Embedded Files
NeonCRM helps us keep track of member, partner, and donor information.
NeonCRM helps us keep track of member, partner, and donor information.
(click image to go to site)
Anyone who is a member of DEF is qualified as such because they are in our customer relationship management (CRM) tool, NeonCRM.
This tool takes information shared on public-facing forms (such as those linked on our website) and creates accounts used by the Community Team. It also allows for donor, sponsor and partner information to be tracked by the Giving Team and Engagement Team. It is also used to track financial elements by the Finance Team.
How to export a membership list from NEON CRM
How to export a membership list from NEON CRM
Open Neon CRM
Select Reports
Select Saved Reports
Select Membership
Configure search filter and criteria
Configure desired export columns
Select Run Report
Export Results to either Excel or CSV if required
How to Export Neon Membership List - HD 720p.movThe rest of this page explores NeonCRM features and capabilities.
The rest of this page explores NeonCRM features and capabilities.
NeonCRM has a few basic capabilities, like creating reports, looking at member records, adding different types of accounts and looking at financial aspects of membership and donations.
Although it may feel clunky at first, the NeonCRM team appears to be working to improve it all the time. Since it integrates with Eventbrite and QuickBooks, we get decent value out of it.
Looking for more tips and tricks? Check out the NeonCRM links below to get started.
Looking for more tips and tricks? Check out the NeonCRM links below to get started.
NeonCRM Support Center
The NeonCRM Support Center is a compbination community platform and ZenDesk integration to get answers to NeonCRM questions. You have to create a separate account to submit tickets.
Page updated
Report abuse