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Find More Donations, Faster

Make smarter, data-driven decisions with all the insights you need about relationships and fundraising performance in one place.

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Surface actionable insights with connected data

Feel confident with data-driven insights to help you evaluate the impact of your communication and fundraising efforts. Focus on analyzing performance, not on figuring out the data.

Dashboards

Gain Donor Insights

Track key nonprofit metrics such as donor retention, acquisition, email performance, campaigns, and event registration with dashboards that are easy to understand.

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A Neon CRM dashboard showing easy-to-read visualizations of donor data
A Neon CRM dashboard showing easy-to-read visualizations of donor data

Easy Access to Retention Dashboards & Widgets

See real-time results of your retention efforts, including immediate insight into lapsed, retained, and recaptured donors. Flag prospects and lapsed donors by clicking the heart at the top of an account.

Build Customizable Dashboards

With hundreds of configurable widgets, you can ensure that any piece of information your staff or board needs is quickly accessible. Stay focused and more productive by seeing dashboards for donor types and interests.

Benchmark Progress with Key Performance Indicators

We offer the most comprehensive built-in KPIs from the Fundraising Effectiveness Project. Compare your fundraising fitness to similar nonprofits with no effort or exports.

Understand Channel Performance

See detailed dashboards on all your outreach channels to understand campaign and appeal performance including email open rates, event registrations, online fundraising campaigns, and direct mail.

A screenshot of the Timelines module in Neon CRM, which shows a visual timeline of all of the interactions a specific donor has had with your organization.
A screenshot of the Timelines module in Neon CRM, which shows a visual timeline of all of the interactions a specific donor has had with your organization.

Donor Cultivation

Retain Donors. Find New Ones

Our relationship-focused approach to donor management ensures that your organization’s personal touch is never lost — but the time-consuming manual work is.

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Automate Consistent Communication

Emails or letters are triggered from conditional actions such as someone making a donation. Set up a one-time acknowledgement or a series of donor cultivation emails that encourage a second gift.

Cultivate Major Donors with Moves Management

Cultivate high value donors with built-in prospect and activity tracking. Save time with automated workflows to engage current donors or prospects, while tracking their progress through the funnel.

Tools to Find New Donors

Built-in email and workflow automation streamlines how you find donors who have not yet donated or who have lapsed. Find high-value donors who have a greater capacity to give with our wealth analytics integration.

Track Relationship Details with Notes

Our highly configurable note options allow you to track any interaction, next step, or internal staff discussion around how to best engage individual donors.

Streamline Tasks

Build Better Relationships, Faster

Spend more time cultivating relationships and not on frustrating tasks. Let technology do the heavy lifting through smart workflows, notification reminders, and flagging for incorrect data.

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Screenshot of an example automated workflow process in Neon CRM
Screenshot of an example automated workflow process in Neon CRM

Know Next Steps with Notifications

Worried you’ll miss that upcoming call with a prospective corporate sponsor or an event registration? Enjoy our built-in staff and supporter notification tools for email and calendar prompts.

Work Smarter with Workflows

Free up hours with more than a dozen workflows that automate key processes such as member renewals. Workflows can be triggered by actions taken by supporters, important dates, or conditional data within the CRM.

Streamline Data Updates

Powerful features like de-duplication or batch donations make it easy to maintain healthy data while reducing data entry. Never miss a beat by getting automatic flags for mail mergers, incomplete transactions, and account merges.

Save Time with Connected Financials.

Reconcile your revenue with our built-in payment processor called Neon Pay and accounting integrations. Sync transactions into Quickbooks Desktop and Quickbooks Online with our certified integration, endorsed by Quickbooks Made Easy.

A screenshot of the reporting interface in Neon CRM, showing a fully configurable report with various donor related metrics.
A screenshot of the reporting interface in Neon CRM, showing a fully configurable report with various donor related metrics.

Reporting

Show Progress with Confidence

Report on outcomes with accuracy to your board, team and stakeholders. Leverage easy-to-read analysis of your fundraising, events, or email performance with 1 click reports, custom queries, or advanced developer tools.

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Share 50+ One-Click Reports

Show executives or your board progress with donor retention, channel performance, upcoming renewals, pledges, top 25 donors, expired members, and campaign achievement.

Build Momentum by Engaging the Right Audience

Categorize your donations and event registrations with fundraising campaigns to track and gain insights about the performance of your fundraising efforts. Create custom and dynamic email lists based on searches across any field, group, interests, or giving history.

Find Insights with Custom Queries

Build unlimited reports for audience segmentation, trend analysis and top prospects with the ability to target down to custom fields and third-party integration data.

Target Using Geo-Radius Searching

Gone are the days of figuring out all the zip codes you want to segment around. With our geo-radius search powered by Google Maps, you can include an address and ask to return any records with a chosen mile radius.

All your favorite tools, united by one powerful donor database

Our certified integrations are the best in the industry. We partner with over 50 of your favorite software providers so you can keep what you want and lose what you don’t.

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✓ Better Value ✓ Unlimited Form Creation ✓ Designed to Scale