NewOrg Reviews & Product Details

NewOrg is a comprehensive cloud-based data and case management software built specifically for nonprofits, social service providers, and government agencies. Since 2006, NewOrg has delivered tailored solutions that help small to mid-sized organizations efficiently manage client data, streamline service delivery, and improve reporting accuracy while ensuring compliance with privacy standards like HIPAA. The all-in-one platform securely tracks client services, manages donors, volunteers, and stakeholders, and automates workflows to simplify approvals and documentation. Flexible reporting and dynamic dashboards provide actionable insights to drive program success and meet compliance needs. Integrated communication tools—email, SMS, scheduling, reminders, secure file sharing, and electronic signatures—enable HIPAA-compliant interactions. Public portals enhance engagement by connecting clients, donors, and partners online. Designed with intuitive interfaces and adaptable workflows, NewOrg supports diverse programs including family support, housing assistance, mental health counseling, substance abuse recovery, veteran services, youth programs, domestic violence prevention, food security, and community outreach. It also meets the specialized needs of faith-based groups, tribal governments, healthcare providers, and educational institutions. Beyond core features, NewOrg offers HIPAA-compliant video conferencing and real-time dashboards that deliver deep insights into client outcomes and organizational efficiency, helping leaders make informed decisions and improve services. Trusted by thousands of nonprofit and government users across the U.S. and Canada, NewOrg combines industry expertise with personalized customer support for smooth implementations and ongoing success. Whether upgrading from outdated systems or building new workflows, organizations benefit from affordable, scalable software tailored to their unique needs. Our partnership approach includes unlimited consultations, free annual reviews, and unlimited expert support to solve challenges collaboratively. As a certified B Corporation, NewOrg is committed to social and environmental responsibility, aligning with nonprofit values. For organizations seeking to enhance data accuracy, streamline operations, and better serve communities, NewOrg delivers a modern solution that drives mission-focused impact through smarter case management and data-driven insights.

Product Website

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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Improving Grant and Application Management

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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.

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.

Scott H.

Manager, Youth Services

Mid-Market (51-1000 emp.)

2/13/2026

"NewOrg Boosts Efficiency with Real-Time Reporting Insights"

5/5

What do you like best about NewOrg?

Overall, NewOrg has increased our organizational capacity and helped users become more efficient with reporting, which allows them to spend more time supporting clients and focusing on their programming. In addition, being able to access real-time data through reports to track not only clients, but also users, has been crucial for our organization. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

The interface feels dated, and I end up with a lot of tabs open when using the system. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Thank you so much, Scott. Helping human services teams gain faster insight through real-time reporting into client and program data is a big part of what NewOrg is built for. We hear you on the navigation challenges and are continuing to refine and modernize the interface.

Lisa W.

Grants Coordinator

Small-Business (50 or fewer emp.)

11/20/2025

"Customer Support is Top Notch"

4/5

What do you like best about NewOrg?

It has the capacity to handle large volumes of document attachments, and once you know the system, information is relatively easy to find. The support team is also amazing. They helped me build new reports to help me with quarterly grant reporting, and that saved me a lot of time. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

It looks a little dated. Honestly, aesthetics are not that important to me, but there could be some upgrades there. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Thank you so much, Lisa. We’re thrilled that the reporting tools and support team have made grant reporting easier. We appreciate the feedback on the interface and are continually enhancing the user experience. If helpful, our support team would be happy to assist with customizing colors and branding to better match your organization.

Verified User in Civic & Social Organization

Mid-Market (51-1000 emp.)

3/10/2026

"Individualized Support That Fits Our Multi-Service Agency Workflow"

5/5

What do you like best about NewOrg?

The individualized support to make sure our workflow made sense for our department and for others in our multi-service agency. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

NewOrg isn't able to make certain fields required. Part of this is because we're a multi-service agency and it would impact the other departments. Review collected by and hosted on G2.com.

Courtney T.

Director of Dallas Proramming

Small-Business (50 or fewer emp.)

11/25/2025

"Effortless Collaboration and Seamless Updates"

5/5

What do you like best about NewOrg?

The collaboration that is provided in making updates to information by members of the customer support team. There was an ease of use in making edits to our program application that made the process very smooth! Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

I wish there were certain features to pull data in a more simplified way to ensure that our team can get what they need in quicker turnaround time. Review collected by and hosted on G2.com.

Response from Sotiris Koutsoyannis of NewOrg

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Courtney, we truly appreciate your review. It’s great to hear that NewOrg is helping centralize client records, streamline program applications, and support reporting for your human services work. We appreciate your feedback on simplifying data access and will continue improving how quickly insights can be pulled.

Caroline G.

Vice President of Family Programming

Small-Business (50 or fewer emp.)

2/4/2026

"Decent Tool with Customer Service, Needs UI Improvements"

2.5/5

What do you like best about NewOrg?

I like NewOrg's good customer service and good contact management. Contact tracking and case note tracking are beneficial and help us track our progress. We appreciate being able to send texts and emails through the system. Review collected by and hosted on G2.com.

What do you dislike about NewOrg?

I find the user friendliness, especially of the reporting, interface, and event registration, could be improved. Review collected by and hosted on G2.com.