Neon CRM Features

Reports on various important data and metrics. This feature was mentioned in 149 Neon CRM reviews.

Based on 131 Neon CRM reviews. The ability to track each interaction with donors and maintain a record of their giving history.

As reported in 139 Neon CRM reviews. Tools to automate a variety of processes such as email marketing and emailing receipts.

Profiles for each donor including contact information, interaction history, and giving history. This feature was mentioned in 146 Neon CRM reviews.

Allows users to customize their home page to display the information relevant to their role and tasks. This feature was mentioned in 176 Neon CRM reviews.

Based on 170 Neon CRM reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.

As reported in 172 Neon CRM reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

Provides standard templates for letters and emails and/or allows users to create their own. 168 reviewers of Neon CRM have provided feedback on this feature.

As reported in 175 Neon CRM reviews. Creates custom fields to track information about donors or gifts that is specific to an organization.

Based on 43 Neon CRM reviews. Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines.

Based on 49 Neon CRM reviews. 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.

The ability to plan and execute fundraising campaigns based around specific goals. 151 reviewers of Neon CRM have provided feedback on this feature.

As reported in 151 Neon CRM reviews. The ability to accept donations online via a website, social media, or mobile device.

Based on 134 Neon CRM reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

The ability to set up recurring donations of a specific amount at a chosen interval. 148 reviewers of Neon CRM have provided feedback on this feature.

The ability to create social media fundraising pages that are shareable and leverage social networks. 87 reviewers of Neon CRM have provided feedback on this feature.

The ability to use mobile devices to collect in-person donations at an event or kiosk. 109 reviewers of Neon CRM have provided feedback on this feature.

Based on 133 Neon CRM reviews. Tools to create, customize, and send out mass marketing emails to specific donor groups.

As reported in 117 Neon CRM reviews. Tools to create paper flyers and other mailings to be sent via direct mail.

As reported in 140 Neon CRM reviews. Tracks action steps and notes for each prospective donor in the donor pipeline.

Records gift pledges and updates remaining amount based on installments. 129 reviewers of Neon CRM have provided feedback on this feature.

Allows electronic files to be uploaded and stored within donor profiles. 136 reviewers of Neon CRM have provided feedback on this feature.

Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. 168 reviewers of Neon CRM have provided feedback on this feature.

As reported in 148 Neon CRM reviews. Stores event registration and ticketing information collected through online forms or manual data entry.

As reported in 141 Neon CRM reviews. Downloads gift information from integrated fundraising tools into donor profiles.

As reported in 129 Neon CRM reviews. Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.

Based on 174 Neon CRM reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Based on 166 Neon CRM reviews and verified by the G2 Product R&D team. 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.

Based on 176 Neon CRM reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents.

Based on 166 Neon CRM reviews and verified by the G2 Product R&D team. 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.

Based on 134 Neon CRM reviews and verified by the G2 Product R&D team. 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.

Based on 162 Neon CRM reviews and verified by the G2 Product R&D team. 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.

Based on 132 Neon CRM reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities

Based on 140 Neon CRM reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Based on 177 Neon CRM reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Based on 141 Neon CRM reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Based on 175 Neon CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Based on 173 Neon CRM reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Based on 162 Neon CRM reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time.

Based on 146 Neon CRM reviews and verified by the G2 Product R&D team. Provides fund accounting support to track payments receivable and pending.

Based on 167 Neon CRM reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records.

Based on 141 Neon CRM reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. This feature was mentioned in 123 Neon CRM reviews.

Creates and edits active volunteer opportunities to receive volunteer sign-ups. 42 reviewers of Neon CRM have provided feedback on this feature.

Tracks contact, demographic, and affinity information for volunteers, as well as total service hours. This feature was mentioned in 49 Neon CRM reviews.

Assists with assigning volunteer shifts and manages a master schedule. 39 reviewers of Neon CRM have provided feedback on this feature.

Based on 42 Neon CRM reviews. Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.

Based on 40 Neon CRM reviews. Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers.

Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served. 34 reviewers of Neon CRM have provided feedback on this feature.

Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities. 45 reviewers of Neon CRM have provided feedback on this feature.

As reported in 49 Neon CRM reviews. Supports embedded or linked donation pages to encourage volunteer donations.

Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history. This feature was mentioned in 39 Neon CRM reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 27 reviewers of Neon CRM have provided feedback on this feature.

Based on 27 Neon CRM reviews. Works across multiple software systems or databases