How do I use NeonMoves?

What is NeonMoves?

NeonMoves is the NeonCRM version of Amelia. NeonMoves serves as a mobile front end to the NeonCRM data and method for recording donor activity while away from a computer by pulling updated donor and donation data on a daily basis. The user is able to reference donor information (name, address, contact information, and giving history) and create notes and activities regarding their interactions with the donor on their mobile phone. The notes and activities are then pushed back to the NeonCRM database in near real-time.

By connecting NeonMoves to your NeonCRM account, NeonMoves is able to create and append NeonCRM records when you record your stewardship activites using the NeonMoves app.

What NeonCRM data does NeonMoves display?

NeonMoves’s system will retrieve donor information and donation history from NeonCRM to provide information on your donors within the NeonMoves app. NeonMoves will display the following information:

Basic Information

• First name
• Last name
• Street Address
• City
• State
• Zip
• Email 1
• Primary Phone Number
• Mobile Phone Number
• Twitter URL
• Facebook URL
• Website URL

Donation Info

• Amount
• Date & Time
• Campaign

What data does NeonMoves create in NeonCRM?

NeonMoves does not overwrite existing data, but will create new activities. Here are the fields that can be created in NeonCRM from NeonMoves:

Activity Records

• Subject

• Note

• Start Date/Time

• End Date/Time

• Activity Status

• Priority

How do I get started using NeonMoves?

Contact Neon's Client Success team at clientsuccess@neoncrm.com to confirm billing authorization and our team will get you started with setup.

FAQ

How long after an interaction occurs does NeonMoves pass the data to NeonCRM?

Data is sent from NeonMoves to NeonCRM within seconds of recording your donor interaction in the NeonMoves app.

Does NeonMoves erase existing data in NeonCRM?

No, NeonMoves does NOT overwrite existing data within NeonCRM.

Is this the same as the NeonCRM Mobile App?

No. NeonMoves is a premium app designed by the makers of Amelia. We have partnered with them on this app to assist our clients in their major gift cultivation. It’s been designed and tested with hundreds of nonprofit fundraisers, volunteers, and board members for the past four years.

What is the cost of NeonMoves?

As with all our pricing, we want to ensure that any sized organization can benefit from this technology. Contact clientsuccess@neoncrm.com for more information on pricing for your organization. NeonMoves is primarily based off your individual donor fundraising revenue on a yearly basis.

What platform does NeonMoves use?

NeonMoves is a software-as-a-service (SaaS) product built from the ground up using tiered APIs to ensure security compliance required by HIPAA and PCI. The platform is built on the React Native framework, so you can unlock insights from your data more quickly, on the app itself and in the cloud.

Is my data secure on NeonMoves?

We take donor data privacy seriously and are committed to working with your team on an ongoing basis to ensure utmost confidentiality. We leverage Azure and offer HIPAA and PCI compliant services to ensure secure data transfer and take industry-standard measures to secure data from applicable threats, align appropriate layers of defense, and monitor data transportation.

How many seats or licenses do I get?

Because we believe every member of your team deserves the best fundraising tools at their fingertips, NeonMoves users are unlimited for no additional cost to your nonprofit. The more fundraisers, board members and volunteers use NeonMoves, the smarter and more useful it becomes.

Will NeonMoves work on my devices?

NeonMoves is compatible with most Apple iOS and Android devices. We aren’t fans of Windows or Blackberry phones (Sorry 2009).

What if I need more help?

Contact NeonMoves support with questions about the NeonCRM integration by clicking here.