NewOrg

Online data management solutions for nonprofit organizations

About NewOrg

NewOrg is a web-based data management system designed specifically to assist non-profit organizations, campaign leaders and volunteer communities. Capable of supporting multiple locations, programs, partnerships and funding sources, NewOrg spans a broad range of integrated features built on a wholly customizable, flexible framework. Client/program information management promises detailed data capture and tracking functionality, informing a variety of reports. Collaboration is aided with secured volunteer portals, document management and the centralized shared storage of files, plus the integrated email system allows template-based emails to be sent to exportable contact lists.

NewOrg’s development management and fundraising tools track everything while gathering constituents and stakeholders in one place. Manage donations with quick data entry, chart-based reports and quick export options to leading third-party applications. Scheduling features are built around an organization calendar for planning events, accepting online reservations and capturing volunteer signups while enabling staff to record their time. Subsequent key features go on to include grant reporting, human resources with timesheets, integrated payment processing for accepting donations, survey feedback capture and more.

Key benefits of NewOrg

  • NewOrg supports non-profit organizers with centralized client/program information and document management, collaboration tools, email distribution, plus donation and fundraising development features.
  • Support all staff with comprehensive Human Resources (HR) modules including timesheets for payroll operations, while integrated payment processing securely accepts constituent payments and online donations.
  • Calendar-based scheduling supports intuitive planning of events while capturing associated activity information such as case notes, recurring appointments, time tracking and more.
  • Tracking functionality monitors every aspect of the system, feeding data into comprehensive reporting facilities offering performance statistics for each area of the organization.
  • NewOrg integrates alongside existing campaign websites, adding a secured public-facing portal to allow volunteers, clients and donors the ability to edit personal information, register for events, etc.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Client/program information management features for tracking constituent data and activity
    View comprehensive, customizable contact records with full client/program information management
    Donation management provides color graphs and reports optimized for presentations
    Document management supports the upload and storage of documents associated with clients, donors, vendors or activities
    An example of a sample prospect stage development report
    Organization Calendar supports scheduling with a familiar calendar interface and highly customizable fields
    Grant reporting tools compile reports for funders, tracking performance against grant requirements
    Grant Reporting monitors performance and success, including data such as staff hours
    Payment processing integrates with Event Management features when accepting online donations, ticket sales etc
    Public-facing portals integrate with existing campign sites to provide personal information management
    An integrated document and e-mail editor, along with Outlook/Exchange integration, aids communications
    Reporting capabilities gives manager, organizers and stakeholders access to valuable performance data
    Website integration and online portals encourage strong community engagement
    View 14 more
    NewOrg video
    NewOrg video
    NewOrg screenshot: Client/program information management features for tracking constituent data and activity NewOrg screenshot: View comprehensive, customizable contact records with full client/program information management NewOrg screenshot: Donation management provides color graphs and reports optimized for presentations NewOrg screenshot: Document management supports the upload and storage of documents associated with clients, donors, vendors or activities NewOrg screenshot: An example of a sample prospect stage development report NewOrg screenshot: Organization Calendar supports scheduling with a familiar calendar interface and highly customizable fields NewOrg screenshot: Grant reporting tools compile reports for funders, tracking performance against grant requirements NewOrg screenshot: Grant Reporting monitors performance and success, including data such as staff hours NewOrg screenshot: Payment processing integrates with Event Management features when accepting online donations, ticket sales etc NewOrg screenshot: Public-facing portals integrate with existing campign sites to provide personal information management NewOrg screenshot: An integrated document and e-mail editor, along with Outlook/Exchange integration, aids communications NewOrg screenshot: Reporting capabilities gives manager, organizers and stakeholders access to valuable performance data NewOrg screenshot: Website integration and online portals encourage strong community engagement

    Features

    Total features of NewOrg: 90

    • Activity Tracking
    • Alumni Management
    • Assessment Management
    • Assessment Notes
    • Attendance Management
    • Authentication
    • Authorization Tracking
    • Batch Processing
    • Billing & Invoicing
    • CRM
    • Calendar Management
    • Campaign Management
    • Candidate Profiles
    • Care Plan Management
    • Case List Management
    • Case Management
    • Case Notes
    • Certification & Licensing
    • Child Welfare Management
    • Client Chart Audit Tools
    • Client Management
    • Collaboration Tools
    • Committee Management
    • Contribution Tracking
    • Dashboard
    • Document Generation
    • Document Management
    • Document Storage
    • Donation Tracking
    • Donor Management
    • Dues Management
    • EDI
    • Electronic Payments
    • Eligibility Verification
    • Email Distribution
    • Email Management
    • Event Management
    • Event Scheduling
    • For Nonprofits
    • Forms Management
    • Fundraising Management
    • Gift Matching Management
    • Goal Setting / Tracking
    • Grant Management
    • Graphical Data Presentation
    • Group Notes
    • HIPAA Compliant
    • Insurance Management
    • Level of Care Evaluation
    • Mailing List Management
    • Medical History Records
    • Member Database
    • Membership Management
    • Microsoft Outlook Integration
    • Mobile Giving
    • Monitoring
    • Multi-Location
    • Online Forms
    • Online Giving
    • Partner Portal
    • Patient Intake
    • Patient Management
    • Patient Records Management
    • Patient Scheduling
    • Payment Processing
    • Payroll Management
    • Pledge Management
    • Practice Management
    • Program Management
    • Progress Tracking
    • Receipt Management
    • Recurring Giving
    • Referral Management
    • Reporting & Statistics
    • Reporting/Analytics
    • SOAP notes
    • Scheduling
    • Self Payment
    • Social Media Management
    • Surveys & Feedback
    • Task Management
    • Team Notes
    • Time Tracking
    • Timesheet Management
    • Training Management
    • Treatment Planning
    • Utilization Reporting
    • Volunteer Management
    • Wait List Management
    • Website Integration

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    Reviews

    Overall rating

    4,3 /5
    (16)
    Value for Money
    4,5/5
    Features
    3,9/5
    Ease of Use
    4,1/5
    Customer Support
    4,7/5

    Already have NewOrg?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 16
    Jyl T.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    We Love NewOrg

    Reviewed on 2018/10/02

    Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support...

    Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team. They are amazing! They have been responsive to our ever changing needs and oh so helpful in finding solutions as challenges arise.

    Pros

    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 process was designed to meet our specific agency needs. It was clearly outlined with customization, beta testing, training, timelines and benchmark meetings.
    The comprehensive training was well received by our staff. The Training Video Library on the NewOrg website offers brief tutorials and ongoing updates on the system’s features and functionality.
    The Duplicate Wizard is a great tool to help us eliminate multiple data entry of client information.

    Cons

    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.

    Response from New Org

    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.

    Jeni D.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    NewOrg Review - Habitat for Humanity of Palm Beach County

    Reviewed on 2018/10/02

    Overall I am happy with NewOrg, and have no plans to change systems. Their support staff is...

    Overall I am happy with NewOrg, and have no plans to change systems. Their support staff is fantastic, and has always responded quickly, and offered solutions. They have been willing to work with me and make sure they understand exactly what I'm needing. Any time that they have been unable to deliver something it has been because of a technical limitation of the software.

    There may be better solutions out there, but none that are a better value in terms of budget.

    Pros

    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.

    Cons

    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.

    Response from New Org

    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!

    Rebekah G.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Overall

    Reviewed on 2018/09/26

    Pros

    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.

    Cons

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

    Response from New Org

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

    Caroline S.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Good midmarket option with great customer service

    Reviewed on 2018/10/01

    We've only just started using it but overall were happy with how the implementation went and the...

    We've only just started using it but overall were happy with how the implementation went and the flexibility of the software and the willingness of the company to customize and work with you. We've also gotten good feedback from our participants about their experience using the software.

    Pros

    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 found that it is the most reasonably priced of the customizable data management options (obviously more expensive than the strictly out of the box options, but a lot less expensive than a number of the other highly customizable options). Of course, that means that there are some features/customizations that aren't available, but for us it is doing the majority of what we would like it to!

    Another huge pro is that they create a customized manual for your organization, which helps a lot with training and implementation of the software.

    Cons

    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.

    Response from New Org

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

    Sandi A.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    One stop shop

    Reviewed on 2018/09/28

    We have been able to combine 4 systems into one, and creating mailing lists takes a fraction of the...

    We have been able to combine 4 systems into one, and creating mailing lists takes a fraction of the time.

    Pros

    Incredibly Flexible
    Support always there to help
    Able to track volunteers, clients and donors all in one system

    Cons

    The mail function is great, but a little cumbersome to create template emails (newsletters for example)
    The Donor module is good, but not quite as robust as stand alone donor modules
    Would like the ability to import data without going through support

    Response from New Org

    Sandi, as a multi-year partner, we appreciate you sharing your knowledge and user experience with NewOrg.

    Showing 5 reviews of 16 Read all reviews

    NewOrg FAQs

    Below are some frequently asked questions for NewOrg.

    NewOrg offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Contact NewOrg to arrange a demo or receive a full pricing quote

    We do not have any information about NewOrg features

    NewOrg has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000

    NewOrg supports the following languages:

    English

    NewOrg supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    NewOrg integrates with the following applications:

    Microsoft Outlook

    NewOrg offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

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