--- title: "NewOrg Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about NewOrg Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more." source_url: "https://www.capterra.com/p/124958/NewOrg-Management-System/" page_type: "product" language: "en" --- # NewOrg Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) NewOrg ## What is NewOrg? NewOrg affordably manages Stakeholders, Clients and service delivery as well as Volunteers, Development Campaigns & Donors plus Scheduling, Mass E-mail, SMS, video conferencing, Web portals, Event Calendars and more with robust reporting in all areas; you decide what you need. NewOrg is intuitive, which staff loves, plus we improve your sustainability by reducing your fixed costs while improving efficiency by integrating solutions for all your operational areas in one unique software tool. ## What is NewOrg used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Human Services](https://www.capterra.com/human-services-software/) Recognitions Shortlist Best ease of use Best value for money Overall rating Based on 76 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $250 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Fundraising / 2025 Our "Best of" badge program showcases products with the highest ratings... - Donation Management / 2026 - Fundraising / 2026 - Grant Management / 2026 - Nonprofit / 2026 - Nonprofit CRM / 2026 - Patient Case Management / 2026 - Social Work Case Management / 2026 - Speech Therapy / 2026 - Volunteer Management / 2026 Our "Best of" badge program showcases products with the highest ratings... - Donation Management / 2026 - Fundraising / 2026 - Grant Management / 2026 - Nonprofit / 2026 - Nonprofit CRM / 2026 - Patient Case Management / 2026 - Social Work Case Management / 2026 - Speech Therapy / 2026 - Volunteer Management / 2026 ## NewOrg alternatives Highest Rated [4.8 (494)](https://www.capterra.com/p/220131/Zeffy/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.5 (1,475)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (1,287)](https://www.capterra.com/p/131207/Bloomerang/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (620)](https://www.capterra.com/p/102088/NeonCRM/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/124958/NewOrg-Management-System/alternatives/) ## FAQs about NewOrg Overview ### What problems does NewOrg solve? NewOrg solves fragmented nonprofit operations by centralizing client records, financial requests, reporting, forms, registrations, and stakeholder communication in one customizable system. It reduces paperwork, manual grant reporting, data-entry workarounds, and cross-team information gaps. Nonprofit program managers, case managers, executive directors, and grant-reporting teams benefit most. Answer based on 55 reviews Overview ### Which roles and teams benefit most from NewOrg? NewOrg is most used by nonprofit executives, operations leaders, program directors, volunteer coordinators, and development teams. Executives use it for organizational oversight and reporting, while operations and compliance staff manage workflows, data accuracy, and grants. Program and volunteer teams track service delivery, and fundraising staff organize donor records and outreach. Answer based on 72 reviews Overview ### What company size and industries is NewOrg built for? NewOrg is built primarily for small nonprofit organizations, with 98% of reviewers from small businesses and 69% from Non-Profit Organization Management. It also sees limited use among midsize organizations at 2%, plus Education Management and Individual & Family Services, each representing 3% of reviewers. Answer based on 73 reviews Features and Usability ### What are the key features of NewOrg? NewOrg includes customizable case management and CRM tools, with client profiles, web forms, and participant portals as core features. Reviewers also highlight data management through shared records and document storage, plus reporting and dashboards. Differentiators include nonprofit-focused modules for donor management, grant tracking, volunteer management, and role-based access. Answer based on 55 reviews Integrations ### Which third-party tools and platforms does NewOrg integrate with? NewOrg integrates with Adobe Acrobat, Adobe Acrobat Sign, Docusign, Dropbox, Google Calendar, Google Workspace, Microsoft Outlook, Microsoft Teams, PayPal, QuickBooks, and SendGrid. It also connects to Google Maps, Google Translate, Microsoft Exchange, Indeed Hire, Indeed for Employers, Regroup Mass Notification, and Waystar. Answer based on 9 reviews Getting Started and Support ### What training and onboarding options does NewOrg offer? NewOrg provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars share scheduled product information, documentation serves as written reference material, and videos offer visual walkthroughs. Answer based on 2 reviews Getting Started and Support ### What customer support options does NewOrg offer, and how do users rate the experience? NewOrg offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as fast, helpful, and closely involved during setup, training, and custom changes. Ticket responses are often quick, though a few reviewers mention occasional slower replies from finance and some limits when requests hit technical constraints. Answer based on 55 reviews Features and Usability ### How customizable is NewOrg for nonprofit programs? NewOrg adapts well to nonprofit workflows, forms, fields, and reports without forcing a one-size-fits-all setup. Many nonprofits say it fits unique programs, client tracking, and grant requirements, while some teams note a few limits in report styling, interface options, and advanced setup that can take extra time. Answer based on 24 reviews Features and Usability ### How well does NewOrg handle nonprofit data management? NewOrg keeps nonprofit data organized in one place and makes reporting, case tracking, and record access easier. Many teams value centralized client, donor, and program data, imports, and audit trails, though some users mention a learning curve for complex reporting, dashboard flexibility, or specific workflows and updates. Answer based on 23 reviews ## Features AI summary Based on 4,517 Nonprofit reviews Capterra data shows that buyers of nonprofit software rank the following features as their top priorities: - **Electronic Payments** (**63%** of reviewers rated this feature as critical) - **Credit Card Processing** (**65%**) - **Fundraising Management** (**49%**) NewOrg supports all three features that reviewers rate most highly: **Electronic Payments**, **Credit Card Processing**, and **Fundraising Management**. Together, these capabilities help nonprofits accept donations more easily, process card transactions securely, and manage fundraising efforts in one place, allowing teams to improve donor collection, track campaigns more effectively, and support day-to-day fundraising work. Electronic Payments 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Electronically collect payments for goods or services Fundraising Management 4.7 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Activities related to raising money for a specific cause Donor Management 4.8 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach For Nonprofits 4.9 (28) 85.71% of 28 reviewers that rated this feature as important or highly important Software specialized for non-profit organizations Contact Management 4.9 (23) 91.30% of 23 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Case Management 4.9 (21) 95.24% of 21 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process NewOrg 160 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Alumni Management: Tools that help educational institutions or fundraising organizations connect with alumni - API: Application programming interface that allows for integration with other systems/databases - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Bed Management: The allocation and provision of beds - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Candidate Profiles: Record candidates' information such as role, professional qualifications, experiences, skills or attributes - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Categorization/Grouping: Organize and group data or items based on various criteria - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Claims Management: Process of submitting and following up on claims with insurance companies - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clinical Assessment Tool: Tools to aid in the collection of information to determine a person's problems and symptoms. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contribution Tracking: View donor contribution history, track how much money have been raised over time and measure progress - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Questions: Tailored or customizable questions for more targeted and relevant data collection - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Dues Management: Track and collect membership dues - EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Eligibility Verification: Identifying if all conditions that entitle a client to certain benefits are met - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Reminders: Reminders sent via email - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - Event Ticketing: Manage tickets for specific events - For Grantmakers: Software designed for grantmakers - For Grantseekers: Software designed for grantseekers - For Nonprofits: Software specialized for non-profit organizations - For Speech Therapists: Designed for the use of speech therapists - Forms Management: Store, manage and track all forms in a centralized location - Fundraising Management: Activities related to raising money for a specific cause - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Gift Matching Management: Ability to match gifts through the system - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Application Management: Track and manage the status of grant applications - Grant Award Tracking: Track grant submission requirements, deadlines, and financial documentation for awarded grants - Grant Management: Monitor application statuses, proposals and award funds - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Historical Reporting: Information, data and reports that are being tracked over time - Impact Measurement: Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Intake Management: Activities related to the initial admission of a charge into the organization's care - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Medical History Records: Records of patients' medical history - Member Database: Add, store and access information pertaining to members - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Mobile Giving: Ability to make a donation from a mobile device/app - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Multi-Location: Manage and support multiple locations - Online Forms: Create new forms and/or use ready-made online form templates - Online Giving: Outlet for members and visitors to submit donations electronically - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Payment Processing: Accept, record, and reconcile financial transactions - Payment Tracking: Track sent and received payments, invoices, and bills. - Personalization: Adjust communications based on previous interactions or personal preferences - Pledge Management: Track commitments to donate in the future - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Notes: Customizable notes that help healthcare professionals document and track patient progress - Progress Reports: Document and report the progress of ongoing projects - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Records Management: Ability to record, store, update, and retrieve information - Recurring Giving: Manage and track recurring gifts - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SMS Messaging: Send messages via SMS - SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Telemedicine: Meet with patients remotely - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress - Volunteer Management: Manage volunteer information and direct volunteer resources - Wait List Management: Record, update and manage waiting lists - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Website Management: Built-in website builder or integration with third-party site - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (68) 4.7 Based on 68 reviews ## Pricing Value for money 4.8 (66) Free Trial Mission Support Plan $250.00 Other,Per Month Value for money 4.8 (66) 4.8 Based on 66 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Indeed for Employers](https://www.capterra.com/p/161381/Indeed/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (76) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (76) 4.9 Based on 76 reviews ## User reviews Overall rating 4.8 Based on 76 reviews Filter by rating 5(66) 4(8) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent LG Lauren G. Supervisor Individual & Family Services ### "Love it so far! Excited to watch the magic in action." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 27, 2026 I enjoyed the creating aspect, It was exciting to be able to create the vision, and see how the whole process came together. I am looking forward to continuing to improve, having the support in the future makes this a real possibility. Pros How customizable I can create the software system, there seem to be a way to address any need. The staff is amazing! I really enjoyed working with Nichole, she was so helpful, attentive and made the whole process seamless. Cons I am not sure, as of now there hasn't been anything I can pinpoint, everything has been extremely positive. Alternatives considered [extendedReach](https://www.capterra.com/p/248416/extendedReach/) [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/) Reasons for choosing NewOrg The staff was amazing from the very beginning, the features were on par what I was looking for and the price point was right. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Manfredi G. Human Resources Human Resources ### "Flexible and Powerful All-in-One Software for Non-Profits" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 20, 2026 NewOrg is a comprehensive and reliable management system for non-profit organizations. It centralizes critical data, simplifies client and donor management, and significantly improves our day-to-day administrative efficiency. Pros The platform is highly customizable and perfectly tailored for non-profit operations. Managing donor relations, tracking volunteer hours, and handling reporting from a single interface saves our team a massive amount of time. Cons The interface looks a bit traditional and requires a learning curve for staff who aren't tech-savvy. Setting up custom workflows initially can also take some dedicated setup time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RU Rick U. Case Manager Non-Profit Organization Management ### "Praise and Appreciation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2026 Thus far I am overwhelmingly pleased with New Org's system and support. The support we receive from \[sensitive content hidden\] as well as the entire team is appreciated beyond measure. Without their support I might be floundering much more than I actually am. Pros While I am still learning the site provided through New Org, I am impressed with the versatility of the site and cannot say enough good things regarding the service we receive from \[sensitive content hidden\]. They are so incredible, professional and responsive to our needs and wants. In my most recent interaction with \[sensitive content hidden\], she went above and beyond to explain why I was experiencing the issues, as well as creating a quick change to assist us in better serving our veteran population. Cons If I had any complaint it is more related to my learning curve than anything within New Org. As I discover new things within the system or have questions I know that I can immediately receive a response to any inquiries that may result. Alternatives considered [ClinicTracker](https://www.capterra.com/p/130373/ClinicTracker-Connect/) Reasons for choosing NewOrg We felt the features within New Org bests met the specific needs we have as an organization. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DC Dori C. Co-founder, Program Director Non-Profit Organization Management ### "Great product with great customer service!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2026 We had, what felt like to me, big hopes for all that the platform could do for us. They made it happen and more. We are grateful for their expertise (they really know what will work best), their experience and input, and the way they sought to understand our organization's needs. Pros We were able to combine donor and volunteer management with case management. This streamlines our services and tracks the overlap of donors, volunteers, and participants. But what we like most has been the people that we worked with at NewOrg. They are always kind and very helpful, and they provide outstanding customer service. Cons Honestly, I don't have anything negative to say about the product, the people, or our experience with them. Switched from [Bonterra Network for Good](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/) To combine donor, volunteer, and case management into one platform. We also experienced issues with emails not being delivered through Bonterra Network for Good. This caused a lot of problems for our organization and the little support we did not solve the issue. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2026 Dori, thank you for taking the time to share such a thoughtful review. Bringing donor, volunteer, and case management together into a single platform is exactly the kind of outcome we strive for. We're pleased to hear it has met the goals you had for your organization. We also appreciate the kind words about our team. Understanding each organization's unique needs and delivering on that expertise is a priority for us, and we're glad that came through in your experience. We're grateful to have you as part of the NewOrg community. UR Uneeder R. Director of Programs Non-Profit Organization Management ### "Partnership at its best!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 7, 2026 My overall experience has been fantastic. Training with \[sensitive content hidden\] has been the fun part and most educational part. They assured us that it wouldn't take long to learn and they were correct. Each time we didn't understand a topic, they were right there to guide us. They have created things, changed things, revised items etc. just to make it work for our team. The entire experience made us feel safe and important as a customer. Pros First, New Org is user friendly and quick to learn. I enjoy being able to generate reports for all our programs. It gives us the ability to review reports in different formats. The data is accurate and generates quickly. The system is able to capture case notes and allows us to locate them easily. It meets our overall needs. Cons I'm not sure if I have found anything that doesn't satisfy our programs. Each time we had an issue or found something that wasn't working for us, all we needed to do was call \[sensitive content hidden\]. They were able to troubleshoot and find a solution that worked for our team. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Need a better system that would provide everything we needed for reporting. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 28, 2026 What a fantastic review to read, thank you! It sounds like your team has hit the ground running with NewOrg, and we love hearing that reporting, case notes, and overall ease of use have been such a strong fit for your programs. We're especially glad the training experience left you feeling supported and confident; that's exactly what we aim for. Here's to a long and successful partnership ahead! AN Anonymous User Community Wellness Manager Non-Profit Organization Management ### "Great value, customer support, and customization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2026 Through NewOrg, we've been able to vastly increase the ease and productivity of our work, which is great in the non-profit world, which is so often under-resourced. Pros Great value, customer support, and customization. NewOrg has helped us streamline old processes and introduce new systems to manage Non-profit program operations. Cons I've had no issues with NewOrg. They have always connected with us promptly to address any issues that occasionally arise. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2026 Thank you so much for this wonderful review! We're thrilled to hear NewOrg has helped streamline your processes and boost your team's productivity. It's also great to know our support team has been responsive whenever you needed us. Thanks for taking the time to share your experience; we're grateful to have you as part of the NewOrg community! SS Sarah S. Director of Grant and Compliance Non-Profit Organization Management ### "So Happy We Switched to NewOrg!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2026 We recently made the switch to NewOrg from our previous data management platform. Immediately upon switching, our team knew we had made the right decision. In the past, our data management system had felt like a one-size-fits-none approach to a subject that varies extraordinarily for each organization. We had had to devise ways to ensure our programs’ data fit into their platform, even when the two weren’t compatible. But NewOrg’s platform is customizable to fit our organization’s programs and needs. Our staff was initially hesitant to make the transition to a new software. While we all recognized the need for growth, the learning curve with any new implementation can be intimidating and interrupt workflow. We can happily report that the implementation process and learning curve were both much easier than we anticipated, with the NewOrg team working on an expedited timeline to help us get our most important programs up and running as soon as possible. Whenever we sought help (primarily for user error) NewOrg was responsive and patient as they walked us through the solution. We want to make a special shout-out to \[sensitive content hidden\], who aided us in the implementation, as well as to Jared, who first walked us through NewOrg’s features without pressuring us. Together, they exceeded our expectations and made transitioning feel completely manageable. NewOrg also provided custom manuals for our staff to refer back to the instructions independently. Our previous system only offered a one-time group training recording, which was difficult to follow and allowed for certain details to be forgotten as time went on. In contrast, NewOrg’s customizable manuals are detailed and clear, with step-by-step instructions accompanied by screen shots. This manual has empowered our team in our strides to be data-driven—and when we need extra help, their dedicated customer service team has been timely and helpful. This is such a relief after experiences with other data platforms where customer service takes weeks or even months to answer a ticket. Far from overwhelming, NewOrg’s excellent team made the transition process smooth and even enjoyable. Pros Customer service, ease of customization, and quality training (both printed materials and live training). Cons N/A-We haven't found anything that we dislike about NewOrg. Our experience has only been positive with NewOrg! Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Our previous system was very expensive and did not provide the tools that we needed to manage our data. Alternatives considered [FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/) [BoardOnTrack](https://www.capterra.com/p/190242/BoardOnTrack/) [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Reasons for choosing NewOrg Ease of use, ability to customize to many of our very different programs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 28, 2026 Hi Sarah, thank you so much for sharing such a thoughtful review. We’re glad to hear that the switch to NewOrg has felt manageable and that our team, training, and support have helped make the transition smoother. It’s especially great to know that customization, custom manuals, and responsive service have made it easier for your staff to feel confident using NewOrg day-to-day. We’re grateful for the opportunity to support your organization and really appreciate your review. DL Dana L. Volunteer Non-Profit Organization Management ### "Great product and fantastic support!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 From our initial sales call through the implementation, the NewOrg staff was friendly, curious, and supportive. Very rarely did we hear that they could not meet our needs, but when the system couldn't do something we asked for, they came up with alternatives. The team was conscious of our tight not-for-profit budget and our small team's schedules. With our implementation complete, NewOrg left us confident that if something changes, they will be there to help us. Pros NewOrg is user-friendly and adaptable. It is clearly built with a not-for-profit in mind. The implementation team was extremely helpful and responsive throughout the customization and testing process. They took the time to listen, learn about our organization and all of its quirks, and make our NewOrg work for us. You don't realize how many "exceptions" there are until you talk through a "typical" day or program. NewOrg customized the product to meet our needs without overcomplicating things. The reporting gives us what we need without all of the extra steps we had to do before in excel or google docs. And multiple people can now access the information simultaneously. It's great to have it all in one place! Cons We didn't have the need for all of the bells and whistles since we already have systems in place for contacting our clients. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Hi Dana, thank you for the thoughtful review and for sharing your experience with NewOrg! We’re glad our team was able to understand your organization’s unique workflows and build a solution that fits your needs without adding unnecessary complexity. It’s great to hear the platform has helped streamline reporting, improve collaboration, and centralize information for your team. We truly appreciate your partnership and continued trust in NewOrg. MP Marianna P. Community Care Advocate Religious Institutions ### "NewOrg is best in class for small non-profits. LOVE THEM." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2026 The NewOrg team was phenomenal to work with. From the time we met with their account manager \[sensitive content hidden\] and he asked excellent questions about our agency’s needs, I knew they would be a great candidate for our client database project. He was forthcoming about the strengths and limits of our system, and their prices were better than other systems that didn’t have nearly the same breadth of features. (I would know, I had a spreadsheet of over a dozen platforms I investigated when we were shopping around!) We came with a laundry list of needs for all the different programs we host at our agency, some of which support thousands of clients, operate in tight timeframes, and require all sorts of very specific data to be pulled in very particular ways as we plan detailed outreach inventory lists. We are not technical people. \[sensitive content hidden\] , our implementation consultant, was a lifeline to sanity while they customized our system. We asked her for all sorts of crazy things that the system didn’t usually do (I imagine having us in implementation meetings was like trying to herd cats) but she always found us workarounds and options, and helped to translate our insanity to the custom components to be able to get the data we needed the way we needed it. Love them. Pros They’ve got AMAZING people. They care about our agency’s needs and have well-rounded experience in the nonprofit sector that enabled them to give us good advice during implementation - they are such a pleasure to work with. Our NewOrg platform FINALLY put all of our whole client database, reports, and event registration under one pane of glass, and it’s very user-friendly. Even our most technology-adverse volunteers learned it quickly and really like it, and the NewOrg team really listened to us about our priorities for ease of use. Our platform runs smoothly on any device with an internet connection. The tiered user access controls and HIPAA compliant set-up help us to protect confidentiality, and they adjusted everything from our client profile sheets to our event records to our reports custom to our agency’s needs. Their support has always been responsive, honest, and friendly. \[sensitive content hidden\] our implementation consultant, kept our heads attached when we had to translate our agency’s needs into technical requirements. She really advocated for us and came up with creative workarounds with the programming team when we needed weird customizations, and was very on top of sticking to our budget and implementation schedule while we were busy running our community services. NewOrg was more competitively priced, had more features, and customized and tailored the database to our agency’s quirks compared to other offerings. From the start, they made it clear that they’d work within our budget and grow with us as an agency if we rolled out new programs and needed modules or reports added. If you’re a non-profit shopping for client management platforms, they should be at the top of your list. Cons We didn’t implement their built-in features for client texting because we already had another platform that we like for that. We also don’t use them for donor management for the same reason. We also don’t use their online client portal, but that’s because most of our clients sign up for events/visit in person. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We were operating out of excel macros and we outgrew the system - we also could not access it from multiple devices. Accessing everything from any device is so easy with NewOrg. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) [Oasis Insight](https://www.capterra.com/p/165737/Oasis-Insight/) [PlanStreet](https://www.capterra.com/p/223060/PlanStreet/) [Community CareLink](https://www.capterra.com/p/192006/FristCallTechnology/) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) Reasons for choosing NewOrg They met all our requirements for customization for client records and event management, fit our budget, and asked better questions in the sales process than everyone else. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Hi Marianna, WOW, thank you for such an amazing and thoughtful review! We’re honored to have partnered with your team and are so glad the platform has helped centralize your client management, reporting, and event workflows in a way that feels intuitive and adaptable for your organization. Your kind words about our implementation and support teams truly mean a lot, and we will be sure to pass them along to the team. We appreciate your trust in NewOrg and look forward to continuing to support your agency as it grows and evolves. JL Jackea L. Pathway Manager Non-Profit Organization Management ### "Versatile Reporting for Academic and Financial Requests" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 31, 2026 As a Pathway Manager, my experience with NewOrg has been very positive. It is an essential tool for supervising my team, as it centralizes both academic and financial requests in one place. The robust reporting features allow me to track progress and manage workflows effectively. While some processes require extra steps and I look forward to future features like participant chat, the current development of the participant portal is a major win for transparency. Additionally, their customer support is outstanding and always responsive to our team's needs Pros I utilize NewOrg on a daily basis to manage my workflow. While the platform offers a wide array of valuable features, its ability to centralize both academic and financial requests is particularly essential to my role. Additionally, the reporting tools allow for versatile data analysis, and the exceptional customer support team consistently provides reliable assistance whenever needed. Cons While NewOrg is a valuable daily tool, there are certain features that are currently unavailable, such as an integrated chat function for direct participant communication. Additionally, some workflows currently require extra steps to complete a single process, which can impact overall efficiency. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) For better data support and tools to track and connect with our students. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 11, 2026 Hi Jackea, it’s great to hear how impactful NewOrg has been in helping manage both academic and financial requests within your daily workflow! We’re especially glad the reporting tools and participant portal have helped improve visibility and oversight for your team. Thank you as well for the feedback around workflow efficiency and communication features, as insights like this help us continue improving the platform over time. We truly appreciate your support and will make sure your kind words reach our team. [View all Reviews](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Donorbox vs NewOrg](https://www.capterra.com/compare/124958-156860/NewOrg-Management-System-vs-Donorbox)