NeonCRM

Nonprofit CRM Software for Fundraising, Events, and Membership

Description

NeonCRM is the most robust cloud CRM built specifically for nonprofits. It provides nonprofits the necessary tools to increase donations, memberships, outreach and attendance while automating common processes to streamline staff's day-to-day tasks.

NeonCRM Configuration

This screenshot displays the configuration screen options within NeonCRM. Full configuration guide available at https://z2.zendesk.com/hc/en-us/articles/219543168-QuickBooks-Overview

Mapping Transaction Types

This screenshot displays the options for the mapping of transaction types. Full configuration guide available at https://z2.zendesk.com/hc/en-us/articles/219543168-QuickBooks-Overview

Benefits of NeonCRM's QuickBooks integration

NeonCRM maps, sends, and syncs transactional information (donation, membership, event registration, store purchases) to QuickBooks so that your organization does not need to enter data twice. NeonCRM allows sync'd transactions to be locked as well for accounting integrity purposes as well.

NeonCRM Configuration
Mapping Transaction Types

Monthly software subscription service fee (SaaS) based on the number of records with optional one-time start up service offerings.


PLAN PRICE USERS DETAILS
Up to 1,000 records $50-$200/mo 999 Monthly fee varies by features needed and support package. Unlimited users licenses/seats and includes 8,000 monthly emails. Call or email for more info. (https://www.neoncrm.com/pricing/)
Up to 5,000 constituent records $150-$300/mo 999 Monthly fee varies by features needed and support package. Unlimited users licenses/seats and includes 40,000 monthly emails. Call or email for more info. (https://www.neoncrm.com/pricing/)
Up to 15,000 constituent records $250-$400/mo 999 Monthly fee varies by features needed and support package. Unlimited users licenses/seats and includes 120,000 monthly emails. Call or email for more info. (https://www.neoncrm.com/pricing/)
Up to 25,000 constituent records $410-$500/mo 999 Monthly fee varies by features needed and support package. Unlimited users licenses/seats and 200,000 monthly emails. Call or email for more info. (https://www.neoncrm.com/pricing/)
Up to 50,000 constituent records $610-$700/mo 999 Monthly fee varies by features needed and support package. Unlimited users licenses/seats and includes 400,000 monthly emails. Call or email for more info. (https://www.neoncrm.com/pricing/)

NeonCRM technical support is included with your subscription, which is restricted to ticket-based, technical issue support. Live Chat Support and On-Demand Training are available for an additional fee. For self-service options, please visit the NeonCRM Support Center for User Forums, Self-Service Guides, and Documentation. Non-technical incidents, such as training, consultation, and customization must be directed to a NeonCRM representative as a chargeable service.

Contacts

888.860.6366
Online support:
https://z2.zendesk.com/hc/en-us/articles/219543168-QuickBooks-Overview


FAQ

Can I use the NeonCRM/QuickBooks integration to map to Bank Accounts in QuickBooks?
No. At this time, the integration only maps to Service Items, Classes, and Deposit-to Accounts (located in the Chart of Accounts in QuickBooks).
I'm in the process of mapping my Service Items and Classes, and I'm not seeing all them in Neon. Why is that?
There are two possibilities. One is that these items may have been added to your QuickBooks account recently and have not yet been downloaded to your NeonCRM. Try updating your downloaded list in your system to see if that helps. If you are still not seeing all of your Service Items and Classes, it is more than likely that you have exceeded the cap for one or both of them. The maximum amount for Service Items is 999, and the maximum amount for Classes is 100.
Why are duplicate customers being created in QuickBooks when I sync with NeonCRM?
NeonCRM sends the First and Last Name on NeonCRM records to identify matching QuickBooks Customers. NeonCRM's First and Last Name must be an exact match with QuickBooks' Customer name in order to avoid duplicates. For example, if the NeonCRM record is John P. Smith and the QuickBooks Customer is John Smith, a new QuickBooks Customer would be created because this is not an exact match.
I use Quickbooks, but the way that NeonCRM syncs data to QuickBooks does not match our QuickBooks structure. Do I have to use the QuickBooks sync?
You are not required to use the NeonCRM/QuickBooks synchronization. If you find that the synchronization does not do what you need it do, you may want to consider entering your transaction data in both QuickBooks and NeonCRM and then reconciling the two systems on a regular basis. To help with reconciliation, you can run reports in NeonCRM on transactions.