NewOrg

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!

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.

Pros: $7f

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.

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.

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.

Pros: The data collection/retrieving is very useful; It is user friendly; Reporting Systems help greatly for End of Month

Cons: At times, slow between screens; Due to my lack of tech abilities, not sure if we could make it easier to run reports.

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.

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.

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.

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.

Pros: The collaboration that is provided in making updates to information by members of the client management team. There was an ease of use in making edits to our program application that made the process very smooth!

Cons: I wish there were certain features to pull data in a more simplified way to ensure that our team can get what they need in quicker turnaround time.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Pros: $80

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.

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.

Pros: Everything we need is housed in one location.

Cons: We find the calendar operations a little clumpy.