Engage with Neon’s support team for chat and phone assistance.
Train your staff and volunteers on how to use the platform effectively.
5. Testing
Test workflows, donation forms, event registrations, and reporting.
Make adjustments based on feedback and testing outcomes.
6. Go-Live & Support
Launch Neon CRM for your organization’s daily operations.
Access ongoing support and resources to optimize usage.
Customisation
Neon CRM offers extensive customization options to fit specific business and nonprofit needs:
Custom Fields & Attributes: You can create custom fields to track unique information about donors, gifts, volunteers, or members specific to your organization.
Customizable Dashboards: Each user can personalize their dashboard (called Mission Control) to display information relevant to their role and tasks.
Templates: Standard and custom templates for emails, letters, and acknowledgments can be created and tailored to your communication style.
Workflow Automation: Automate processes such as donor prospecting, task delegation, and data entry to streamline operations.
Reporting & Analytics: Generate both standard and fully customizable reports and dashboards to analyze data in ways that matter most to your organization.
Integrations: Neon CRM integrates with various tools such as accounting software, payment processors, and marketing platforms, allowing further customization of workflows and data flow.
Online Portal Customization: Constituents can manage their profiles, memberships, and event registrations through customizable online portals.
Branding & Website Integration: Neon CRM can be integrated with your nonprofit’s website, enabling customization of design, SEO, and branding elements.
Additional Costs
Setup Fees: Neon CRM typically does not publicly list fixed setup fees, but setup fees may apply depending on the subscription package or if you opt for professional implementation services.
Maintenance: Neon CRM is a cloud-based software-as-a-service (SaaS) platform, so maintenance, updates, and hosting are included in the subscription fees.
Support Charges: Standard support, including chat, phone, and online resources, is generally included in the subscription. Premium or dedicated support plans might incur additional costs, though specific pricing is not publicly detailed.
Customization Costs: While the platform supports extensive customization, complex custom development or integrations may require consulting services, which could be billed separately.
Training
Comprehensive Online Learning Resources: Neon CRM offers an extensive academy with video lessons, practice exercises, and step-by-step guides covering all core features such as account management, transactions, forms, reporting, themes, and automated emails.
Structured Fundamentals Course: A foundational course helps users understand basics like creating accounts, managing donations and memberships, using system emails, and generating reports.
Onboarding Wizard & Implementation Planning: New users are guided through an onboarding process that includes defining goals, conducting research, assigning responsibilities, and setting up branding and email templates.
Live Trainings and Webinars: Neon One provides live training sessions to help users get hands-on experience and ask questions.
User Management Tools: Admins can easily add, manage, and deactivate users with role-based permissions and API access settings.
Support Channels: Support is available via chat and phone, supplemented by detailed help guides and the Neon One Academy.
Security Measures
Role-Based Access Control: User permissions are managed through User Groups (Administrator, User) to restrict access to sensitive settings and data.
Email Verification and Password Setup: New users receive verification emails to establish secure passwords, with options to resend or reset credentials if needed.
API Access Control: API access can be enabled selectively, with the ability to create system user accounts specifically for integrations.
Cloud-Based Hosting: Neon CRM is hosted in secure cloud environments with regular maintenance and updates handled by Neon One.
Data Privacy Practices: While specific encryption or compliance certifications are not detailed here, standard industry practices for SaaS platforms typically include data encryption in transit and at rest.
Updates
Regular Updates: Neon CRM is a cloud-based SaaS platform, meaning updates and new features are rolled out regularly by Neon One without requiring user intervention.
Automatic Deployment: Updates are managed centrally and deployed seamlessly, ensuring users always have access to the latest functionality and security patches.
No Downtime or Manual Installation: Users do not need to manually install updates or manage versioning; the system stays current automatically.
Communication: Users are typically informed of major updates or new features through release notes, training materials, or support communications.
Data Ownership and Portability
Customer Data Ownership: Customers retain full ownership of all their data and content stored within Neon CRM. Neon One does not claim ownership of customer data; customers maintain all rights and control over their information.
Data Processing Role: Neon acts as a data processor, managing and storing customer data on behalf of the customer according to their instructions and applicable agreements.
Data Portability: Customers have full control over their data, including the ability to correct, delete, or update it. Requests for data deletion are typically fulfilled within 30 days. Customers can export or transfer their data as needed.
Privacy Commitment: Neon One does not sell or rent any personal data collected or maintained.
Use of Aggregated Data: Neon One may use aggregated and anonymized customer data to improve services and for marketing purposes, without identifying individual customers.
Scaling Up / Down
Subscription Model: Neon CRM operates on a subscription basis with flexible plans designed to accommodate changes in organizational size and needs.
Adjusting Plans: Organizations can increase or decrease their subscription level, which affects features, user seats, and data capacity, allowing for easy scaling.
Software License: Customers receive a limited license to use the software as long as their subscription is active; ownership of the software remains with Neon One.
Support for Growth: The cloud-based platform and modular features allow organizations to grow or reduce operations without the need for complex migrations or switching software.
Contract Terms: Specific details about scaling, billing changes, or contract modifications are governed by the subscription agreement and should be discussed directly with Neon’s sales or support teams for personalized arrangements.
The terms & conditions for contract renewal and cancellation
Customer Data Ownership: Customers retain full ownership of all their data and content stored within Neon CRM. Neon One does not claim ownership of customer data; customers maintain all rights and control over their information.
Data Processing Role: Neon acts as a data processor, managing and storing customer data on behalf of the customer according to their instructions and applicable agreements.
Data Portability: Customers have full control over their data, including the ability to correct, delete, or update it. Requests for data deletion are typically fulfilled within 30 days. Customers can export or transfer their data as needed.
Privacy Commitment: Neon One does not sell or rent any personal data collected or maintained.
Use of Aggregated Data: Neon One may use aggregated and anonymized customer data to improve services and for marketing purposes, without identifying individual customers.
Compliance
Subscription Model: Neon CRM operates on a subscription basis with flexible plans designed to accommodate changes in organizational size and needs.
Adjusting Plans: Organizations can increase or decrease their subscription level, which affects features, user seats, and data capacity, allowing for easy scaling.
Software License: Customers receive a limited license to use the software as long as their subscription is active; ownership of the software remains with Neon One.
Support for Growth: The cloud-based platform and modular features allow organizations to grow or reduce operations without the need for complex migrations or switching software.
Contract Terms: Specific details about scaling, billing changes, or contract modifications are governed by the subscription agreement and should be discussed directly with Neon’s sales or support teams for personalized arrangements.
