NewOrg Management System
NewOrg Management System: A configurable case-management system with client portals, scheduling, and reporting. Ranked #5 of 18 in Social Work Case Management by our editors (8.2/10); pricing: Paid; best for social-service teams needing portals and scheduling.
At a glance
- Editor score8.2 / 10
- PricingPaid
- Best forSocial-service teams needing portals and scheduling
- Free planNo
- Paid from$125/user/mo
- Case management featuresClient records, service history, program progress, client coordination, secure portal entry, scheduling, referral tracking, documentation, billing and outcome reporting
- Founded2006 · Washington, DC, United States
- Facts checked24 Sep 2026
Where it wins
- Tracks client service history and program progress in configurable records.
- Portals support forms, files, signatures, and uploads.
- Includes scheduling, custom reports, and a broad set of integrations.
Where it doesn't
- Sample pricing starts at $125 per user per month.
- Implementation is listed at a one-time $3,500.
- Its breadth may be more than teams seeking a narrow case-tracking tool need.
Our verdict on NewOrg Management System
NewOrg Management System brings client records, service history, program progress, workflows, and coordination tools into a cloud platform for nonprofits, social-service providers, and government programs. It is aimed at multi-program organizations and teams moving beyond spreadsheets or legacy databases. Client portals, scheduling, document handling, communications, and reporting sit alongside case records, so it suits teams that want those functions connected rather than handled in separate tools.
The published plans show sample monthly pricing for paid staff users: the 2-user bundle is $125 per user per month. The 5-user and 20-user bundles are also listed, but without prices here. NewOrg says final pricing depends on organization size, complexity, and needs. Implementation is a separate one-time $3,500 item covering customization, data imports, workflow setup, training, and documentation. There is no free plan, so the stated entry price and implementation charge matter for teams comparing budget or considering a system change.
Its breadth is the clearest fit distinction. Configurable forms, fields, workflows, and permissions accompany secure portals for forms, files, signatures, and uploads; scheduling includes calendars, appointments, and reminders. Custom reports, dashboards, charts, exports, mass email and SMS, and electronic visit verification add operational depth. The platform lists integrations including Bullhorn, PayPal, SendGrid, Zapier, Google Maps, Zoom, and Microsoft Teams, along with HIPAA and GDPR compliance and SSO/SAML. Teams needing these connected capabilities may find the scope appropriate. Organizations seeking only basic case tracking, or unwilling to take on implementation and per-user costs, should compare narrower alternatives.
Your product? Our editors can test NewOrg Management System in depth and publish a review, labelled as paid · from $149/mo →
NewOrg Management System pricing
All 4 NewOrg Management System plans and prices →
NewOrg Management System fact sheet
| Free plan | No |
|---|---|
| Paid from | $125/user/mo |
| Case management features | Client records, service history, program progress, client coordination, secure portal entry, scheduling, referral tracking, documentation, billing and outcome reporting |
| Client portal | Yes |
| Mobile access | Not verified |
| Reporting tools | Custom |
| Deployment | Cloud |
| Documented integrations | Bullhorn, PayPal, DrFirst, SendGrid, MediRoutes, Regroup, Kibbi, Waystar, EqualWeb, Azure AD/Entra ID, Zapier, iCare, Google Maps, Zoom, Microsoft Teams, Stripe, ChatGPT, Daily, USPS, NetSuite, Sage |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | HIPAA, GDPR, SSO/SAML |
| Support | Email, Phone, Tickets |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Bullhorn, PayPal, DrFirst, SendGrid, MediRoutes, Regroup … See all → |
| Pricing | Paid (source) |
| Website | neworg.com |
| Facts checked | 24 Sep 2026 |
NewOrg Management System integrations
NewOrg Management System lists 20 integrations on its own site.
- Bullhorn
- PayPal
- DrFirst
- SendGrid
- MediRoutes
- Regroup
- Kibbi
- Waystar
- EqualWeb
- Microsoft Azure AD/Entra ID
- Zapier
- iCare
- Google Maps
- Zoom
- Microsoft Teams
- Stripe
- ChatGPT
- Daily
- USPS
- NetSuite
See all NewOrg Management System integrations →
Alternatives to NewOrg Management System
- Bonterra ApricotA nonprofit case management system that connects records, referrals, outcomes, and participant portals.8.8
- In-FormBroad nonprofit casework coverage with a free community tier and web-only access.8.6
- Bonterra PenelopeA configurable case-management system for organizations tracking client services and outcomes.8.4
See all NewOrg Management System alternatives →
NewOrg Management System vs the competition
- NewOrg Management System vs Bonterra Apricot
- NewOrg Management System vs In-Form
- NewOrg Management System vs Bonterra Penelope
- NewOrg Management System vs CommCare
- NewOrg Management System vs CHARMS
- NewOrg Management System vs CaseWorthy
Compare NewOrg Management System with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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