Neon CRM Features
What are the features of Neon CRM?
Administration
- User Dashboard
- Donor Profiles
- Reporting
- Templates
- Customization
Fundraising
- Campaign Management
- Online Donation Portal
Donor Management
- Acknowledgments & Communications
Constituent Management
- Constituent Profiles
- Online Portal
- Donor Communications
Workflow Automation
- Data Entry
Reporting & Analytics
- Reporting
- Dashboards
Integrations
- Fundraising
Neon CRM Categories on G2
Filter for Features
Administration
Reporting | As reported in 127 Neon CRM reviews. Reports on various important data and metrics. | 82% (Based on 127 reviews) | |
Interaction Tracking | The ability to track each interaction with donors and maintain a record of their giving history. This feature was mentioned in 113 Neon CRM reviews. | 79% (Based on 113 reviews) | |
Automation | Based on 117 Neon CRM reviews. Tools to automate a variety of processes such as email marketing and emailing receipts. | 76% (Based on 117 reviews) | |
Donor Profiles | As reported in 125 Neon CRM reviews. Profiles for each donor including contact information, interaction history, and giving history. | 85% (Based on 125 reviews) | |
User Dashboard | Allows users to customize their home page to display the information relevant to their role and tasks. 150 reviewers of Neon CRM have provided feedback on this feature. | 82% (Based on 150 reviews) | |
Donor Profiles | Based on 143 Neon CRM reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. | 85% (Based on 143 reviews) | |
Reporting | Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. This feature was mentioned in 145 Neon CRM reviews. | 80% (Based on 145 reviews) | |
Templates | Provides standard templates for letters and emails and/or allows users to create their own. 141 reviewers of Neon CRM have provided feedback on this feature. | 72% (Based on 141 reviews) | |
Customization | Based on 149 Neon CRM reviews. Creates custom fields to track information about donors or gifts that is specific to an organization. | 77% (Based on 149 reviews) | |
CRM Integration | As reported in 33 Neon CRM reviews. Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines. | 82% (Based on 33 reviews) | |
Dashboards & Analytics | Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics. 38 reviewers of Neon CRM have provided feedback on this feature. | 82% (Based on 38 reviews) |
Fundraising
Campaign Management | The ability to plan and execute fundraising campaigns based around specific goals. This feature was mentioned in 130 Neon CRM reviews. | 83% (Based on 130 reviews) | |
Online Donation Portal | The ability to accept donations online via a website, social media, or mobile device. 130 reviewers of Neon CRM have provided feedback on this feature. | 86% (Based on 130 reviews) | |
Event Planning | Based on 116 Neon CRM reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking. | 76% (Based on 116 reviews) | |
Recurring Donations | The ability to set up recurring donations of a specific amount at a chosen interval. 127 reviewers of Neon CRM have provided feedback on this feature. | 85% (Based on 127 reviews) | |
Mobile Capabilities | The ability to use mobile devices to collect in-person donations at an event or kiosk. 92 reviewers of Neon CRM have provided feedback on this feature. | 67% (Based on 92 reviews) |
Marketing
Email Marketing | Tools to create, customize, and send out mass marketing emails to specific donor groups. This feature was mentioned in 113 Neon CRM reviews. | 75% (Based on 113 reviews) | |
Direct Mail Tools | Tools to create paper flyers and other mailings to be sent via direct mail. 101 reviewers of Neon CRM have provided feedback on this feature. | 72% (Based on 101 reviews) |
Donor Management
Moves Management | As reported in 116 Neon CRM reviews. Tracks action steps and notes for each prospective donor in the donor pipeline. | 70% (Based on 116 reviews) | |
Pledge Tracking | Records gift pledges and updates remaining amount based on installments. 105 reviewers of Neon CRM have provided feedback on this feature. | 72% (Based on 105 reviews) | |
E-Document Storage | Allows electronic files to be uploaded and stored within donor profiles. This feature was mentioned in 111 Neon CRM reviews. | 68% (Based on 111 reviews) | |
Acknowledgments & Communications | As reported in 143 Neon CRM reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. | 82% (Based on 143 reviews) |
Interoperability
Event Tracking | Stores event registration and ticketing information collected through online forms or manual data entry. This feature was mentioned in 124 Neon CRM reviews. | 77% (Based on 124 reviews) | |
Gift Tracking | Based on 118 Neon CRM reviews. Downloads gift information from integrated fundraising tools into donor profiles. | 84% (Based on 118 reviews) | |
Fund Accounting | As reported in 106 Neon CRM reviews. Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. | 76% (Based on 106 reviews) |
Constituent Management
Constituent Profiles | Based on 135 Neon CRM reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. | 81% (Based on 135 reviews) | |
Online Portal | Based on 129 Neon CRM reviews and verified by the G2 Product R&D team. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. | 76% (Based on 129 reviews) | |
Donor Communications | Based on 136 Neon CRM reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents. | 79% (Based on 136 reviews) |
Marketing Automation
Email Marketing | Based on 128 Neon CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. | 73% (Based on 128 reviews) | |
Lead Management | Based on 99 Neon CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 63% (Based on 99 reviews) | |
Campaign Management | Based on 126 Neon CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 79% (Based on 126 reviews) | |
Marketing ROI Analytics | Based on 96 Neon CRM reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities | 63% (Based on 96 reviews) |
Workflow Automation
Donor Prospecting | Based on 103 Neon CRM reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline. | 61% (Based on 103 reviews) | |
Data Entry | Based on 141 Neon CRM reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. | 82% (Based on 141 reviews) | |
Task Delegation | Based on 107 Neon CRM reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. | 64% (Based on 107 reviews) |
Reporting & Analytics
Reporting | Based on 136 Neon CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. | 79% (Based on 136 reviews) | |
Dashboards | Based on 135 Neon CRM reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) | 81% (Based on 135 reviews) | |
Automated Reports | Based on 124 Neon CRM reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time. | 75% (Based on 124 reviews) |
Integrations
Accounting | Based on 111 Neon CRM reviews and verified by the G2 Product R&D team. Provides fund accounting support to track payments receivable and pending. | 70% (Based on 111 reviews) | |
Fundraising | Based on 129 Neon CRM reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records. | 81% (Based on 129 reviews) | |
Grant Management | Based on 106 Neon CRM reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. | 64% (Based on 106 reviews) | |
Sales POS | As reported in 88 Neon CRM reviews. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. | 59% (Based on 88 reviews) |
Volunteer Management
Opportunity Listings | Based on 31 Neon CRM reviews. Creates and edits active volunteer opportunities to receive volunteer sign-ups. | 69% (Based on 31 reviews) | |
Volunteer Tracking | As reported in 38 Neon CRM reviews. Tracks contact, demographic, and affinity information for volunteers, as well as total service hours. | 78% (Based on 38 reviews) | |
Volunteer Scheduling | Based on 29 Neon CRM reviews. Assists with assigning volunteer shifts and manages a master schedule. | 68% (Based on 29 reviews) | |
Volunteer Profiles | Based on 31 Neon CRM reviews. Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests. | 72% (Based on 31 reviews) | |
Document Management | As reported in 30 Neon CRM reviews. Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers. | 66% (Based on 30 reviews) |
Engagement & Communication Tools
Gamification | Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served. 24 reviewers of Neon CRM have provided feedback on this feature. | 52% (Based on 24 reviews) | |
Mass Messaging | As reported in 34 Neon CRM reviews. Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities. | 78% (Based on 34 reviews) | |
Donation Pages | Supports embedded or linked donation pages to encourage volunteer donations. 38 reviewers of Neon CRM have provided feedback on this feature. | 82% (Based on 38 reviews) | |
Mobile Application | Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history. This feature was mentioned in 28 Neon CRM reviews. | 61% (Based on 28 reviews) |
