# NewOrg Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is NewOrg the right Grant Management solution for you? Explore 67 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 (67) 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 March 13th, 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 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 BL Ben L Director, Development and OperationsNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “The platform streamlines tasks that are often scattered across multiple tools, saving time and improving accuracy.“ November 24, 2025 LP Leika P Operations CoordinatorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months. “If I had to pick anything, the inventory system we are using now is not the best compared to what I am used but it is completely understandable as it was custom-built for us and was not originally something that was within the scope of NewOrg.“ May 2, 2024 ## Showing most helpful reviews Showing 1-25 of 67 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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. 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 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 MP Mandy P. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Experience with NewOrg Implementation" June 24, 2025 5.0 Pros I appreciate that there is a public facing portal for the people we serve to better access resources and support. This feature will streamline our services. I appreciate the extra effort the implementation team took to create a specific portal for the social workers we partner with outside our organization to also support this process. Cons We are still learning the reporting feature and what we can and cannot do on our own. While every request we've made has been met, I'm hoping become a better user of this system with the ability to independently pull information. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)[SureImpact](https://www.capterra.com/p/202994/SureImpact/) Reason for choosing NewOrg The price and ability to have a public portal were leading factors. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Apricot was very expensive with not enough features to do the case management work we needed. Review Source JA Jackie A. Employment Services Team Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "First Impressions" February 25, 2025 5.0 We have been impressed with the responsiveness of the NewOrg team and felt the implementation phase went extremely well. Pros Everything we need is housed in one location. Cons We find the calendar operations a little clumpy. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Reason for choosing NewOrg NewOrg presented more fluid options to the management system we needed. Switched from [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) This was a very limited software option. Review Source AJ Andrew J. Lieutenant Law Enforcement Used the software for: Less than 6 months ### "Best Bang for Your Buck Software" January 7, 2025 5.0 The implementation process was significantly easier than I expected. They were able to easily import all of our existing data. The customer support to this point has been better than any experience I have had. Pros It easily captures all the data we need in an easy to learn format. The ability to customize reports is near endless. To this point, customer support has been phenomenal. The "bang for your buck" is the best in the business. Cons Not everything is 100% customizable. For the cost, this is understandable. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/) Reason for choosing NewOrg NewOrg provides most, if not all, of the same functionality and features at a better price point. Review Source 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. MJ Miriam J. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "NewOrg Understands Customer Service" March 6, 2025 5.0 Excellent experience. From the first meeting on we have been listened to, had our concerns and questions answered. Pros The entire process from initial demo, to answering questions, to providing us with individualized attention has made the experience painless. Onboarding was possible due to the attention we were given by NewOrg staff. Cons Everything we have experienced with NewOrg has been positive. 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 RC Robin C. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Seniors Job Bank" April 29, 2024 5.0 When I first came onboard as Executive Director, the message I received from the Board of Directors was that NewOrg was broken. Not only was it not broken, it has turned out to be even better than I expected. \[sensitive content hidden\] and his support team are reliable and creative and we think of them as part of our work team. Pros We find that the applications within NewOrg work well and if we need updates, the support team is available to help us get what we need for our non-profit business. Cons The only downside for me is the reporting application. I don't find it user-friendly. Review Source Response from New Org May 20, 2024 Thanks Robin! Glad we've been able to keep your system up to date and relevant. We feel the same way, we make a great team together! 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. CT Cindee T. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Godsend" March 31, 2022 5.0 I never feel neglected or talked down too which is important when we are an all female company working with a predominantly male staff. Pros It was made specifically for us through an in depth scoping process and data import period. Cons Some reports take a long time to run. Some of the reports are not named well. Reason for choosing NewOrg Integrated volunteer management piece too. Review Source Response from New Org May 2, 2022 Cindee, thank you for sharing your NewOrg experience with others -- and for calling us a Godsend! What a nice thing to say ... we are 100% honored and grateful to have you as part of the NewOrg family, and will be sure to share your kind words with the team. Although reports can sometimes take a while to compile the results (especially ones with lots of calculations and many records), we made recent enhancements that dramatically improve the download time for large reports -- announced in the April 2022 NewOrg Customer Update newsletter. Hopefully you've seen improvement in the last month or so? If a specific report is still consistently slow, we may be able to optimize it -- let support know which ones you've noticed and we'll take a look. Report names can easily be adjusted we can even add more detailed descriptions and instructions so it's clear what the report is for and how it should be run/used. We look forward to talking with you! AK Adelaide K. Director of Programs & Policy Legal Services Used the software for: 2+ years ### "Highly customizable and versatile CRM" December 22, 2022 4.0 Overall we have had a very positive experience with NewOrg utilizing it for client profile management. We interface with the system everyday, and we appreciate how much we can categorically organize and store information, which makes generating reports a breeze. We have been able to tailor the system to meet our needs, and we have been satisfied with how much the NewOrg team has continued to customize our system to meet those needs. We know the system is capable of doing more than what we use it for, which goes to show that it is a very well-rounded and capable CRM. Pros We have been NewOrg clients for almost 5 years now, and we find that it works tremendously well for the purposes of client management. From providing the customized webform for clients to utilize, to providing a detailed backend for user management of client information, the system has consistently met our needs. The NewOrg team is very receptive to our customization requests, and the system itself is very customizable. Cons Because it is so customizable, sometimes the set up process can be a bit clunky. Additionally, the interface looks a little old school, but what I appreciate is that NewOrg spends more time and resources making sure they are meeting their clients needs rather than creating a shiny and gorgeous-looking system with no substance. Review Source Response from New Org January 5, 2023 Thanks Adelaide for the great review! We hear you on the old school interface, time flies! We're always balancing change with stability and familiarity for our users. With that said, some cool new design options as well as more user centered customization settings are coming soon! KO Kristy O. Director of Development Non-Profit Organization Management Used the software for: 1-2 years ### "We love NewOrg!" March 15, 2022 5.0 At the end of the day – NewOrg is helping us tell our story and bring our data to life. We are on the precipice of being able to capture data for the thousands of community members served by Sierra Community House each year. That is a major accomplishment, and we could not be doing it without NewOrg. Pros I won’t lie in saying it has been a heavy lift to get a handle on the complexity of our reports and the data needed to fulfill our grant reporting requirements, but NewOrg has been patient and helpful each step of the way. The hours of time they have dedicated to our teams has been amazing. Our staffing capacity due to responding to COVID in our community has been challenged these past two years … and continues to challenge us. Even with the challenge of merging four organizations into one database, I am more grateful than ever that we made the decision to transition to NewOrg. We receive support from this team that never existed before, and for that I am deeply grateful. Cons I wish we could remove some of the stock/template questions in events. Reason for choosing NewOrg We had many calls with NewOrg prior to purchase, and unlimited customer support was a huge factor. They also seemed to "get" us and our organization's needs. Review Source Response from New Org May 2, 2022 Awwww Kristy -- we love you, too! Thank you so much for sharing your NewOrg experience with others. It has been a journey -- during strange pandemic times -- and we are so grateful for your kind words and feedback about your successful migration to NewOrg. We're here for you (always) as you continue to grow! TG Tony G. Development and Operations Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Exceptional product and service" January 17, 2024 5.0 Pros An unbelievable development team that not only tolerated numerous and tedious requests but went out of the way to customize a product that works best for us. Because of NewOrg we have been able to reassess and revamp our operations and programs to not just manage better but to help our clients better. Producing data for funding sourcing has improved greatly as well Cons We have yet to experience any negative service or results Review Source Response from New Org January 29, 2024 Thanks Tony! Glad the customizations are working well! SW Sheila W. Executive Director Education Management Used the software for: 2+ years ### "Thoughtful, dedicated, professional" August 4, 2023 5.0 Our overall experience has been very positive Pros We have used New Org for more than a decade and it continues to grow with the organization and meet our needs. The team at New Org are true thought partners in helping to create the most elegant and efficient solution. Cons We don't have many complaints about the system. Any time we have a challenge, the New Org team helps us think through a better solution. While no system is perfect, their team and management are exceptional, personable, and highly responsive and that has kept us as users for more than a decade. Review Source Response from New Org August 7, 2023 Thanks for the kind words Sheila! We appreciate our partnership and look forward to another 10 years! :-) DS Dallas S. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Case Management with New Org" November 1, 2023 5.0 Pros New Org is completely customizable. The staff was amazing as they helped us implement a system that was perfect for our implementation. If you are a non-profit organization looking for a case management system that will be completely customizable for your use, this is the software. Cons New Org provides for all of our case management needs Review Source Response from New Org November 13, 2023 Thanks Dallas! So glad to hear the implementation went well! We appreciate you sharing this. PP Paul P. Technology and Data Manager Used the software for: ### "Intuitive CRM with many features and ample flexibility" July 15, 2015 5.0 We use NewOrg to track our prospects, donors, grants, donations and volunteer activities. We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies. It is easy to segment groups for reporting or eblasts, and to attach multiple groups to a single constituent record. The ability to add custom fields and have them appear selectively depending upon group assignments is awesome. It helps to have someone tech-savvy for self-driven customizations. Review Source Response from New Org March 7, 2019 Paul's organization has had a tremendous impact on affordable housing in South Florida and we are happy to be helping in their success. AS Arlice S. Assistant to the Director Used the software for: ### "Great asset to our program" April 8, 2010 5.0 It's great and is very economical for a non-profit organization. Pros Be patient until you can trust yourself with the system. I personally love the system for the reports we are able to generate. We rely solely on the vendor for any problems. We use this system to keep all of our data pertaining to our program. Cons At times the system slows up, not sure why. 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 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. OT Olivia T. Program Director Individual & Family Services Used the software for: 6-12 months ### "We appreciate NewOrg!" March 10, 2026 5.0 It's honestly been really pleasant! A lot of non-profits don't go into database development thinking it will be fun-- we're social workers. :-) Our Engineer, \[sensitive content hidden\], was really thoughtful and deliberate in his recommendations during the development phase. By the end of it, it felt like he had a good understanding our program, both from a data perspective and from a service delivery framework. Pros I really appreciated the individualized support that NewOrg gave our organization during the planning phase. Our engineer asked a lot of good questions and even, anticipated potential issues during the development. Cons The biggest challenge for us so far is that we aren't able to make certain fields required. Part of this is that our multi-service organization have access to the same questions. While some questions are required for a department, it may not be for another. It would be great if we could somehow find a way to make certain question required based on the department. Review Source SC Shannon C. Executive Director Mental Health Care Used the software for: 2+ years ### "The Best of All Worlds" March 24, 2026 5.0 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 JL Jackea L. Pathway Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Versatile Reporting for Academic and Financial Requests" March 31, 2026 4.0 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 Talk to a Capterra advisor for free and get results within 15 minutes.