Neon One & Neon CRM Consulting & Support
Ongoing help to get the most from Neon CRM and the Neon One ecosystem, from a partner who shares your mission.
Expert support, training, and optimization for the entire Neon ecosystem.
Get More From Neon CRM
Neon One brings donors, members, events, volunteers, and payments into one connected platform, with Neon CRM at the center and products like Neon Fundraise, Neon Pay, Neon Websites, and Arts People around it. That breadth is powerful, and it rewards a partner who knows how to configure it, keep it clean, and connect it to everything else you run.
Rooted Software provides Neon CRM support, training, and consulting for nonprofits and ministries. Most of our Neon clients already run on it, and Systems Success keeps it healthy, optimized, and improving month after month.
Ongoing Neon CRM Support for Your Team
Neon CRM is powerful and deep, and that depth is where teams get stuck: a report that will not cooperate, membership renewals to configure, duplicates to resolve, or a module to roll out. Rooted Software is a Neon One partner, and our focus is making Neon CRM work for your organization. When you want that help every month, across Neon CRM, the wider Neon One ecosystem, and everything connected to it, our Systems Success plans give you one partner and one number to call.
Six Ways We Help
How We Help Neon CRM Users
Practical support, training, and optimization built around the way your nonprofit actually uses Neon CRM.
Data Health & Integrity
We keep your accounts, individuals, gifts, and memberships clean and accurate, with duplicates merged and fields standardized, so your reporting can be trusted. You review and approve every change before we apply it.
Configuration & Optimization
We build and refine the parts your team uses daily: donation forms, campaigns and appeals, membership tiers and renewals, event registration, workflows, and the Generosity Indicator, tuned to how you actually work.
Reporting & Analytics
We put Neon CRM reporting to work and build external dashboards where a fuller picture helps, turning donor, member, and event data into decisions leadership can act on.
Training & Enablement
Neon CRM is deep, with a real learning curve. We host live, customized training and document your processes so your team moves through the modules confidently, with reusable recordings for new staff.
Connected Systems Support
Your mission runs on more than one tool. We support the systems around Neon CRM, including accounting, email and marketing, events, and wealth screening, along with the Neon One modules around your CRM, with honest guidance on what to consolidate, replace, or integrate.
Custom Solutions
When Neon CRM alone falls short, we build what you need using the Neon Open API, the Microsoft Power Platform, and AI.
Integrations & Data Services
Connect, Clean, and Strengthen Your Data
Project-based support that complements your ongoing Neon CRM plan and helps your systems work better together.
Custom Integrations & Ecosystem Support
We connect Neon CRM to the rest of your stack so data flows automatically and your team stops entering it twice. That includes native Neon One integrations like QuickBooks, Mailchimp, Eventbrite, Double the Donation, and Windfall Data, automations through Zapier, and custom work built on the Neon Open API or Microsoft Power Automate.
We also help you get the most from the wider Neon One ecosystem, including Neon Fundraise, Neon Pay, Neon Websites, and Arts People, with honest guidance on what belongs in your stack.
Data Migration & Cleanup
Moving to Neon CRM is a significant step, and we do the heavy lifting: careful field mapping across accounts, gifts, and memberships, quality testing, and a clean go-live.
Our work does not stop there. After go-live we run additional migrations and data cleaning as needed, and we support module rollouts—including memberships, events, and volunteers—as focused data projects, so your records stay accurate as you grow.
Neon CRM does a lot, and that is the point. With the right partner handling configuration, data, and integrations, your team gets the full value of the platform without carrying the complexity alone. Whether you are a ministry, an association, or a community nonprofit, we bring steady, honest partnership to your systems.
A Capable Platform Deserves a Capable Partner
Why Rooted?
Rooted Software is a nonprofit technology consultant built to serve ministries, churches, and mission-driven organizations.
We tell you the truth. When your CRM is serving you well, we help you get everything out of it. If a different tool would ever serve you better, we will tell you that too. Our goal is your success, not selling you more software.
One partner for your whole stack. Instead of a different vendor for every tool, you get one team for your CRM and everything connected to it, with one number to call.
We build what you need. With AI and custom development on the Microsoft Power Platform, we solve problems that off-the-shelf software cannot.
We share your mission. We are followers of Jesus who exist to serve the Church and mission- driven organizations. We treat your systems like they matter, because they do.
Frequently Asked Questions
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Yes. We provide ongoing Neon CRM support for nonprofits and ministries: configuration, data health, reporting, training, and help with the tools connected to your database. Our Systems Success plans give you that help every month, from one team that already knows your systems.
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Yes. Rooted Software partners with Neon One to help nonprofits get more from Neon CRM and the wider ecosystem through ongoing support, integrations, and data services.
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Yes. We migrate history into Neon CRM across accounts, gifts, and memberships with careful mapping and testing, and we handle duplicate resolution and standardization, including post go-live cleanup. You review and approve proposed changes before we apply them.
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Yes. We configure and support the Neon One modules for memberships, events, and volunteers, including tiers, renewals, and registration, as part of an ongoing partnership.
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Yes. We build connections using native Neon One integrations, the Neon Open API, Zapier, or Microsoft Power Automate to link Neon CRM with accounting, marketing, and event tools.
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A Neon CRM consultant helps your organization configure, clean up, report on, and get more value from your donor database and the tools around it. Rooted provides all of this as an ongoing monthly partnership instead of a one-time engagement.
Get More Out of Neon CRM
Every engagement begins with a discovery call where we hear about your database, your pain points, and your goals. No pressure and no obligation, just honest guidance on the best next step for your organization.