---
title: "NewOrg Software Reviews, Demo & Pricing - 2026"
description: "Review of NewOrg Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/nonprofit/neworg-profile/"
page_type: "product"
language: "en"
---

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NewOrg

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Overview

[Reviews](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/)[Alternatives](https://www.softwareadvice.com/nonprofit/neworg-profile/alternatives/)

# NewOrg Review

From $250/month Free trial 1 plan

Wondering if NewOrg is right for your organization?

Our Nonprofit Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

NewOrg

4.8

[(76)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/)

Pricing

Starting at $250.00 per month

### 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, 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.

Wondering if NewOrg is right for your organization?

Our Nonprofit Software selection experts can help you in 15 minutes or less.

## NewOrg User Interface

## Popular NewOrg Alternatives

Main Product

NewOrg

4.8

[(76)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/)

Ratings Breakdown

-   4.64Ease of use
-   4.85Value for money
-   4.95Customer support
-   4.74Functionality

Pricing

Starting at $250.00 per month

Get Price

Alternative Product

[Donorbox](https://www.softwareadvice.com/nonprofit/donorbox-profile/)

4.8

[(629)](https://www.softwareadvice.com/nonprofit/donorbox-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.61Value for money
-   4.71Customer support
-   4.61Functionality

Pricing

Starting at $150.00 per month

Get Price

Alternative Product

[DonorPerfect](https://www.softwareadvice.com/nonprofit/donorperfect-profile/)

4.5

[(1482)](https://www.softwareadvice.com/nonprofit/donorperfect-profile/reviews/)

Ratings Breakdown

-   4.34Ease of use
-   4.51Value for money
-   4.76Customer support
-   4.34Functionality

Pricing

Starting at $119.00 per month

Get Price

Alternative Product

[Givebutter](https://www.softwareadvice.com/nonprofit/givebutter-profile/)

4.8

[(872)](https://www.softwareadvice.com/nonprofit/givebutter-profile/reviews/)

Ratings Breakdown

-   4.73Ease of use
-   4.82Value for money
-   4.74Customer support
-   4.49Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Zeffy](https://www.softwareadvice.com/nonprofit/simplyk-profile/)

4.8

[(497)](https://www.softwareadvice.com/nonprofit/simplyk-profile/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.95Value for money
-   4.86Customer support
-   4.57Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Bonterra Network for Good](https://www.softwareadvice.com/nonprofit/network-for-good-profile/)

4.6

[(938)](https://www.softwareadvice.com/nonprofit/network-for-good-profile/reviews/)

Ratings Breakdown

-   4.41Ease of use
-   4.44Value for money
-   4.59Customer support
-   4.38Functionality

Pricing

Available upon request

Get Price

## NewOrg Pricing and Plans

Starting price: $250.00 per month

Free Trial

Free Version

Mission Support Plan

$250.00

per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## NewOrg Features

-   Popular features found in Nonprofit
    
    Accounting
    
    Campaign Management
    
    CRM
    
    Customizable Forms
    
    Donor Management
    
    Electronic Payments
    
    Event Management
    
    Fundraising Management
    
    Grant Management
    
    Membership Management
    
    Registration Management
    
    Volunteer Management
    
-   More features of NewOrg
    
    Access Controls/Permissions
    
    Accounting Integration
    
    ACH Payment Processing
    
    Activity Dashboard
    
    Activity Tracking
    
    Ad hoc Reporting
    
    Administrative Reporting
    
    Alerts/Escalation
    
    Alerts/Notifications
    
    Alumni Management
    
    API
    
    Applicant Tracking
    
    Appointment Management
    
    Approval Process Control
    
    Attendance Management
    
    Audit Trail
    
    Authorization Tracking
    
    Automated Scheduling
    
    Availability Management
    
    Bed Management
    
    Billing & Invoicing
    
    Calendar Management
    
    Campaign Analytics
    
    Campaign Planning
    
    Campaign Segmentation
    
    Candidate Profiles
    
    Care Plan Management
    
    Case List Management
    
    Case Management
    
    Case Notes
    
    Categorization/Grouping
    
    Certification & Licensing
    
    Charting
    
    Child Welfare Management
    
    Claims Management
    
    Client Chart Audit Tools
    
    Client Management
    
    Client Portal
    
    Clinical Assessment Tool
    
    Collaboration Tools
    
    Committee Management
    
    Communication Management
    
    Compliance Management
    
    Configurable Workflow
    
    Contact Database
    
    Contact Management
    
    Contribution Tracking
    
    Credit Card Processing
    
    Customer Database
    
    Customizable Branding
    
    Customizable Fields
    
    Customizable Questions
    
    Customizable Reports
    
    Customizable Templates
    
    Dashboard
    
    Dashboard Creation
    
    Data Collection
    
    Data Import/Export
    
    Document Management
    
    Document Review
    
    Document Storage
    
    Document Templates
    
    Donation Tracking
    
    Due Date Tracking
    
    Dues Management
    
    EHR/EMR Integration
    
    Electronic Signature
    
    Electronic Submission
    
    Eligibility Verification
    
    Email Alerts
    
    Email Management
    
    Email Marketing
    
    Email Reminders
    
    Email Templates
    
    Email Tracking
    
    Employee Management
    
    Event Scheduling
    
    Event Ticketing
    
    For Grantmakers
    
    For Grantseekers
    
    Forms Management
    
    For Nonprofits
    
    For Speech Therapists
    
    GDPR Compliance
    
    Gift Matching Management
    
    Goal Setting/Tracking
    
    Grant Application Management
    
    Grant Award Tracking
    
    Graphical Data Presentation
    
    Group Notes
    
    HIPAA Compliant
    
    Historical Reporting
    
    Impact Measurement
    
    Insurance Management
    
    Intake Management
    
    Interaction Tracking
    
    Invoice Management
    
    Level of Care Evaluation
    
    Medical History Records
    
    Member Database
    
    Mobile Access
    
    Mobile Giving
    
    Multi-Factor Authentication
    
    Multi-Location
    
    Online Forms
    
    Online Giving
    
    Patient Engagement
    
    Patient Intake
    
    Patient Management
    
    Patient Portal
    
    Patient Records Management
    
    Patient Scheduling
    
    Payment Processing
    
    Payment Tracking
    
    Personalization
    
    Pledge Management
    
    Practice Management
    
    Program Management
    
    Progress Notes
    
    Progress Reports
    
    Project Time Tracking
    
    Real-Time Analytics
    
    Real-Time Notifications
    
    Real-Time Reporting
    
    Receipt Management
    
    Records Management
    
    Recurring Giving
    
    Recurring/Subscription Billing
    
    Referral Management
    
    Referral Tracking
    
    Reminders
    
    Reporting/Analytics
    
    Reporting & Statistics
    
    Role-Based Permissions
    
    Scheduling
    
    Search/Filter
    
    Self Payment
    
    Self Service Portal
    
    SMS Messaging
    
    SOAP notes
    
    SSL Security
    
    Status Tracking
    
    Summary Reports
    
    Survey/Poll Management
    
    Surveys & Feedback
    
    Task Management
    
    Task Scheduling
    
    Team Notes
    
    Telemedicine
    
    Template Management
    
    Third-Party Integrations
    
    Time Tracking
    
    Training Management
    
    Treatment Planning
    
    Wait List Management
    
    Web Forms
    
    Website Integration
    
    Website Management
    
    Workflow Management
    

## NewOrg Integrations

Microsoft Outlook

Integration rated undefined from -1 review

Microsoft Exchange

Integration rated undefined from -1 review

Dropbox

Integration rated undefined from -1 review

PayPal

Integration rated undefined from -1 review

Google Maps

Integration rated undefined from -1 review

Google Workspace

Integration rated undefined from -1 review

See all 14 integrations

## NewOrg User Reviews

## NewOrg customer ratings

- Overall rating: 4.8/5
- Total reviews: 76

### Rating distribution

- 5 stars: 66 reviews (87%)
- 4 stars: 8 reviews (11%)
- 3 stars: 2 reviews (3%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 4.6/5
- Value for money: 4.8/5
- Customer support: 4.9/5
- Functionality: 4.7/5

---

### Flexible and Powerful All-in-One Software for Non-Profits

- Overall rating: 5/5
- Reviewer: Manfredi G.
- Verified reviewer: Yes
- Industry: Human Resources
- Company size: 201-500 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

NewOrg is a comprehensive and reliable management system for non-profit organizations. It centralizes critical data, simplifies client and donor management, and significantly improves our day-to-day administrative efficiency.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The platform is highly customizable and perfectly tailored for non-profit operations. Managing donor relations, tracking volunteer hours, and handling reporting from a single interface saves our team a massive amount of time.

#### Cons

The interface looks a bit traditional and requires a learning curve for staff who aren't tech-savvy. Setting up custom workflows initially can also take some dedicated setup time.

#### Vendor response

Thank you for the thoughtful review, Manfredi! We’re glad to hear that NewOrg’s flexibility and customization are helping your team manage donor relationships, volunteer tracking, reporting, and other day-to-day work in one place. We also appreciate your feedback on the learning curve and setup process, and our team is always here to make that transition easier. We’re happy to hear NewOrg is already improving efficiency across your organization.

Replied September 2026

---

### Praise and Appreciation

- Overall rating: 5/5
- Reviewer: Rick U.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

Thus far I am overwhelmingly pleased with New Org's system and support. The support we receive from [sensitive content hidden] as well as the entire team is appreciated beyond measure. Without their support I might be floundering much more than I actually am.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

While I am still learning the site provided through New Org, I am impressed with the versatility of the site and cannot say enough good things regarding the service we receive from [sensitive content hidden]. They are so incredible, professional and responsive to our needs and wants. In my most recent interaction with [sensitive content hidden], she went above and beyond to explain why I was experiencing the issues, as well as creating a quick change to assist us in better serving our veteran population.

#### Cons

If I had any complaint it is more related to my learning curve than anything within New Org. As I discover new things within the system or have questions I know that I can immediately receive a response to any inquiries that may result.

#### Reasons for choosing NewOrg

We felt the features within New Org bests met the specific needs we have as an organization.

#### Vendor response

Thank you so much for your thoughtful review, Rick! We’re glad to hear that NewOrg has been a strong fit for your organization and that our support team has been responsive and helpful as you continue learning the system. It’s especially great to hear that the flexibility of the platform is helping you better serve your veteran population. We truly appreciate your feedback and look forward to continuing to support your team.

Replied September 2026

---

### Good for the price

- Overall rating: 4/5
- Reviewer: Caroline S.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Overall, NewOrg has worked well for us. It has a lot of customization, the customer service is excellent, and the reporting function works well. I think it's the best option if you don't want to spend a ton of money building a system from scratch.

#### Cons

There are some features we wish NewOrg had, such as the ability to mass text our participants and better events functionality.

---

### Love it so far! Excited to watch the magic in action.

- Overall rating: 5/5
- Reviewer: Lauren G.
- Verified reviewer: Yes
- Industry: Individual & Family Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

I enjoyed the creating aspect, It was exciting to be able to create the vision, and see how the whole process came together. I am looking forward to continuing to improve, having the support in the future makes this a real possibility.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

How customizable I can create the software system, there seem to be a way to address any need. The staff is amazing! I really enjoyed working with Nichole, she was so helpful, attentive and made the whole process seamless.

#### Cons

I am not sure, as of now there hasn't been anything I can pinpoint, everything has been extremely positive.

#### Reasons for choosing NewOrg

The staff was amazing from the very beginning, the features were on par what I was looking for and the price point was right.

#### Vendor response

Thank you, Lauren! We’re thrilled to hear NewOrg is already working a little magic for your team. It’s great to know the customization options, support, and implementation process have all made a strong first impression. We’ll be sure to pass your kind words along to Nichole, and we’re excited to keep helping you bring your vision to life.

Replied September 2026

---

### Great product with great customer service!

- Overall rating: 5/5
- Reviewer: Dori C.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

We had, what felt like to me, big hopes for all that the platform could do for us. They made it happen and more. We are grateful for their expertise (they really know what will work best), their experience and input, and the way they sought to understand our organization's needs.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We were able to combine donor and volunteer management with case management. This streamlines our services and tracks the overlap of donors, volunteers, and participants. But what we like most has been the people that we worked with at NewOrg. They are always kind and very helpful, and they provide outstanding customer service.

#### Cons

Honestly, I don't have anything negative to say about the product, the people, or our experience with them.

#### Reasons for switching to NewOrg

To combine donor, volunteer, and case management into one platform. We also experienced issues with emails not being delivered through Bonterra Network for Good. This caused a lot of problems for our organization and the little support we did not solve the issue.

#### Vendor response

Dori, thank you for taking the time to share such a thoughtful review. Bringing donor, volunteer, and case management together into a single platform is exactly the kind of outcome we strive for. We're pleased to hear it has met the goals you had for your organization. We also appreciate the kind words about our team. Understanding each organization's unique needs and delivering on that expertise is a priority for us, and we're glad that came through in your experience. We're grateful to have you as part of the NewOrg community.

Replied July 2026

---

### So Happy We Switched to NewOrg!

- Overall rating: 5/5
- Reviewer: Sarah S.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 51-200 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: May 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

We recently made the switch to NewOrg from our previous data management platform. Immediately upon switching, our team knew we had made the right decision. In the past, our data management system had felt like a one-size-fits-none approach to a subject that varies extraordinarily for each organization. We had had to devise ways to ensure our programs’ data fit into their platform, even when the two weren’t compatible. But NewOrg’s platform is customizable to fit our organization’s programs and needs. Our staff was initially hesitant to make the transition to a new software. While we all recognized the need for growth, the learning curve with any new implementation can be intimidating and interrupt workflow. We can happily report that the implementation process and learning curve were both much easier than we anticipated, with the NewOrg team working on an expedited timeline to help us get our most important programs up and running as soon as possible. Whenever we sought help (primarily for user error) NewOrg was responsive and patient as they walked us through the solution. We want to make a special shout-out to [sensitive content hidden], who aided us in the implementation, as well as to Jared, who first walked us through NewOrg’s features without pressuring us. Together, they exceeded our expectations and made transitioning feel completely manageable. NewOrg also provided custom manuals for our staff to refer back to the instructions independently. Our previous system only offered a one-time group training recording, which was difficult to follow and allowed for certain details to be forgotten as time went on. In contrast, NewOrg’s customizable manuals are detailed and clear, with step-by-step instructions accompanied by screen shots. This manual has empowered our team in our strides to be data-driven—and when we need extra help, their dedicated customer service team has been timely and helpful. This is such a relief after experiences with other data platforms where customer service takes weeks or even months to answer a ticket. Far from overwhelming, NewOrg’s excellent team made the transition process smooth and even enjoyable.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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!

#### Reasons for choosing NewOrg

Ease of use, ability to customize to many of our very different programs.

#### Reasons for switching to NewOrg

Our previous system was very expensive and did not provide the tools that we needed to manage our data.

#### Vendor response

Hi Sarah, thank you so much for sharing such a thoughtful review. We’re glad to hear that the switch to NewOrg has felt manageable and that our team, training, and support have helped make the transition smoother. It’s especially great to know that customization, custom manuals, and responsive service have made it easier for your staff to feel confident using NewOrg day-to-day. We’re grateful for the opportunity to support your organization and really appreciate your review.

Replied July 2026

---

### Partnership at its best!

- Overall rating: 5/5
- Reviewer: Uneeder R.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 51-200 employees
- Product usage: Used daily for less than 6 months
- Reviewed: May 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My overall experience has been fantastic. Training with [sensitive content hidden] has been the fun part and most educational part. They assured us that it wouldn't take long to learn and they were correct. Each time we didn't understand a topic, they were right there to guide us. They have created things, changed things, revised items etc. just to make it work for our team. The entire experience made us feel safe and important as a customer.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

First, New Org is user friendly and quick to learn. I enjoy being able to generate reports for all our programs. It gives us the ability to review reports in different formats. The data is accurate and generates quickly. The system is able to capture case notes and allows us to locate them easily. It meets our overall needs.

#### Cons

I'm not sure if I have found anything that doesn't satisfy our programs. Each time we had an issue or found something that wasn't working for us, all we needed to do was call [sensitive content hidden]. They were able to troubleshoot and find a solution that worked for our team.

#### Reasons for switching to NewOrg

Need a better system that would provide everything we needed for reporting.

#### Vendor response

What a fantastic review to read, thank you! It sounds like your team has hit the ground running with NewOrg, and we love hearing that reporting, case notes, and overall ease of use have been such a strong fit for your programs. We're especially glad the training experience left you feeling supported and confident; that's exactly what we aim for. Here's to a long and successful partnership ahead!

Replied July 2026

---

### NewOrg is best in class for small non-profits. LOVE THEM.

- Overall rating: 5/5
- Reviewer: Marianna P.
- Verified reviewer: Yes
- Industry: Religious Institutions
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2026
- Review source details: This review was submitted organically. No incentive was offered

The NewOrg team was phenomenal to work with. From the time we met with their account manager [sensitive content hidden] and he asked excellent questions about our agency’s needs, I knew they would be a great candidate for our client database project. He was forthcoming about the strengths and limits of our system, and their prices were better than other systems that didn’t have nearly the same breadth of features. (I would know, I had a spreadsheet of over a dozen platforms I investigated when we were shopping around!) We came with a laundry list of needs for all the different programs we host at our agency, some of which support thousands of clients, operate in tight timeframes, and require all sorts of very specific data to be pulled in very particular ways as we plan detailed outreach inventory lists. We are not technical people. [sensitive content hidden] , our implementation consultant, was a lifeline to sanity while they customized our system. We asked her for all sorts of crazy things that the system didn’t usually do (I imagine having us in implementation meetings was like trying to herd cats) but she always found us workarounds and options, and helped to translate our insanity to the custom components to be able to get the data we needed the way we needed it. Love them.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

They’ve got AMAZING people. They care about our agency’s needs and have well-rounded experience in the nonprofit sector that enabled them to give us good advice during implementation - they are such a pleasure to work with. Our NewOrg platform FINALLY put all of our whole client database, reports, and event registration under one pane of glass, and it’s very user-friendly. Even our most technology-adverse volunteers learned it quickly and really like it, and the NewOrg team really listened to us about our priorities for ease of use. Our platform runs smoothly on any device with an internet connection. The tiered user access controls and HIPAA compliant set-up help us to protect confidentiality, and they adjusted everything from our client profile sheets to our event records to our reports custom to our agency’s needs. Their support has always been responsive, honest, and friendly. [sensitive content hidden] our implementation consultant, kept our heads attached when we had to translate our agency’s needs into technical requirements. She really advocated for us and came up with creative workarounds with the programming team when we needed weird customizations, and was very on top of sticking to our budget and implementation schedule while we were busy running our community services. NewOrg was more competitively priced, had more features, and customized and tailored the database to our agency’s quirks compared to other offerings. From the start, they made it clear that they’d work within our budget and grow with us as an agency if we rolled out new programs and needed modules or reports added. If you’re a non-profit shopping for client management platforms, they should be at the top of your list.

#### 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.

#### Reasons for choosing NewOrg

They met all our requirements for customization for client records and event management, fit our budget, and asked better questions in the sales process than everyone else.

#### Reasons for switching to NewOrg

We were operating out of excel macros and we outgrew the system - we also could not access it from multiple devices. Accessing everything from any device is so easy with NewOrg.

#### Vendor response

Hi Marianna, WOW, thank you for such an amazing and thoughtful review! We’re honored to have partnered with your team and are so glad the platform has helped centralize your client management, reporting, and event workflows in a way that feels intuitive and adaptable for your organization. Your kind words about our implementation and support teams truly mean a lot, and we will be sure to pass them along to the team. We appreciate your trust in NewOrg and look forward to continuing to support your agency as it grows and evolves.

Replied May 2026

---

### Versatile Reporting for Academic and Financial Requests

- Overall rating: 4/5
- Reviewer: Jackea L.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

As a Pathway Manager, my experience with NewOrg has been very positive. It is an essential tool for supervising my team, as it centralizes both academic and financial requests in one place. The robust reporting features allow me to track progress and manage workflows effectively. While some processes require extra steps and I look forward to future features like participant chat, the current development of the participant portal is a major win for transparency. Additionally, their customer support is outstanding and always responsive to our team's needs

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

#### Reasons for switching to NewOrg

For better data support and tools to track and connect with our students.

#### Vendor response

Hi Jackea, it’s great to hear how impactful NewOrg has been in helping manage both academic and financial requests within your daily workflow! We’re especially glad the reporting tools and participant portal have helped improve visibility and oversight for your team. Thank you as well for the feedback around workflow efficiency and communication features, as insights like this help us continue improving the platform over time. We truly appreciate your support and will make sure your kind words reach our team.

Replied May 2026

---

### Great implementation and ongoing customer support

- Overall rating: 5/5
- Reviewer: Meg F.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 51-200 employees
- Product usage: Used daily for less than 12 months
- Reviewed: February 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I have had a very positive experience throughout implementation, launching and now reporting, building dashboards and utilizing customer support. NewOrg helped us bridge the divide between program implementation needs, funding and contract requirements and building in organizational dreams/learning culture features that we were unable to get from our previous client management system.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Reasons for choosing NewOrg

We talked with other organizations using all of the systems we were considering, but NewOrg had the best customer service support reviews of the options we were considering. They were also able to meet our confidentiality challenges that we face as a multi service organization including domestic violence services which requires specific security requirements between dv and non-dv services/clients.

#### Reasons for switching to NewOrg

CiviCore's customer support was slow to respond, at best. Reporting was an ongoing challenge as the reporting feature was not intuitive and we have frequent reporting requirement changes. We did not trust the data that we were pulling out of the system due to these challenges. We were never trained fully in using the system.

#### Vendor response

Thank you for sharing such a detailed review, Meg! We’re especially glad NewOrg has helped connect the practical needs of front-line staff with the reporting, dashboard, and contract requirements your organization depends on. It means a lot to hear that our team’s support made the transition feel more manageable, especially given the confidentiality needs of a multi-service organization. We appreciate your trust in NewOrg and are excited to keep supporting your team as your programs and reporting needs continue to evolve.

Replied May 2026

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