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.png "Our Software (7)")
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Client and Case Management
Our HIPAA, PIPEDA, and GDPR-compliant system allows flexible customization for managing multiple complex programs, granting user-specific permissions, and capturing data from any device. It supports comprehensive reporting, stores electronic files and signatures, and eliminates paper processes. Additionally, you can customize fields, forms, services, activities, surveys, and testing tools to fit your organization's needs.
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Volunteer Management
Our public-facing web portal can be tailored to your needs, featuring easily configurable application forms, document import capabilities, and additional pages for capturing skills, interests, and availability. Manage multiple event registration calendars, electronic check-in/check-out, and combine open slots with restricted groups, with automatic email confirmations and follow-ups.
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Complex Client ServicesNewOrg allows reporting and filtering on any field with powerful and easy-to-configure pre/post-testing. You can edit data with one click, drill down to source records, and dynamically regroup report fields. Reports feature bar and pie charts, summary and pivot tables, and can be exported in multiple formats, including CSV, with a single click.
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Donors/Donation ManagementEffortlessly segment and profile your donors to develop targeted campaigns using advanced management tools and insightful reports. Build campaigns tailored to donor engagement and donation history, with features like seamless online donations, event registration, secure credit card processing, and customizable receipts. Streamline pledge management, eliminate double entry with accounting system integration, and harness the power of mass email tools and flexible reporting to enhance your campaign performance.
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Client/Volunteer PortalsNewOrg provides a custom web portal tailored to your needs, featuring volunteer, client, and inquiry forms, personal contact updates, even registration with payment processing, multiple activity calendars, and secured document uploading. The portal also supports creating and recording events, as well as granting access to document access to document folders based on permissions.
.svg "Untitled design (6)")
An unbelievable development team that not only tolerated numerous and tedious requests but went out of the way to customize a product that works best for us. Because of NewOrg we have been able to reassess and revamp our operations and programs to not just manage better but to help our clients better. Producing data for funding sourcing has improved greatly as well.
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