🌟 Neon CRM for Nonprofits

Visit NeonOne.com and request a personalized demo. Come prepared with your organization's annual revenue, number of active contacts, and key pain points (event management, membership tracking, etc.) so the demo can be tailored to your needs.

Pro tip: Ask specifically about the QuickBooks integration if you use accounting software, and inquire about data migration support from your current system.

Before importing contacts into Neon CRM, spend time cleaning your existing donor data. Remove duplicates, standardize address formatting, ensure email addresses are valid, and fill in missing information where possible.

Pro tip: Clean data leads to better reporting and more effective automation. It's worth the upfront investment—your future self will thank you.

Work with Neon One's onboarding team to set up your account, import contact data, configure donation forms, and connect integrations (QuickBooks, email, payment processors). Take advantage of their straightforward onboarding process and helpful consultants.

Pro tip: Have your team participate in the onboarding training together so everyone understands the system from day one.

Begin using Neon CRM for everyday tasks: recording donations, sending thank-you emails, tracking volunteer hours, or setting up your next event. Focus on mastering the basics before diving into advanced automation and custom reporting.

Pro tip: Use Neon One Academy resources and watch tutorial videos as you encounter new features. The logic makes sense over time with regular use.

Neon CRM does not provide a free trial or free plan. To see the platform in action, you'll need to request a personalized demo from their team or contact them for pricing information tailored to your nonprofit's annual revenue. While there's no risk-free trial period to test the system yourself, Neon One does provide comprehensive demos that walk you through features relevant to your organization's size and needs.

Neon CRM uses revenue-based pricing tiers rather than charging based on the number of contacts or users you have. There are three main tiers: Essentials ($99/month), Impact ($209/month), and Empower ($409/month). Your tier is determined by your organization's total annual revenue, not your database size. This means you get unlimited records, users, emails, forms, reports, and fundraising campaigns across all tiers. As your nonprofit grows in revenue, you may move up to a higher tier, but you'll never pay more just because you added more contacts or staff members to the system.

Neon CRM offers robust integration with QuickBooks Online and QuickBooks Desktop, automatically syncing donations, memberships, event registrations, and transactions. The QuickBooks integration includes mapping to Service Items and Classes, as well as filtering by dates, revenue types, and tender of transaction. You can map customizable campaign attribution fields to finance fields and handle both virtual and physical events. Beyond QuickBooks, Neon CRM integrates with various fundraising platforms and payment processors. An API is available for custom integrations with other tools in your nonprofit's tech stack.

Yes, Neon CRM is well-suited for small to mid-sized nonprofits, especially those looking for an all-in-one solution. The Essentials tier starts at $99/month and includes unlimited users and contacts, making it affordable for smaller organizations. The revenue-based pricing means you won't outgrow the platform or face sudden cost increases as you add more donors to your database. However, there is a learning curve, particularly for teams transitioning from simpler systems or spreadsheets. Small organizations should be prepared to invest time in onboarding and training, though Neon One provides excellent support and resources through their Neon One Academy.

Neon CRM is a comprehensive all-in-one platform that includes donor management, contact management, task management, household and relationship tracking, automated receipting, fundraising campaigns, email and marketing automation, grant tracking, event management with ticketing and check-ins, volunteer management with shift tracking, membership management with renewals and digital benefits, custom reporting and queries, executive financial reports, surveys, file storage, a constituent login portal, and free PCI compliance services. All plans include unlimited records, users, emails, forms, reports, and fundraising campaigns. The platform also provides daily backups, unlimited email support, and access to Neon One Academy for training.

Nonprofits using Neon CRM see an average 33% increase in donations in their first year, according to analysis of new Neon CRM users from 2024. The platform achieves this through several features: automated donor communications that save time and improve engagement, email marketing automation that helps you stay in touch with supporters consistently, moves management tools that guide you through cultivation strategies, reporting and analytics that help identify your best prospects and donor trends, and event and membership tools that create additional revenue streams. The automation features are particularly valuable, with users reporting that automated donor thank-you emails and recurring giving tools save significant staff time while improving donor relationships.

Neon CRM has a somewhat steep learning curve, especially for organizations transitioning from simpler systems like spreadsheets or basic donor databases. However, users consistently report that the logic makes sense over time and the platform becomes intuitive with regular use. The onboarding process is described as straightforward with helpful consultants, making it one of the easier software onboardings despite the initial complexity. Neon One provides excellent training through their Neon One Academy, video tutorials, and ongoing customer support. Most teams reach proficiency within 2-4 weeks of regular use. The investment in learning is worthwhile because the platform consolidates so many functions—donor management, email marketing, events, membership, and reporting—into one system.