Neon CRM

User Friendly

Pluspunten:

I have worked in a few CRMs since starting my career, and Neon CRM is the most user friendly. Also, the help section is wonderful and easy to understand. If I cannot find an answer, customer service is prompt and helpful.

Minpunten:

It would be nice if Neon had more capabilities for events such as a silent auction/raffle function.

Simple and Straightforward

Opmerkingen: Overall, Neon CRM is a great product for the cost. As a smaller nonprofit, most of our budget goes directly back into youth programs.

Pluspunten:

Neon CRM is a simple, straightforward tool. It's easy to use and there are a lot of resources and tools to help onboard new users. It's cost-effective for our nonprofit and enables us to track donors, volunteers, and donations in one place.

Minpunten:

A feature that could be improved at our subscription level is the ability to automate workflows. As it is, we have to manually pull reports to see if donors need to be contacted, moved along the pipeline, etc. It would be a huge improvement if Neon CRM offered a budget friendly alternative that enabled us to set contact on a pipeline and receive reminders when it's time to move them along.

A powerful CRM system for small businesses

Opmerkingen: We were able to consolidate membership, event, fundraising, and accounting data with the assistance of Neon's centralized database. The fact that we can generate almost any report has greatly increased the value of this information in helping us achieve our aims and ambitions.

Pluspunten:

I enjoy making reports and filling out forms. Adapting an existing form to my requirements and developing a report to go along with it. It's incredible how many tools are available. Despite working with a CRM consultant, I can use various resources to find things out.

Minpunten:

While the steps may not always be obvious, any questions you have can be answered by visiting the Help Center or chatting with a representative. Filtering reports requires some practice, but the power to make personalized reports more than makes up for it.

We need LIVE customer support

Opmerkingen: 2.5/10 > We need a PERSON to speak to right when the issue happens. not days later. You know why you have an "influx of tickets" because no one is ANSWERING THEM. This really feels like a massive bait and switch. Sell us on all the good stuff then when we have questions or need assistance we get told to kick rocks.

Pluspunten:

The implementation was pretty easy. I like the 'pop up' donation form. Unfortunately, everything else seems to be a real headache

Minpunten:

1) Customer Support is the WORST I've ever dealt with from a company. Waiting DAYS just to get an answer to a seemingly simple answer. What's worse is often times we don't get an actual answer, we an article that tells us nothing or we get redirected and have to wait WEEKS before we hear from anyone. 2) Finding anything in the Global Settings is a NIGHTMARE. Everything is so small and close together and half the time the name has either changes from the reference article or its in a complete out of place area that really makes no sense

Best Customer Service and Ease of Admin Stress

Opmerkingen: Amazing and have recomended them to most non profits researching for a new crm.

Pluspunten:

The customer service is what made the decision easiest for us. Responsive and listens to every concern.Administrative heachaces are lessened with automation. The CRM integrates with many programs to reduce user entry errors on the backend.

Minpunten:

events management still needs work (9/6/23). While It is great to use and get a complete picture of the constituent, the actual designing and then the signup pages fro events is cumbersome without help.