All NewOrg Reviews

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Amelia

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

High level of customer satisfaction here!

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!

Reasons for switching to NewOrg

More effective product for what our organization was seeking. Completed more tasks and had more efficiency in the system. Provided more options for the cost.

Curt

Food Production, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Great organization with a great product

Excellent!

PROS

The support team. Lots of software can fill the functions, but the support flexibility and responsiveness sets NewOrg apart.

CONS

Just getting started with API access in 2023, but NewOrg has a very smart model in the integration space which should make it really easy and powerful to use.

Reasons for switching to NewOrg

It was a home grown tool which spilled over its boarders.

Vendor Response

Thanks Curt! We're excited about the potential uses of the new configurable open API features as well. Can't wait to see what you build with it!

Replied September 2023

Rebekah

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed September 2018

Overall

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.

Vendor Response

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

Replied October 2018

Kim

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Great product!

PROS

NewOrg has been a tremendous asset to our organization. It does so much from keeping all of our staff organized and in touch with what services are provided to our community to helping us with strategic decisions and thorough analysus. It's reporting features are fabulous and I love how much customization they allow. The support we get from NewOrg is amazing. Every staff person we interact with truly cares about our ability to be successful. They are deeply nonweldable about their system as well as ours! We feel like NewOrg is part of our family.

CONS

There is very little we are not happy with. There are minor features we hope they come up with, such as scanning documents directly into the system. We do find they are a little on the expensive side, but it is worth every penny. We are very happy with NewOrg.

Reasons for switching to NewOrg

Our system and process was very antiquated and we needed a way to unite our staff as we grew to several different locations.

Tim

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Excellent customer service and technical support.

PROS

Throughout the entire development and implementation phases of our project, NewOrg was very engaged in the process and helped to ensure that the database would meet our critical needs. Post-launch they have been incredibly fast in addressing our support tickets when minor tweeks have been needed, in many cases issues have been resolved on the same day.

CONS

Adapting our internal naming conventions for data fields to the language that NewOrg uses took us a minute to wrap our heads around.

Reasons for switching to NewOrg

We needed more robust data management, and specifically needed integrated reports that simple spreadsheets just couldn't provide.

Ryan

Government Administration, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2023

Surprisingly Flexible

A very interesting platform that gives you more access to your data and pages than many modern sites. There are multiple spots that enable you to write raw SQL so you can grab exactly the data you're looking for. And if you want you can make all sorts of patches on pages with a bit of javascript. Chances are that you'll need to spend a good amount of time up front thinking through the design for your workflow - which custom fields go with which types of records. But since you can configure it all on the fly you will only need to reach out to support when you don't know how to accomplish your thing. And their support has always been friendly to me.

PROS

Allows you to create your own custom fields which apply to Customers or to their particular records. You can build any number of reports your own way, changing the column names, ordering, sorting. And for things that are more complex you can drop in a SQL snippet to get exactly the data and format you want.Lets you construct "Print Forms" which can be used for letters, fancier reports, signable PDFs, and more if you know javascript. Has a customer facing portal. Customers have their own set of uploaded files, and can make payments online (PayPal). Roll your own API for pulling data out. Full auditability of who edited which record, what they did, and when.

CONS

Some advanced features require a lot of familiarity with how the site works, up to and including knowing database table and field names.Not much documentation so you'll rely on support or curiosity to fill gaps in your knowledge. Takes a while to understand all the moving parts. Some administrative menus aren't very intuitive. The great ability to customize things means you'll need to spend a fair amount of time customizing.

Reasons for switching to NewOrg

It's web based and had more features, including a client portal

Vendor Response

Thanks Ryan! This is a great summary for partners with enough technical experience to really dig into the possibilities. It's fantastic what you've been able to develop with NewOrg! Most of our partners utilize NewOrg's unlimited Life Cycle Support to develop and manage their systems. It's great to know that with more technical knowledge, organizations can take control of their own integrations and customizations.

Replied September 2023

Kaethe

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Happy Non-Profit Customer

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.

Vendor Response

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!

Replied May 2022

Lisa

Non-Profit Organization Management, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Supporting Critical Data Access for Small Legal Services Nonprofit

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.

Vendor Response

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)!

Replied May 2022

Adelaide

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Highly customizable and versatile CRM

Overall we have had a very positive experience with NewOrg utilizing it for client profile management. We interface with the system everyday, and we appreciate how much we can categorically organize and store information, which makes generating reports a breeze. We have been able to tailor the system to meet our needs, and we have been satisfied with how much the NewOrg team has continued to customize our system to meet those needs. We know the system is capable of doing more than what we use it for, which goes to show that it is a very well-rounded and capable CRM.

PROS

We have been NewOrg clients for almost 5 years now, and we find that it works tremendously well for the purposes of client management. From providing the customized webform for clients to utilize, to providing a detailed backend for user management of client information, the system has consistently met our needs. The NewOrg team is very receptive to our customization requests, and the system itself is very customizable.

CONS

Because it is so customizable, sometimes the set up process can be a bit clunky. Additionally, the interface looks a little old school, but what I appreciate is that NewOrg spends more time and resources making sure they are meeting their clients needs rather than creating a shiny and gorgeous-looking system with no substance.

Vendor Response

Thanks Adelaide for the great review! We hear you on the old school interface, time flies! We're always balancing change with stability and familiarity for our users. With that said, some cool new design options as well as more user centered customization settings are coming soon!

Replied January 2023

Leslie

Government Relations, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

User Friendly

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.

Julie

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

NewOrg made it possible to work remotely during Pandemic

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.

Vendor Response

Julie, thank you so much for your 5-star review and awesome feedback! We appreciate you sharing your experience -- especially during these crazy pandemic times, when we've all had to pivot and adjust . . . we're very proud to have been a part of your successful pandemic shift to remote work for you and your organization! :) We've made some recent improvements to how old (suspended or voided) users display in report search criteria and slight changes in behavior for active user dropdowns that you may find helpful. (There's always a balance between showing only current Users while still having access to search historic info.) A quick call with support may make sense to be sure you're getting the benefits of these recent changes. We're here for you (always)! Grateful thanks again, Julie, for your kind words and sharing your positive NewOrg experience with others.

Replied May 2022

Jyl

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2018

We Love NewOrg

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.

Vendor Response

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.

Replied October 2018

Dominique

Health, Wellness and Fitness, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2022

Awesome for small to mid-sized organizations!

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.

Vendor Response

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!

Replied September 2022

Kristy

Non-Profit Organization Management, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

We love NewOrg!

At the end of the day – NewOrg is helping us tell our story and bring our data to life. We are on the precipice of being able to capture data for the thousands of community members served by Sierra Community House each year. That is a major accomplishment, and we could not be doing it without NewOrg.

PROS

I won’t lie in saying it has been a heavy lift to get a handle on the complexity of our reports and the data needed to fulfill our grant reporting requirements, but NewOrg has been patient and helpful each step of the way. The hours of time they have dedicated to our teams has been amazing. Our staffing capacity due to responding to COVID in our community has been challenged these past two years … and continues to challenge us. Even with the challenge of merging four organizations into one database, I am more grateful than ever that we made the decision to transition to NewOrg. We receive support from this team that never existed before, and for that I am deeply grateful.

CONS

I wish we could remove some of the stock/template questions in events.

Reason for choosing NewOrg

We had many calls with NewOrg prior to purchase, and unlimited customer support was a huge factor. They also seemed to "get" us and our organization's needs.

Reasons for switching to NewOrg

Cost and customer support

Vendor Response

Awwww Kristy -- we love you, too! Thank you so much for sharing your NewOrg experience with others. It has been a journey -- during strange pandemic times -- and we are so grateful for your kind words and feedback about your successful migration to NewOrg. We're here for you (always) as you continue to grow!

Replied May 2022

Phil

Non-Profit Organization Management, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Great value and loads of functionality

PROS

NewOrg has provided great value. Great features at an inexpensive price. And the team is very supportive in doing all they can to satisfy our needs. They do not exist to make money, but to provide a good quality service that meets the customer's demands. Among some of the features, we have options to filter and send group emails, send documents for signatures, request document uploads, create online registrations, enable client's to self-book appointments, manage clients across multiple programs, and integrate the product with other platforms.

CONS

More automated workflows would really help to make staff more efficient.

Reasons for switching to NewOrg

Our old platform was outdated with minimal features.

Vendor Response

Thank you, Phil, for your wonderful feedback and taking the time to share your NewOrg experience with others! Automation is always a goal and can help reduce time spent by staff on repetitive clerical tasks balanced with the (sometimes messy) realities that fall outside the norm. Recent integrations with Sage and Indeed should result in a pretty dramatic reduction in duplicated data entry for some staff. We also have some new features related to File Sharing and e-signatures that will soon give your staff more control over (and more visibility into) intake workflow while reducing steps needed to onboard new clients we'll be in touch! In the meantime, many thanks again, Phil. We greatly appreciate your review and your partnership with NewOrg.

Replied May 2022

Jeni

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2018

NewOrg Review - Habitat for Humanity of Palm Beach County

Overall I am happy with NewOrg, and have no plans to change systems. Their support staff is fantastic, and has always responded quickly, and offered solutions. They have been willing to work with me and make sure they understand exactly what I'm needing. Any time that they have been unable to deliver something it has been because of a technical limitation of the software. There may be better solutions out there, but none that are a better value in terms of budget.

PROS

The software is a good value alternative to more expensive donor management solutions. I particularly like that it can incorporate all of the many different elements we work with, including donors, volunteers, homeowners, properties and organizations.

CONS

The reporting function can seem counter-intuitive. I would love to see more options for capturing the information I am looking for perhaps as radio buttons (ex. list of donors and total gift with emails or with addresses etc.) Often I find that the report I need only give part of the information I'm looking for. Additionally, reports take a LONG time to run. I would love to see this further optimized to have reports run much faster.

Vendor Response

Thanks Jeni for taking the time to share your knowledge of NewOrg. We will be passing on your suggestions and comments to the technical side folks!

Replied October 2018

Cindee

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2022

Godsend

I never feel neglected or talked down too which is important when we are an all female company working with a predominantly male staff.

PROS

It was made specifically for us through an in depth scoping process and data import period.

CONS

Some reports take a long time to run. Some of the reports are not named well.

Reason for choosing NewOrg

Integrated volunteer management piece too.

Vendor Response

Cindee, thank you for sharing your NewOrg experience with others -- and for calling us a Godsend! What a nice thing to say ... we are 100% honored and grateful to have you as part of the NewOrg family, and will be sure to share your kind words with the team. Although reports can sometimes take a while to compile the results (especially ones with lots of calculations and many records), we made recent enhancements that dramatically improve the download time for large reports -- announced in the April 2022 NewOrg Customer Update newsletter. Hopefully you've seen improvement in the last month or so? If a specific report is still consistently slow, we may be able to optimize it -- let support know which ones you've noticed and we'll take a look. Report names can easily be adjusted we can even add more detailed descriptions and instructions so it's clear what the report is for and how it should be run/used. We look forward to talking with you!

Replied May 2022

Rosemary

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Customizable for organizations of all sizes.

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.

Reason for choosing NewOrg

Customer Service, Level of customization

Vendor Response

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!

Replied March 2023

Anthony

Non-Profit Organization Management, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Personalized Support

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)

Reasons for switching to NewOrg

- Wider range of features- Secure offsite storage- Increasing scale of data needs

Vendor Response

Thanks for great comments Anthony! The Support Team appreciates you! :-)

Replied June 2023

Denise

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2022

The Best Case Management Software

Everyone has been kind, helpful and attentive. The initial set up is a little intense but after we were up and going I see the necessity of this time.

PROS

NewOrg had been attentive to our specific needs and have been quick to respond. We love the fact that it is so user friendly.

CONS

Some of the base areas of the software that are not changeable. But it is so minor that I hesitated even mentioning.

Reason for choosing NewOrg

Most others were selling a system but no support. NewOrg offers excellent support!

Reasons for switching to NewOrg

They were closing their business.

Vendor Response

Thank you, Denise, for your thoughtful review! We're super glad that you're finding NewOrg's software and support to be easy to work with! The setup process can take some time, and it's often a great opportunity to review and streamline workflows and processes to take advantage of new technology options. Of course, change is the only constant, and we look forward to working together to keep your system up to date and to make adjustments as needed over the years.

Replied September 2022

Allen

Music, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

NewOrg works for us!

NewOrg is easy to use and their support staff is incredibly helpful.

PROS

NewOrg replaced our in-house database that was running on a PC. Our data was lost when the pc crashed. Having our data in the cloud gives us peace of mind.

CONS

We have not had any issues with NewOrg, it does everything we need.

Reasons for switching to NewOrg

In the past we had 2 separate systems for tracking clients and scheduling. NewOrg consolidated this into one system.

Vendor Response

Hi Allen, Thanks so much for your review! Great to hear things are going well, and we appreciate your shout out to our support team! Helping our non-profit partners further their missions is why we get up in the morning. :-) Thanks!

Replied April 2023

Caroline

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2018

Good midmarket option with great customer service

We've only just started using it but overall were happy with how the implementation went and the flexibility of the software and the willingness of the company to customize and work with you. We've also gotten good feedback from our participants about their experience using the software.

PROS

The NewOrg system can be pretty customized to meet your needs, and I found that the customer service was excellent and they were willing to go the extra mile. It has already made our lives easier in reporting, communicating with our participants, and managing our data. I also like that you can add on different modules as you go, which gives us the opportunity to grow with the software. My research found that it is the most reasonably priced of the customizable data management options (obviously more expensive than the strictly out of the box options, but a lot less expensive than a number of the other highly customizable options). Of course, that means that there are some features/customizations that aren't available, but for us it is doing the majority of what we would like it to! Another huge pro is that they create a customized manual for your organization, which helps a lot with training and implementation of the software.

CONS

The implementation process took a bit longer than we were hoping it would, but the customer service was good throughout! There are a few features (texting, for example) that we would like to have but the software doesn't yet have.

Vendor Response

Caroline, thank you for your input and observations and sharing your NewOrg experience.

Replied October 2018

Sandi

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Contact Database and More!

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!

Sheila

Education Management, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Thoughtful, dedicated, professional

Our overall experience has been very positive

PROS

We have used New Org for more than a decade and it continues to grow with the organization and meet our needs. The team at New Org are true thought partners in helping to create the most elegant and efficient solution.

CONS

We don't have many complaints about the system. Any time we have a challenge, the New Org team helps us think through a better solution. While no system is perfect, their team and management are exceptional, personable, and highly responsive and that has kept us as users for more than a decade.

Vendor Response

Thanks for the kind words Sheila! We appreciate our partnership and look forward to another 10 years! :-)

Replied August 2023

Sheila

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Versatile and Functional Software

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.

Reasons for switching to NewOrg

Outdated system. We wanted a Cloud based system with a tech support department.

Vendor Response

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!

Replied May 2022

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