Are you on the quest to optimize your Neon CRM login experience? If you’ve ever felt a smidgen overwhelmed by all the features, options, and paths available in the vast realm of Neon One’s portal, you’ve clicked on the right guide.
The Neon One login portal is your gateway to a plethora of tools and features tailored for nonprofits. Using the Neon One CRM platform allows organizations to manage constituent data, track interactions, and grow their mission. This guide will explain how to log in to your Neon One account through the login portal and access key features.
Gaining entry to Neon One puts contact management, email marketing, fundraising tools and more at your fingertips. Let’s get started!
Key Takeaways
- Store constituent data and interactions in one centralized, accessible location
- Design targeted email campaigns to engage your contacts and supporters
- Track donation revenue and find new opportunities
- Coordinate events seamlessly from promotion to final tickets
- Unlock tools tailored to fit your organization’s unique mission and needs
An Introduction to Neon CRM
Neon One provides a modern CRM platform designed for nonprofits, foundations, and other social impact organizations. Core features include:
- A constituent database to organize contacts, interactions, and biographic/demographic data in one central location.
- Email marketing and outreach capabilities to communicate with contacts and drive engagement.
- Donation pages, peer-to-peer fundraising, and other tools to accept payments and track fundraising progress.
- Event management, ticketing, and attendance tracking to coordinate in-person or virtual events.
- Member management portal to track member benefits, expiration, renewals and access.
- Robust reporting and analytics to gain insights from data.
The software provides the tools needed to further an organization’s mission, growth, and community impact. Logging into your Neon One account opens access to leverage these capabilities.
Why Log Into Your Neon One Account?
Once your nonprofit, foundation or other organization sets up Neon One, logging into your account allows staff users to:
Access contacts and constituent data needed for outreach, newsletters, donor stewardship and other communication.
Review engagement analytics through reports to identify opportunities and shape strategies based on data insights.
Manage email communication campaigns through the built-in email marketing tools to drive donations, event participation, advocacy action, and more.
Track donations and fundraising progress using dashboards and donation reports to monitor campaign success.
Coordinate events and track attendance through tools like ticketing, email promotion, and on-site check-in.
Update member records and provide access to member resources like document libraries, unique content, and profile update forms.
Having the right access through login credentials allows you to fully manage relationships, operate efficiently, and further your mission using the Neon One platform.
How to Create a Neon One Account
To create a Neon One account, simply visit the Neon One website and click on the “Sign Up” button. You’ll be prompted to enter your name, email address, and organization name. Once you’ve entered this information, click on the “Create Account” button.
Neon One will send you an email with a link to confirm your email address. Once you’ve confirmed your email address, you can log in to your Neon One account and start using the software.
Neon One CRM Login Statistics
| Statistics | Values |
|---|---|
| Number of active Neon One CRM users | 1 million |
| Percentage of users who log in to Neon One CRM on a daily basis | 80% |
| Top 3 devices used to access Neon One CRM | Desktop computers (40%), laptops (30%), mobile devices (20%) |
How to Log Into Neon One
The process to log into your Neon One CRM account is simple:
- Go to https://app.neoncrm.com
- Enter your username or email address along with your account password
- Click the “Login” button or hit Enter/Return on your keyboard
Keep in mind if your Neon One account is configured to use single sign-on (SSO) authentication through a third party provider like Google Workspace or Microsoft Azure, you may be directed to your organization’s SSO portal first before reaching the Neon One login page. SSO adds an extra layer of security.
How to Reset Your Neon One Password
If you happen to forget your Neon One password, use the handy “Forgot your password?” link available right on the login page. You will be emailed a password reset link to create and confirm a new password to regain access.
This self-service password reset helps avoid getting locked out. If it does not work. you can try some other method.
If you forget your Neon One password, you can reset it by following these steps:
- Go to the Neon One login page.
- Click the “Forgot Password?” link.
- Enter your account email address in the appropriate field.
- Click the “Send” button.
Neon One will send you an email with a link to reset your password. Click the link in the email to reset your password.
How to Troubleshoot Common Neon One Login Problems
If you are having trouble logging in to Neon One, here are a few things you can try:
- Make sure that you are entering your account email address and password correctly.
- Try clearing your browser’s cache and cookies.
- Try using a different browser.
- If you are still having trouble logging in, contact Neon One support for assistance.
Neon One’s Constituent Login Portal
In addition to your staff login for the backend CRM access, Neon One also provides organizations the ability to set up a separate constituent login portal that external contacts can use to access specific resources. For example, through the constituent portal you may allow users to:
- Access member-only document libraries or content pages
- Fill out profiles and contact update forms
- Register for events and access tickets
- Make donations through self-service donation forms
Granting contacts access through the constituent login portal allows you to provide helpful self-service while reducing staff workloads.
Key Components of the Neon One Navigation
Once logged into your Neon One CRM account, some common elements you’ll see across the interface include:
- Search bar: Allows you to quickly lookup contacts or organizations already in the database by name, email, phone number or ID.
- Main navigation menu: Provides access to key sections like Contacts, Interactions, Donations, Email marketing, Events, Resources, Reports and more.
- Your name in top right: Click to access settings to change password or logout.
- Organization selector: For users with access to multiple organizations in Neon One, this dropdown makes it easy to switch between orgs.
Take some time when first logging in to orient yourself and learn the navigation flow. The menu items and icons are designed to be relatively intuitive for finding your way as a user.
Customizing Your Neon One Experience
For users with administrative access, Neon One allows you to customize and configure aspects of the platform to best suit your organization’s workflows and needs:
- Upload your logo and brand the platform with your colors/styles
- Customize contact field labels
- Configure the designs for system email templates
- Adjust online form styles
- Set user roles and permissions
Tailoring Neon One to match your processes and terminology ensures a familiar, branded experience.
Key Reports and Analytics in Neon One
One of the most powerful areas is the reporting section. Dive into actionable insights through report dashboards like:
- Contact activity and engagement analytics
- Donation performance and revenue tracking
- Email campaign metrics for opens, clicks, etc.
- Event attendance, registrations, and ticketing analysis
- Traffic source tracking to monitor referral channels
- Member renewals, expiration, and membership analysis
The wealth of insights uncovered from Neon One data informs strategy and decision-making.
Getting Help While Using Neon One
Don’t worry if you ever get stuck or need assistance while using Neon One – help is available!
- Use the in-app chat widget to reach a live agent on the Neon One customer support team for 1-to-1 guidance.
- Access the Neon One Academy for a library of training videos and step-by-step articles to learn the platform.
FAQs
What is the Neon One Login Portal?
The Neon One login portal is a designated page designed specifically for users of Neon One’s suite of products. As the first point of interaction for most users, it’s essential that the page is easy to use and intuitive.
Why Should I Change My Login Email?
Your email is a crucial identifier for your Neon CRM account. However, if there’s a change in your organization’s structure or if you simply want to update to a more frequently used email, the platform allows for an easy change.
Conclusion
Logging in to Neon One CRM is a quick and easy way to access all of Neon One’s features and manage your organization from anywhere. If you are having trouble logging in, please follow the troubleshooting tips above or contact Neon One’s customer support team for assistance.
Following the steps in this guide sets you on the path to easily access Neon One’s capabilities. Log in and continue your impact!
