Blackbaud eTapestry vs. Neon CRM

As we are a small Foundation with only one Administrative Assistant, eTapestry is perfect for me to keep all of our CRM. Once I got used to how it worked, I found it to be user friendly. If I have any problems, I can either try to find the answer for myself in the extensive library, chat to support or email our Customer Service Representative with questions. I cannot fault either the Support team or Customer Service Representatives I have dealt with over the years as all of them have been knowledgeable and extremely helpful. I would prefer to have better options within the Email section as the templates are very basic. There is another option to use an eTapestry partner, but there are additional costs involved in that. The email templates are OK to use if you wish to send quick information to your database.

Incentivized

If you are looking for a CRM to track your donations and store all donor information, this is a great product. There are tabs under each entry (individual and corporate/foundation donors) to store notes, donation information, and more. Donations entered automatically integrate into the donation campaign section so you can easily track total donation amounts. It is very user friendly and does not require extreme tech knowledge to use effectively. I feel confident storing our information in this CRM. It is very useful to go back to look at past donor information when soliciting new grants and donations.

Incentivized

• Report Scheduling is great. Reports can be scheduled daily (even on specific days of the week), weekly, or monthly) and auto-emailed.
• Reports can be displayed on the screen, downloaded, or emailed in CSV, excel, or pdf and can have columns pre-sorted in your preferred order.
• Online donations are automatically added to the donor's account and automatically create an account for a new donor.

Incentivized

• The setup and import process was very effective. The team looked at our account import data and recommended ways to format it and explain how it would best be translated into the NEON system.
• The deduplicate tool is effective and easy to use. The step-by-step system allows a record with multiple addresses to be combined into one account, or added to a household or left as is.
• It works! We've used other systems that are nightmarish. This system is easy to use and the detailed training videos get into more of the nitty-gritty in a clear and extremely helpful way.
• Customising form fields was extremely important and easy to do. MailChimp integration using reports from this customization is clutch.

Incentivized

• You can't use the Back feature on your browser to return to the previous page.
• You can't use it in more than one browser window to compare or analyze information
• The query functionality is complicated and it is hard to get what you're looking for if you're not well trained.

Incentivized

• Learning the ropes is largely accomplished by reading manuals and watching videos. I don't learn that way. I'd much prefer to be shown. I guess I'm old school.
• They can be stingy with the customer support. We bought the big package and I still wind up going back to my salesperson to help me cut through any red tape to get what I need.

Incentivized

We do not always get positive solutions from Etapestry. There are a lot of resources and solutions that you can read about and reach out to. I participate in Community Forums and trainings to see what we can be doing differently.

Incentivized

Neon CRM was difficult and frustrating to use without IT experience, and way to costly for the a small to mid-sized nonprofit. We believe that we lost donors due to the inaccurate report system in Neon CRM

It's usable and very convenient, but not always intuitive. For example, we had difficulties figuring out how to pull a list of donors from a specific 12-month period. There were many settings and options, so it was very trial and error.

Incentivized

The Neon CRM system is confusing (we had to watch video tutorials and html code to understand many of the features, many of which we did not need). Around 2022, Neon started to go downhill. Bells and whistles were added that were of no benefit (to our nonprofit) and the system became even harder to use

I have never had an issue accessing eTapestry. It does occasionally go down for maintenance. When that happens, they give you a lot of notice and generally schedule maintenance for hours between midnight and 6am so that business won't be disrupted.

Incentivized

The product does what it is supposed to, although there are downsides. There are positive and negatives for every product. This is less expensive alternative for a small organization tracking minimum information.

Incentivized

I've had nothing but great experience when reaching out for support on this program. The team has always been supportive and polite when answering questions. They have a lot of knowledge to share and provide good insight into the product. It helps to have their perspective on certain issues

Incentivized

As stated before, they push you to read the manual or watch the video when what I want is a human being to walk/talk me through it. Like I said, maybe I am old school but that's how I learn. It's been a challenge.

Incentivized

In person training is always helpful for a new product however I think that the online tutorials would do just fine.

Incentivized

They explained everything well to us throughout the process. It was easy to find resources needed to answer any questions that we had. Support was also available should we need further assistance from the resources found online. They were also quick to respond to our teams inquiries, which was much appreciated.

Incentivized

I was not there for the implementation of this platform. Unfortunately I am unable to just skip this question as it requires a response, which needs to be fifty characters, so here we are. At thirty four, I need to add a few more words to satisfy this requirement. Done.

Incentivized

We had to hire someone to implement our donors into Neon CRM

I very much prefer eTapestry to Raiser's Edge. I found the separation between the database and web view of Raiser's Edge very disorienting and didn't like having to switch back and forth between the two views to be able to complete certain tasks. I REALLY didn't like that a few tasks had to be done in both database and web view. Although it was worded as an "upgrade", I felt that we lost a lot of functionality, in particular with gift imports. I also didn't like gifts from the website having to land in Online Express, rather than being able to go directly into a constituent account

Incentivized

Neon vs. The Raiser's Edge Raiser's Edge is the gold standard for fundraising-focused CRM applications. However, it is so complicated that there are higher ed courses and certificate programs you can take to learn it all. The printed manual is hundreds of pages long. You can do TONS with it, of course, but on the other hand you could spend months mastering just one of its many functions. It is based on architecture from long ago, so it's not slick or user friendly -despite attempts to modernize with a couple of coats of paint (see RE:NXT). Not to mention it is very pricey indeed. If that's not what you need or want, you can turn to Neon CRM as an alternative. Neon has both feet firmly planted in user experience and it will get the job done for basic reporting, email integration, donation processing, easy to read dashboards, it's portable to any device (nothing to download, no servers to host locally or otherwise) and pretty easy to learn. That is why I would recommend it for most users

Incentivized

The product allows us flexibility and scalability for our team.

Incentivized

• Increased our capacity to fundraise.
• Allowed more opportunity to know our donors (tracking and data collection).
• Limited users - due to steep learning curve - as such less of our development staff know how to use the system to its fullest potential.

Incentivized

• NeonCRM helped our organization during a growth phase to get organized and get almost all of the data into one place.
• Because the tool doesn't have a simple way to invoice clients, some of the ways we are taking payments from them create a lot more work to reorganize each month.

Incentivized