Neon CRM

Comprehensive donor profiles (contact information, demographics, giving history, family relationships, custom fields), relationship tracking (linking donors to each other, organizations, or campaigns), gift tracking and management (donation amounts, dates, designations, payment methods, in-kind gifts), engagement timeline (tracking all interactions with a donor), powerful reporting and analytics on donor giving (giving summaries, trends, LYBUNT/SYBUNT analysis), moves management (tracking donor cultivation and solicitation efforts), radius search (identifying potential donors based on location).

Customizable donation pages and forms (recurring giving options, donor-covered fees, suggested donation amounts, tribute gifts), fundraising campaign management (setting goals, tracking progress, managing appeals), grant tracking (application deadlines, award amounts, reporting requirements), tributes management (acknowledging and managing memorial gifts or honorariums).

Membership level and tier management (defining different membership levels with varying benefits), online membership portal (self-service portal for members to manage their profiles and renewals), automated renewals (automatic reminders and renewal processing), dues tracking (collecting and tracking membership dues), reporting on membership growth and retention.

Event planning and promotion (creating event pages, managing registration, sending invitations), online registration (collecting attendee information and payments), attendee management (tracking attendance, managing waitlists), event reporting (attendance summaries, revenue tracking), integration with event ticketing platforms (e.g., Eventbrite).

Email marketing (bulk email sending, targeted campaigns, email templates, automated email responses, email open and click tracking), text-to-communicate (SMS messaging for quick updates and reminders), workflow automation (automating tasks based on triggers, such as new donations or event registrations), direct mail integration (generating mailing labels and personalized letters).

Built-in reports and dashboards (pre-built reports on key metrics), customizable reports (creating reports tailored to specific needs), data visualization (charts and graphs to illustrate data), exportable reports (exporting data for further analysis in other tools).

Open API (allowing developers to connect Neon CRM to other systems), 50+ verified integrations (connecting with popular nonprofit software and services, such as payment processors, email marketing platforms, accounting software, and data enrichment tools), single sign-on (SSO) capabilities.

Constituent login portal (allowing constituents to access their information and manage their interactions with the organization), automated receipting (automatically generating and sending donation receipts), letter creation (generating personalized letters and acknowledgements), file storage (securely storing documents and files related to donors and other constituents), surveys (creating and distributing online surveys to collect feedback), custom SSL (secure website connection), zipcode radius reporting (identifying constituents within a specific geographic area), volunteer management (tracking volunteer hours, skills, and availability), store (managing online store sales and inventory - may require integration with e-commerce platform).

Comprehensive implementation resources (training materials, onboarding assistance), dedicated support team (available via phone, email, and chat), online knowledge base and help center.