[ Neon CRM Reviews ](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) [ Neon CRM Reviews ](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) # Neon CRM Features ##### ## Administration (11) Reporting Reports on various important data and metrics. Interaction Tracking The ability to track each interaction with donors and maintain a record of their giving history. Automation Tools to automate a variety of processes such as email marketing and emailing receipts. Donor Profiles Profiles for each donor including contact information, interaction history, and giving history. User Dashboard Allows users to customize their home page to display the information relevant to their role and tasks. Donor Profiles Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. Reporting Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. Templates Provides standard templates for letters and emails and/or allows users to create their own. Customization Creates custom fields to track information about donors or gifts that is specific to an organization. CRM Integration Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines. Dashboards & Analytics Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics. Show More ##### ## Fundraising (6) Campaign Management The ability to plan and execute fundraising campaigns based around specific goals. Online Donation Portal The ability to accept donations online via a website, social media, or mobile device. Event Planning Tools to plan fundraising events, including ticketing, registration, and attendance tracking. Recurring Donations The ability to set up recurring donations of a specific amount at a chosen interval. Peer-to-peer Fundraising The ability to create social media fundraising pages that are shareable and leverage social networks. Mobile Capabilities The ability to use mobile devices to collect in-person donations at an event or kiosk. Show More ##### ## Marketing (2) Email Marketing Tools to create, customize, and send out mass marketing emails to specific donor groups. Direct Mail Tools Tools to create paper flyers and other mailings to be sent via direct mail. Show More ##### ## Donor Management (4) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Pledge Tracking Records gift pledges and updates remaining amount based on installments. E-Document Storage Allows electronic files to be uploaded and stored within donor profiles. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Show More ##### ## Interoperability (3) Event Tracking Stores event registration and ticketing information collected through online forms or manual data entry. Gift Tracking Downloads gift information from integrated fundraising tools into donor profiles. Fund Accounting Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (4) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Show More ##### ## Integrations (4) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Show More ##### ## Volunteer Management (5) Opportunity Listings Creates and edits active volunteer opportunities to receive volunteer sign-ups. Volunteer Tracking Tracks contact, demographic, and affinity information for volunteers, as well as total service hours. Volunteer Scheduling Assists with assigning volunteer shifts and manages a master schedule. Volunteer Profiles Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests. Document Management Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers. Show More ##### ## Engagement & Communication Tools (4) Gamification Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served. Mass Messaging Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities. Donation Pages Supports embedded or linked donation pages to encourage volunteer donations. Mobile Application Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history. Show More ##### ## Membership Management (3) Member Self‑Service Portal Allows members to update profiles, renew membership, and manage their account online. Member Database Stores and updates detailed member profiles and track membership status. Automated Dues & Renewals Automatically bill members and process recurring membership renewals. Show More ##### ## Events & Committees (3) Committee & Group Management Supports creation and management of committees, special interest groups, and sub‑groups. Event Management & Registration Creates, promotes, and manages event registration and attendance tracking. Calendar & Scheduling Tools Provides shared calendars and scheduling for meetings, conferences, and association activities. Show More ##### ## Financial & Operational Tools (4) Integration With Accounting Tools Integrates with accounting and third‑party financial systems. Email Marketing & Automated Communications Sends segmented email campaigns and automated reminders to members. Online Payments & Invoicing Processes secure payments for dues, events, and other fees with invoicing. Reporting & Analytics Produces reports on engagement metrics like event attendance and communication effectiveness. 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