
I really like Neon CRM for its easy report creation, and all the pre-made reports it offers. It has lots of automation and workflow options, which is a big plus compared to our former CRM. The pricing model is better for our organization, and I also find ease in reporting to be a significant benefit. Having my own support person was really helpful during the setup, and the step-by-step process was useful. Review collected by and hosted on G2.com.
It's a little bit clunky on the patron side. The system emails and letters are a bit rough and not the smooth professional image I try to uphold. Simple things like dates are formatted as 4/2/26 instead of a more formal option like April 2, 2026, but I understand that particular fix is coming. It's a pretty sharp learning curve, but customer support/chat has been really helpful. The data conversion was more challenging; we had to get creative and the IT team had to do some extra merging to help us. Review collected by and hosted on G2.com.
We’re so glad our automation and reporting tools are helping your team stay organized and efficient! We hear your feedback about system email formatting and date displays, and we’re working hard to ensure your communications look as professional as the work you do. It’s wonderful to know our support team helped you navigate the learning curve, and we’ll continue refining our toolkit to make your experience even smoother.