InfoFlo

InfoFlo

InfoFlo Solutions Inc
NewOrg

NewOrg

NewOrg Management System
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About

Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.

About

NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Small and medium sized businesses

Audience

Designed to fit with multi-program non-profit organization, across any sector

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20/month/user
Pricing depends on users and features
Free Version Not Supported
Free Trial Supported

Pricing

$350/month for 5 users
For more pricing details go to the pricing page on our web site.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.8 / 5
design 4.7 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • For our legal advocacy nonprofit, NewOrg is the core of our case management process. Its flexibility, user-friendly interface, and comprehensive platform make it possible for us to use one system to manage both case and donor activity. The highly customizable design allows our team to adapt forms, workflows, and reporting tools to match our changing program needs easily. The system supports efficient case and contact coordination with robust reporting features – all in a secure environment.
  • As a nonprofit, we researched a lot of softwares before choosing NewOrg. NewOrg was the only platform we found that met both our budget and our "wish list" features. If we could do it all again, we would choose NewOrg.
  • We’re incredibly grateful to the NewOrg team for their hands-on support throughout our onboarding process. From day one, they took the time to truly understand our nonprofit’s mission and unique needs. Their team walked us through every step, ensuring we felt confident and supported as we built out a case management system tailored specifically for our organization
  • Custom Reporting Customization of Features Ongoing support/ customer service Budget management and reporting
  • Customer service team is unmatched. They literally solve problems we bring to the meeting, during the meeting. Data matches every time. Reporting is clear. User experience for clients is way better than our previous system, reducing call times and email volume for our staff.
  • 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.
  • Attention by staff Questions and concerns addressed in a meaningful way The software is extremely easy to use The Reports function is one of the best I have used
  • I have had an outstanding experience with NewOrg! Their customizable software has greatly enhanced our client management system, making our processes more efficient and seamless. Working with the NewOrg team was always a pleasure. Nicholas was attentive, responsive, and incredibly knowledgeable. He took the time to address our questions and concerns, going the extra mile to ensure we maximized our system's capabilities. I highly recommend NewOrg for any organization looking for a reliable supportive partner in data and case management.
  • Professional and pleasant service, with smooth implementation process. The product is highly customizable and competitively priced. A great fit for not-for-profit and human services organizations.
  • The price point for NewOrg is the best we could find. The functionality and features are as good as the competition and the implementation was extremely easy. The customer support has been phenomenal.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

InfoFlo Solutions Inc
Founded: 2004
Canada
infoflo.one/non-profit-free-trial/

Company Information

NewOrg Management System
Founded: 2006
United States
www.neworg.com

Alternatives

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InfoFlo

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NewOrg

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Societ

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Foster Care Supported
Fundraising Supported
Grant Management Supported
Healthcare CRM Supported
Human Services Supported
Nonprofit Supported
Real Estate CRM Supported

Categories

Fundraising Supported
Human Services Supported
Nonprofit Supported
Speech Therapy Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Not Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Fundraising Features

Alumni Management Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Supported
Recurring Giving Supported
Volunteer Management Supported

Human Services Features

Case Management Supported
Certification & Licensing Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Supported
Donor Management Supported
Dues Management Not Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Patient Case Management Features

Activity Tracking Supported
Assessment Notes Supported
Billing & Invoicing Supported
Calendar Management Supported
Candidate Identification Supported
Case List Management Supported
Eligibility Verification Not Supported
HIPAA Compliant Supported
Medical History Records Not Supported
Patient Records Supported
Referral Management Supported
Treatment Planning Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Foster Care Features

Adoption Management Supported
Automated Reminders Supported
Available Families Database Supported
Case Management Supported
Checklists Supported
Child Intake Supported
Education Requirements Tracking Supported
Family Portal Supported
Foster to Adopt Supported
Online Applications Supported
Online Licensing Forms Supported
Payments Tracking Supported
Placement Management Supported
Reporting Supported
Respite Credits Tracking Supported
Treatment Management Supported

Grant Management Features

Compliance Management Supported
Contract Management Supported
Grant Application Management Supported
Grant Award Tracking Supported
Grant Opportunity Search Supported
Self-Registration Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Stakeholder Relationship Management Features

Community Investment Tracking Supported
Stakeholder Assessment Supported
Stakeholder Commitments Management Supported
Stakeholder Complaint Management Supported
Stakeholder Consultation Tracking Supported
Stakeholder Engagement Supported
Stakeholder Grievance Management Supported
Stakeholder Information Management Supported
Stakeholder Issues Management Supported
Stakeholder Mapping Supported

Donation Management Features

Campaign Management Not Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Not Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Fundraising Features

Alumni Management Supported
Auction Management Not Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Not Supported
Recurring Giving Supported
Volunteer Management Supported

Human Services Features

Case Management Supported
Certification & Licensing Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Patient Case Management Features

Activity Tracking Supported
Assessment Notes Supported
Billing & Invoicing Supported
Calendar Management Supported
Candidate Identification Not Supported
Case List Management Supported
Eligibility Verification Supported
HIPAA Compliant Supported
Medical History Records Supported
Patient Records Supported
Referral Management Supported
Treatment Planning Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

Speech Therapy Features

Assessment Management Supported
Billing & Invoicing Supported
Care Plan Management Supported
Insurance Management Supported
Patient Scheduling Supported
Progress Tracking Supported
SOAP Notes Supported

Integrations

Google Maps Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
Moodle Not Supported
PayPal Not Supported
Regroup Mass Notification Not Supported
SendGrid Not Supported
Waystar Not Supported
WordPress Supported
Zapier Not Supported

Integrations

Google Maps Supported
Microsoft Excel Supported
Microsoft Outlook Supported
Moodle Supported
PayPal Supported
Regroup Mass Notification Supported
SendGrid Supported
Waystar Supported
WordPress Not Supported
Zapier Supported