While trials allow you to explore Neon CRM's robust functionality, they are not an exact copy of live Neon CRM systems. Due to various technical and logistical factors, there are a few things which are not possible in trials.
Payment Processing
Trials do not support processing payments via credit card or ACH/e-check. You cannot create real or test credit card or ACH/e-check payments in a trial.
You cannot connect a payment gateway, such as Neon Pay, to a trial. Relatedly, you cannot configure Donor Covered Fees in trials, because this requires that Neon Pay is connected.
However, you can still create transaction records or submit forms using offline payment types.
Recurring Donations and Auto-Renewing Memberships
In Neon CRM, recurring donations and (paid) auto-renewing memberships can only be created via credit card or ACH/e-check. Therefore, they cannot be created in trials.
Emails
System emails will only be sent to the email address listed in your Organization Profile.
Email campaigns cannot be sent from trials. However, you can create them and preview the content.
Account Match
Due to technical limitations, Account Match (automatic duplicate merging) is not available in trials.
Action Log
Due to technical limitations, trials have a different version of the Action Log which shows less detail about actions taken in the system.
Import Manager Size Restriction
In trials, a maximum of 2,000 accounts can be imported in a single spreadsheet. There are no such limitations in live Neon CRM systems.
Workflows
Workflows can be configured, but they cannot be enabled to run in trials.
API Access
By default, trials do not have access to the Neon CRM open API. To request access, contact the Support team.
Webhooks
Due to technical limitations, webhooks cannot be configured in trials.
Geocoding & Radius Search
Due to technical limitations, Geocoding & Radius Search is not available in trials.
Integrations
The following third-party integrations can be connected to trials in order to preview functionality. If an integration is not listed below, it is not supported in the trial environment.
Login Process
Trials have a different login process for users. In trials, user and constituent accounts both log in through the same place.
In live Neon CRM systems, users log in via the single sign-on Neon One Portal, which also connects to other applications such as Neon Pay.
Relatedly, 2-step verification is not available for trial logins.
Velocity Control (Spam Prevention)
While you can view velocity control settings, as well as individual IP address and country IP address blocking, these settings will not trigger in trials.
Functionality Update Schedule
Neon CRM has monthly updates to functionality, which occur for live Neon CRM systems in the early hours of Saturday morning. Trials receive these updates on the following Monday.