# NewOrg Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about NewOrg Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more. Source: https://www.capterra.com/p/124958/NewOrg-Management-System --- # NewOrg Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) NewOrg ## What is NewOrg? NewOrg affordably manages Stakeholders, Clients and service delivery as well as Volunteers, Development Campaigns & Donors plus Scheduling, Mass E-mail, SMS, video conferencing, Web portals, Event Calendars and more with robust reporting in all areas; you decide what you need. NewOrg is intuitive, which staff loves, plus we improve your sustainability by reducing your fixed costs while improving efficiency by integrating solutions for all your operational areas in one unique software tool. ## What is NewOrg used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Human Services](https://www.capterra.com/human-services-software/) Recognitions Shortlist Best ease of use Best value for money Overall rating Based on 72 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $250 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Fundraising / 2025 Our "Best of" badge program showcases products with the highest ratings... - Donation Management / 2026 - Fundraising / 2026 - Grant Management / 2026 - Nonprofit / 2026 - Nonprofit CRM / 2026 - Patient Case Management / 2026 - Social Work Case Management / 2026 - Speech Therapy / 2026 - Volunteer Management / 2026 Our "Best of" badge program showcases products with the highest ratings... - Donation Management / 2026 - Fundraising / 2026 - Grant Management / 2026 - Nonprofit / 2026 - Nonprofit CRM / 2026 - Patient Case Management / 2026 - Social Work Case Management / 2026 - Speech Therapy / 2026 - Volunteer Management / 2026 ## NewOrg alternatives Highest Rated [4.7 (1,287)](https://www.capterra.com/p/131207/Bloomerang/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,407)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (937)](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.3 (618)](https://www.capterra.com/p/102088/NeonCRM/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/124958/NewOrg-Management-System/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. For Nonprofits 4.9 (26) 84.62% of 26 reviewers that rated this feature as important or highly important Software specialized for non-profit organizations Contact Management 4.9 (21) 90.48% of 21 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Case Management 4.9 (20) 95.00% of 20 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Client Management 5.0 (19) 84.21% of 19 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Event Management 4.9 (19) 73.68% of 19 reviewers that rated this feature as important or highly important Schedule and manage the logistics of activities and other gatherings Reporting & Statistics 4.8 (18) 100.00% of 18 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns NewOrg 162 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Tools that help educational institutions or fundraising organizations connect with alumni Application programming interface that allows for integration with other systems/databases Find and manage potential candidates and their applications and resumes through the recruiting life cycle Manage various aspects of appointments including booking, rescheduling, canceling Manage the process of evaluating documents or requests submitted for approval Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events A record of all activities within the system, including user access, changes made, etc. Automatically create schedules based on business needs or employee availability and qualifications Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients The allocation and provision of beds Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Record candidates' information such as role, professional qualifications, experiences, skills or attributes Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Organize and group data or items based on various criteria Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Process of submitting and following up on claims with insurance companies Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Tools to aid in the collection of information to determine a person's problems and symptoms. Provides a channel for team members to share media files, communicate, and work together Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information View donor contribution history, track how much money have been raised over time and measure progress Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Tailored or customizable questions for more targeted and relevant data collection Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and view detailed financial donation history made by contacts and members Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Track and collect membership dues Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems Electronically collect payments for goods or services Digitally sign online documents Identifying if all conditions that entitle a client to certain benefits are met Receive and/or send email notifications for urgent updates, requests, or other information Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Reminders sent via email Pre-made examples and templates for emails Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Schedule and manage the logistics of activities and other gatherings Plan an event's time and location Manage tickets for specific events Software designed for grantmakers Software designed for grantseekers Software specialized for non-profit organizations Designed for the use of speech therapists Store, manage and track all forms in a centralized location Activities related to raising money for a specific cause Ensure compliance with the General Data Protection Regulation protocols Ability to match gifts through the system Establish measurable goals and objectives and track their progress over a specific period of time Track and manage the status of grant applications Track grant submission requirements, deadlines, and financial documentation for awarded grants Monitor application statuses, proposals and award funds Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Compliant with HIPAA, which sets standards for sensitive patient data protection Information, data and reports that are being tracked over time Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Activities related to the initial admission of a charge into the organization's care Track interaction history by documenting conversations for contacts Captures invoice data and maintains comprehensive records for auditing and reporting purposes Records of patients' medical history Add, store and access information pertaining to members Database of members to track personal information of individuals and families Access software remotely via mobile devices Ability to make a donation from a mobile device/app Request two or more credentials to prove user's identity before granting access to systems Manage and support multiple locations Create new forms and/or use ready-made online form templates Outlet for members and visitors to submit donations electronically Allows medical providers to engage patients in a variety of ways to ensure their health. Patients can register for appointments in advance online Managing and tracking patient health, progress, communication, and treatment plans Online portal where patients can access information such as health records, treatment plants, etc. Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Book and manage patient appointments and follow-ups Accept, record, and reconcile financial transactions Track sent and received payments, invoices, and bills. Adjust communications based on previous interactions or personal preferences Track commitments to donate in the future Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Process of managing several related projects or business activities to achieve organizational goals Customizable notes that help healthcare professionals document and track patient progress Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Analyze and gain insights into data in real-time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Upload, track, and submit receipts in a central database Ability to record, store, update, and retrieve information Manage and track recurring gifts Automated process of charging customers at regular intervals for repeated access or use of a product or service Log and store the source of contacts/leads Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Send messages via SMS Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track and manage the scheduling of tasks Meet with patients remotely Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Create treatment plans that document interventions and outcomes to track patient progress Manage volunteer information and direct volunteer resources Record, update and manage waiting lists Web form that allows users to enter data that is sent and processed for different reasons Seamlessly integrates with 3rd party websites Built-in website builder or integration with third-party site Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (64) 4.7 Based on 64 reviews ## Pricing Value for money 4.8 (62) Free Trial Mission Support Plan $250.00 Other,Per Month Value for money 4.8 (62) 4.8 Based on 62 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Indeed for Employers](https://www.capterra.com/p/161381/Indeed/)[ Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (72) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (72) 4.9 Based on 72 reviews ## User reviews Overall rating 4.8 Based on 72 reviews Filter by rating 5(62) 4(8) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent UR Uneeder R. Director of Programs Non-Profit Organization Management ### "Partnership at its best!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 7, 2026 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. 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. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Need a better system that would provide everything we needed for reporting. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Community Wellness Manager Non-Profit Organization Management ### "Great value, customer support, and customization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2026 Through NewOrg, we've been able to vastly increase the ease and productivity of our work, which is great in the non-profit world, which is so often under-resourced. Pros Great value, customer support, and customization. NewOrg has helped us streamline old processes and introduce new systems to manage Non-profit program operations. Cons I've had no issues with NewOrg. They have always connected with us promptly to address any issues that occasionally arise. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Sarah S. Director of Grant and Compliance Non-Profit Organization Management ### "So Happy We Switched to NewOrg!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2026 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. 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! Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Our previous system was very expensive and did not provide the tools that we needed to manage our data. Alternatives considered [FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/) [BoardOnTrack](https://www.capterra.com/p/190242/BoardOnTrack/) [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Reasons for choosing NewOrg Ease of use, ability to customize to many of our very different programs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DL Dana L. Volunteer Non-Profit Organization Management ### "Great product and fantastic support!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 From our initial sales call through the implementation, the NewOrg staff was friendly, curious, and supportive. Very rarely did we hear that they could not meet our needs, but when the system couldn't do something we asked for, they came up with alternatives. The team was conscious of our tight not-for-profit budget and our small team's schedules. With our implementation complete, NewOrg left us confident that if something changes, they will be there to help us. Pros NewOrg is user-friendly and adaptable. It is clearly built with a not-for-profit in mind. The implementation team was extremely helpful and responsive throughout the customization and testing process. They took the time to listen, learn about our organization and all of its quirks, and make our NewOrg work for us. You don't realize how many "exceptions" there are until you talk through a "typical" day or program. NewOrg customized the product to meet our needs without overcomplicating things. The reporting gives us what we need without all of the extra steps we had to do before in excel or google docs. And multiple people can now access the information simultaneously. It's great to have it all in one place! Cons We didn't have the need for all of the bells and whistles since we already have systems in place for contacting our clients. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Hi Dana, thank you for the thoughtful review and for sharing your experience with NewOrg! We’re glad our team was able to understand your organization’s unique workflows and build a solution that fits your needs without adding unnecessary complexity. It’s great to hear the platform has helped streamline reporting, improve collaboration, and centralize information for your team. We truly appreciate your partnership and continued trust in NewOrg. MP Marianna P. Community Care Advocate Religious Institutions ### "NewOrg is best in class for small non-profits. LOVE THEM." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2026 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. 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. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) 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. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) [Oasis Insight](https://www.capterra.com/p/165737/Oasis-Insight/) [PlanStreet](https://www.capterra.com/p/223060/PlanStreet/) [Community CareLink](https://www.capterra.com/p/192006/FristCallTechnology/) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 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. JL Jackea L. Pathway Manager Non-Profit Organization Management ### "Versatile Reporting for Academic and Financial Requests" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 31, 2026 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 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. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) For better data support and tools to track and connect with our students. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 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. LA Lucia A. Reporting and Compliance Specialist Professional Training & Coaching ### "Affordable, Customizable, and Efficient Data Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2026 Pros I find NewOrg to be very helpful due to its data migration and report creation services. It allows us to keep detailed and confidential client information securely. My favorite feature is the file share, which makes it easy to share or request documents from clients via text and email. This feature helps us track when something is shared, if the participant has opened it, and it stores everything in one place. I appreciate that NewOrg is more affordable and customizable compared to Bonterra. Additionally, the NewOrg Team was super helpful with training material and import, and being able to mirror most of the forms from Bonterra/Apricot was great. Cons I do not have anything to add here. The NewOrg team has been very helpful as we transitioned over and we were able to customize the platform to meet our needs. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) We were experience lagginess in the platform and NewOrg was more affordable and customizable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Thank you for the wonderful review, Lucia! We’re so glad to hear the secure file sharing tools have been such a valuable part of your workflow and that your team has benefited from having everything organized in one place! It’s also great to hear the transition from Bonterra felt smooth and that the customization process helped preserve the workflows your team was already comfortable with. Your feedback truly means a lot to us. DB Deborah B. Office Administrator Non-Profit Organization Management ### "Data Tracking & Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 26, 2026 Pros The data collection/retrieving is very useful; It is user friendly; Reporting Systems help greatly for End of Month Cons At times, slow between screens; Due to my lack of tech abilities, not sure if we could make it easier to run reports. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Thank you for taking the time to leave a review, Deborah! It’s great to hear NewOrg has become a helpful part of your end-of-month reporting and day-to-day data management processes. We also appreciate the honest feedback regarding screen speed and report accessibility, and we’ll continue working to make the experience smoother and easier to navigate for all users. SC Shannon C. Executive Director Mental Health Care ### "The Best of All Worlds" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 24, 2026 Our organization provides direct services and NewOrg has helped us spend more time with our patrons instead of getting bogged down in paperwork. The migration to our platform has also made a real difference for our time-management needs, addressing gaps our office had been struggling with. The price is reasonable, and I appreciate how the platform can be tailored to our organization’s needs. I also value the personal touch throughout the experience, from sales through to support. Pros From the start, NewOrg has tailored their platform to meet our organization’s needs. Their support team has been incredibly helpful and accommodating whenever we’ve needed changes, and it genuinely feels like they do it all with a smile. Their response time on support tickets is very quick, and they pay close attention to the details to make sure we’re fully supported. Cons The only downside I’ve experienced with using NewOrg is that we weren’t fully aware of all its capabilities. We thought we were using the platform to its fullest, but during an annual review with their staff, we realized it can do much more. In particular, it offers additional support for our end-of-month reports that we hadn’t been taking advantage of. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Thank you for such a thoughtful review, Shannon! We love hearing that NewOrg has helped your team cut down on paperwork and spend more time focused on the patrons you serve. It’s also great to know the platform’s flexibility, support experience, and annual review process helped uncover new ways to support your end-of-month reporting. We appreciate your trust in NewOrg and look forward to continuing to help your team get even more out of the system. JV Jaris V. Program Director Non-Profit Organization Management ### "Makes Managing Everything Easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 24, 2026 Overall, it’s been a great experience. It keeps everything organized and easy to manage in one place. Pros I like that everyone has their own profile—it just makes it way easier to keep track of people and stay organized. Cons The layout can be a little overwhelming at times, which makes it harder to navigate than it could be. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 11, 2026 Thank you for sharing your feedback, Jaris! We’re glad to hear the individual profiles have made it easier to stay organized and manage information in one place. We also appreciate your note about the layout feeling overwhelming at times, and we’ll keep that in mind as we continue working to make navigation clearer and more intuitive. [View all Reviews](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Givebutter vs NewOrg](https://www.capterra.com/compare/124958-172048/NewOrg-Management-System-vs-Givebutter) [Donorbox vs NewOrg](https://www.capterra.com/compare/124958-156860/NewOrg-Management-System-vs-Donorbox)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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