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.

Information collection/retrieval; Can get detailed/specific information; Available to manipulate to meet our needs (e.g. reports; file attachments)

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.