NewOrg Reviews

- Great support team- Customizable and expandable- Wide range of features

- Learning curve for staff (though this would be applicable to all CRMs)

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.

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.

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!

Online capabilities. I love that the volunteers can enter their own hours via the portal. I enjoy entering client data when out in the field using a tablet. Updates continue to improve capabilities.

Mailing labels have to be downloaded into Avery online and more time consuming than it should. Updates sometimes affect our current data.

As a multi-year partner with NewOrg, we appreciate your assessment of what we do well and where you suggest improvements. Thanks!

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.

The calendar does not sync with my google calendar for security reasons.

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!

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!

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.

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....

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Most helpful in our small organization is that NewOrg is an affordable, easy-to-use database system that supports both our case management and our donor management efforts. I rely on NewOrg Support Services who are exceptional in making continuous improvement of the system fast and simple. Any time our staff identifies an opportunity to enhance the capture of data to support our mission, grant applications, or engagement with our community the NewOrg team is right on the case.

As with many other database systems, the quality is dependent on the data input. Our focus on improving our use of NewOrg is focused on establishing more checks to assure that data is completely, accurately, and consistently entered into the system. Enhancements to equip administrators to make mass updates or revisions to data would be most helpful here.

Thank you, Lisa we greatly appreciate your review and your partnership with NewOrg! For sure, GIGO is a real thing (link here for non-Gen Xers haha). We may want to chat about using intake Checklists and QA reports to monitor data entry, spot missed steps/docs, and ensure compliance. Contact support to set up a meeting to review where you are seeing recurring data-entry problems because deploying...

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The best things about NewOrg are its ease of use, customizability to the organization's needs, the support team who truly strives to provide the best user experience, as well as the price point for the amount of functionality that is provided.

Some features such as the Dashboard, seem limited/ aren't as intuitive. Also, reports may be hard to customize once they are developed depending on the criteria you wish to use. The NewOrg team can often find workarounds for this but something to keep in mind if you will need a more fluid reporting tool.

Hi Dominique, thank you for your awesome review! Thanks also for the shout out to our support team for their commitment to our partners! As you noted, we do like to stay involved with report building to be sure you're getting the results you need. Let's get together with support to take a look at your dashboard items to be sure you're getting the most out of them. We're always looking for ways to improve features and your feedback is our best source of inspiration!

NewOrg had been attentive to our specific needs and have been quick to respond. We love the fact that it is so user friendly.

Some of the base areas of the software that are not changeable. But it is so minor that I hesitated even mentioning.

Thank you, Denise, for your thoughtful review! We're super glad that you're finding NewOrg's software and support to be easy to work with! The setup process can take some time, and it's often a great opportunity to review and streamline workflows and processes to take advantage of new technology options. Of course, change is the only constant, and we look forward to working together to keep your system up to date and to make adjustments as needed over the years.

NewOrg replaced our in-house database that was running on a PC. Our data was lost when the pc crashed. Having our data in the cloud gives us peace of mind.

We have not had any issues with NewOrg, it does everything we need.

Hi Allen, Thanks so much for your review! Great to hear things are going well, and we appreciate your shout out to our support team! Helping our non-profit partners further their missions is why we get up in the morning. :-) Thanks!

This isn't the best NGO management software out there, but it is definitely the best option at it's pricing tier. It enables overall management of the many moving parts of an NGO. The organization manual is an amazing feature--internal documentation is something no one ever has time to do. Reporting generation is also crucial. Customer service really makes NewOrg stand out.

There's a few features that we feel are missing, in particular re: internal communication platform options and data import. Other features could be improved upon, especially the report generation function and the donor module.

The ability to customize the program, select type of report to run, it can be used anywhere at anytime from different mobile devices.

The ability to remove old team member names from current view when running reports and on some dropdown items. These names must remain due to the documenting but should be removed from current viewing.

Julie, thank you so much for your 5-star review and awesome feedback! We appreciate you sharing your experience -- especially during these crazy pandemic times, when we've all had to pivot and adjust . . . we're very proud to have been a part of your successful pandemic shift to remote work for you and your organization! :) We've made some recent improvements to how old (suspended or voided)...

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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...

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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.

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.

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.

I wish we could remove some of the stock/template questions in events.

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!

NewOrg has provided great value. Great features at an inexpensive price. And the team is very supportive in doing all they can to satisfy our needs. They do not exist to make money, but to provide a good quality service that meets the customer's demands. Among some of the features, we have options to filter and send group emails, send documents for signatures, request document uploads, create online registrations, enable client's to self-book appointments, manage clients across multiple programs, and integrate the product with other platforms.

More automated workflows would really help to make staff more efficient.

Thank you, Phil, for your wonderful feedback and taking the time to share your NewOrg experience with others! Automation is always a goal and can help reduce time spent by staff on repetitive clerical tasks balanced with the (sometimes messy) realities that fall outside the norm. Recent integrations with Sage and Indeed should result in a pretty dramatic reduction in duplicated data entry for some staff. We also have some new features related to File Sharing and e-signatures that will soon give your staff more control over (and more visibility into) intake workflow while reducing steps needed to onboard new clients we'll be in touch! In the meantime, many thanks again, Phil. We greatly appreciate your review and your partnership with NewOrg.

The software is a good value alternative to more expensive donor management solutions. I particularly like that it can incorporate all of the many different elements we work with, including donors, volunteers, homeowners, properties and organizations.

The reporting function can seem counter-intuitive. I would love to see more options for capturing the information I am looking for perhaps as radio buttons (ex. list of donors and total gift with emails or with addresses etc.) Often I find that the report I need only give part of the information I'm looking for. Additionally, reports take a LONG time to run. I would love to see this further optimized to have reports run much faster.

Thanks Jeni for taking the time to share your knowledge of NewOrg. We will be passing on your suggestions and comments to the technical side folks!

It was made specifically for us through an in depth scoping process and data import period.

Some reports take a long time to run. Some of the reports are not named well.

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...

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The NewOrg system can be pretty customized to meet your needs, and I found that the customer service was excellent and they were willing to go the extra mile. It has already made our lives easier in reporting, communicating with our participants, and managing our data. I also like that you can add on different modules as you go, which gives us the opportunity to grow with the software. My research...

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The implementation process took a bit longer than we were hoping it would, but the customer service was good throughout! There are a few features (texting, for example) that we would like to have but the software doesn't yet have.

Caroline, thank you for your input and observations and sharing your NewOrg experience.

NewOrg provides the Flexibility to streamline our nonprofit organization.

We appreciate all of the features in NewOrg, but the one area we recommend improvements would be the Mail function.

NewOrg has a great implementation team. They spent a lot of time with us customizing a system that meets all of our needs. In addition to typical nonprofit needs such as fundraising and record keeping, they created a job matching system and job portal which met our nonprofit's specific needs.

There are some fields which didn't apply to my application and I had to learn to ignore them.

Hello Sheila, thank you very much for sharing your NewOrg experience with others! We'll be sure to share your positive comments with the rest of the team, especially the implementation staff and support. We appreciate you and look forward to continuing to support you and your organization as you continue to grow and do great things!

Customizeable, very easy to use, great support team

I can't find anything I like least. It is a really good system

Thanks for your great feedback Donna! We're really glad you enjoyed the implementation process, change is always a little uncomfortable but your team embraced it. We look forward to helping Restoration House continue to grow!

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

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

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.

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.

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Cynthia, thanks for taking the time to share your experience with NewOrg and we appreciate our long time partnership with Marion Downs Center.

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Paul's organization has had a tremendous impact on affordable housing in South Florida and we are happy to be helping in their success.

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Thanks Lori!