--- title: NewOrg Reviews meta_title: 'NewOrg Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 23 reviews by the users' company size, role or industry to find out how NewOrg works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 23 scale: '5' date_modified: '2026-06-24' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # NewOrg Reviews **Vendor:** New Org **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 4.7/5.0 **Total Reviews:** 23 ## About NewOrg NewOrg is a cloud-based case management and data management platform that helps small to mid-sized nonprofits, human services organizations, and government programs manage services, people, reporting, and workflows across one or multiple programs. The platform includes CRM-style tools for tracking donors, volunteers, clients, partners, communications, and engagement history, while also supporting case notes, service delivery, documents, portals, grants, outcomes, and configurable reporting. Many organizations rely on separate tools to manage programs, people, documentation, and reporting. NewOrg brings these functions together in a single system, helping teams centralize data, reduce manual processes, and improve visibility into service delivery and outcomes. NewOrg is designed to support a range of service models, including housing assistance, behavioral health, youth and family services, emergency assistance, volunteer management, grant-funded programs, and community outreach. Its configurable structure allows organizations to adapt forms, workflows, permissions, dashboards, and reports to match different program requirements. Key capabilities include: Case management and client tracking, including service history, case notes, documents, and outcomes Grant and program management with reporting aligned to funder requirements Volunteer, donor, and relationship tracking connected to program activity Workflow automation to support documentation, approvals, reminders, and service delivery Reporting and dashboards for audits, compliance, funder reporting, and internal decision-making The platform supports configurable workflows and data structures, allowing organizations to adapt the system as programs, reporting needs, and service models evolve 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. ## NewOrg Pros & Cons **What users like:** - Users rave about the **incredible support team** at NewOrg, providing timely and innovative assistance tailored to their needs. (8 reviews) - Users appreciate the **efficient report generation** feature of NewOrg, enhancing transparency and saving time for their processes. (5 reviews) - Users appreciate the **efficient reporting capabilities** of NewOrg, enhancing program management and grant tracking significantly. (5 reviews) - Users praise the **ease of use** of NewOrg, noting its intuitive design and flexible, trainable features. (4 reviews) - Users commend NewOrg for its **quick response times** and proactive support, ensuring issues are resolved swiftly. (4 reviews) - Time-saving (4 reviews) - Customization (3 reviews) - Flexibility (3 reviews) - Implementation Ease (3 reviews) - Learning Ease (3 reviews) **What users dislike:** - Users find the **interface outdated** , leading to an overwhelming number of open tabs during use. (3 reviews) - Users find the **lack of customization features** in NewOrg limits their reporting and dashboard capabilities. (3 reviews) - Users find the **clunky design** of NewOrg outdated, resulting in a frustrating experience with too many open tabs. (2 reviews) - Users find the **clunky interface** of NewOrg frustrating, often leading to too many tabs being opened. (2 reviews) - Users find the **difficult reporting** feature limits their ability to generate professional-quality printed outputs effectively. (2 reviews) - Not User-Friendly (2 reviews) - Users note the **outdated design** of NewOrg, leading to a cluttered experience with numerous tabs open. (2 reviews) - User Interface Issues (2 reviews) - Complexity (1 reviews) - Complexity Issues (1 reviews) ## NewOrg Reviews ### 1. All Our Client Info in One Place—Fast Reports and Fantastic Support. HIRE THEM NOW WE LOVE THEM. **Rating:** 5.0/5.0 stars **Reviewed by:** Marianna P. | Community Care Advocate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **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. **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. **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. **Official Response from Sotiris Koutsoyannis:** > Hi Marianna, wow, thank you for this incredible review and wonderful title! We are so happy to hear that NewOrg has made managing your client database, tracking visits, and pulling reports so much easier for your team and volunteers. It means a lot to know that our sales and implementation teams took the time to truly understand your needs. We look forward to continuing to support your amazing work! ### 2. NewOrg’s Tailored Platform and Lightning-Fast, Detail-Oriented Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon C. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **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. **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. **What problems is NewOrg solving and how is that benefiting you?** 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. **Official Response from Sotiris Koutsoyannis:** > Thank you so much for this wonderful review, Shannon! We're thrilled to hear our support team has been responsive and attentive, and that NewOrg has helped your organization spend more time with your patrons rather than on paperwork. We also appreciate your feedback about platform awareness and are glad our annual review helped uncover additional tools to support your end-of-month reporting. We're grateful for the partnership and excited for what's ahead! ### 3. NewOrg is a Secure and Structured System That Supports Effective Program Management **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole N. | Senior Youth Development Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **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 **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. **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. **Official Response from Sotiris Koutsoyannis:** > Hi Nicole, thank you so much for this thoughtful review! We're so glad NewOrg has helped your team centralize data and better serve the students and families in your programs. We hear you on the learning curve for new users and are continuously working to make navigation more intuitive. We truly appreciate your partnership and look forward to supporting your organization! ### 4. Easy Implementation, Helpful Training, and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Director of Grants and Compliance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about NewOrg?** The implementation process and learning curve were both much easier than we anticipated. Support staff are friendly, polite, knowledgeable, and expedient. Training materials are very helpful. NewOrg is very easy to customize to each organization's programs and needs. **What do you dislike about NewOrg?** There's nothing I can think of that I dislike about NewOrg. **What problems is NewOrg solving and how is that benefiting you?** In the past, our data management system had felt like a one-size-fits-none approach to a subject that varies extraordinarily for each organization. We had had to devise ways to ensure our programs’ data fit into their platform, even when the two weren’t compatible. But NewOrg’s platform is customizable to fit our organization’s programs and needs. Our staff feel confident using NewOrg, whereas with our previous system, staff avoided using it. ### 5. Incredibly Flexible Platform with Fast Customization and Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy A. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **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. **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. **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. **Official Response from Sotiris Koutsoyannis:** > 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. ### 6. Highly Customizable Portal that Transformed our Program Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany B. | Chief Program Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **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. **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. **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. **Official Response from Sotiris Koutsoyannis:** > 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. ### 7. Excellent Customer Service, Quick Responses, and User-Friendly Software **Rating:** 4.5/5.0 stars **Reviewed by:** Shelley T. | Supervisor, Strategic Initiatives, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about NewOrg?** - excellent customer service - quick response times - user friendly software **What do you dislike about NewOrg?** - would like to see more functionality around event fields such as conditional pop‑ups (e.g., selecting Yes triggers an additional field to appear) **What problems is NewOrg solving and how is that benefiting you?** - simplified data entry which makes it easy for staff to consistently log interactions with residents, which improves accuracy and ensures nothing falls through the cracks - super‑easy reporting which supports continued funding from sponsors - easy to identify trends and gaps in services which helps to make informed decisions ### 8. Outstanding Support with Room for Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren S. | L.E.A.D. Specialist, Individual & Family Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **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. **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. **What problems is NewOrg solving and how is that benefiting you?** NewOrg helps my agency understand the state of cases, pull reports with client data, and create dashboards for quick overviews. **Official Response from Sotiris Koutsoyannis:** > Hi Lauren, thank you for this wonderful review and for the kind words about Maria! We will absolutely pass along your recognition to her. Your feedback on required fields and email notifications is well taken, and these are areas we are actively exploring as we continue to grow the platform. Also, we actually do offer API integration capabilities that may help with some of the workflow challenges you mentioned! We'd encourage you to reach out to our support team to explore what might work best for your agency. We appreciate you being part of the NewOrg community! ### 9. Affordable, Customizable, and Efficient Data Management **Rating:** 5.0/5.0 stars **Reviewed by:** Lucia A. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **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. **What do you dislike about NewOrg?** n/a **What problems is NewOrg solving and how is that benefiting you?** I use NewOrg for data migration and report creation, which helps manage detailed and confidential client info. The file share feature lets us easily share documents, track access, and store them, enhancing our interaction with participants. **Official Response from Sotiris Koutsoyannis:** > Hi Lucia, thank you for such a detailed and positive review! We're so happy to hear the file share feature has been a game-changer for your team and that the transition from Bonterra felt smooth. It's wonderful to know that our training support and customization options have made a real difference for your organization. We truly appreciate you sharing your experience! ### 10. NewOrg’s Custom Apps Have Greatly Improved Our Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Nathaniel L. | Research and Project Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about NewOrg?** As a community-based organization, NewOrg staff have worked side by side with us to develop custom applications to implement mutiple community based programs and services. The customization has deeply improved our productivity and ability to serve. **What do you dislike about NewOrg?** There have been no downsides for us in using NewOrg. **What problems is NewOrg solving and how is that benefiting you?** NewOrg helps us process online program applications, generate invoices for community reimbursement, and compile program information for annual funding reports. **Official Response from Sotiris Koutsoyannis:** > Hi Nathaniel, thank you for this wonderful review! It's incredibly rewarding to hear that our custom application development has made such a meaningful impact on your team's productivity and ability to serve your community. We love partnering closely with organizations like yours to build solutions that truly fit your needs. We look forward to continuing to support your mission! ### 11. Flexible, Intuitive Platform with Fantastic Development Support **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth D. | Assistant Shelter Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2026 **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 **What do you dislike about NewOrg?** I got confused trying to edit my dashboard- it feels a little complicated in this area **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. **Official Response from Sotiris Koutsoyannis:** > 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. ### 12. NewOrg’s Great Support Made Implementation Smooth **Rating:** 5.0/5.0 stars **Reviewed by:** Meg F. | Director, Data & Evaluation, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2026 **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. **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. **What problems is NewOrg solving and how is that benefiting you?** 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. **Official Response from Sotiris Koutsoyannis:** > 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. ### 13. Improved Workflow for Member Documents **Rating:** 3.5/5.0 stars **Reviewed by:** Jaris V. | Program Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **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. **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. **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. **Official Response from Sotiris Koutsoyannis:** > Hi Jaris, thank you for your honest feedback! We're glad individual profiles have made it easier to manage your membership and track completion across your organization. We hear you on the navigation and design, and making the platform feel more intuitive and welcoming is something we're actively working to improve. We appreciate your input, as it helps us build a better experience for everyone! ### 14. NewOrg Boosts Efficiency with Real-Time Reporting Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Scott H. | Manager, Youth Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2026 **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. **What do you dislike about NewOrg?** The interface feels dated, and I end up with a lot of tabs open when using the system. **What problems is NewOrg solving and how is that benefiting you?** NewOrg is currently working on the final phase of implementation for our organization. **Official Response from Sotiris Koutsoyannis:** > 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. ### 15. Smooth Implementation and a User-Friendly Experience with NewOrg **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about NewOrg?** NewOrg is user friendly. Implementation went smoothly. The team was responsive and helpful in customizing the solution for us. **What do you dislike about NewOrg?** As with any software, there are some limitations in reporting. However, the implementation team was able to meet most of our very specific needs. **What problems is NewOrg solving and how is that benefiting you?** NewOrg is automating some systems in terms of eligibility and information population. It is allowing multiple users access to the data simultaneously. And it is providing custom reporting to meet our logistical needs and help us prepare for future events. **Official Response from Sotiris Koutsoyannis:** > Thank you for your kind review! We're thrilled to hear that implementation went smoothly and that our team was able to customize the platform to meet your specific needs. Our support team is always here to help find solutions for any reporting challenges that come up. It’s great to know NewOrg is helping your team streamline daily work and better prepare for future events! ### 16. Customer Support is Top Notch **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa W. | Grants Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **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. **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. **What problems is NewOrg solving and how is that benefiting you?** NewOrg has replaced our filing cabinet and is our historical library, as well as a common database among different departments. Having a centralized location for our data is essential to my role as a grant coordinator. **Official Response from Sotiris Koutsoyannis:** > 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. ### 17. Decent Tool with Customer Service, Needs UI Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Caroline G. | Vice President of Family Programming, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about NewOrg?** NewOrg has been very helpful in improving their products and services - they are open to feature suggestions and do their best to meet your needs! **What do you dislike about NewOrg?** There are some features we have requested that they are working on. **What problems is NewOrg solving and how is that benefiting you?** NewOrg helps with tracking contacts, case notes, and outcomes. It aids in nonprofit case management by allowing us to track progress and send texts and emails. **Official Response from Sotiris Koutsoyannis:** > Hi Caroline, thank you for your feedback! We're glad NewOrg has been a useful tool for tracking contacts, case notes, and outcomes for your organization. We hear you on the UI improvements and are actively working to enhance the user experience alongside the feature requests we have received. We appreciate your patience and look forward to showing you what's ahead! ### 18. Individualized Support That Fits Our Multi-Service Agency Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **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. **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. **What problems is NewOrg solving and how is that benefiting you?** Our departments is currently funded by a lot of different funding streams. NewOrg helped us developed a workflow that is easy for middle managers to use and more importantly, can meet funder and reporting requirments. **Official Response from Sotiris Koutsoyannis:** > Thank you so much for your feedback! We're glad our team was able to support your workflows across multiple programs and funding requirements. It's great to hear NewOrg helping your organization manage reporting and adapt to a multi-service environment, and we appreciate your input on required fields as we continue improving flexibility for complex use cases. ### 19. Effortless Collaboration and Seamless Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney T. | Director of Dallas Proramming, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **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! **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. **What problems is NewOrg solving and how is that benefiting you?** It provides a place for us to capture client profiles and keep case notes on the clients we serve and pull reports as needed. **Official Response from Sotiris Koutsoyannis:** > 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. ### 20. Detailed Information Retrieval with Flexible, Customizable Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about NewOrg?** Information collection/retrieval; Can get detailed/specific information; Available to manipulate to meet our needs (e.g. reports; file attachments) **What do you dislike about NewOrg?** I can be slow between screens at times. When running reports, due to my tech skills, can be confusing **What problems is NewOrg solving and how is that benefiting you?** Essential End of Month Reports. **Official Response from Sotiris Koutsoyannis:** > Thank you for your feedback! We're glad NewOrg has been a helpful tool for collecting detailed information and customizing reports to meet your organization's needs. Your notes on speed and reporting are well taken, and our team is always looking for ways to make the experience smoother. We appreciate your input and look forward to supporting your team! ### 21. Exceptional Flexibility and Fast Support **Rating:** 5.0/5.0 stars **Reviewed by:** Dale P. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2025 **What do you like best about NewOrg?** Flexibility in getting data out. Flexability and speed of ongoing support. **What do you dislike about NewOrg?** It would be nice to have a report writer that has the flexability in the program but could make the printed copies in a more professional output. **What problems is NewOrg solving and how is that benefiting you?** Ease of data extraction and summarization. Automation of reporting and dashboards Elimination of duplicate entries. Auto interface with other programs. **Official Response from Sotiris Koutsoyannis:** > Thank you, Dale. We’re glad the flexibility in data extraction, ongoing support, reporting automation, and dashboard visibility is helping streamline your operations and reduce duplicate entries. We appreciate your suggestion around more polished printed reports and will keep that in mind as we enhance the reporting experience. ### 22. Intuitive Client Management with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Lindsey C. | Educational Consultant **Reviewed Date:** November 19, 2025 **What do you like best about NewOrg?** I appreciate the customer support offered by NewOrg, especially the assistance I received from Nichole, who was incredibly helpful in resolving some time-sensitive issues for me. I like the feature that allows me to create surveys with standardized questions, which is a valuable tool for gathering consistent data and insights. **What do you dislike about NewOrg?** I dislike that we don't have data dashboards. **What problems is NewOrg solving and how is that benefiting you?** I use NewOrg for tracking client contact info, events, and entering case notes, which streamlines managing clients and cases effectively. **Official Response from Sotiris Koutsoyannis:** > Lindsey, thank you for your thoughtful review. We’re glad our nonprofit CRM tools for client management, surveys, and case documentation are helping streamline your work, and we’ll be sure to pass your kind words along to Nichole. If you’d like to explore dashboard options, our support team would be happy to walk through what’s available and how we can tailor them to your needs. ### 23. Perfect for client management and payment processing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about NewOrg?** I love being able to manage our client information, process payments, organize my calendar, track payroll time, and pull up all the reports I need, **What do you dislike about NewOrg?** It can be overwhelming with all the options at first, but the more you use it, your job gets easier and easier. **Recommendations to others considering NewOrg:** One of the best fundraising management tools out there. Try to trial to see if its a good fit for you and your company **What problems is NewOrg solving and how is that benefiting you?** manage our client information, process payments, organize my calendar, track payroll time, and pull up all the reports I need, It really helps having everything in one place. ## NewOrg Discussions - [What types of organizations use NewOrg?](https://www.g2.com/discussions/what-types-of-organizations-use-neworg) - 1 comment, 1 upvote - [Is NewOrg a nonprofit CRM or case management software?](https://www.g2.com/discussions/is-neworg-a-nonprofit-crm-or-case-management-software) - 1 comment, 1 upvote - [What is NewOrg used for?](https://www.g2.com/discussions/what-is-neworg-used-for) - 1 comment - [View NewOrg pricing details and edition comparison](https://www.g2.com/products/neworg/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-28+15%3A01%3A05+-0500&secure%5Bsession_id%5D=4c7cc26b-a831-4033-b66d-cbc7090e554d&secure%5Btoken%5D=a30c966d391c6e777e204c50ac9e7a1890876664b747f88598afdf74f5ed7344&format=llm_user) ## NewOrg Integrations - [Bullhorn](https://www.g2.com/products/bullhorn/reviews) - [EqualWeb](https://www.g2.com/products/equalweb/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [MediRoutes](https://www.g2.com/products/mediroutes-mediroutes/reviews) - [Microsoft Azure Services](https://www.g2.com/products/microsoft-azure-services/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [PayPal Payments](https://www.g2.com/products/paypal/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Regroup Mass Notification](https://www.g2.com/products/regroup-mass-notification/reviews) - [Sage](https://www.g2.com/products/sage-sage/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Waystar](https://www.g2.com/products/waystar/reviews) ## NewOrg Features **Administration** - Reporting - Interaction Tracking - Automation - Donor Profiles **Platform Basics** - Reporting - Interoperability - Performance **Administration** - User Dashboard - Donor Profiles - Reporting - Templates - Customization **Constituent Management** - Constituent Profiles - Online Portal - Donor Communications **Proposal Management** - Form Building - Review Tools - Grantee Portal - Attachments - Task Management **Volunteer Management** - Opportunity Listings - Volunteer Tracking - Volunteer Scheduling - Volunteer Profiles - Document Management **Fundraising** - Campaign Management - Online Donation Portal - Event Planning - Recurring Donations - Peer-to-peer Fundraising - Mobile Capabilities **Case Management** - Client Intake - Outcome Measurement - Form Builder **Donor Management** - Moves Management - Pledge Tracking - E-Document Storage - Acknowledgments & Communications **Marketing Automation** - Email Marketing - Lead Management - Campaign Management - Marketing ROI Analytics **Fund Tracking** - Disbursements - Grant Allocations - Email Notifications **Engagement & Communication Tools** - Gamification - Mass Messaging - Donation Pages - Mobile Application **Marketing** - Email Marketing - Direct Mail Tools **Platform Additional Functionality** - Mobility - Messaging **Interoperability** - Event Tracking - Gift Tracking - Fund Accounting **Workflow Automation** - Donor Prospecting - Data Entry - Task Delegation **Impact & Outcomes** - Program Evaluation - Data Analytics - Ad Hoc Reporting - Dashboards **Administration** - CRM Integration - Dashboards & Analytics **Platform Data** - Dashboard - Alerts and Notifications **Reporting & Analytics** - Reporting - Dashboards - Automated Reports **Grant Prospecting** - Automated Responses **Integrations** - Accounting - Fundraising - Grant Management - Sales POS **Compliance** - Eligibility Screening - Auditing **Integrations** - Fund Accounting - Donor Management **Agentic AI - Nonprofit CRM** - Cross-system Integration ## Top NewOrg Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,688 reviews) - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - 4.6/5.0 (883 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) - 4.2/5.0 (423 reviews)