What Is NewOrg?

You've had to change how you serve your clients; has your management software kept up? NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.

Who Uses NewOrg?

Total Client/Case Management for Nonprofits - 50,000 users in US + Canada since 2006. HIPAA/PIPEDA compliant. 100% flexible for complex programs + unlimited free support/training. Organize + thrive!

Where can NewOrg be deployed?

Cloud-based
On-premise

About the vendor

  • New Org
  • Founded in 2003

NewOrg support

  • Phone Support
  • Chat

Countries available

Canada, Ireland, United Kingdom, United States

Languages

English, French, Spanish

NewOrg pricing

Starting Price:

US$350.00/month
  • Yes, has free trial
  • No free version

NewOrg does not have a free version but does offer a free trial. NewOrg paid version starts at US$350.00/month.

About the vendor

  • New Org
  • Founded in 2003

NewOrg support

  • Phone Support
  • Chat

Countries available

Canada, Ireland, United Kingdom, United States

Languages

English, French, Spanish

NewOrg videos and images

NewOrg Software - NewOrg confidentiality agreement
NewOrg Software - NewOrg homepage
NewOrg Software - NewOrg client intake
NewOrg Software - NewOrg dashboard
NewOrg Software - NewOrg geomapping
View 5 more
NewOrg Software - NewOrg confidentiality agreement
NewOrg Software - NewOrg homepage
NewOrg Software - NewOrg client intake
NewOrg Software - NewOrg dashboard
NewOrg Software - NewOrg geomapping

Features of NewOrg

  • Activity Dashboard
  • Alumni Management Software
  • Appointment Management
  • Assessment Management
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Campaign Management Software
  • Care Plan Management
  • Case Management Software
  • Case Notes
  • Claims Management Software
  • Client Management
  • Communication Management
  • Contact Management Software
  • Contribution Tracking
  • Dashboard Software
  • Document Management Software
  • Donation Tracking
  • Donor Management
  • Email Marketing Software
  • Event Management Software
  • For Nonprofits
  • For Speech Therapists
  • Forms Management
  • Fundraising Management
  • Goal Setting / Tracking
  • Grant Management Software
  • HIPAA Compliant
  • Medical History Records
  • Membership Management Software
  • Online Giving
  • Patient Management Software
  • Patient Portal Software
  • Patient Records Management
  • Payment Processing Software
  • Pledge Management
  • Program Management
  • Progress Tracking
  • Receipt Management
  • Recurring Giving
  • Referral Management
  • Registration Management
  • Reporting & Statistics
  • Reporting/Analytics
  • SOAP notes
  • Scheduling Software
  • Self Service Portal
  • Time Tracking Software
  • Treatment Planning
  • Workflow Management Software

Alternatives to NewOrg

ClientTrack is a case management system where organizations intake, assess, refer, and report on client behavior and program efficacy.
ProClass helps organizations with class registration, donor management, memberships, and certifications all in one easy to use system. Learn more about ProClass
Take patient and member relationships to new heights with Salesforce Health Cloud.
A flexible fully-featured case management system on the Salesforce platform, designed to drive radically better social impact. Learn more about Exponent Case Management
EveryAction - a unified nonprofit CRM solution built to increase efficiency, optimize multichannel fundraising, & advance your mission.
Case management solution supporting human service agencies to manage client services & evaluate program effectiveness & impact. Learn more about CaseWorthy
iMIS is purpose-built for the way you work and designed for the unique needs of association and membership management.
Eudonet CRM helps organisations focus on their objectives to develop a unique relationship with each other.
Delightful software for Allied Health & NDIS Providers.

Reviews of NewOrg

Average score

Overall
4.6
Ease of Use
4.4
Customer Service
4.8
Features
4.5
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
68%
4
24%
3
8%
Sandi
Director of Finance and Operations in U.S.
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Contact Database and More!

5.0 4 days ago New

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.

Kaethe
Director of Program Services in U.S.
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Happy Non-Profit Customer

5.0 6 months ago

Comments: 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.

New Org Response

5 months ago

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!

Rebekah
Volunteer Coordinator in U.S.
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Overall

3.0 4 years ago

Pros:

Online capabilities. I love that the volunteers can enter their own hours via the portal. I enjoy entering client data when out in the field using a tablet. Updates continue to improve capabilities.

Cons:

Mailing labels have to be downloaded into Avery online and more time consuming than it should. Updates sometimes affect our current data.

New Org Response

4 years ago

As a multi-year partner with NewOrg, we appreciate your assessment of what we do well and where you suggest improvements. Thanks!

Dominique
Data Compliance Manager in U.S.
Health, Wellness & Fitness, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Awesome for small to mid-sized organizations!

4.0 2 months ago

Comments: I have been using NewOrg for 8 years and I can say that it has definitely evolved to meet our needs. In that time, I've cultivated a relationship with the developers/support team personnel, and it is apparent that they take pride in what they do for the companies they serve. They are quick to respond to support tickets and check in periodically to ensure they are meeting our needs in terms of functionality. They also work to accommodate shifts in workflows that arise from program changes, which are frequent when dealing with the government. NewOrg is a boon for smaller organizations looking for an affordable but effective customer management system.

Pros:

The best things about NewOrg are its ease of use, customizability to the organization's needs, the support team who truly strives to provide the best user experience, as well as the price point for the amount of functionality that is provided.

Cons:

Some features such as the Dashboard, seem limited/ aren't as intuitive. Also, reports may be hard to customize once they are developed depending on the criteria you wish to use. The NewOrg team can often find workarounds for this but something to keep in mind if you will need a more fluid reporting tool.

New Org Response

last week

Hi Dominique, thank you for your awesome review! Thanks also for the shout out to our support team for their commitment to our partners! As you noted, we do like to stay involved with report building to be sure you're getting the results you need. Let's get together with support to take a look at your dashboard items to be sure you're getting the most out of them. We're always looking for ways to improve features and your feedback is our best source of inspiration!

Lisa
Office Assistant/Development Associate in U.S.
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Supporting Critical Data Access for Small Legal Services Nonprofit

5.0 6 months ago

Comments: Our nonprofit is dependent on the data in NewOrg to support our growth efforts. On the case management side we use it daily to track the activity of our organization and tell stories about our history and growth as we report to our board and manage our strategic priorities. On the donor management side our focus is on growing specific segments of our donor network so the reporting has been critical - especially as an element of 'institutional memory' to onboard and orient new staff.

Pros:

Most helpful in our small organization is that NewOrg is an affordable, easy-to-use database system that supports both our case management and our donor management efforts. I rely on NewOrg Support Services who are exceptional in making continuous improvement of the system fast and simple. Any time our staff identifies an opportunity to enhance the capture of data to support our mission, grant applications, or engagement with our community the NewOrg team is right on the case.

Cons:

As with many other database systems, the quality is dependent on the data input. Our focus on improving our use of NewOrg is focused on establishing more checks to assure that data is completely, accurately, and consistently entered into the system. Enhancements to equip administrators to make mass updates or revisions to data would be most helpful here.

New Org Response

5 months ago

Thank you, Lisa we greatly appreciate your review and your partnership with NewOrg! For sure, GIGO is a real thing (link here for non-Gen Xers haha). We may want to chat about using intake Checklists and QA reports to monitor data entry, spot missed steps/docs, and ensure compliance. Contact support to set up a meeting to review where you are seeing recurring data-entry problems because deploying things like highlighted fields, quick link checklists, and the Duplicate Wizard may be helpful for what you describe. For mass updates, have you tried the Event Bulk Update screen? It's an Admin feature but can also be really useful when used for specific purposes/workflows. Let's connect on a call and in the meantime, many thanks again for your awesome review and sharing your NewOrg experience with others. We super appreciate it (and you)!