM to track donor engagement, grants, event attendance and relationships. We also use it to segment marketing lists and integrate with email marketing. All staff uses the platform in different capacities. Some users are tracking donors, some grants, and others marketing lists. We use reports to help understand who is most invested monetarily and who is most engaged with programming.
- The setup and import process was very effective. The team looked at our account import data and recommended ways to format it and explain how it would best be translated into the NEON system.
- The deduplicate tool is effective and easy to use. The step-by-step system allows a record with multiple addresses to be combined into one account, or added to a household or left as is.
- It works! We've used other systems that are nightmarish. This system is easy to use and the detailed training videos get into more of the nitty-gritty in a clear and extremely helpful way.
- Customising form fields was extremely important and easy to do. MailChimp integration using reports from this customization is clutch.
- The Eventbrite integration is very helpful, but unfortunately doesn't integrate with events that were imported or created directly into NEON. This makes reporting on total registration and tracking relationships a challenge.
- The design could use some improvement, but I'm more pleased that it works and has an intuitive processes.
- We are still getting started, but overall, the reccuring donor options and tracking are helping us increase repeat donors.
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.