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NewOrg vs PlanStreet Comparison (2026)
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Good recommendations?
NewOrg
4.8
(76)5
66
4
8
3
2
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
PlanStreet
4.3
(47)5
26
4
17
3
0
2
2
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
NewOrg provides cloud-based information management solutions for non-profit organizations, supporting volunteer scheduling, fundraising, donation management and more.
Create an Impact with PlanStreet's secure Patient Case Management Software. Organize Cases and Programs. Get started with $60/user/month!
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.8
76
5
4
3
2
1
66
8
2
0
0
- Value for money
- Ease of use
- Features
- Customer support
94%
would recommend this app4.3
47
5
4
3
2
1
26
17
0
2
2
- Value for money
- Ease of use
- Features
- Customer support
64%
would recommend this appPros
“It centralizes critical data, simplifies client and donor management, and significantly improves our day-to-day administrative efficiency.”
Manfredi G.
Human Resources
“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.”
SS
Sarah S.
Director of Grant and Compliance
“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.”
LF
Lisa F.
Director, Operations
Pros
“Their support team is very timely with tickets and they are quick to jump on a virtual call to walk you though something.”
CD
Christina D.
Sr. Program Manager
“It's easy to add new staff and remove old staff, and the help desk is responsive.”
SB
Suzanne B.
CEO
“I love the clean UX and the ability to integrate all of our programs across all of our cases.”
KH
Kathryn H.
Executive Director - Mental Wellness Center
Cons
“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.”
SS
Sarah S.
Director of Grant and Compliance
“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].”
UR
Uneeder R.
Director of Programs
“Additionally, some workflows currently require extra steps to complete a single process, which can impact overall efficiency.”
JL
Jackea L.
Pathway Manager
Cons
“This makes it very difficult to use PlanStreet when trying to acquire data or even use it for daily operations.”
LM
Lauren M.
Student Governance Coordinator
“Reports builder is an amazing tool but has been difficult to learn and still has bugs to be worked out.”
KH
Kathryn H.
Executive Director - Mental Wellness Center
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features171
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Alumni Management
- Applicant Tracking
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Attendance Management
- Audit Trail
- Authorization Tracking
- Automated Scheduling
- Availability Management
- Batch Processing
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Candidate Profiles
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Categorization/Grouping
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Claims Scrubbing
- Claims Tracking
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Questions
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Collection
- Data Import/Export
- Data Verification
- Denial Management
- Docket Management
- Document Management
- Document Review
- Document Storage
- Document Templates
- Donation Tracking
- Donor Management
- Due Date Tracking
- Dues Management
- EHR/EMR Integration
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Electronic Submission
- Eligibility Verification
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Employee Management
- Event Management
- Event Scheduling
- Event Ticketing
- Financial Management
- For Grantmakers
- For Grantseekers
- For Group Therapy
- For Healthcare
- For Nonprofits
- For Speech Therapists
- For Substance Abuse Therapy
- Forecasting
- Forms Management
- Fund Accounting
- Fundraising Management
- GDPR Compliance
- Generative AI
- Gift Matching Management
- Goal Setting/Tracking
- Grant Application Management
- Grant Award Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- Historical Reporting
- ICD-10 Compliance
- Impact Measurement
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Interaction Tracking
- Invoice Management
- Lab Integration
- Level of Care Evaluation
- Medical Billing
- Medical History Records
- Medication Management
- Member Database
- Membership Management
- Mobile Access
- Mobile Giving
- Monitoring
- Multi-Factor Authentication
- Multi-Location
- Online Forms
- Online Giving
- Outcome Assessment Tools
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Payment Tracking
- Personalization
- Pledge Management
- Practice Management
- Pre-Registration
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reimbursement Management
- Reminders
- Remittance Advice
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Revenue Recognition
- Role-Based Permissions
- SMS Messaging
- SOAP notes
- SSL Security
- Sarbanes-Oxley Compliance
- Scheduling
- Search/Filter
- Secure Messaging
- Self Payment
- Self Service Portal
- Status Tracking
- Summary Reports
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Notes
- Telemedicine
- Teletherapy
- Template Management
- Therapy Notes
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Training Management
- Transaction History
- Treatment Planning
- Trust Accounting
- User Management
- Volunteer Management
- Wait List Management
- Web Forms
- Website Integration
- Website Management
- Workflow Management
- Total features167
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Alumni Management
- Applicant Tracking
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Attendance Management
- Audit Trail
- Authorization Tracking
- Automated Scheduling
- Availability Management
- Batch Processing
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Candidate Profiles
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Categorization/Grouping
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Claims Scrubbing
- Claims Tracking
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Questions
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Collection
- Data Import/Export
- Data Verification
- Denial Management
- Docket Management
- Document Management
- Document Review
- Document Storage
- Document Templates
- Donation Tracking
- Donor Management
- Due Date Tracking
- Dues Management
- EHR/EMR Integration
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Electronic Submission
- Eligibility Verification
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Employee Management
- Event Management
- Event Scheduling
- Event Ticketing
- Financial Management
- For Grantmakers
- For Grantseekers
- For Group Therapy
- For Healthcare
- For Nonprofits
- For Speech Therapists
- For Substance Abuse Therapy
- Forecasting
- Forms Management
- Fund Accounting
- Fundraising Management
- GDPR Compliance
- Generative AI
- Gift Matching Management
- Goal Setting/Tracking
- Grant Application Management
- Grant Award Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- Historical Reporting
- ICD-10 Compliance
- Impact Measurement
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Interaction Tracking
- Invoice Management
- Lab Integration
- Level of Care Evaluation
- Medical Billing
- Medical History Records
- Medication Management
- Member Database
- Membership Management
- Mobile Access
- Mobile Giving
- Monitoring
- Multi-Factor Authentication
- Multi-Location
- Online Forms
- Online Giving
- Outcome Assessment Tools
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Payment Tracking
- Personalization
- Pledge Management
- Practice Management
- Pre-Registration
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reimbursement Management
- Reminders
- Remittance Advice
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Revenue Recognition
- Role-Based Permissions
- SMS Messaging
- SOAP notes
- SSL Security
- Sarbanes-Oxley Compliance
- Scheduling
- Search/Filter
- Secure Messaging
- Self Payment
- Self Service Portal
- Status Tracking
- Summary Reports
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Notes
- Telemedicine
- Teletherapy
- Template Management
- Therapy Notes
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Training Management
- Transaction History
- Treatment Planning
- Trust Accounting
- User Management
- Volunteer Management
- Wait List Management
- Web Forms
- Website Integration
- Website Management
- Workflow Management
Integrations
- Total integrations14
- Adobe Acrobat
- Adobe Acrobat Reader
- Docusign
- Dropbox
- Elation
- Google Calendar
- Google Drive
- Google Maps
- Google Translate
- Google Workspace
- MRI Property Management
- Microsoft 365
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Teams
- PayPal Payments
- QuickBooks Online
- Regroup Mass Notification
- Square Payments
- Stripe Payments
- Waystar
- Total integrations11
- Adobe Acrobat
- Adobe Acrobat Reader
- Docusign
- Dropbox
- Elation
- Google Calendar
- Google Drive
- Google Maps
- Google Translate
- Google Workspace
- MRI Property Management
- Microsoft 365
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Teams
- PayPal Payments
- QuickBooks Online
- Regroup Mass Notification
- Square Payments
- Stripe Payments
- Waystar
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