Excellent!

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

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.

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.

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.

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.

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.

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

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.

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!

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.

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.

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.

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.