NewOrg Software

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Find out more:

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About NewOrg

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 sign­ups 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, a...
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NewOrg User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 23 reviews

Lisa

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Response from New Org

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

Kaethe

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Reasons for choosing NewOrg

I do not know before my time.

Response from New Org

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

Rebekah

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: 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.
4

Ease-of-use

out of 5
3

Value for money

out of 5
3

Customer support

out of 5
3

Functionality

out of 5

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.

Response from New Org

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

Julie

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Response from New Org

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

Phil

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Response from New Org

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

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