I like the ease of viewing full account information at a glance. The ability to pin notes to a profile and the summary of a donor's total and annual giving makes that possible. I also appreciate the resources available through webinars and one on one video calls with Neon reps. Review collected by and hosted on G2.com.

The reporting is easily my least favorite part of Neon. I wish there was a way to generate professional, ready to print reports as PDF's. Having to export to Excel and do all my formatting can be tedious. Review collected by and hosted on G2.com.

The combined platform for fundraising, email communications and events has been the best thing for our organization! The P2P fundraising feature has contributed to more seamless fundraising and saved so much time and increased our donor stewardship. Review collected by and hosted on G2.com.

One of the least helpful things had been the lack of continuity between forms and surveys. However, that feature was recently released so I'm very pleased with it. Review collected by and hosted on G2.com.

Everything is in one place. The contributors for our club can access events, memberships, donations, volunteers, communications, store, website, and fundraising all in one platform. It enables us to quickly assign roles and onboard new contributors. Review collected by and hosted on G2.com.

It is a bit more pricey than other CRMs but we are hopeful that the fundraising component will pay for itself. We would otherwise have to pay for two separate systems to take care of fundraising and membership management. Review collected by and hosted on G2.com.

I appreciate Neon CRM's intuitive nature, which makes it easy to use. The reporting features are where I spend most of my time, and I find them very helpful. I also value the ability to organize by campaign or event to track donations and registrations, communicate with supporters, and produce real-time reports. Overall, it streamlines communication with volunteers, donors, constituents, and supporters effectively. Review collected by and hosted on G2.com.

Maybe more intuitive workflows and reports can be difficult at times due to certain boundaries. I am just learning workflows but reports and I would like to be more creative with. Review collected by and hosted on G2.com.

I appreciate how user-friendly Neon CRM is. Their customer service is also very responsive, which is incredibly helpful. I truly appreciate the automated workflows; they send pledge payment reminders and help communicate to relationship managers when donations are created from their portfolios. We've found that we can accomplish almost all of our needs with Neon CRM, and it doesn't break the bank. Also, Neon CRM is much more user-friendly compared to our previous tool. I would definitely recommend Neon CRM to a friend or colleague. Review collected by and hosted on G2.com.

Workflow limitations are a setback, as I need to schedule automated workflows for pledge reminders 3-6 months in advance due to the large gift amounts. It would also be incredibly helpful to have all reporting lines available for every report. Lastly, I need to be able to apply a pledge payment to a pledge on someone else's account, like when a husband signs the pledge agreement but the payment comes from a check with only his wife's name on it. Review collected by and hosted on G2.com.

We can do everything in one place, which eliminates the need to switch between multiple software products. Review collected by and hosted on G2.com.

Occasionally, there’s something that seems like it should be intuitive for it to do, but it can’t, so we end up having to develop a strange workaround. Review collected by and hosted on G2.com.

I love using Neon CRM for storing relationship data and historical context os our organization's stakelholders. I like that it's intuitive to use and helps to build capacity through its limited automation systems. We also leverage the integration of the database with the Neon Website functionality. We are in the very early phases of beginning to truly understand the depth of the tool. Its truly helpful in helping us make informed decisions through its well built out dashboard that pulls data from the database in respect to lapsed donors, retention and more building. The Neon Team consistently is develops and refines the platforms capabilities ensuring that it continues to grow as organizations scale they're fundraising worl. Review collected by and hosted on G2.com.

There is not much I do not like about Neon CRM. The biggest hurdle in furthering the application of this tool has been building out the backend information of the database. The database truly gives you the ability to build out as you grow. It is a heavy lift for a small organization to buld if your team does not have the knowledge and time to dedicate to the system it will be difficult to apply its usage over time. The system is intricate and complex and can be overwhelming for someone who does not have a background in data systems. Review collected by and hosted on G2.com.

NEON makes it easy to track donors, and its flexibility also allows us to engage with our donor base using different metrics. I should also mention the excellent technical support NEON has provided; because of that support, we’ve been able to adapt NEON to our organizational needs. Overall, flexibility, ease of use, and responsive tech support are key. Review collected by and hosted on G2.com.

At first, what stood out was the huge number of options NEON offers. Over time, though, we were able to narrow in on the key options that fit our organization, without feeling forced into a set framework. Review collected by and hosted on G2.com.

I use Neon CRM regularly for membership management. It’s been helpful for handling new member registrations, monitoring renewals, and using workflows to follow up with members whose memberships have lapsed. I also appreciate the member portal, where logged-in members can view other members’ profiles from their accounts.

I find the customer support good when I need to chat quickly to solve a problem. I also appreciate their new office hours feature, which makes them more accessible for in-depth questions.

My company researched other CRMs, but we determined that Neon CRM is the best fit for us and offers good value because it handles many aspects of a membership society, including membership, events, fundraising, and reporting. Review collected by and hosted on G2.com.

The reporting could use improvement. Right now, I have trouble pulling reports that span all the different sets we use in our work. Some reports only let me use a limited set of search criteria that’s specific to that particular report type. I work with members, but I often need to understand their membership in relation to their event registrations and donations. At times, the reports don’t allow me to access all of that information in one place, so I end up running multiple reports and then comparing them afterward. That extra manual step creates more opportunities for errors in my data analysis. Review collected by and hosted on G2.com.

I appreciate how Neon CRM solves the problem of being able to track all of our donations and donor contact info in the same area. I also like its integration with other important features like Clickbid, which allows me to import all of our data from our live and silent auction events straight into Neon without duplicating any donor records. The seamless integration with QuickBooks is great as it allows me to upload all of our donations straight into our bank transactions. Even though the initial setup was time-consuming, it was easy and there were many useful guides and trainings that helped us along the way. Review collected by and hosted on G2.com.

I would love for Neon CRM to add the ability to run an auction within the CRM. The initial setup was time-consuming. Review collected by and hosted on G2.com.