--- title: "NewOrg Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is NewOrg the right Grant Management solution for you? Explore 76 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- NewOrg 4.8 (76) 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 October 19th, 2026 # Reviews of NewOrg Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews Manfredi G Human ResourcesHuman Resources, 201 - 500 employeesUsed the software for: Less than 6 months. “Managing donor relations, tracking volunteer hours, and handling reporting from a single interface saves our team a massive amount of time.“ August 20, 2026 Manfredi G Human ResourcesHuman Resources, 201 - 500 employeesUsed the software for: Less than 6 months. “The interface looks a bit traditional and requires a learning curve for staff who aren't tech-savvy.“ August 20, 2026 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 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 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 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 UR Uneeder R Director of ProgramsNon-Profit Organization Management, 51 - 200 employeesUsed the software for: Less than 6 months. “The system is able to capture case notes and allows us to locate them easily.“ May 7, 2026 DL Dana L VolunteerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months. “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.“ April 20, 2026 ## Showing most helpful reviews Showing 1-25 of 76 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Lauren G. Supervisor Used the software for: Less than 1 year ### "Love it so far! Excited to watch the magic in action." September 1, 2026 5.0 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. Review Source R Reviewer Human Resources Used the software for: Less than 1 year ### "Flexible and Powerful All-in-One Software for Non-Profits" August 22, 2026 5.0 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 Fox Valley V. Case Manager Used the software for: Less than 1 year ### "Praise and Appreciation" August 16, 2026 5.0 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. Review Source created M. Co-founder, Program Director Used the software for: Less than 1 year ### "Great product with great customer service!" June 4, 2026 5.0 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. Review Source Uneeder R. Director of Programs Used the software for: Less than 1 year ### "Partnership at its best!" May 12, 2026 5.0 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. Review Source Verified Reviewer Community Wellness Manager Used the software for: 1-3 years ### "Great value, customer support, and customization" May 11, 2026 5.0 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 Sarah S. Director of Grant and Compliance Used the software for: Less than 1 year ### "So Happy We Switched to NewOrg!" May 6, 2026 5.0 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! Review Source DL Dana L. Volunteer Used the software for: Less than 1 year ### "Great product and fantastic support!" April 22, 2026 5.0 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 Marianna P. Community Care Advocate Used the software for: Less than 1 year ### "NewOrg is best in class for small non-profits. LOVE THEM." April 14, 2026 5.0 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. Review Source JL Jackea L. Pathway Manager Used the software for: 1-3 years ### "Versatile Reporting for Academic and Financial Requests" April 1, 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. Review Source LA Lucia A. Reporting and Compliance Specialist Used the software for: 1-3 years ### "Affordable, Customizable, and Efficient Data Management" April 1, 2026 5.0 Pros I find NewOrg to be very helpful due to its data migration and report creation services. It allows us to keep detailed and confidential client information securely. My favorite feature is the file share, which makes it easy to share or request documents from clients via text and email. This feature helps us track when something is shared, if the participant has opened it, and it stores everything in one place. I appreciate that NewOrg is more affordable and customizable compared to Bonterra. Additionally, the NewOrg Team was super helpful with training material and import, and being able to mirror most of the forms from Bonterra/Apricot was great. Cons I do not have anything to add here. The NewOrg team has been very helpful as we transitioned over and we were able to customize the platform to meet our needs. Review Source R Reviewer ### "Functional, customizable, and attentive service team " May 17, 2017 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 R Reviewer Director of Assistance Programs Used the software for: Less than 1 year ### "Director of Assistance Programs" May 28, 2025 5.0 We cannot say enough positive praise about New Org. The entire onboarding team and support team have been responsive, communicative, and incredibly collaborative through the process. From hearing our specific needs and supporting overall scoping, to determining feasibility of wishlist items and how it would impact other parts of our portal integration, the team has been true partners from start to finish. Everything we ask for has been truly vetted, tested, and provided, and the ongoing support through the quick response to their ticket support system has been efficient. We are very happy with this system and truly cannot express enough how transformative the integration of New Org has been for our organization. Pros New Org has provided incredible transparency into the fiscal health of our organization, as wall as our current status. The real-time reporting, quick support responses to tickets, integration with other systems, and user-friendly functionality has been transforming our ability to provide urgent assistance needs to our clients, and to provide excellent customer service. Cons There is nothing not working to meet the needs of our organization within New Org. They have truly catered the platform to meet our unique program needs, and we have worked collaboratively to continue to expand our platform to better support our stakeholders. Review Source Shannon C. Executive Director Used the software for: 3-5 years ### "The Best of All Worlds" March 26, 2026 5.0 Our organization provides direct services and NewOrg has helped us spend more time with our patrons instead of getting bogged down in paperwork. The migration to our platform has also made a real difference for our time-management needs, addressing gaps our office had been struggling with. The price is reasonable, and I appreciate how the platform can be tailored to our organization’s needs. I also value the personal touch throughout the experience, from sales through to support. Pros From the start, NewOrg has tailored their platform to meet our organization’s needs. Their support team has been incredibly helpful and accommodating whenever we’ve needed changes, and it genuinely feels like they do it all with a smile. Their response time on support tickets is very quick, and they pay close attention to the details to make sure we’re fully supported. Cons The only downside I’ve experienced with using NewOrg is that we weren’t fully aware of all its capabilities. We thought we were using the platform to its fullest, but during an annual review with their staff, we realized it can do much more. In particular, it offers additional support for our end-of-month reports that we hadn’t been taking advantage of. Review Source R Reviewer Program Director Used the software for: Less than 1 year ### "We appreciate NewOrg!" March 12, 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 R Reviewer Director, Development and Operations Used the software for: 3-5 years ### "Efficiency and ease in managing our donor pipeline" November 25, 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 R Reviewer Director, Operations Used the software for: 3-5 years ### "Great Partner for our Legal Advocacy Nonprofit!" November 26, 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 JV Jaris V. Program Director Used the software for: 3-5 years ### "Makes Managing Everything Easier" March 26, 2026 5.0 Overall, it’s been a great experience. It keeps everything organized and easy to manage in one place. Pros I like that everyone has their own profile—it just makes it way easier to keep track of people and stay organized. Cons The layout can be a little overwhelming at times, which makes it harder to navigate than it could be. Review Source AJ Andrew J. Lieutenant Used the software for: Less than 1 year ### "Best Bang for Your Buck Software" January 8, 2025 5.0 The implementation process was significantly easier than I expected. They were able to easily import all of our existing data. The customer support to this point has been better than any experience I have had. Pros It easily captures all the data we need in an easy to learn format. The ability to customize reports is near endless. To this point, customer support has been phenomenal. The "bang for your buck" is the best in the business. Cons Not everything is 100% customizable. For the cost, this is understandable. Review Source R Reviewer Interim Program Director Used the software for: Less than 1 year ### "High level of customer satisfaction here! " February 19, 2024 5.0 I truly enjoyed being able to be a part of the development of how we wanted it to work and to be able to provide feedback and get great results from the NewOrg team to deliver a system that is exactly what we were looking for with some great features, which allows our organization to complete our daily tasks with a much greater level of efficiency. I appreciate the level of customer service that the NewOrg team provides, customer service like theirs is rare these days, but Greatly appreciated and makes the process smoother when dealing with something (a system) that can be confusing to some! Pros I enjoy the high level of customization which can be created for the needs of your organization. I also truly enjoy working with \[sensitive content hidden\], the way he is able to understand our organizations needs and make the system reflect this is astounding! He is truly a gem! Thank you \[sensitive content hidden\]!! Cons It took me a bit to learn, but that isn't because of anything to do with NewOrg. Sometimes, technology and I don't get along, but I can say that \[sensitive content hidden\] was always extremely patient and was great at walking me through a process so I could better understand how the system works! Review Source R Reviewer Operations Coordinator Used the software for: Less than 1 year ### "Finally, no more MS Access!!" May 20, 2024 5.0 Pros Came from using MS Access, which I was okay with, but to get our data for the reports, I had to spend hours navigating through spreadsheets, forms, and cells. Again, it worked but was time-consuming, and on top of that very hard to minimize human errors and troubleshoot. It is VERY easy to use NewOrg. Love that most of the reports that I need are easily accessible with just one click. The support team is phenomenal and very patient! Cons 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. It works fine but not ideal. Review Source DD Donna D. Program Manager Used the software for: Less than 1 year ### "NewOrg is quicker implementation and less cost than other software" December 15, 2022 5.0 We are going from completely paper reliant to database reliant. It was a great process from \[SENSITIVE CONTENT\] who got us started into \[SENSITIVE CONTENT\] who set up our system and trained us. Incredibly helpful team. Pros Customizeable, very easy to use, great support team Cons I can't find anything I like least. It is a really good system Review Source R Reviewer Grants Coordinator Used the software for: 1-3 years ### "Meets our needs well" December 2, 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 R Reviewer Executive Director Used the software for: Less than 1 year ### "NewOrg Understands Customer Service" March 7, 2025 5.0 Excellent experience. From the first meeting on we have been listened to, had our concerns and questions answered. Pros The entire process from initial demo, to answering questions, to providing us with individualized attention has made the experience painless. Onboarding was possible due to the attention we were given by NewOrg staff. Cons Everything we have experienced with NewOrg has been positive. Review Source R Reviewer Director Used the software for: 3-5 years ### "NewOrg made it possible to work remotely during Pandemic" March 16, 2022 5.0 For the last few years (prior to Pandemic) we have used this system for one of our program and have had NO issues. It provides all the features we needed. Anytime we needed to add or remove items from the program, they were right on it with the same or next day. Excellent customer and IT support. Once the pandemic hit, our office was going to be shut down and panicked on how we are to serve our clients with our other program. Contacted NewOrg and they were able to build another system quickly that allowed us to work remotely. I cannot express how happy we are as were able to customize the program to fit our needs, especially being a Federal Grant holder for 2 programs. Pros The ability to customize the program, select type of report to run, it can be used anywhere at anytime from different mobile devices. Cons The ability to remove old team member names from current view when running reports and on some dropdown items. These names must remain due to the documenting but should be removed from current viewing. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.