NEON CRM
The true All-in-One constituent management system
Most organizations have in between 3-5 databases & software programs for tracking the people, organizations, and transactions important to them. We help bridge this gap enabling your organization to handle many common processes in one unified database that is accessible to your staff, website, and the people and organizations you serve.
NEON CRM specializes in tracking:
- Members & Memberships
- Donors & Donations
- Constituents & Volunteers
- Customers & Purchases
- Events & Registrations
- Major Prospects
- Email Communications
- Mailed Communications
- Staff Activities & To-Do's
- Staff Documents & Account Attachments
- Downloads
All of this information can be accessed and managed through our very secure cloud based NEON CRM platform that works on any type of computer (Mac, PC, Linux, Smart Phone, Tablet) with a secure web browser (Google Chrome, Firefox, Safari, Internet Explorer, Opera, etc.).
A Closer Look
Key Features
Cloud-based
No software is installed on your computer for NEON CRM. NEON is accessed though the web browser on any computer, smart phone, or tablet. This relieves your organization of the need to manage servers, database backups, security protocols, updates, and many of the other headaches associated with managing many common databases. A cloud based database allows for better integration & automation of many processes in one unified system.
All-in-One
Manage all of your constituent data in one place, giving you a 360 view of what each person or organization means to you. On the profile page of each person or organization you will have a full summary of everything we have stored in NEON. This enables you to quickly see the history, custom data, payments, communications, activities, connected accounts, and much more.
Unlimited Staff Users (10 Concurrent users included)
10 concurrent staff users can access NEON at the same time, no matter the size of your database. There’s no user license fees, so you can concentrate on your entire organization knowing your CRM. Additional packages of 5 concurrent users can be easily added on to your database for miminal fees.
Permissions
Contol who has access to which portions of the accounts in NEON using permissions. This enables you to limit who can view, edit, or delete many types of information on the NEON accounts.
Payment Processing
Use NEON with a 3rd party gateway to accept online payments. NEON CRM is PCI compliant (latest credit card security rules) and can manage recurring payments easily. NEON connects to multiple credit card & e-check providers enabling your organization to get the best prices possible for processing electronic payments. NEON CRM handles checks, cash, and other forms of payment as well.
Relationships
Link accounts with custom relationships that showcase who knows who, how they know each other, and what it means for your organization. NEON CRM can not only track individual relationships, but also organizational relationships as well.
Reporting
A robust set of reporting abilities that can touch on every aspect of your organization's reach. Query across the data fields from all of our NEON CRM modules to build custom reports with very specific criteria for reports and communications. You decide which data fields display on each report and unlimited saved reports can be created. We can even pull reports on people who have "not" done something.
Smart Householding
Easily keep track of residence and addresses, giving your organization an easy way to track all the different ways families can come together.
Solicitations and Activities
Easily track moves management with any constituent, making sure all your meetings, phone calls, and more are accounted for. Let NEON send you an email reminder about that next phone call, meeting, or task- and track all of these in one place.
External Email Communications
, including the text of the email. Just add a special email address to any email you send and NEON will receive this and apply it to the correct account.
Detailed Tracking & Targeting
Data Import
Load constituent data into the system with our built in Self Import module, enabling you to import many types of contact information & transactions into NEON on your own. We also offer reasonably priced import services for more in-depth data conversion from other databases & software providers.
Data Export
All of your data can be easily exported in Excel & CSV formats from any report. We do offer a Microsoft Word mail merge utility as well.
Duplicate Checking
Keep your data clean with advanced duplicate checking.
Customizable
Add unlimited custom fields to make the system work best for your organization. You can create your own radio buttons, drop-down fields, checkboxes, text fields and add your own selecttions. These fields can be added to the NEON online forms and constituent login allowing this data to be updated by the people and organizations you serve (if you choose).
