# NewOrg Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is NewOrg the right Nonprofit CRM solution for you? Explore 67 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/124958/NewOrg-Management-System/reviews --- NewOrg 4.8 (67) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 7th, 2026 # Reviews of NewOrg Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews BL Ben L Director, Development and OperationsNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “The reporting features are particularly valuable, providing clear, actionable insights into donor lifecycle, engagement levels, and our overall donor pipeline. Whether I’m looking at individual relationships or reviewing aggregate, year-over-year trends, NewOrg makes it easy to understand where we’ve been, where we are, and where the opportunities are.“ November 24, 2025 WH Whitney H Family Services ManagerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “The one thing that I would say I like the least is that when importing data from our previous database there are several duplicates and I have to manually go through and clean that up.“ June 21, 2025 LF Lisa F Director, OperationsLegal Services, 2 - 10 employeesUsed the software for: More than 2 years. “The highly customizable design allows our team to adapt forms, workflows, and reporting tools to match our changing program needs easily.“ November 24, 2025 JV Jaris V Program DirectorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: More than 2 years. “The layout can be a little overwhelming at times, which makes it harder to navigate than it could be.“ March 24, 2026 LW Lisa W Grants CoordinatorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “The customer support team is responsive to our requests, and they work hard to help us develop reports and other components that make our work efficient.“ November 20, 2025 SC Shannon C Executive DirectorMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “The only downside I’ve experienced with using NewOrg is that we weren’t fully aware of all its capabilities.“ March 24, 2026 JL Jackea L Pathway ManagerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “It is an essential tool for supervising my team, as it centralizes both academic and financial requests in one place.“ March 31, 2026 LP Leika P Operations CoordinatorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months. “If I had to pick anything, the inventory system we are using now is not the best compared to what I am used but it is completely understandable as it was custom-built for us and was not originally something that was within the scope of NewOrg.“ May 2, 2024 ## Showing most helpful reviews Showing 1-25 of 67 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NA Nancy A. Operations Manager Non-Profit Organization Management Used the software for: 1-2 years ### "NewOrg is the solution for non-profit program management" May 20, 2025 5.0 The best way to describe it is to look at the white paper we co-authored with them because we love the solution so much: https://neworg.com/a-better-way-to-manage-fuel-assistance-with-operation-fuel-and-neworg Pros The NewOrg platform is incredibly flexible. We are not their "typical" client, but they were able to customize their platform to accommodate all the quirks of our non-profit's programs, including building 3 custom portals for our stakeholders; building out custom, calculated fields that help us with our reporting; creating a variety of reports to answer the questions we need to be able to manage our programs and show our impact; and created custom solutions to help our team process client applications more accurately and more quickly. Additionally, most of those items (except the portals) were created in hours to days - not weeks to months like the other systems we have used. When we submit tickets, they are usually resolved in less than a day, and if not possible, they let us know when it will be complete. Implementation couldn't have been more collaborative, thought-provoking, focused, fun (yes actually fun!), and productive. It was truly a joy to implement this system and that's something I've never said before. Cons We had a few items that we'd like to customize but can't, but none are dealbreakers. I love the reports and dashboards, they're a huge upgrade over our prior system, but a few more customization options, summation options, and visualization updates would go a long way. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[Submittable](https://www.capterra.com/p/158382/Submittable/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing NewOrg Cost of implementation, flexibility of the software, complexity (e.g., we can customize/adapt some things ourselves without requiring a developer), and a demonstrated proof of concept with similar clients. Review Source MC Megan C. Resident Services Lead Non-Profit Organization Management Used the software for: Less than 6 months ### "Feature-Rich, Affordable, and Mission-Aligned" July 28, 2025 5.0 If we could do it all over again, we would pick NewOrg. It was the only platform that met our unique organizational needs and our budget. The personalized onboarding process was a surprising bonus that we didn't expect. Pros As a nonprofit, we did a lot of research on softwares prior to choosing NewOrg. NewOrg fit our budget while also meeting all of our "wish list" features. We were thrilled with the onboarding process, which was personalized and interactive. A huge bonus is the ongoing support provided for a very reasonable cost after launch. The platform is easy to use, and any time we have questions, our dedicated support person is quick to respond. Cons We initially sought a software that made it easier to build our own customized reports. However, it's very easy to submit a support ticket for a customized report, and the support team is very responsive. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[PlanStreet](https://www.capterra.com/p/223060/PlanStreet/)[Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[EmpowerDB](https://www.capterra.com/p/169275/EmpowerDB/)[Sumac](https://www.capterra.com/p/144095/Sumac/) Reason for choosing NewOrg NewOrg met both our budget needs and our unique organizational needs. No other group that we researched met both. Review Source JL Joy L. Used the software for: ### "Functional, customizable, and attentive service team " August 7, 2015 3.0 Pros: - Friendly to needs of non-profits, without the bloat that comes with software for enterprises - Dedicated team, care about serving customers - Flat monthly fee with everything included Cons: - Limited to certain browsers - Reports run slow , building them not very intuitive - Mailing tool not always reliable / intuitive Review Source GL Gannon L. Chief Policy And Public Affairs Officer Non-Profit Organization Management Used the software for: 6-12 months ### "New Org is outstanding " May 23, 2025 5.0 Wonderful. Response time is unmatched. Several times when we ask for changes they literally update the platform during the meeting. Pros Customer service is unmatched. They find simple, elegant solutions to complex problems. Very fast response time. User friendly. Cons N/A. Seriously no complaints here. Just putting words in here to fill the space minimum. We love NewOrg. Review Source WH Whitney H. Family Services Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "NC4K review" June 21, 2025 5.0 10/10 - I felt seen and heard as a customer and the 1:1 set up training and support was so helpful. It really made me feel like \[sensitive content hidden\] took an interest in our non-profit and supported us in setting our system up to suit our team the best. Pros When working with \[sensitive content hidden\] It gave me comfort that he took the time to learn about our organization and what we would most benefit from on neworg. Cons The one thing that I would say I like the least is that when importing data from our previous database there are several duplicates and I have to manually go through and clean that up. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) lack of customer support, minimal reporting, and we wanted to link our contacts Review Source MP Mandy P. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Experience with NewOrg Implementation" June 24, 2025 5.0 Pros I appreciate that there is a public facing portal for the people we serve to better access resources and support. This feature will streamline our services. I appreciate the extra effort the implementation team took to create a specific portal for the social workers we partner with outside our organization to also support this process. Cons We are still learning the reporting feature and what we can and cannot do on our own. While every request we've made has been met, I'm hoping become a better user of this system with the ability to independently pull information. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[SureImpact](https://www.capterra.com/p/202994/SureImpact/) Reason for choosing NewOrg The price and ability to have a public portal were leading factors. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Apricot was very expensive with not enough features to do the case management work we needed. Review Source BL Ben L. Director, Development and Operations Non-Profit Organization Management Used the software for: 2+ years ### "Efficiency and ease in managing our donor pipeline" November 24, 2025 5.0 Overall, NewOrg is a reliable, user-friendly, and data-driven donor management solution that has truly enhanced how we steward and grow our donor base. I highly recommend it. Pros NewOrg has been an outstanding tool for managing our donors and strengthening our fundraising efforts. The system was already in place when I joined the organization, and I was immediately impressed by how well-structured it is from a donor-management perspective. The reporting features are particularly valuable, providing clear, actionable insights into donor lifecycle, engagement levels, and our overall donor pipeline. Whether I’m looking at individual relationships or reviewing aggregate, year-over-year trends, NewOrg makes it easy to understand where we’ve been, where we are, and where the opportunities are. The platform streamlines tasks that are often scattered across multiple tools, saving time and improving accuracy. Everything from tracking interactions to monitoring giving history feels integrated and thoughtfully designed for nonprofit work. Cons Honestly, this platform streamlines our donor management and increases efficiencies across the entire process. I don't see any single place where we would be better off without the system. Review Source Response from New Org December 3, 2025 Thank you for the thoughtful review, Ben. We’re so glad NewOrg has helped strengthen your donor pipeline, and we’re always here to support your continued success. LF Lisa F. Director, Operations Legal Services Used the software for: 2+ years ### "Great Partner for our Legal Advocacy Nonprofit!" November 24, 2025 5.0 Most importantly, we value NewOrg for its strong customer support and nonprofit-centered implementation approach - from the initial hands-on onboarding and ongoing training as we grew with the system to their consistent, responsive ‘above and beyond’ assistance. These aren’t just support agents – they’re our partners. NewOrg provides us with a dependable solution that has been key to organizational efficiency when every dollar counts and has strengthened our data-driven decision-making in support of our long-term strategic planning. Pros For our legal advocacy nonprofit, NewOrg is the core of our case management process. Its flexibility, user-friendly interface, and comprehensive platform make it possible for us to use one system to manage both case and donor activity. The highly customizable design allows our team to adapt forms, workflows, and reporting tools to match our changing program needs easily. The system supports efficient case and contact coordination with robust reporting features – all in a secure environment. Cons No complaints. We've been with this application since we moved from spreadsheet tracking and have found everything we need here. Review Source Response from New Org December 3, 2025 Thank you so much for the thoughtful review, Lisa. We are grateful for your partnership and are always here to support your team as your program needs continue to evolve. LW Lisa W. Grants Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Meets our needs well" November 20, 2025 4.0 I use NewOrg every day for grant management, and I don't know what I would do without it. I manage a lot of document attachments, and NewOrg helps me stay organized. Pros NewOrg is a great way for our organization to share information across teams. It makes finding the information we need easy and consistent. The customer support team is responsive to our requests, and they work hard to help us develop reports and other components that make our work efficient. Cons NewOrg is a little dated in its look, but aesthetics are a small thing in comparison to functionality. Review Source Response from New Org December 3, 2025 Thank you so much, Lisa. We've been around for nearly 20 years, so we know our look can feel a bit classic at times 😊. We do refresh our UI every couple of years while keeping things familiar. If you ever want to give the system a more personalized feel, support can help you customize your colors to match your organization’s branding! LC Lindsey C. Director of New Orleans Programming Non-Profit Organization Management Used the software for: 2+ years ### "Very helpful customer success experience! " November 19, 2025 5.0 Pros I had such positive interactions with their customer service team member \[sensitive content hidden\]! My requests were complex, and she worked with me tirelessly to get to a resolution that worked! Super friendly and accommodating! Cons I wish we could generate more dynamic dashboards from our raw data - it would help me be more responsive to my data. Review Source Response from New Org December 3, 2025 Thank you for the kind words, Lindsey! We are glad our team was able to support you. We would be happy to help you build more dynamic dashboards as well, so just let us know and we can walk through some options together. KV King V. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "NewOrg Software Continues to Reign " December 19, 2024 5.0 superior logistics reporting with easy remote integration Pros Easy to navigate with data driven outcomes for excellent reporting, flexible platform that is easily modified and the superior customer service are all reasons I recommend NewOrg Cons The monthly cost is inching higher, but quality does cost Review Source MO Makala O. Human Service Professional Civic & Social Organization Used the software for: Less than 6 months ### "Implemented and Worth It" July 16, 2024 5.0 Pros Charting on paper was so tedious and chaotic, having everything in one place where staff can pull up face sheets and other records when on outing has been a major plus for us. Cons I have not run into any cons in regards to New Org itself, the only issues I have had are in reference to getting responses from others involved in the community. Not NewOrg issue. Review Source RC Robin C. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Seniors Job Bank" April 29, 2024 5.0 When I first came onboard as Executive Director, the message I received from the Board of Directors was that NewOrg was broken. Not only was it not broken, it has turned out to be even better than I expected. \[sensitive content hidden\] and his support team are reliable and creative and we think of them as part of our work team. Pros We find that the applications within NewOrg work well and if we need updates, the support team is available to help us get what we need for our non-profit business. Cons The only downside for me is the reporting application. I don't find it user-friendly. Review Source Response from New Org May 20, 2024 Thanks Robin! Glad we've been able to keep your system up to date and relevant. We feel the same way, we make a great team together! KZ Kaethe Z. Director of Program Services Non-Profit Organization Management Used the software for: 2+ years ### "Happy Non-Profit Customer" March 23, 2022 5.0 My experience has been excellent. Helpful and knowledgeable staff. Shout out to Nicholas! Good product for our needs. Excellent case notes/case management, collecting demographic information, storing client documents, and recording all client activity (events) with an run report format. We use the system for client information not for donors or volunteers. Pros When I began working at my current job I was not happy with the way the data was organized in our NewOrg data base. I contacted support and they were able to guide me through making extensive changes to our system. As a result our system is now intuitive for users and the reports are capturing the information needed. I was extremally pleased with the process. The support tech was extremely knowledgeable about the needs of my agency and was able to give great advise on how to make improvements. He was also extremely helpful in teaching me about the system and the impact of certain decisions. As the needs of the agency have evolved we have been able to update our system to capture new Information. The response time for support requests has always been very fast! Cons Certain fields are not able to save historical information so data is lost when the fields are updated. For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless. Sometimes it takes too long to run long reports that may span over a full service year. Reason for choosing NewOrg I do not know before my time. Review Source Response from New Org May 2, 2022 Thank you so much for your awesome 5-star review, Kaethe, and for sharing your NewOrg experience with others! We'll let Nick know too -- he's soon celebrating 12 years as NewOrg Implementation Team manager. :) Recent report speed improvements (announced in the April 2022 NewOrg Customer Update newsletter) should be making a big difference for your larger reports that span big recordsets/history. Hopefully you've seen improvement in the last month or so? If a specific report (or reports) is still super slow, please contact support and we'll take a look to see if we can further optimize it for you. We'd also love to walkthrough the History/Audit system features with you because every change to every field is recorded in an Audit table where you can see the full history of every change with the date and user who made it. In the meantime, many thanks again, Kaethe! SA Sandi A. Director of Finance and Operations Non-Profit Organization Management Used the software for: 2+ years ### "Contact Database and More!" September 21, 2022 5.0 Pros NewOrg provides the Flexibility to streamline our nonprofit organization. Cons We appreciate all of the features in NewOrg, but the one area we recommend improvements would be the Mail function. Reason for choosing NewOrg Eras Senior Network has partnered with NewOrg since 2012. Prior to converting to NewOrg, we were working with 4 different databases. Our goal was to find one solution that could help us manage our Clients, Volunteers and Donors in one database. NewOrg allows multiple contact types and more! Review Source RC Rosemary C. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Customizable for organizations of all sizes." February 27, 2023 5.0 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. Pros When searching for the right software, we came across a number 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 was customized to fit our needs. I can easiily 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. Cons The calendar does not sync with my google calendar for security reasons. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Reason for choosing NewOrg Customer Service, Level of customization Review Source Response from New Org March 20, 2023 Thank you Rosemary for the nice review! We're looking forward to helping you're organization grow. It's been a pleasure working with you and your team during the scoping and implementation process. Thanks again! JT Jyl T. Development Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "We Love NewOrg" October 2, 2018 5.0 Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team. They are amazing! They have been responsive to our ever changing needs and oh so helpful in finding solutions as challenges arise. Pros One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database. Many of our clients access multiple program services. With the NewOrg Management System, our clients are entered only once as contacts but then 'admitted' to various programs streamlining the data entry process. The implementation process was designed to meet our specific agency needs. It was clearly outlined with customization, beta testing, training, timelines and benchmark meetings. The comprehensive training was well received by our staff. The Training Video Library on the NewOrg website offers brief tutorials and ongoing updates on the system’s features and functionality. The Duplicate Wizard is a great tool to help us eliminate multiple data entry of client information. Cons What we like least is the industrial appearance of the reports. We would like them to be more relective of our agency and the services we provide. It would be great if they were colored and had our logo. Also there are a couple of additional customizable features that we would like such as adding/changing colors on the screen and the ability to select a 24 hour clock instead of just a 12 hour clock. Review Source Response from New Org October 7, 2018 Thank you Jyl. You have provided a couple great "Feature" suggestions and we will be discussing including them possibly in some future updates to all our NewOrg partners. Suggestions like these are how we enhance NewOrg to match the needs of our partners. AC Anthony C. Manager - Digital Transformation & Technology Support Non-Profit Organization Management Used the software for: 2+ years ### "Personalized Support" May 1, 2023 5.0 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. Pros \- Great support team- Customizable and expandable- Wide range of features Cons \- Learning curve for staff (though this would be applicable to all CRMs) Review Source Response from New Org June 14, 2023 Thanks for great comments Anthony! The Support Team appreciates you! :-) SD Sheila D. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Versatile and Functional Software" March 25, 2022 5.0 The NewOrg system we implemented is critical to our organization. It improved our processes by creating a job portal and eliminated some of our data entry tasks, creating more time for us to do more important tasks. Plus, New Org provides great tech support! Pros NewOrg has a great implementation team. They spent a lot of time with us customizing a system that meets all of our needs. In addition to typical nonprofit needs such as fundraising and record keeping, they created a job matching system and job portal which met our nonprofit's specific needs. Cons There are some fields which didn't apply to my application and I had to learn to ignore them. Reason for choosing NewOrg NewOrg was the only system that met all of our needs. They could easily create a job matching system for us plus a job portal and they provided tech support. Review Source Response from New Org May 2, 2022 Hello Sheila, thank you very much for sharing your NewOrg experience with others! We'll be sure to share your positive comments with the rest of the team, especially the implementation staff and support. We appreciate you and look forward to continuing to support you and your organization as you continue to grow and do great things! LM Leslie M. Executive Director Government Relations Used the software for: Less than 6 months ### "User Friendly" March 11, 2024 5.0 The company is very attentive to our needs and designed a platform to fit our organizations. Pros The platform is intuitive. We are a small, yet very busy office so it was important for us to have a system that we could integrate seamlessly. Cons We have been 100% happy with the experience. Review Source Response from New Org April 24, 2024 Thanks Leslie! That's great to hear. We appreciate you sharing your experience! LB Lori B. Operations Manager Used the software for: ### "FABULOUS" March 29, 2016 5.0 Pros: Customer service is excellent! Timely responses and quick resolution to problems. The staff takes a very "hands on" approach to providing service and someone is always available to assist you. Con: As with any database software, it can't do "everything" we want, BUT PRO: it does nearly everything we want, and the staff is willing to collaborate to solve challenges or provide "work arounds" to get us everything we want. We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed! Review Source Response from New Org March 29, 2016 Thanks Lori! RE Rebecca E. Development Coordinator Used the software for: ### "This software has provided our Ministry with much needed accountability and tracking." July 15, 2015 5.0 Pros: Quick response time in NewOrg Support! Easy to learn and use the program NewOrg Support is very eager and willing to help you and to provide what you need! Cons: Reports can be confusing if you don't direct exactly what you need and want to see as the outcome. So it's very important to know up front what you want when asking for a specific report to be made. That is more a Con on our side than on NewOrg. Review Source MF Meg F. Director, Data and Evaluation Non-Profit Organization Management Used the software for: 6-12 months ### "Great implementation and ongoing customer support" February 20, 2026 5.0 I have had a very positive experience throughout implementation, launching and now reporting, building dashboards and utilizing customer support. NewOrg helped us bridge the divide between program implementation needs, funding and contract requirements and building in organizational dreams/learning culture features that we were unable to get from our previous client management system. Pros NewOrg has great support and walked us through every step of the implementation process to make sure we were getting what we needed for both front line staff and reporting. Cons Moving to a new system is always a challenge for staff and there is a learning curve, but NewOrg set us up with thorough instructions and ongoing real live human support. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[ClienTrak](https://www.capterra.com/p/28389/ClienTrak-Spa-Salon-Software/) Reason for choosing NewOrg We talked with other organizations using all of the systems we were considering, but NewOrg had the best customer service support reviews of the options we were considering. They were also able to meet our confidentiality challenges that we face as a multi service organization including domestic violence services which requires specific security requirements between dv and non-dv services/clients. Switched from [Neon CRM](https://www.capterra.com/p/102088/NeonCRM/) CiviCore's customer support was slow to respond, at best. Reporting was an ongoing challenge as the reporting feature was not intuitive and we have frequent reporting requirement changes. We did not trust the data that we were pulling out of the system due to these challenges. We were never trained fully in using the system. Review Source OT Olivia T. Program Director Individual & Family Services Used the software for: 6-12 months ### "We appreciate NewOrg!" March 10, 2026 5.0 It's honestly been really pleasant! A lot of non-profits don't go into database development thinking it will be fun-- we're social workers. :-) Our Engineer, \[sensitive content hidden\], was really thoughtful and deliberate in his recommendations during the development phase. By the end of it, it felt like he had a good understanding our program, both from a data perspective and from a service delivery framework. Pros I really appreciated the individualized support that NewOrg gave our organization during the planning phase. Our engineer asked a lot of good questions and even, anticipated potential issues during the development. Cons The biggest challenge for us so far is that we aren't able to make certain fields required. Part of this is that our multi-service organization have access to the same questions. While some questions are required for a department, it may not be for another. It would be great if we could somehow find a way to make certain question required based on the department. Review Source JL Jackea L. Pathway Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Versatile Reporting for Academic and Financial Requests" March 31, 2026 4.0 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. 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