CRM Software Review of NeonCRM

A review of Neon CRM for Nonprofits

In our on going “Search of a Membership Software Series”, we have prepared a quick look at Neon CRM in this article. Please note that this summary below is not intended to provide our full report but rather should serve as a quick overview of the Neon CRM donor software system. For those interested in learning more, we have prepared a detailed “Smart Report” for Nonprofit Executives who would like the full view.

The full report, updated 3/2018, is available upon request from Nonprofit Executives provides detailed information about the software product, company, and support in an easy to read question and answer format.

Neon CRM Nonprofit Software Review

Brief Summary: 

NeonCRM developed by z2Systems is a web-based fundraising and membership system that provides nonprofit organizations with all the tools required to increase donations and memberships while automating common processes and streamlining staff’s day-to-day tasks.

NeonCRM integrates with a nonprofits website that auto-feeds data to a unified database and provides a platform that is accessible for staff, constituents, donors, and members. Per NeonCRM, they believe that they have a powerful CRM database that can be used to track all of the people, organizations, communications, documents, activities, notes, and payments important to a nonprofit mission. There biggest value-add is helping to eliminate using multiple databases and software programs. They offer a single platform with many functional areas required of a nonprofit.

What features does Neon CRM Software include?  

  • One fully integrated CRM database solution.
  • Combined features for combination fundraising and membership based organizations.
  • Membership Management (including Custom Terms, Rolling & Calendar Memberships, Discounts, Online Directories, Constituent Login Portal).
  • Donation Management (including Online Donation Forms, Donation Levels, Unlimited Campaigns, Funds, and Purposes, Pledges, Soft Credits, Matching & Split Gifts, & In-Kind Donations etc.).
  • Grant Tracking is unique.
  • Document Sharing Center.
  • Integrated Events and Fundraising Management (Advanced Ticketing).
  • Mass Email Communications (including tracking, templates, campaign statistics).
  • Staff/Volunteer Project and Timesheet Management.
  • Click2Mail service which allows for instant mailing house queue based on NeonCRM. Constituent action that automatically pushes bulk mail action to Click2Mail mailing services
  • Quickbooks connection is available.
  • Easy Account Search.

Where does Neon CRM Software likely Fit?

  • Small to Low Mid-Tier Associations and Nonprofits.
  • Their “Sweet Spot” tends to be in the 4 to 15 staff range.
  • Nonprofits who desire an “All in One” solution.
  • Nonprofits which have fundraising and membership management needs. Ex. Foundation, Museums, Arts and Cultural, Faith Based, Clubs.

Key Functional Areas of Neon CRM Software?

  • Members, Memberships & Subscriptions (Member Login Portal)
  • Fundraising, Donors & Donations Management
  • Constituents & Volunteers Management
  • Orders Management (Customer Purchases)
  • Events, Attendees & Registrations (Ticketing)
  • Major Prospect & Donor Activity Tracking
  • Email Communications & Auto Emails
  • Targeted Mailed Communications
  • Accounting (AR) with Quickbooks Auto-Synchronization
  • Document Management including Staff Documents & Account Attachments
  • Product Sales & Downloadable Digital Content
  • Website Design Services 

Is NeonCRM the Best CRM Software for Your Association?

We don’t espouse to the belief that there is “one best CRM” for everyone. But, NeonCRM may very well be your best fit.

However, to answer this question with certainty, we need to know more about what makes you unique. And, discuss other insights about this platform which we have curated, clients interviewed, and discuss more detailed information beyond just this summary.

Please know that our detailed analysis and expertise is available upon request. To be sure, our software analysis is not a “pretty brochure”, “marketing noise.” or a “sales pitch.”

Rather, we provide a free objective dialogue and insights designed to help nonprofit executives make a smarter software business decision.

If you are interested in some help with reviewing your options and comparisons, please check out our “vendor matching” services here.

Want More AMS Membership Software Reviews?

Please stay tuned to our ongoing “Searching for A Smart AMS Software” where we will continue to provide further insights into membership database software options designed for our 501(c) 6 membership focused organizations.

For the most recent published reviews, please click below:

And, to obtain a sample list of the database software reviews we have, you may follow the link here 

If you work for an AMS or CRM database software system and you would like us to include your firm in our software review process, please contact us.

Until next time, keep SmartThoughts in mind. Happy Software Buying!

Download a Free Software Review of Neon CRM for Nonprofits

7 Quick Tips to Avoid Armageddon in Association Software Projects

Membership Management Software

It is clear, a Membership Management Software project can provide great rewards and commensurately significant challenges to many associations embarking on an implementation initiative of association software. In this article, I share a few insights to help possibly avoid pitfalls in your next association software implementation project. One hint: Crossing fingers doesn’t help!

Implementation Tips for Association Software Projects

Do you remember the classic movie tale from 1978 called Animal House with John Belushi and Kevin Bacon? For most, it has likely been some time, therefore, let me refresh your memory. In the grand finale of the movie, a local peace keeper, played by Kevin Bacon, is charged with keeping order with the crowd and stood watch while complete “Armageddon” transpired during the Faber Homecoming Parade calmly stating to the panicked and unruly crowd, “Relax, All is well, All is Well!”.

For some, this scene may paint a pretty vivid picture of how some 501c 3 nonprofits and associations too feel about a prior or even present database management software project. I am not going to sugar coat it. It is not easy. And, before things get better, there will be pain. But, at the end of the road hopefully, you will get your peace of mind back.

Below you will find 6 quick tips to consider to help avoid some of the pitfalls which may plague your implementation projects

  • Begin with the ” End in Mind”: Association Management Software should start with vision and goals. Although you may end up in a good location by chance, it is far more likely you will end up lost or run aground if you do not discuss and document why you decided to purchase the software in the first place.
  • Quantify the Value of Your Program: With your Executive team, quantify how the technology can be used to automate your business. For example, if you are hoping to maximize staff time and productivity, how does that impact your organization? You need to focus on early wins and those items which are going to be the most impactful so that your staff gets on board early and stays in tune.
  • Create a Roadmap: A software roadmap clearly defines key people, process, & technology milestones. 
  • Build Your AMS Governance Structure: You must define a structure within your organization so that everyone understands roles and responsibilities. And, understand that this project will never be completely done. It’s a long term program. 
  • User Adoption: If you do not secure buy-in, your project is doomed. The system must be viewed as a “blessing” not a “curse”. 
  • Keep an Eye on the Prize:  A smoother software program can certainly improve not only an organization’s administrative efficiency, but literally increase revenues and improve the public perception of the organization itself. Pull out for your team why your organization made the decision to move and implement a new tool to begin with. By all means, an ongoing reality check during the heated months ensuing your purchase may be very well received!
  • Communication, Communication, & Communication: Email is a wonderful tool for all of us in the business today. But, if saturated by them and scattered among all the staff involved in the project, it can be a royal pain in the rear end. I suggest having one person consolidate the correspondence and then meet at least every other week to be sure that everything is moving along well.

In summary, these are 7 quick steps your staff can take to avoid “Armageddon” during your Association Management Software project. Unfortunately, I don’t usually get called when things are going well with their membership database. So, it is so exciting for me to hear of association software success. Your staff you must be prepared and realistic about the process. The process to find the right technology solution is important but after the selection has been made, the second half of the project is honestly so much more important.

If you treat the implementation project of your association management software as a long-term investment ( a journey not a race) your organization will be in a greater position to enjoy the excitement of the parade rather than doom of the “Death Mobile”.

We work with very competent service specialists who specialize in project management and implementation services for association software. So, if you need some guidance, we can help with find a competent implementation partner to help with your membership software projects. Due to our years in the market, we are positioned effectively to provide you the leadership required to ensure a success of your selected service provider.

Please give us a call or fill out our contact now request form anytime.