I really appreciate the membership feature in Neon CRM because it allows our annual members to manage their own accounts, which is super helpful. It simplifies the process beyond just dealing with donations by check. Also, the email feature is really convenient for us; my boss and I can work on an email campaign simultaneously, which makes managing email audiences pretty easy and straightforward. We use the email features a lot for membership campaigns and regular newsletters. Review collected by and hosted on G2.com.

I think surveys and forms can be improved. I think it's a maybe forgotten feature that we're using right now for our bike safety quiz mini grants program. And, unfortunately, the survey leaves a bit to be desired. Review collected by and hosted on G2.com.

Creating constituent records in Neon is both straightforward and efficient, and entering donations is just as simple.

I also appreciate the ability to design our monthly newsletter and eblasts, choose an audience, send them out, and then review the analytics afterward.

The Notes section is particularly useful for attaching copies of checks, invoices, profiles, articles, or letters for easy reference in the future. Review collected by and hosted on G2.com.

The event module feels somewhat clunky, especially when generating a guest report, as both registrants and attendees appear together. This means you have to manually sort through and delete entries to create an accurate guest list. Additionally, when uploading an image for an event, you need to be familiar with sizing JPEGs correctly; otherwise, only part of the image will display.

Another limitation is the absence of a "spouse" field on constituent records, which makes it impossible to add a spouse’s information—something users of Raisers Edge might expect. It would also be helpful to have the option to store more than one address for a constituent, such as both work and home addresses.

Reporting - I am looking forward to the new Reporting roll-out and am eager to see what improvements are made. The reporting feature used to be quite straightforward, but recent changes have made it more complicated. Aso, note that when doing eblasts that the only downfall is that you can't select more than one "type" of audience to send something to and have to do more than one email. (Sending an eblast to government officials, donors, grant funders as the selected audiences, isn't going to happen. Has to be done one at a time, so creating multiple copies of the eblast with unique audiences.) Review collected by and hosted on G2.com.

It integrates well with the other Neon products. The UX/UI is fairly easy to use overall, and searches are fairly quick. Review collected by and hosted on G2.com.

The learning curve is very steep. The terminology and language feel different from other tools I’ve used. I’ve also run into several cases where the same output can be changed by fields that have different names, which makes it harder to know which one to use. Support has been responsive (1-3 hours) but very often incorrect. Their solutions are not solving problems. Review collected by and hosted on G2.com.

The customer support team that onboarded us was truly amazing to work with. The database and reporting system is very easy to use. Review collected by and hosted on G2.com.

Sometimes when I am setting up a new report, I can't get all the available columns that I might need in a report, but then I am able to find a workaround. Neon CRM is a robust system to work with, overall. Review collected by and hosted on G2.com.

Neon CRM is both intuitive and user-friendly, yet it remains a robust platform. By combining donor management, memberships, events, email, and reporting into a single system, it has made our workflow much more efficient. Review collected by and hosted on G2.com.

Certain advanced reporting and workflow features present a learning curve and may require some time to master. Although the system is quite user-friendly for everyday tasks, setting up more complex configurations can occasionally demand extra support or some trial and error. Review collected by and hosted on G2.com.

Neon CRM combines some of the best aspects of other softwares or apps (such as sending newsletters, running reports, making volunteer forms, setting reminders, etc.) and pulls them all into one, intuitive-to-use, secure space. It is easy enough to onboard interns in a short amount of time and ever-evolving in ways that give us room to grow and become more efficient as an organization. Review collected by and hosted on G2.com.

There are parts of Neon that can feel clunky on the front end for users, such as purchasing tickets for events, but for the most part, it is a great tool across the board! Review collected by and hosted on G2.com.

I still consider myself a relatively new client and I am still learning, and as I continue to get to know the system better and better, I keep finding new ways that are already in the system that I can use to my benefit and advantage. The whole system seems to be very well thought out. It seems like they really looked at the needs of many clients with many different needs and they are focused on accommodating all of them! The system is very rich and very dynamic! Review collected by and hosted on G2.com.

I am a relatively new user and I haven't found much I don't like at this point. Sometimes I don't feel like I can see the bigger picture of everything the system can do. One thing that has been a little challenging is when I am filling out a form and there is a drop down, sometimes there is nothing in the drop down, so I know I need to add things to the drop down, but I have to do some searching to find out where I can add those items. It's not very intuitive and it does not tell me where I need to go to add those items in. I can usually find them, though. It just takes some time. Review collected by and hosted on G2.com.

I have been using Neon since late 2019 for our 501(c)(6) small national organization. The implementation process was excellent, and I felt like our rep was responsive and knowledgeable. Additionally, when we have had issues or questions, either our rep or the ticketing system has always been there!

My absolute favorite feature is the robust reporting. You can build your own reports, including MANY parameters to search by and which data are included in the output. You can save reports and schedule them to be delivered to you or someone else. You can publish them (password protected or not) to a URL, which has allowed me to build custom reports for different committees, then give them access to the reports, so I don't have to pull the report, download it, then email it to the committee chairs every time they'd like to check in on how their committee is doing. Huge time saver!

The other huge time saver is Workflows. I mean, WOW. We use these automations to approve or deny membership applications, assign regions, and send automated new member notifications to those who need to know.

The event registration feature has been very helpful, we love the Account Notes feature, and it's been amazing to send out a survey whose responses fill members' profiles! Review collected by and hosted on G2.com.

We're having some trouble with "duplicate accounts," as a Company account and an Individual account is created for every member. This causes difficulty for the members (when they login to the "wrong" account, they do not have an active membership), as well as obfuscating how long someone has been a member, as they might renew on the Individual account one year and the Company account the next, so complete membership records are divided between two accounts. We have determined most of the problem, but part of it is that the renewal funnel is confusing to members, so they will add themselves as a sub-member, which creates the duplicate Individual account.

You cannot (1) send invoices for members to pay within NeonCRM, so we are using a 3rd-party solution for that. Nor can you (2) make a credit card surcharge mandatory. It's just not an option. We also wish we could (3) use the new events module, but we are "stuck" on the "legacy events" because it makes zero fiscal sense for us to switch to NeonPay (WAY more expensive than our current processor, even if without surcharging), but I feel like we are missing out on features and that Neon is trying to strong-arm or nickle-and-dime ($199 monthly 3rd-party processor fee) us into switching to NeonPay. It's childish. Review collected by and hosted on G2.com.

I use the moves management feature the most to track grants I apply for on behalf of my agency. It solves miscommunication and also saves time in planning our fund development efforts. I love the drag to attach files feature and how easy to use the entire interface is. It's so easy! The initial setup of Neon CRM was super easy. Review collected by and hosted on G2.com.

I wish it was easy to assign 2 users to a single grant. My team and I often work together on grants, so it would be nice to see on both sides when filtering by user. Review collected by and hosted on G2.com.

I use Neon CRM for our small non-profit, and it helps us create events, build our website, and provides support for running an NGO. Their customer service is great, especially for someone like me who is not very tech-savvy. They work with you and make it easy to make changes. Neon One made it very easy to set up, and their web design team facilitated the switch seamlessly. Review collected by and hosted on G2.com.

I find it difficult to collaborate with QuickBooks. I need to study that more. I also need to check out how to collaborate with Mailchimp. Review collected by and hosted on G2.com.