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Neon One Services & Support

Beyond Software — Ensuring Your Success

From onboarding and personal support to on-demand training courses and guides, we help you maximize your Neon One system to create magical experiences for your supporters.

It doesn’t matter how powerful or intuitive a piece of software is: If you don’t get the assistance you need to implement and understand it, you won’t be able to use it to its full potential. Good support is critical to your success. That’s why Neon One offers a full suite of implementation, training, and support options to suit your nonprofit needs.

A woman in a support role sits at a computer desk while listening to a phone call on a headset
A woman in a support role sits at a computer desk while listening to a phone call on a headset
Illustration of several One Bunch characters representing the different aspects of Neon CRM, including integrations, simple form creation, and dashboards
Illustration of several One Bunch characters representing the different aspects of Neon CRM, including integrations, simple form creation, and dashboards

Easy, Personalized Onboarding

Best Practices and Processes Customized for You

There’s no such thing as a one-size-fits-all approach to setting up a new system. Our team takes the time to understand your specific requirements and craft an implementation plan that fits one organization: Yours.

Neon One requires an implementation process for a simple reason: It sets our clients up for long-term success. The following stats reflect the success of our implementation assistance.

50
INCREASE

In gift size

80
INCREASE

In total donations

321
INCREASE

In recurring revenue

An orange circle with a simple white line illustration of a clipboard
An orange circle with a simple white line illustration of a clipboard

Orientation

Each Neon product has a slightly different onboarding process. For Neon CRM, our most popular product, orientation is a two-week period consisting of four courses focused on setting goals and basic system training.

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Orange dot with a simple white line drawing of a screen that has a mountain peak in the center and a flag sticking out the top of the mountain

Implementation & Data Migration

Packages include data migration to import legacy data into your system and configuration to personalize your settings and build your skills on the platform. There are three levels of data migration as well as a custom option so you can select what best fits your needs. Learn more in our Neon CRM Pricing Guide.

Preview Neon One Implementation (PDF)

Our data made it challenging. It took a lot of back and forth and us looking at spreadsheets together and figuring out what actually was needed and rerunning some things. But they [the Implementation Team] were really great on working with us. And honestly, the support has been amazing.

Jenifer Whitson

Legal Aid Society of Northeastern New York
Neon CRM Client

Illustration of a One Bunch character using a computer while Ace points over her shoulder, sparking an idea and signifying that Neon One is here to guide you
Illustration of a One Bunch character using a computer while Ace points over her shoulder, sparking an idea and signifying that Neon One is here to guide you
Neon One Services

Meet Your Team

At Neon One, we have the best data migration experts in the industry. They’ll guide you through every step of the process! Whether your data is in spreadsheets or you’re converting from another database, we’ve got you covered.

Your data isn’t just names and numbers: It’s valuable information that represents your real-life supporters. Understanding how to use that data will allow you to engage those supporters and further your mission. We’ll show you how.

Support the way you want it

Increase efficiencies

Adapting to new technology and keeping up with industry best practices can be stressful. No matter where you are in your technology journey, you’ll find the resources to support you. Our clients enjoy a full suite of training and support options, all of which help translate technical know-how into practical usage.

A screenshot taken from the Neon One Academy

TRAINING WHEN YOU NEED IT

Neon One Academy

Explore Neon One solutions your way through online courses, tutorials, simulations, and real-time application. Available 24/7 in bite-sized lessons to get your answers quickly.

Explore courses >

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A CENTRAL HUB FOR ALL YOUR NEON ONE QUESTIONS

Support Center

Your one-stop-shop for everything from step-by-step instructions to announcements and release notes to submitting a request for technical support. Live chat and phone support are included in some packages or are available for an additional fee. The answer to your question is just a click away.

Ask a question now >

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A TEAM DEVOTED TO YOUR SUCCESS

Proactive Communications

After implementation, our Client Success Team is there to help you continue learning and make the most of your system. They’ll keep you posted on new features, relevant courses and webinars, and information about underused features that might take your organization to the next level.

LEARN FROM EXPERTS AND YOUR PEERS

Live Office Hours and More

You can drop into live office hour sessions multiple times a week to get your questions answered live from Neon Experts and connect with your nonprofit peers! We also host regular live group training on best practices and hot topics to keep your industry knowledge up-to-date.

View schedule >

Your support team writes me back within a matter of moments! And Neon One Academy has been very helpful to train the rest of my team.

Channing Grimes

Customs House Museum & Cultural Center
Neon CRM Client

Neon One Client Suggestions

In my experience when we have made suggestions or requests they were definitely listened to. I think something unique about Neon One is that you really are listening to customer feedback and trying to address needs in real-time.

Sally Cox

Team Gleason
Neon CRM & Neon Fundraise Client