DonorPerfect vs. Neon CRM

I love that I can integrate with Donor Search to learn about a person's past giving history to learn more about their interests. DonorPerfect also lets us upload a photo of our donors so we can easily identify them when they visit us or Attend a function. I wish the photo upload offered a larger image and multiple images, some donors send me pics of their visits and pets and it would be great to also store those right in their DP account.

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

• Reports are clean and fairly simple to pull, as long as you're trained in how to use the filters. Especially coming from experience using a database where we had to write codes to pull reports, Donor perfect's report system is incredibly simple.
• DonorPerfect is SO user-friendly and simple to find the information you need. I believe anyone can easily learn how to use it.
• It's so simple to customize your DonorPerfect system. Screen Designer is one of my favorite parts. I have no background in databases, but I can create fields, calculations, set alerts for our philanthropy officers when certain gifts come in, and customize how the screens look. You can make so many adjustments in your DonorPerfect system to meet the needs of your organization.
• The staff listen to your needs! The community allows you to make a suggestion for how DonorPerfect can be improved. If your idea gets enough votes, they make it happen. The support team is also probably the best I've ever seen. Each person is so knowledgeable, personable, and helpful.

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

• DonorPerfect lacks good reporting functionality. Our staff often have to export data to CSV or use other reporting tools so we end up with a lot of data outside
• DonorPerfect doesn't really do a good job of tracking the full donor relationship. It needs to have better CRM functionality. Our donor relations staff often resort to third party tools to track these things.
• DonorPerfect has an API for integrations but it is very poorly implemented and slow.
• We have a lot of security concerns about DonorPerfect. These stem from our experiences using their API and observing how it is implemented, but also through our conversations directly with the company. They refused to provide security compliance details during a routine vendor risk audit from a reputable security audit vendor that we engaged to evaluate all of our vendors.

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

It is by far the most cost-effective

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

The software is very easy to use and to figure out. Someone using it for the first time would be able to navigate through it easily.

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

It's always up when we need it. There are some errors that happen and are not reproducible and cannot be resolved. But [they are] very few and none that cause disruption for the organization.

Incentivized

DonorPerfect is as reliable as your internet connection. It is a cloud based application and therefore you cannot pinpoint where the bottleneck is should you have one. But for the most part the app runs quickly.

Incentivized

Support is so easy. We use chat most often - as we can get someone quickly. The support folks know the product and get answers quickly. If they need to escalate an issue, they do so quickly. The training is great and easily accessible. You can take classes over and over until you completely understand concepts

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

I was able to utilize the support team to train me in areas where I could not figure out how to use the application.

Incentivized

didn't get all of our questions answered in the first go 'round

Incentivized

DonorPerfect provides an extremely easy to use importing tool and the support team was awesome. You don't have to do it in house; for a reasonable fee you can get it done by them.

Incentivized

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

Although DonorSnap was less expensive, it did not provide the same ease of use. I purchased DonorSnap because of the price and very quickly realized I made a mistake. We used it less than 6 months before I converted to DonorPerfect. Not all donor management systems are the same... you get what you pay for!

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

[There have been] only two outages since we have started using it and they were extremely information proactive. This should scale easily based on your internet connection.

Incentivized

• I can't imagine doing my job on a daily basis without DonorPerfect, so the ROI is tremendous for me and my organization. Not only does it store our records and data succinctly, it is a one-stop shop for staying organized and on-task with the personal Dashboard feature, recording data (no matter how obscure), and generating reports.
• DonorPerfect is a huge time-saver for me, as it allows me to schedule tasks for myself and set specific reminders related to donors that populate on my daily Dashboard. I don't have to leave DonorPerfect, open up a calendar program, and duplicate my entry of data or tasks or reminders. I can do it all within each donor's record without leaving DonorPerfect or having to navigate elsewhere on my PC.

• 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