NewOrg Reviews & Product Details

NewOrg is a cloud-based case management and nonprofit CRM platform that helps nonprofits, human services organizations, and government programs manage services, people, and reporting across multiple programs. It supports both single-program organizations and those managing multiple programs across different service areas. Many organizations rely on separate tools for client tracking, grants, volunteers, donations, and documentation. NewOrg brings these functions together in a single system, allowing teams to centralize data, reduce manual processes, and improve visibility into service delivery and outcomes. NewOrg can be used to track client services and outcomes, manage grants and volunteer programs, and monitor donations and program activity. The platform is designed to support a range of service models, including housing assistance, behavioral health, youth and family services, emergency assistance, and community outreach programs. Key capabilities include: - Case management and client tracking, including service history, case notes, and outcomes - Grant and program management with reporting aligned to funder requirements - Volunteer and donation tracking connected to program activity - Workflow automation to support documentation, approvals, and service delivery - Reporting and dashboards for audits, compliance, and internal decision-making The platform supports configurable workflows and data structures, allowing organizations to adapt the system to different program requirements and reporting standards. This flexibility supports evolving needs as organizations grow over time. NewOrg is used by nonprofit and government organizations across the U.S. and Canada to support program operations and data management. As a certified B Corporation, NewOrg is committed to social and environmental responsibility, aligning with the values of the organizations we serve.

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Seller

New Org

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NewOrg Community

Overview by

Sotiris Koutsoyannis

Pricing

Pricing provided by NewOrg.

Starter

$250.00

2 Paid Staff Users Per Month

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NewOrg Integrations

(13)

Verified by NewOrg

NewOrg Media

NewOrg Demo - NewOrg Centralized Home Screen

The NewOrg home screen serves as the centralized control panel for your organization. It offers quick access to recent activities, reminders, weekly schedules, contact searches, and important alerts. From this intuitive dashboard, staff can efficiently manage client information, create new record...

NewOrg Demo - NewOrg Electronic Signature Capture

NewOrg’s electronic signature feature allows clients to securely sign documents online, ensuring compliance and convenience. This easy-to-use interface makes signing documents simple, ensures legal compliance, and helps social service agencies and nonprofits reduce paperwork.

NewOrg Demo - NewOrg Reporting Dashboard

This dashboard offers a comprehensive overview of key program and service data. It displays visual summaries and detailed tables that help organizations monitor activities, track performance, and gain insights into service delivery. The intuitive layout supports informed decision-making and effic...

This calendar view in NewOrg provides a color-coded, at-a-glance schedule of appointments, enrollments, and service activities. Each entry displays key details such as contact name, type of service, status, assigned staff, and funding source, helping teams stay organized and manage their time eff...

NewOrg Demo - NewOrg Secure Document Sharing and Print Forms

NewOrg’s secure document sharing feature allows users to send packets and forms via email with customizable access options and instructions. Users can select from reusable or single-use packets, manage print forms, and send secure messages.

NewOrg Demo - NewOrg Client Geographic Distribution Map

This interactive map visualizes the geographic distribution of clients and service activities across the United States and Canada. Clusters highlight concentrations of client interactions, helping organizations identify service coverage, regional trends, and opportunities for outreach.

An in-depth walkthrough of NewOrg’s secure, all-in-one platform for case management, grants, donors, volunteers, reporting, and nonprofit operations.

A short overview of NewOrg’s approach to simplifying nonprofit operations through centralized, customizable data management.

Official Downloads

(4)

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Marianna P.

Community Care Advocate

Small-Business (50 or fewer emp.)

4/10/2026

"All Our Client Info in One Place—Fast Reports and Fantastic Support. HIRE THEM NOW WE LOVE THEM."

5/5

What do you like best about NewOrg?

Finally a system that put all of our client info under one pane of glass! NewOrg is able to hold our entire client database, help us register clients for events, track their visits to our center, and pull very specific reports quickly. Their support is honest, friendly, and fast, and their sales and implementation teams were very knowledgeable about the non-profit space and really asked good questions about our needs and listened so the product was doing what we needed it to and was easy for our volunteers to use. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

We love them, but we don't use their online client portal, their texting, or their donor management features because we already had other platforms for these functions, or we just didn't need them. Review collected by and hosted on G2.com.

What problems is NewOrg solving and how is that benefiting you?

Before NewOrg, we couldn't access our client data or reports from multiple devices simultaneously - now that is easy. It's so much easier to track and share information, and it's really cut down on data entry time. It's also much easier to train new users, so we can move lines at outreaches much faster and have quicker metrics. We are happy that we can store all the information we need and customize the fields for our client profiles, and that the custom events to record visits store all the information we need to plan inventory for outreaches. Review collected by and hosted on G2.com.

Shannon C.

Chief Executive Officer

Small-Business (50 or fewer emp.)

3/24/2026

"NewOrg’s Tailored Platform and Lightning-Fast, Detail-Oriented Support"

5/5

What do you like best about NewOrg?

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. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

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 collected by and hosted on G2.com.

Nicole N.

Senior Youth Development Specialist

Small-Business (50 or fewer emp.)

3/10/2026

"NewOrg is a Secure and Structured System That Supports Effective Program Management"

5/5

What do you like best about NewOrg?

What I like best about NewOrg is its ability to serve as a secure, centralized database for our organization. It allows us to maintain electronic participant records while giving authorized staff appropriate access through customizable permissions.

The platform is especially helpful for tracking participant attendance, managing program schedules, documenting meetings, monitoring progress, and administering assessments that automatically compute scores. This improves organization, supports accountability, and saves staff time by reducing manual processes.

Additionally, their customer support team has been responsive and committed to resolving issues when they arise, which has been extremely valuable to our organization Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

NewOrg includes many features, which can sometimes require multiple steps to complete certain tasks. Because of this, the platform may not always feel intuitive for new users and can take some time to become fully comfortable navigating.

That said, once processes are established, the system supports strong data management and oversight. Review collected by and hosted on G2.com.

What problems is NewOrg solving and how is that benefiting you?

NewOrg helps us centralize our data so we are no longer managing participant information across multiple spreadsheets or rely solely on paper files. Having a secure electronic system improves organization, strengthens data accuracy, and supports compliance with reporting requirements.

It also allows us to efficiently track attendance, participant progress, meetings, and assessments while maintaining detailed contact records. This enhances our ability to monitor outcomes, demonstrate program impact, and make informed decisions that better support the students and families we serve.

Overall, the platform creates greater operational structure and accountability across our programs. Review collected by and hosted on G2.com.

Nancy A.

Operations Manager

Small-Business (50 or fewer emp.)

2/26/2026

"Incredibly Flexible Platform with Fast Customization and Responsive Support"

5/5

What do you like best about NewOrg?

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. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

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. Review collected by and hosted on G2.com.

What problems is NewOrg solving and how is that benefiting you?

The best way to understand our experience is to look at the white paper we co-authored on their website - look for Operation Fuel or Generation Power CT (we rebranded - I can't post link here). Can't recommend them enough. They have some things they could improve, but are constantly working on them and are very receptive to feedback and suggestions. They have created a flexible and customizable system that fits our organization's many programmatic "quirks" and requirements. No other system we looked at would be as flexible, as agile, and as reasonably priced for a non-profit organization. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Thank you, Nancy, for such a thoughtful review. We’re so glad the custom portals and reporting tools are helping support your human services programs and grant reporting within NewOrg's centralized nonprofit CRM. Hearing that the implementation felt collaborative and responsive truly means a lot to our team.

Brittany B.

Chief Program Officer

Small-Business (50 or fewer emp.)

2/26/2026

"Highly Customizable Portal that Transformed our Program Practices"

5/5

What do you like best about NewOrg?

New Org has been able to customize our portal to be designed specifically with us as the organization at the forefront. Their support team is incredibly timely, supportive, and innovative. They have brought our requests and ideas to life with easily managed, trainable, and adaptable add-ons. In addition, the implementation enabled us to have a specifically dedicated support team, which allowed for ongoing testing, training, and updates to ensure the functionality met our needs. We use New Org daily, and with our small team and being inundated with client applications, we feel completely confident, efficient, and transparent with the use of New Org. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

There is not much to dislike about New Org. If there is functionality that doesn't quite work, or a report that needs to be tweaked (or created from scratch) the New Org team is there to make it happen. My team has all expressed appreciation for how user friendly the system is, and how customized it is to meet our functional and operational needs. Review collected by and hosted on G2.com.

What problems is NewOrg solving and how is that benefiting you?

New Org has enabled us to increase our efficiency-- cutting down the time between a client applying for assistance and getting the assistance they so eagerly need. In addition, New Org has transformed our ability to trust and represent data. We have great transparency into our current status, historical status, and overall efficiency of team members. This has influenced our business practices, freed up time to focus on other priority matters, and has allowed us to advocate for our program to different audiences. We also have over 300 partners who have accounts linked to our New Org and they have all expressed how user-friendly the process has been to train and utilize their versions of the New Org portal. Overall, the staff is happy, our partners are happy, and most importantly, our clients are able to access our resources more independently with the implementation of New Org. For instance, in prior years, more than 40% of clients had to seek in-person application support, where as this year so far, 75% of users are applying independently online. This is a huge shift in the ability to access resources more quickly. We also have several restricted/ niche grants that have to be spent down on specific populations or areas. Previously, we had no insight to these funds or ability to prioritize spending based on restrictions or deadlines. New Org has completely changed that, allowing for accurate reporting, quick spend down, and ability to request additional funding more effectively. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Thank you for the kind words, Brittany. It’s incredible to hear how NewOrg is strengthening your program operations through better case management, more transparent grant reporting, and centralized nonprofit CRM functionality. Helping teams move from manual processes to real-time visibility and faster service delivery is what drives us.

Lauren S.

L.E.A.D. Specialist

Individual & Family Services

Small-Business (50 or fewer emp.)

4/2/2026

"Outstanding Support with Room for Automation"

4.5/5

What do you like best about NewOrg?

I like working with the support team at NewOrg and their willingness to help us shape the database to tell our stories and protect our information. I particularly appreciate Maria Thorne, our implementation and support specialist who has been with us since 2023. She really seeks to understand our agency and the work we do, and with that knowledge, she is able to make quality suggestions that make our work easier for staff and participants. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

There are things that could be more automated. Certain forms you can't make fields required on the internal side, which requires staff to be more careful because the system won't flag them if they overlook something. Also, email notifications for some forms are limited, so some workflows become a little tricky. Having some kind of third-party API integration could be cool. Review collected by and hosted on G2.com.

Lucia A.

Small-Business (50 or fewer emp.)

3/31/2026

"Affordable, Customizable, and Efficient Data Management"

5/5

What do you like best about NewOrg?

I find NewOrg to be very helpful due to its data migration and report creation services. It allows us to keep detailed and confidential client information securely. My favorite feature is the file share, which makes it easy to share or request documents from clients via text and email. This feature helps us track when something is shared, if the participant has opened it, and it stores everything in one place. I appreciate that NewOrg is more affordable and customizable compared to Bonterra. Additionally, the NewOrg Team was super helpful with training material and import, and being able to mirror most of the forms from Bonterra/Apricot was great. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

n/a Review collected by and hosted on G2.com.

Elizabeth D.

Assistant Shelter Director

Mid-Market (51-1000 emp.)

2/20/2026

"Flexible, Intuitive Platform with Fantastic Development Support"

4/5

What do you like best about NewOrg?

The platform is flexible and can be tailored to our needs; the support in development was fantastic; It's intuitive and easy to use, especially out Client and Events tabs; It's not over-complicated; Report options Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

I got confused trying to edit my dashboard- it feels a little complicated in this area Review collected by and hosted on G2.com.

What problems is NewOrg solving and how is that benefiting you?

NewOrg is allowing LSH to generate reports that are useful for us and our grant reporting. This helps our development, not only in grant reporting, but in finding and applying for other funding sources. We're able to go in to New Org and get the information we need quickly. It also helps our clinical teams track and report on trends related to our clients, and in the future, will allow us to report to Philadelphia's Office of Homeless Services around these trends and gaps in support. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Thank you for your kind feedback, Elizabeth. It’s great to hear that NewOrg is strengthening your grant reporting and giving your team faster access to the client data needed to support funding and program decisions. If you’d ever like help refining dashboards, please feel free to reach out to our support team.

Meg F.

Director, Data & Evaluation

Mid-Market (51-1000 emp.)

2/20/2026

"NewOrg’s Great Support Made Implementation Smooth"

5/5

What do you like best about NewOrg?

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. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

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. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Thank you, Meg. We’re so glad our team could support a smooth implementation and help bridge program delivery, reporting visibility, and funding requirements. We truly appreciate your partnership.

Jaris V.

Program Director

Small-Business (50 or fewer emp.)

3/24/2026

"Improved Workflow for Member Documents"

3.5/5

What do you like best about NewOrg?

I like that everyone has their own profile, because it makes it easy to keep track of each person and have all their information in one place. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

I don’t love the overall design; it can feel overwhelming with all the drop-downs and boxes. I wish it were easier to navigate and felt warmer and more inviting. Review collected by and hosted on G2.com.

What problems is NewOrg solving and how is that benefiting you?

NewOrg makes it much easier to manage big tasks, like sending forms to all of our members at once and then tracking each person’s completion status through their individual profile. That’s been a huge help for us, and honestly a real breath of fresh air when we’re handling something important across a large membership. Review collected by and hosted on G2.com.