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CRM "Constituent Relationship Management"
NEON is a powerful web-based Constituent Relationship Management system with all of the features
you need to engage, manage, and inspire your constituents, donors and members. Most
small to medium-sized nonprofits would not have the funds to build or buy such a
sophisticated, robust or intuitive system, but NEON has been developed specifically for this type
of organization. In other words, we give you all the tools the big players have and let you
keep more for achieving your missions and goals.
Highlights include:
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NEON Feature
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Description
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Fully web-based CRM
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Robust and full of state-of-the-art features, yet
intuitive and easy to use. Access from any Internet connection with any type of computer -
Mac, PC, or smart phone. System upgrades are included, and their is no hardware to manage.
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Website integration
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We copy your website template and style sheet exactly,
so all of your NEON pages integrate seamlessly with your web design. Data and transactions
from forms completed on your website are viewable in your NEON database in
real-time.
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Staff login & permissions
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We include multiple staff logins, for concurrent
NEON access, with our basic package, but can accommodate as many as you need (unlimited) at a small
additional cost. We have the ability to control who can access which information with our
"user group" permissions.
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Constituent login
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Constituents can view their own history, update their
own basic personal information, complete transactions, view their historic transactions, sign
up for events, view secure pages, and more, via a secure login.
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All-in-one view
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See ALL of your constituents' activity
history and staff notes in one place, including: contact information, relationships, email
and mailing campaigns received, activities, events, memberships, surveys, custom
data, and much more. The account page is configurable so you see just the areas
important to your organization.
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Powerful search & reporting capabilities
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Our query-based search allows you to easily
extract people and organizations from the database by any criteria you select. Our
reporting allow you to choose exactly which data fields to view or export.
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Unlimited custom fields
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We can import your custom data into the NEON
system. You can create custom fields to manage and track any type of information. Custom
fields can be created for web pages and/or the back-end database
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Opportunity tracking
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Track the opportunities with your larger prospects,
members, and donors. Assign staff members to people in your database and track every meeting,
email, phone call, and activity. Create activity reminders that can email you on a set day
and time.
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Personal email tracking
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Track all of the personal emails you send from your
own personal email engine. Just send a blind copy from your email engine (Gmail, Hotmail,
Outlook, Apple, smart phone, etc.) and NEON will attach a copy to the right person in your
database.
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Email and mail merge capability
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Send out and track all of your email and mail
communications. Create fully-personalized HTML emails. Campaign information migrates to
each sent record automatically. See the statistics of your email campaigns, and see who received
letters from your mail campaigns.
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Document management
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Attach documents to your accounts in the NEON
database, so you have all the information related to each person in one place. We also have
an area to share documents with other staff members.
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Imports
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You can import basic information and custom fields
into the NEON database using our import utility. This allows you to import lists of people
into NEON using CSV or Excel formats.
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Automatic backups
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Your data is safely backed-up in two separate
locations nightly, and can even be saved to your location, too.
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Advanced security
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Full HTTPS & firewall security. All of
our credit card numbers, passwords, and other important data are fully encrypted and never
visible. We surpass the new PCI DSS requirements.
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Photos & logos
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Add Photos and logos to your records that can be
updated by the person or organization through a login. This further
personalizes each record, and enables you to recognize your constituents when you see
them.
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Many more features
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Duplicate catcher, sticky notes, data imports,
excel/csv/pdf exports, and more. With our ASP design, the feature list grows by the month at
no extra expense to you.
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