# NewOrg Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is NewOrg the right Human Services solution for you? Explore 70 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/124958/NewOrg-Management-System/reviews --- NewOrg 4.8 (70) [View alternatives](https://www.capterra.com/p/124958/NewOrg-Management-System/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 7th, 2026 # Reviews of NewOrg Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews BL Ben L Director, Development and OperationsNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “The reporting features are particularly valuable, providing clear, actionable insights into donor lifecycle, engagement levels, and our overall donor pipeline. Whether I’m looking at individual relationships or reviewing aggregate, year-over-year trends, NewOrg makes it easy to understand where we’ve been, where we are, and where the opportunities are.“ November 24, 2025 WH Whitney H Family Services ManagerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “The one thing that I would say I like the least is that when importing data from our previous database there are several duplicates and I have to manually go through and clean that up.“ June 21, 2025 LF Lisa F Director, OperationsLegal Services, 2 - 10 employeesUsed the software for: More than 2 years. “The highly customizable design allows our team to adapt forms, workflows, and reporting tools to match our changing program needs easily.“ November 24, 2025 JV Jaris V Program DirectorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: More than 2 years. “The layout can be a little overwhelming at times, which makes it harder to navigate than it could be.“ March 24, 2026 MP Marianna P Community Care AdvocateReligious Institutions, 2 - 10 employeesUsed the software for: 6-12 months. “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.“ April 10, 2026 DL Dana L VolunteerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months. “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.“ April 20, 2026 LW Lisa W Grants CoordinatorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “The customer support team is responsive to our requests, and they work hard to help us develop reports and other components that make our work efficient.“ November 20, 2025 SC Shannon C Executive DirectorMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “The only downside I’ve experienced with using NewOrg is that we weren’t fully aware of all its capabilities.“ March 24, 2026 ## Showing most helpful reviews Showing 1-25 of 70 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DB Deborah B. Office Administrator Non-Profit Organization Management Used the software for: 2+ years ### "Data Tracking & Reporting" March 26, 2026 5.0 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 BB Brittany B. Director of Assistance Programs Oil & Energy Used the software for: 6-12 months ### "Director of Assistance Programs" May 27, 2025 5.0 We cannot say enough positive praise about New Org. The entire onboarding team and support team have been responsive, communicative, and incredibly collaborative through the process. From hearing our specific needs and supporting overall scoping, to determining feasibility of wishlist items and how it would impact other parts of our portal integration, the team has been true partners from start to finish. Everything we ask for has been truly vetted, tested, and provided, and the ongoing support through the quick response to their ticket support system has been efficient. We are very happy with this system and truly cannot express enough how transformative the integration of New Org has been for our organization. Pros New Org has provided incredible transparency into the fiscal health of our organization, as wall as our current status. The real-time reporting, quick support responses to tickets, integration with other systems, and user-friendly functionality has been transforming our ability to provide urgent assistance needs to our clients, and to provide excellent customer service. Cons There is nothing not working to meet the needs of our organization within New Org. They have truly catered the platform to meet our unique program needs, and we have worked collaboratively to continue to expand our platform to better support our stakeholders. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing NewOrg It is my understanding the price and functionality within New Org met our organization's needs. Review Source JL Joy L. Used the software for: ### "Functional, customizable, and attentive service team " August 7, 2015 3.0 Pros: - Friendly to needs of non-profits, without the bloat that comes with software for enterprises - Dedicated team, care about serving customers - Flat monthly fee with everything included Cons: - Limited to certain browsers - Reports run slow , building them not very intuitive - Mailing tool not always reliable / intuitive Review Source NA Nancy A. Operations Manager Non-Profit Organization Management Used the software for: 1-2 years ### "NewOrg is the solution for non-profit program management" May 20, 2025 5.0 The best way to describe it is to look at the white paper we co-authored with them because we love the solution so much: https://neworg.com/a-better-way-to-manage-fuel-assistance-with-operation-fuel-and-neworg Pros The NewOrg platform is incredibly flexible. We are not their "typical" client, but they were able to customize their platform to accommodate all the quirks of our non-profit's programs, including building 3 custom portals for our stakeholders; building out custom, calculated fields that help us with our reporting; creating a variety of reports to answer the questions we need to be able to manage our programs and show our impact; and created custom solutions to help our team process client applications more accurately and more quickly. Additionally, most of those items (except the portals) were created in hours to days - not weeks to months like the other systems we have used. When we submit tickets, they are usually resolved in less than a day, and if not possible, they let us know when it will be complete. Implementation couldn't have been more collaborative, thought-provoking, focused, fun (yes actually fun!), and productive. It was truly a joy to implement this system and that's something I've never said before. Cons We had a few items that we'd like to customize but can't, but none are dealbreakers. I love the reports and dashboards, they're a huge upgrade over our prior system, but a few more customization options, summation options, and visualization updates would go a long way. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[Submittable](https://www.capterra.com/p/158382/Submittable/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing NewOrg Cost of implementation, flexibility of the software, complexity (e.g., we can customize/adapt some things ourselves without requiring a developer), and a demonstrated proof of concept with similar clients. Review Source MC Megan C. Resident Services Lead Non-Profit Organization Management Used the software for: Less than 6 months ### "Feature-Rich, Affordable, and Mission-Aligned" July 28, 2025 5.0 If we could do it all over again, we would pick NewOrg. It was the only platform that met our unique organizational needs and our budget. The personalized onboarding process was a surprising bonus that we didn't expect. Pros As a nonprofit, we did a lot of research on softwares prior to choosing NewOrg. NewOrg fit our budget while also meeting all of our "wish list" features. We were thrilled with the onboarding process, which was personalized and interactive. A huge bonus is the ongoing support provided for a very reasonable cost after launch. The platform is easy to use, and any time we have questions, our dedicated support person is quick to respond. Cons We initially sought a software that made it easier to build our own customized reports. However, it's very easy to submit a support ticket for a customized report, and the support team is very responsive. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[PlanStreet](https://www.capterra.com/p/223060/PlanStreet/)[Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[EmpowerDB](https://www.capterra.com/p/169275/EmpowerDB/)[Sumac](https://www.capterra.com/p/144095/Sumac/) Reason for choosing NewOrg NewOrg met both our budget needs and our unique organizational needs. No other group that we researched met both. Review Source WH Whitney H. Family Services Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "NC4K review" June 21, 2025 5.0 10/10 - I felt seen and heard as a customer and the 1:1 set up training and support was so helpful. It really made me feel like \[sensitive content hidden\] took an interest in our non-profit and supported us in setting our system up to suit our team the best. Pros When working with \[sensitive content hidden\] It gave me comfort that he took the time to learn about our organization and what we would most benefit from on neworg. Cons The one thing that I would say I like the least is that when importing data from our previous database there are several duplicates and I have to manually go through and clean that up. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) lack of customer support, minimal reporting, and we wanted to link our contacts Review Source BL Ben L. Director, Development and Operations Non-Profit Organization Management Used the software for: 2+ years ### "Efficiency and ease in managing our donor pipeline" November 24, 2025 5.0 Overall, NewOrg is a reliable, user-friendly, and data-driven donor management solution that has truly enhanced how we steward and grow our donor base. I highly recommend it. Pros NewOrg has been an outstanding tool for managing our donors and strengthening our fundraising efforts. The system was already in place when I joined the organization, and I was immediately impressed by how well-structured it is from a donor-management perspective. The reporting features are particularly valuable, providing clear, actionable insights into donor lifecycle, engagement levels, and our overall donor pipeline. Whether I’m looking at individual relationships or reviewing aggregate, year-over-year trends, NewOrg makes it easy to understand where we’ve been, where we are, and where the opportunities are. The platform streamlines tasks that are often scattered across multiple tools, saving time and improving accuracy. Everything from tracking interactions to monitoring giving history feels integrated and thoughtfully designed for nonprofit work. Cons Honestly, this platform streamlines our donor management and increases efficiencies across the entire process. I don't see any single place where we would be better off without the system. Review Source Response from New Org December 3, 2025 Thank you for the thoughtful review, Ben. We’re so glad NewOrg has helped strengthen your donor pipeline, and we’re always here to support your continued success. LF Lisa F. Director, Operations Legal Services Used the software for: 2+ years ### "Great Partner for our Legal Advocacy Nonprofit!" November 24, 2025 5.0 Most importantly, we value NewOrg for its strong customer support and nonprofit-centered implementation approach - from the initial hands-on onboarding and ongoing training as we grew with the system to their consistent, responsive ‘above and beyond’ assistance. These aren’t just support agents – they’re our partners. NewOrg provides us with a dependable solution that has been key to organizational efficiency when every dollar counts and has strengthened our data-driven decision-making in support of our long-term strategic planning. Pros For our legal advocacy nonprofit, NewOrg is the core of our case management process. Its flexibility, user-friendly interface, and comprehensive platform make it possible for us to use one system to manage both case and donor activity. The highly customizable design allows our team to adapt forms, workflows, and reporting tools to match our changing program needs easily. The system supports efficient case and contact coordination with robust reporting features – all in a secure environment. Cons No complaints. We've been with this application since we moved from spreadsheet tracking and have found everything we need here. Review Source Response from New Org December 3, 2025 Thank you so much for the thoughtful review, Lisa. We are grateful for your partnership and are always here to support your team as your program needs continue to evolve. LW Lisa W. Grants Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Meets our needs well" November 20, 2025 4.0 I use NewOrg every day for grant management, and I don't know what I would do without it. I manage a lot of document attachments, and NewOrg helps me stay organized. Pros NewOrg is a great way for our organization to share information across teams. It makes finding the information we need easy and consistent. The customer support team is responsive to our requests, and they work hard to help us develop reports and other components that make our work efficient. Cons NewOrg is a little dated in its look, but aesthetics are a small thing in comparison to functionality. Review Source Response from New Org December 3, 2025 Thank you so much, Lisa. We've been around for nearly 20 years, so we know our look can feel a bit classic at times 😊. We do refresh our UI every couple of years while keeping things familiar. If you ever want to give the system a more personalized feel, support can help you customize your colors to match your organization’s branding! LC Lindsey C. Director of New Orleans Programming Non-Profit Organization Management Used the software for: 2+ years ### "Very helpful customer success experience! " November 19, 2025 5.0 Pros I had such positive interactions with their customer service team member \[sensitive content hidden\]! My requests were complex, and she worked with me tirelessly to get to a resolution that worked! Super friendly and accommodating! Cons I wish we could generate more dynamic dashboards from our raw data - it would help me be more responsive to my data. Review Source Response from New Org December 3, 2025 Thank you for the kind words, Lindsey! We are glad our team was able to support you. We would be happy to help you build more dynamic dashboards as well, so just let us know and we can walk through some options together. CP Curt P. IT Director Food Production Used the software for: 2+ years ### "Great organization with a great product" September 13, 2023 5.0 Excellent! Pros The support team. Lots of software can fill the functions, but the support flexibility and responsiveness sets NewOrg apart. Cons 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. Switched from [Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/) It was a home grown tool which spilled over its boarders. Review Source Response from New Org September 15, 2023 Thanks Curt! We're excited about the potential uses of the new configurable open API features as well. Can't wait to see what you build with it! TR Tim R. Program Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "Excellent customer service and technical support." February 14, 2024 5.0 Pros Throughout the entire development and implementation phases of our project, NewOrg was very engaged in the process and helped to ensure that the database would meet our critical needs. Post-launch they have been incredibly fast in addressing our support tickets when minor tweeks have been needed, in many cases issues have been resolved on the same day. Cons Adapting our internal naming conventions for data fields to the language that NewOrg uses took us a minute to wrap our heads around. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) We needed more robust data management, and specifically needed integrated reports that simple spreadsheets just couldn't provide. Review Source KV King V. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "NewOrg Software Continues to Reign " December 19, 2024 5.0 superior logistics reporting with easy remote integration Pros Easy to navigate with data driven outcomes for excellent reporting, flexible platform that is easily modified and the superior customer service are all reasons I recommend NewOrg Cons The monthly cost is inching higher, but quality does cost Review Source MO Makala O. Human Service Professional Civic & Social Organization Used the software for: Less than 6 months ### "Implemented and Worth It" July 16, 2024 5.0 Pros Charting on paper was so tedious and chaotic, having everything in one place where staff can pull up face sheets and other records when on outing has been a major plus for us. Cons I have not run into any cons in regards to New Org itself, the only issues I have had are in reference to getting responses from others involved in the community. Not NewOrg issue. Review Source RH Ryan H. IT Analyst Government Administration Used the software for: 2+ years ### "Surprisingly Flexible" September 15, 2023 5.0 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. Pros 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. Cons 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. Review Source Response from New Org September 18, 2023 Thanks Ryan! This is a great summary for partners with enough technical experience to really dig into the possibilities. It's fantastic what you've been able to develop with NewOrg! Most of our partners utilize NewOrg's unlimited Life Cycle Support to develop and manage their systems. It's great to know that with more technical knowledge, organizations can take control of their own integrations and customizations. KZ Kaethe Z. Director of Program Services Non-Profit Organization Management Used the software for: 2+ years ### "Happy Non-Profit Customer" March 23, 2022 5.0 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. Reason for choosing NewOrg I do not know before my time. Review Source Response from New Org May 2, 2022 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! SA Sandi A. Director of Finance and Operations Non-Profit Organization Management Used the software for: 2+ years ### "Contact Database and More!" September 21, 2022 5.0 Pros NewOrg provides the Flexibility to streamline our nonprofit organization. Cons We appreciate all of the features in NewOrg, but the one area we recommend improvements would be the Mail function. Reason for choosing NewOrg Eras Senior Network has partnered with NewOrg since 2012. Prior to converting to NewOrg, we were working with 4 different databases. Our goal was to find one solution that could help us manage our Clients, Volunteers and Donors in one database. NewOrg allows multiple contact types and more! Review Source RC Rosemary C. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Customizable for organizations of all sizes." February 27, 2023 5.0 We have been able to go from using multiple spreadsheets, folders, and drives to using only one system to hold all the information we need. Pros When searching for the right software, we came across a number that worked well for smaller programs but not for growth. With NewOrg, we can grow our small organization into something great without worrying about changing it in the future. This software can handle multiple users seamlessly and was customized to fit our needs. I can easiily gather data for grant reports, and no longer have to create formulas to create my charts. Support service is wonderful and was another reason we chose NewOrg. Cons The calendar does not sync with my google calendar for security reasons. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Reason for choosing NewOrg Customer Service, Level of customization Review Source Response from New Org March 20, 2023 Thank you Rosemary for the nice review! We're looking forward to helping you're organization grow. It's been a pleasure working with you and your team during the scoping and implementation process. Thanks again! JT Jyl T. Development Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "We Love NewOrg" October 2, 2018 5.0 Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team. They are amazing! They have been responsive to our ever changing needs and oh so helpful in finding solutions as challenges arise. Pros One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database. Many of our clients access multiple program services. With the NewOrg Management System, our clients are entered only once as contacts but then 'admitted' to various programs streamlining the data entry process. The implementation process was designed to meet our specific agency needs. It was clearly outlined with customization, beta testing, training, timelines and benchmark meetings. The comprehensive training was well received by our staff. The Training Video Library on the NewOrg website offers brief tutorials and ongoing updates on the system’s features and functionality. The Duplicate Wizard is a great tool to help us eliminate multiple data entry of client information. Cons What we like least is the industrial appearance of the reports. We would like them to be more relective of our agency and the services we provide. It would be great if they were colored and had our logo. Also there are a couple of additional customizable features that we would like such as adding/changing colors on the screen and the ability to select a 24 hour clock instead of just a 12 hour clock. Review Source Response from New Org October 7, 2018 Thank you Jyl. You have provided a couple great "Feature" suggestions and we will be discussing including them possibly in some future updates to all our NewOrg partners. Suggestions like these are how we enhance NewOrg to match the needs of our partners. TM Tina M. Director of Homeowner Services Non-Profit Organization Management Used the software for: Less than 6 months ### "Great team!" September 16, 2022 5.0 It's been enlightening, and a pleasure. Pros NewOrg's team clearly cared about helping us to further our mission with the software tools that would serve us best. They worked really hard to make it right for us. They listened carefully and tailored the system to our needs. They were clearly skilled at hearing what we needed (even when we didn't know), and then creating the software to meet those needs - and they were great to work with. Cons I have learned that creating software that is individualized enough to serve optimally takes a certain amount of effort from everybody on both sides of the team, both from the end user and from the developer. However, this isn't really a con; it's just a fact. NewOrg was great to work with and took as much of the burden on themselves as possible. Review Source CG Cynthia G. KidScreen Coordinator Used the software for: ### "NewOrg has given us the ability to keep track of all our sites and clients results" March 29, 2016 5.0 Pros: Easy of using the program Ability to change and customize our screening reports as needed Flexibility of reports Quick response time when requesting changes or additions to our reports The Support person I deal with has always been very helpful and friendly Web based - I can also look up info on my cell phone Cons: Reports sometimes take longer than usual to populate during certain times of the day. Monthly fees seem high since my department is the only one using this program and I don't need all that NewOrg has to offer. Overall, I love working with NewOrg and the services they provide. Review Source Response from New Org October 19, 2018 Cynthia, thanks for taking the time to share your experience with NewOrg and we appreciate our long time partnership with Marion Downs Center. SA Sandi A. Associate Director Used the software for: ### "Flexible data base system which can be customized to fit agency's needs." July 16, 2015 4.0 Data base system has capabilities to track clients we serve, volunteers who serve the clients and supporters of our agency. As the data base is built, think about the end result, what information is necessary to report. Features of the system include shared contact records, documents can be attached to records, surveys to groups of contacts, email/mail function, and flexible reporting. The mail/email module is a little difficult to navigate, but does have the ability to create templates for recurring communication. Review Source JJ Jairo J. Database systme manager Used the software for: ### "Data Manager" April 27, 2010 5.0 I will recomend it for your implementation and use, is a user friendly enviroment. Pros We customize to our needs, this help us in the measurements of our program as well the areas that we need to improve. Cons Maybe in the future i will be able to said a Cons, for now in my point of view is an ongoin process Review Source SS Sarah S. Director of Grant and Compliance Non-Profit Organization Management Used the software for: 6-12 months ### "So Happy We Switched to NewOrg!" May 4, 2026 5.0 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! 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/) Reason for choosing NewOrg Ease of use, ability to customize to many of our very different programs. 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. Review Source MF Meg F. Director, Data and Evaluation Non-Profit Organization Management Used the software for: 6-12 months ### "Great implementation and ongoing customer support" February 20, 2026 5.0 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. 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. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[ClienTrak](https://www.capterra.com/p/28389/ClienTrak-Spa-Salon-Software/) Reason 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. Switched from [Neon CRM](https://www.capterra.com/p/102088/NeonCRM/) 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.