neoncrm.com

NeonCRM is a flexible system that provides solid support for fundraising and donor management along with the ability to manage volunteers, events, membership programs, peer-to-peer fundraising, e-commerce, and grants. Individual users can customize numerous aspects of their experience, from an extensive widget-based dashboard to the configuration of constituent profile screens to the order of items in their navigation menu.

Contact records include the ability to track multiple addresses, relationships, and households, as well as a timeline of all interactions that you can filter by activity. The system supports donations, pledges, in-kind and stock gifts, recurring donations, tributes, memberships, and peer-to-peer fundraising. Donations made online are automatically added to the database. A portal, available to organizations subscribed to the Essentials tier or higher, allows constituents to update their contact information, add or update their credit card numbers, log volunteer actions, and more. The membership tool allows you to manage complex multi-level membership programs, track member benefits and credentials, and provide access to a member portal that can display or hide content depending on member type.

A sophisticated workflow automation tool allows organizations to send triggered communications or update records in the database based on a number of actions and events. The system includes a native email tool, and also integrates with MailChimp and Constant Contact. An integration with QuickBooks streamlines the transfer of transactions to the accounting system. Other integrations facilitate nightly NCOA updates, wealth screening, event ticketing, and text messaging.

NeonCRM includes more than 50 standard reports in addition to executive reports that provide analysis of donor retention and reactivation and other Fundraising Effectiveness Project criteria, and also allows you to build your own custom reports. NeonPay, the primary payment processor supported by the system, is included with all subscription packages and processes transactions at a rate of 2.9 percent plus $0.30 per transaction (3.9 percent for American Express transactions).

New clients are able to access the free Neon One Academy—where they can learn about the software and earn badges—as well as a support center and guides. Web chat-based support allows you to submit a ticket from within the platform and you also have the ability to flag pages that contain content you don’t understand. Higher level plans include phone support.

NeonCRM offers four tiers of pricing with increasing access to additional modules, advanced functionality, and training and support. Pricing within the tiers is based on the number of records in the system and includes unlimited users. The entry-level tier, Essentials Light, is for nonprofits with fewer than 500 records, and is $588 per year. Organizations with 1,000 contacts can expect to pay between $1,188 and $3,588 per year, depending on the package selected. Organizations with 20,000 contacts can expect to pay between $7,788 and $9,588 per year.

System Summary

• Year Launched: 2004
• Pricing, Small Nonprofit (1,000 contacts, 3 users): $1,188-$3,588/year
• Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): $7,788-$9,588/year

System Evaluation

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.