Get More From the Neon CRM
You Already Have.
Migrating to Neon CRM is a significant step. The next step is activation: building the workflows, reports, and structures that make the CRM work the way your team actually works. That's where we come in.
Where Most Nonprofits Get Stuck After Migration
These challenges are common. And fixable.
- Key relationships didn't carry over. Sponsor history, donor tiers, and organizational connections are missing or in the wrong fields. Migration tools don't understand your organization's logic.
- Prospect tracking still lives in spreadsheets. The CRM doesn't yet have the structures to show who's been contacted, who's committed, and who to re-engage. So your team defaults to what they know.
- The team isn't using the CRM consistently. When migrated data doesn't match how people actually work, adoption stalls. It's not a training problem. It's a configuration problem.
- Campaigns, reports, and segments are still untouched. These are the features that create real operational value, but they require setup that migration doesn't include.
- Leadership needs reports the CRM can't produce yet. Year-over-year sponsor data, donor retention, event engagement. The data exists, but it isn't structured to answer those questions.
Every one of these is solvable. Activation is the structured work of getting there.
Not ready to talk yet? Download our free guide: "5 Signs Your Nonprofit CRM Isn't Working."
What CRM Activation Looks Like
A structured process, not an open-ended engagement.
Audit
We compare what's in Neon against your original data: spreadsheets, exports, historical records. Then we map exactly what's missing, miscategorized, or incomplete. You get a clear picture of where your CRM stands and what it needs.
Activate
We build the structures your team actually needs: sponsor prospect tracking, backfilled historical data, donor segments, and reports that answer the questions your leadership is already asking.
Enable
We train your team on data entry workflows, deliver documentation they can reference independently, and provide a year-long engagement calendar based on your actual audience data.
In Practice: Activation After Migration
The situation: A nonprofit had recently migrated to Neon CRM. Data was in the system, but sponsor history was incomplete, the executive director had no visibility into prospect pipeline, and the team was still tracking key relationships in spreadsheets. The CRM was live. It just wasn't working for them yet.
What We Built Together
- Audited Neon CRM against original Excel files and documented gaps, missing relationships, and miscategorized data
- Built a sponsor prospect tracking system with full pipeline visibility
- Backfilled historical sponsor data across multiple years so leadership could see relationship history
- Created annual sponsor reports that give the board what they need at a glance
- Delivered an audience segmentation analysis with a year-long engagement calendar
- Documented data entry workflows so the team can maintain the system independently
The outcome: The executive director had full pipeline visibility and a system her team was actually using. Delivered in under four weeks.
Is This a Good Fit?
Strong fit if you...
- Migrated to Neon CRM in the last 6–18 months and want to get more value from it
- Need sponsor or donor tracking that reflects your actual relationships and processes
- Have data in the system that doesn't yet match how your team works
- Need reports your board and leadership can use to make decisions
- Want your team confident in the CRM and not dependent on one person
Probably not the right fit if you...
- Are still evaluating CRM platforms and haven't selected one yet
- Need full custom software or application development
- Are looking for a long-term managed IT services provider
How It Works
Three steps. No pressure. You'll know if there's a fit after the first conversation.
Book a Call
Schedule a free 30-minute CRM activation assessment. Answer a few quick questions beforehand so we can make the most of our time.
We Review Your CRM
We walk through what's working, where the gaps are, and what it would take to get the CRM doing what your team needs it to do.
You Get a Clear Plan
You leave with a clear picture of what activation looks like for your organization. If we're a fit, you'll get a proposal to move forward.
Book Your Free CRM Activation Assessment
30 minutes. We'll look at your current Neon CRM setup, talk through where the gaps are, and see if there's a fit.
Prefer email first?
Reach me at henry@rakvia.com
Who You'll Be Working With
I'm Henry Montoya, founder of Rakvia (InsightGrid Solutions LLC). I work with nonprofits to get real operational value from their technology, starting with the tools they already have instead of recommending new ones.
My background is in technical operations for nonprofit and association organizations. I'm a certified Salesforce Administrator, a Marine Corps veteran, and I've built CRM and workflow systems across the sector. My approach is structured, accountable, and focused on outcomes your team can sustain independently after we're done.
Not Ready to Talk Yet?
Download the free guide: "5 Signs Your Nonprofit CRM Isn't Working (and What to Do About It)". A practical read for nonprofit leaders who want to get more out of the system they already have.