Customizeable, very easy to use, great support team.

I will recomend it for your implementation and use, is a user friendly enviroment.

Quick response time when requesting changes or additions to our reports. The Support person I deal with has always been very helpful and friendly.

Some features such as the Dashboard, seem limited/ aren't as intuitive.

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'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.

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.

We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies.

This isn't the best NGO management software out there, but it is definitely the best option at it's pricing tier. It enables overall management of the many moving parts of an NGO.

Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team.

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

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.

The organization manual is an amazing feature--internal documentation is something no one ever has time to do. Reporting generation is also crucial.

Pros:  Customer service is excellent. Timely responses and quick resolution to problems.

Any time that they have been unable to deliver something it has been because of a technical limitation of the software.

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.

This system does a wonderful job of storing your data in such a way that you can see at a quick glance the history of individuals in events. It is very user friendly.

There are some fields which didn't apply to my application and I had to learn to ignore them.

Easy to learn and use the program. NewOrg Support is very eager and willing to help you and to provide what you need.

Friendly to needs of non-profits, without the bloat that comes with software for enterprises. Dedicated team, care about serving customers.

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.

They are quick to respond to support tickets and check in periodically to ensure they are meeting our needs in terms of functionality.

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.

Certain fields are not able to save historical information so data is lost when the fields are updated.

There's a few features that we feel are missing, in particular re: internal communication platform options and data import.

Good midmarket option with great customer service.

The ability to add custom fields and have them appear selectively depending upon group assignments is awesome. It helps to have someone tech-savvy for self-driven customizations.

The hours of time they have dedicated to our teams has been amazing.

I also like that you can add on different modules as you go, which gives us the opportunity to grow with the software.

The best solution for us at the moment in our price range. As we grow we'll begin looking for something a bit more robust at a higher price.

The software is a good value alternative to more expensive donor management solutions.

We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed.

They have been responsive to our ever changing needs and oh so helpful in finding solutions as challenges arise.

We are quiet happy working with PlanStreet tool, cover all the functionality and serves our business very well.

It's easy to use, great user experience, recommended for newbies and experts.

Because we are used to learn about specific terms. Street Center, My street was initially difficult to understand.

I'm still learning the software, So I don't have anything I don't like so far.

We would embark on this implementation again knowing what we know today. Excellent team and product.

Brian has been very supportive, quick to respond, and get the things I need help with back fast.

Kanban Board, Gantt Chart and Project Portfolio Management. We will surely buy their monthly subscription after completing trial period.

The software is easy to use and has the ability for me to make most my own changes as I need.

The easiness of setting up and managing multiple projects.

We requested for a demo and now my department is using their free trial version. Hopefully we will purchase the monthly subscription.

The set up team has been such a great help and we have worked to get our systems up and running. Grateful for their flexibility and their help in customizing this for us and our team.

Project management, team collaboration and resource demand management.

The software is easy to navigate from one case to another. Client information is easily stored and can be shared with other team members.

The software is organized and very easy to use. It also helps us manage our budget which is amazing.

This helped support users who were new to a digital environment. Also the ability to email an intake sheet to our client is a great feature.

M still learning the software, So I don't have anything I don't like so far.

Kinda confusing on updating it and each different part.

Helps with managing our files and allows us to make them accessible to who ever we want from our team. Also, the PlanStreet team is very helpful and is always there to answer any questions.

Their customer support and accounts team is really good and supportive. You will get all the systems integrated in their tool.

US Dollar

NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers, marketing efforts, events and grant management in an integrated suite. It's suitable for veteran organizations, homeless services, environmental organizations, outpatient treatment centers and more.


NewOrg enables users to collect information for reporting, manage volunteer activities and promote events. Other tools help users to create and manage programs, run outcome reports, track activity sign&shy;ups and scheduling, manage communications, take surveys, manage fundraising activities and create development campaigns.


The payment processing module allows users to add donation buttons to existing websites. Users can enter donations in bulk, as well as post or export data to QuickBooks, FundEasy or Excel. Donations are tracked by campaign, event, class, staff member and more, and NewOrg can manage multiple financial accounts. Other features include document management, grant management, email distribution and an organization calendar.


NewOrg is priced per user and is billed on an annual or monthly subscription basis.



LongDescription

Real-Time Analytics

Treatment Planning

Document Templates

Patient Records Management

Employee Management

Recurring Giving

Case Management

EHR/EMR Integration

Surveys & Feedback

Electronic Payments

Personalization

Patient Engagement

Online Giving

Committee Management

Payment Processing

Recurring/Subscription Billing

Practice Management

Time Tracking

Online Forms

Email Alerts

Customizable Reports

Document Storage

Dues Management

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

SMS Messaging

Group Notes

Charting

Progress Tracking

Level of Care Evaluation

Contribution Tracking

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

GDPR Compliance

Electronic Signature

Credit Card Processing

Invoice Management

For Nonprofits

Wait List Management

Attendance Management

Communication Management

Patient Intake

Customer Database

Registration Management

Medical History Records

Care Plan Management

Calendar Management

Customizable Fields

Collaboration Tools

Member Database

Self Payment

Telemedicine

Template Management

Client Chart Audit Tools

Scheduling

Data Import/Export

Campaign Segmentation

Email Tracking

Campaign Planning

Accounting

Graphical Data Presentation

Assessment Management

Email Templates

Multi-Location

Certification & Licensing

Self Service Portal

QuickBooks Integration

Eligibility Verification

Contact Management

Project Time Tracking

Email Marketing

Mobile Access

Dashboard Creation

Compliance Management

Historical Reporting

Gift Matching Management

Grant Management

Candidate Profiles

Mobile Giving

Training Management

Membership Management

Fundraising Management

Role-Based Permissions

Client Portal

Event Scheduling

Real-Time Notifications

Forms Management

Event Ticketing

Email Reminders

ACH Payment Processing

PCI Compliance

Workflow Management

Email Management

Website Integration

Insurance Management

Web browser (OS agnostic)

NewOrg's straightforward pricing has 2 costs: initial Implementation/Customization fee + a simple ongoing monthly Hosting/Support fee starting at $350.  

Monthly Hosting/Support is based on a sliding scale of number of staff users (not volunteers -- they are always free!) starting at just $350/month for 5 users. It includes unlimited support incidents, up to 1 hour per incident. 

Implementation/Customization starts at $3500 and is based on the number of programs + complexity. It involves 360-degree scoping, customization (fields, screens, forms, reports, public-facing online web portal configuration, key integrations with outside systems), robust custom documentation +  training.

NewOrg's process + transparent pricing are designed to ensure your organization's success when getting started, and without incurring any unexpected "gotcha" costs with ongoing use of your system. Please consider getting in touch for a free demo/20-minute no-obligation walk-through/consultation. Thank you!

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

NewOrg

In Person

Live Online

Webinars

Documentation

Videos

Consolidate data, organize information, and reduce your stress with PlanStreet's configurable Case Management Software. Our software solution was developed with non-profits, human services, and social services in mind, designed to reduce the stress of overwhelming workloads.

Analytics & Reporting:
Is your organization's data stored in Excel, using multiple forms, and an outdated CRM? PlanStreet streamlines the process to put all information in one central location. 

Our robust reporting solution allows you to build your own tailored reports to fit your organization's needs.
Easily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors. This way, you can stay prepared for stakeholders/donors, attract more funding, and track inventory in a simple way. 

Easy-to-Use Client Portal: 
- Efficiency: Reduce paperwork with online forms. 
- Scheduling: Manage multiple client's different availability with an embedded scheduling tool. 
- Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically. 
- Security: Our software uses data encryption and permissions to make sure that only those authorized to have client data have access.
- Invoicing: invoices directly to clients and avoid the delay of traditional mail.

Advanced Form Builder: 
Collect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs: 
- Automatic API Generation 
- Create Conditional Fields 
- Upload Files 
- eSignatures 
- Custom Layouts 
- Offline Mode 

Configurable Software:
Highly customizable user interfaces, custom reports, and a full-scale offering of services allow for PlanStreet to optimize any part of your organization when you need it.

Maintain Federal Requirements: 
We provide customers with a HIPAA compliant secure and reliable environment for the cloud-based applications. PlanStreet has come up with a security model that covers all aspects of cloud-based systems.

Our 24/7 security team analyzes an organization's information security risks, taking note of all threats and vulnerabilities, and implements a complete set of information security controls.

Attract More Funding:
Showcase your mission to potential donors by using our customizable reporting features. Better engage stakeholders, track your impact, and grow your organization. 

Centralize Data:
Stop using multiple platforms to store client and business data. PlanStreet puts all your information in one place. Not only does this help streamline your processes and team, but also allows your organization to focus on growth.  

Who Uses PlanStreet? 
- Mental Health Services 
- Donor Management 
- Foster Care/Child Services 
- Homessless Management (HMIS) 
- Food Pantry Management
- Reentry Programs
- Veterans Management
- Disaster Case Management 

PlanStreet's case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform. 
Our case management software automates manual processes and forms. Access it from the office, home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them.

Milestone Tracking

Lease Tracking

Bar Chart

Project Workflow

Multi-board

Forecasting

Tax Management

Faculty/Staff Management

Invoice History

Status Tracking

Visual Workflow Management

Release Planning

Idea Management

Trust Accounting

Proposal Generation

Vacation/Leave Tracking

Templates

Digital Signature

Task Board View

Contract/License Management

Change Management

Confirmation/Reminders

Transaction History

Project Planning/Scheduling

Timesheet Management

Docket Management

Project Management

PlanStreet pricing starts at $75/user/month.
Nonprofits start with 10 users.
Government/commercial organizations start with 20 users. 

Implementation and training services packages are available at an additional price.
 
All plans are billed annually and include chat and email support.

Contact PlanStreet directly for large volume discounts and custom pricing plans.

NewOrg vs PlanStreet

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons