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What is NewOrg?

NewOrg serves as a comprehensive platform designed for non-profit organizations to consolidate information from various aspects of their operations. This integration enhances their ability to efficiently oversee clients, volunteers, services, donors, donations, and outcomes. Moreover, it facilitates the scheduling of activities, sign-ups, communications, surveys, and fundraising efforts. By utilizing NewOrg, organizations can effectively manage their committees, donors, events, and memberships, ultimately leading to smoother operations and improved organizational effectiveness. Additionally, this platform empowers non-profits to streamline processes, fostering a more engaged community and better achieving their missions.

Pricing

Price Starts At:
$350/month for 5 users
Price Overview:
For more pricing details go to the pricing page on our web site.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, NewOrg provides an API

Screenshots and Video

Company Facts

Company Name:
NewOrg Management System
Date Founded:
2006
Company Location:
United States
Company Website:
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Product Details

Deployment
SaaS
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

NewOrg Categories and Features

Speech Therapy Software

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes

Social Work Case Management Software

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Patient Case Management Software

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Nonprofit Software

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Human Services Software

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Fundraising Software

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Donation Management Software

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
  • Reviewer Name: Miriam J.
    Position: Executive Director
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    NewOrg Understands

    Date: Mar 06 2025
    Summary

    Our experience has been topnotch.
    From the demo to implementation, we have been treated respectfully, had questions and concerns addressed directly and to our satisfaction.

    Positive

    Attention by staff
    Questions and concerns addressed in a meaningful way
    The software is extremely easy to use
    The Reports function is one of the best I have used

    Negative

    From the demo to implementation, we have had an extremely positive experience. There have been no negatives.

    Read More...
  • Reviewer Name: Andrew J.
    Position: Lieutenant
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Bang for Your Buck Software

    Date: Jan 07 2025
    Summary

    The overall experience to this point has been great. The implementation was a little longer than I expected, but was still a good time frame and, realistically, what it needs to be. Data import was fairly easy and the functionality of the system is great. The reports it will run are almost endless and completely customizable.

    Positive

    The price point for NewOrg is the best we could find. The functionality and features are as good as the competition and the implementation was extremely easy. The customer support has been phenomenal.

    Negative

    The software is not 100% customizable. But, for the price point, it is still fairly customizable and does enough not to be a deal breaker.

    Read More...
  • Reviewer Name: Samantha B.
    Position: Founder and President
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Product and Customer Support

    Date: Feb 20 2025
    Summary

    I would recommend NewOrg should it meet the needs of your particular organization. The product is great, and the customer support it reliable.

    Positive

    Professional and pleasant service, with smooth implementation process. The product is highly customizable and competitively priced. A great fit for not-for-profit and human services organizations.

    Negative

    Starting the implementation process took longer than I had hoped, given that I was on a tight timeline with new partnership opportunity. That being said, once things got going, it all went smoothly and progressed at a good pace.

    Read More...
  • Reviewer Name: Kimberly Q.
    Position: Career Coach
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Exceptional Service & Support

    Date: Feb 24 2025
    Summary

    The NewOrg implementation team listened to our needs and concerns and built an excellent management system for our coaches. We can track client interaction, program participation, and success goals. They tailored the platform to our needs and made sure we were up and running efficiently.

    Positive

    I have had an outstanding experience with NewOrg! Their customizable software has greatly enhanced our client management system, making our processes more efficient and seamless. Working with the NewOrg team was always a pleasure. Nicholas was attentive, responsive, and incredibly knowledgeable. He took the time to address our questions and concerns, going the extra mile to ensure we maximized our system's capabilities. I highly recommend NewOrg for any organization looking for a reliable supportive partner in data and case management.

    Negative

    The scheduling feature did take some time to get used to - but once we did, it became like second nature!

    Read More...
  • Reviewer Name: Amelia P.
    Position: Interim Program Director
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Product - Even Better Implementation Support Person!

    Date: Feb 16 2024
    Summary

    I enjoyed working with Mr. Nicholas Rowan. He listened to our staff, he worked with our organization and was able to work through any issues that we had. It was great to work with him and his team, we appreciate that they worked so diligently with our team to deliver the product that we were seeking to enhance the productivity of our team. I am thankful that we have been able to continue to work with Nick as he has a great personality! Thank you so much for your fantastic customer support Nick!

    Positive

    I genuinely enjoyed the fact that this system allows for our organization to Customize the product to fit our needs in the areas of reporting, customer management, volunteer management, and so much more. We were able to work with the support team to be educated on how to use the system for our organizational needs and within each of the roles we play.

    Negative

    Some of the ways in which to get things accomplished are heavy in the steps and how to accomplish them, or there can be one thing that is marked and messes up the way it communicates with other areas.

    Read More...
  • Reviewer Name: Tony G.
    Position: Development and Operations Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Exceptional product and service

    Date: Jan 17 2024
    Summary

    Product has far exceeded our expectations. We met with several software providers/developers and we would have had to reshape our programs to fit their software. NewOrg understood our field and went fare beyond what other providers would offer to customize their software to our programs.

    Positive

    An unbelievable development team that not only tolerated numerous and tedious requests but went out of the way to customize a product that works best for us. Because of NewOrg we have been able to reassess and revamp our operations and programs to not just manage better but to help our clients better. Producing data for funding sourcing has improved greatly as well.

    Negative

    We have yet to experience any negatives from product or service.

    Read More...
  • Reviewer Name: Leslie M.
    Position: Executive Director
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Seamless integration into our work flow

    Date: Mar 11 2024
    Summary

    The experience has been very positive. NewOrg staff has been very diligent in meeting our organization's needs.

    Positive

    The platform is designed to meet our specific needs. Tracking our daily interactions with organization stakeholders allows us to ensure we are meeting the needs of our constituents.

    Negative

    So far, we haven't identified anything glitchy with the system. It took a week or so to get used to working with the program, but any questions were answered promptly, and we had a user manual nearby.

    Read More...
  • Reviewer Name: Judy G.
    Position: Volunteer Coordinator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Technology with Aloha

    Date: Dec 16 2024
    Summary

    The overall experience with NewOrg has been very positive. From the beginning they have built the system to meet our specifications of data reporting outcomes that Na Hoaloha depends on for fulfilling our mission in service delivery for Kupuna.
    Whatever additional needs or changes we require have been taken care of without delay. The Team at NewOrg takes the time to fully understand what and why we need to have information for use in reporting to our funders, as well as, for more efficiency in service delivery to our clients. Over the years, we have come to rely on them for their expertise in technology. It is a great partnership.

    Positive

    I like the ease of operating the data management system. The reporting features allow us to break out the details of the client base and build a profile of need in each region of service. The New Org team is quick to respond to any questions or changes we request.

    Negative

    So far, I have not found any feature or service I did not like.

    Read More...
  • Reviewer Name: Lisa C.
    Position: Intake Coordinator
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Exceptional Implementation Support by NewOrg and Mr. Nicholas Rowan

    Date: Feb 12 2024
    Summary

    With the outstanding assistance from NewOrg staff and Mr. Nicholas Rowan, our implementation support, we have successfully developed a custom CRM system tailored precisely to our organization's needs.

    Positive

    1. Attentive listener
    2. Collaborative and easy to work with
    3. Friendly and approachable
    4. High level of attentiveness
    5. Highly productive
    6. Innovative problem-solving
    7. Professional demeanor
    8. Remarkable efficiency
    9. Simplifies our tasks and processes
    10. Timely responses to queries

    Negative

    While NewOrg offers numerous impressive features and training resources, navigating the system may initially pose a challenge for those not familiar with the platform. However, with some learning, it becomes incredibly useful. As for cons, certain features tailored to our organization's specific needs are not yet available for implementation. Nonetheless, NewOrg is actively updating and improving its system, and I'm optimistic about the potential benefits of new features as they become available for enhancing our organization's operations.

    Read More...
  • Reviewer Name: Robin C.
    Position: Executive Director
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    NewOrg Makes Non-Profit Management More Effective

    Date: Apr 29 2024
    Summary

    When I first started as Executive Director of our non-profit organization, I was told by the Board of Directors that NewOrg was broken. Not only was it not broken but it was even better than I had hoped for. The applications are working well and easy to use. Nick Rowan and his support team are readily available, creative, and efficient in managing the unique update requests for our organization.

    Positive

    The applications are clear and easy to use.
    The support team is reliable, effective and creative in their response to our updates.

    Negative

    The reporting application is not easy to use and the dashboard needs a re-design.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Counselor
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Customer Service

    Date: Jun 19 2024
    Summary

    NewOrg is simple, easy to use, and does just what we need it to. Having engaged, thorough, and quick support makes all the difference!

    Positive

    We always receive quick and thorough support when submitting tickets, but we recently asked a big and urgent favor from the support team and received excellent help. We were implementing new forms into the system, which we weren't sure we would be able to do exactly as we hoped, but the support went above and beyond to ensure we were able to carry out our exact vision. It has been a game changer for us.

    Negative

    Because the system wasn't originally designed for the way we use it, we have to get a bit creative at times, but we are able to do this, which is great!

    Read More...
  • Reviewer Name: Dallas S.
    Position: Executive Director
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    NewOrg Case Management for Non-Profits

    Date: Nov 01 2023
    Summary

    We are very satisfied with NewOrg software. We are a small non-profit organization that were looking for an affordable customized case management solution and NewOrg is that.

    Positive

    NewOrg is completely customizable. The staff at NewOrg worked with us to create a software package that fits our needs perfectly. If you are a small non-profit looking for an affordable completely customized software package that meets all your needs NewOrg is the solution.

    Negative

    N/A.

    Read More...
  • Reviewer Name: Donna D.
    Position: Program Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    NewOrg is quicker implementation and less cost than other software options

    Date: Jun 20 2023
    Summary

    We are going from completely paper reliant to database reliant. It was a great process from NewOrg who got us started and helped set up our system and train us. Incredibly helpful team.

    Positive

    The system was customizable to our needs, very user-friendly, and has an excellent support team that is included in our monthly life cycle support fee.

    Negative

    We had fears of moving to a new platform but we didn't have any issues as we went through the implementation process. As a result, we can't find any cons with the system. It is a really good system.

    Read More...
    Official NewOrg Response
    Date: Jul 11 2023
    Thank you Donna for the great review!
  • Reviewer Name: Curt P.
    Position: IT Director
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing responsiveness and support

    Date: Sep 13 2023
    Summary

    NewOrg's product has many excellent functions, but what sets it apart from other CRM and event management systems are the responsiveness of the staff. Thank you NewOrg!

    Positive

    Easy event management, excellent customer management, powerful and simple reporting and native in the web.

    Negative

    NewOrg took their time before getting into the API space, but their approach to enable access to the data is refreshing and logical - worth the wait.

    Read More...
  • Reviewer Name: Rosemary C.
    Position: Executive Director
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Customizable for organizations of all sizes.

    Date: Jun 16 2023
    Summary

    When searching for the right software, we came across a number of systems that worked well for smaller programs but not for growth. With NewOrg, we can grow our small organization into something great without worrying about changing it in the future. This software can handle multiple users seamlessly and be customized to fit our needs. I can easily gather data for grant reports, and no longer have to create formulas to create my charts. Support service is wonderful and was another reason we chose NewOrg.

    Positive

    We have been able to go from using multiple spreadsheets, folders, and drives to using only one system to hold all the information we need. NewOrg not only provides great functionality for my data management needs but was able to customize a great online public-facing referral process that has cut down on the amount of manual data entry I had to do previously.

    Negative

    The calendar does not sync with my Google calendar for security reasons.

    Read More...
    Official NewOrg Response
    Date: Jul 11 2023
    Thanks so much for the great review Rosemary! The support teams appreciates the shout-out!
  • Reviewer Name: Ryan H.
    Position: IT Analyst
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Surprisingly Flexible

    Date: Sep 15 2023
    Summary

    A very interesting platform that gives you more access to your data and pages than many modern sites. There are multiple spots that enable you to write raw SQL so you can grab exactly the data you're looking for. And if you want you can make all sorts of patches on pages with a bit of javascript. Chances are that you'll need to spend a good amount of time up front thinking through the design for your workflow - which custom fields go with which types of records. But since you can configure it all on the fly you will only need to reach out to support when you don't know how to accomplish your thing. And their support has always been friendly to me.

    Positive

    Allows you to create your own custom fields which apply to Customers or to their particular records.
    You can build any number of reports your own way, changing the column names, ordering, sorting. And for things that are more complex you can drop in a SQL snippet to get exactly the data and format you want.
    Lets you construct "Print Forms" which can be used for letters, fancier reports, signable PDFs, and more if you know javascript.
    Has a customer facing portal. Customers have their own set of uploaded files, and can make payments online (PayPal).
    Roll your own API for pulling data out.
    Full auditability of who edited which record, what they did, and when.

    Negative

    Some advanced features require a lot of familiarity with how the site works, up to and including knowing database table and field names.
    Not much documentation so you'll rely on support or curiosity to fill gaps in your knowledge. Takes a while to understand all the moving parts.
    Some administrative menus aren't very intuitive.
    The great ability to customize things means you'll need to spend a fair amount of time customizing.

    Read More...
  • Reviewer Name: Anthony C.
    Position: Manager - Digital Transformation & Technology Support
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great CRM for non-profit organizaitons

    Date: May 01 2023
    Summary

    We've used NewOrg as our client database and CRM for several years now. NewOrg is flexible, responsive CRM that has always met our needs, and when the needs change, the NewOrg Support and Development teams are there to support those changes. The NewOrg team is very responsive and easy to work with, and specializing in non-profit organizations, understands the unique challenges to operations in the sector. I would recommend NewOrg to any non-profit organization looking for a scalable CRM solution that can be customized to meet their unique needs.

    Positive

    - Great support team
    - Customizable and expandable
    - Wide range of features
    - Good training and support features for users

    Negative

    - Learning curve for staff (though this would be applicable to all CRMs)

    Read More...
    Official NewOrg Response
    Date: Jul 11 2023
    Thanks Anthony! You and your team have been great to work with over the years as well!
  • Reviewer Name: Sheila W.
    Position: Executive Director
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Thoughtful, professional, efficient, and easy

    Date: Aug 04 2023
    Summary

    Our overall experience has been extremely positive. The team is extraordinarily responsive, helpful and always design elegant solutions. They take the time to truly understand your needs and business and are super fast at delivering the results. Pricing is also beyond fair compared to other solutions. We have appreciated that.

    Positive

    NewOrg has met the needs of our organization for more than a decade. The team is amazing and have been able to help us find solutions as the organization grows and our needs or processes change.

    Negative

    A few things have not been intuitive to our business model, that said with training and use it becomes second nature and has worked and we are happy. Rarely will you find a platform that fits your model perfectly.

    Read More...
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