Manage Funding. Measure Impact. Plan Forward.

Clarity for every dollar, person, and priority.

Newmeris helps nonprofits and growing organizations plan resources, track budgets, and make smarter decisions with a cleaner, connected view of operations.

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1 View
Connected ops
Faster
Planning cycles
Less
Reporting friction
Executive Overview
Operational planning dashboard
Healthy
Budget Allocated
$2.4M
74% of annual plan
Team Capacity
81%
Balanced utilization
Priority SnapshotQuarterly focus
Program Delivery82%
Grant Reporting68%
Hiring & Staffing54%
Technology Upgrades40%
Who it's for

Built for one organization — from solo to enterprise

Newmeris is a connected workspace for a single organization. Start with one account and invite teammates as you grow — so the people who gather and maintain operational data keep leadership informed from one connected source of truth, whether that's you alone or a team spread across departments.

Operations Director / Manager

The operator who owns budget, staffing, and program oversight. Newmeris gives them one place to track every account, see capacity, and prepare executive-ready reporting without juggling disconnected tools.

Your data-gathering role

Whoever on staff is responsible for gathering data to disseminate for executive staff — compiling grants, expenses, staffing, and milestones into one location so leadership gets a clean, current picture without chasing it down.

A simpler system for complex decisions

Replace fragmented spreadsheets and disconnected reporting with one polished workspace for planning, visibility, and alignment.

Resource Planning
See how people, budgets, and time are allocated across teams, projects, and programs.
Budget Visibility
Track spending against priorities and make adjustments before issues compound.
Capacity Management
Understand bandwidth, constraints, and workload before bottlenecks slow delivery.
Executive Dashboards
Give leadership a cleaner, decision-ready view without manual reconciliation.
Workforce Planning

Plan your people with the same rigor as your budget

Newmeris includes built-in tools for succession planning and structured performance reviews — so your organization is always prepared for what's next.

Succession Planning

Identify critical roles, assess succession risk, and track successor readiness — so leadership transitions never catch your organization off guard.

Risk Assessment — Flag critical, high, medium, and low succession risk for every key role
Successor Tracking — Document named successors and their current readiness level
Development Plans — Capture development steps to prepare successors for their next role
Critical
Risk tracking
Ready Now
Readiness levels
All roles
Organization-wide

Mid-Year & Year-End Reviews

Run structured staff performance reviews on a consistent cadence. Build custom templates, collect responses, and track completion — all in one place.

Custom Templates — Design review forms with text, rating, yes/no, and multiple choice questions
Mid-Year & Year-End — Support both review cycles with cycle-specific templates and tracking
Response Management — Capture, view, and acknowledge submitted reviews with an overall rating
2 cycles
Mid & Year-End
Custom
Question types
1–5 ★
Rating scale

How it works

Newmeris is built to help teams move from scattered planning to clear operational visibility in a few simple steps.

1
Add your operating data
Enter or import budgets, staffing details, program activity, and planning inputs into one workspace.
2
See the full picture
View budgets, capacity, priorities, and performance together so leaders can spot pressure points faster.
3
Act with confidence
Use dashboards and reporting to make faster decisions, align teams, and communicate priorities clearly.

See Newmeris in action

One connected workspace for planning, tracking, and reporting. Built for teams that need clarity on budgets, people, and priorities.

Executive Dashboard

Real-time operational oversight

Active Grants

12

+2 this month

Budget Allocated

$2.4M

74% spent

Team Capacity

81%

Balanced

On-time Deliverables

94%

+5% YoY

Upcoming Milestones

Next 30 days

Grant Application Due

Mar 15

On track

Q1 Report Submission

Mar 31

In progress

Staff Review Cycle

Apr 5

Planning

Budget Overview

By category
Personnel68%
Programs82%
Operations55%

Grant Tracking

Manage all grants from prospecting to completion

  • Status tracking
  • Budget allocation
  • Milestone management

Resource Planning

See who's working on what and how fully utilized your team is

  • Staff allocation
  • Capacity planning
  • Utilization reports

Executive Reporting

Generate clear reports for boards, funders, and leadership

  • Automated dashboards
  • Custom reports
  • Data export
Team Collaboration

Start solo. Scale to your whole organization.

Every Newmeris workspace belongs to one organization. Run it by yourself today, then invite colleagues as your team grows — each member signs in with their own credentials, and you control what they can do.

Your workspace

A

Account Owner

You

Full access
+

Invite a teammate

Add members as your organization grows

Editor
One seat today · Invite teammates as you grow — from a single operator to a full organization.

Run it solo or invite teammates

Start with one account and add colleagues when you're ready — everyone works from the same up-to-date data, with no version chaos or manual reconciliation.

Each member signs in securely

Teammates log in with their own credentials and see the organization's shared information.

You assign Editor access

Owners control who joins and what they can do. Members get Editor access by default and can collaborate on the same records.

Shared, real-time data

Changes one teammate makes appear for everyone, so leadership stays informed from one connected source of truth.

Simple pricing for business, nonprofit, and enterprise teams

Choose the plan that matches your organization type. Simple annual subscription.

Most Popular
Business
$2,500/year

Billed annually

For companies that need stronger operational visibility, planning speed, and executive-ready reporting.

1 owner + up to 1 additional member. Need more? See Enterprise.
  • Resource planning dashboard
  • Budget tracking and visibility
  • Capacity planning
  • Executive reporting
Nonprofit
$1,000/year

Billed annually

For mission-driven teams that need cleaner grant, staffing, and program visibility without added complexity.

1 owner + up to 1 additional member. Need more? See Enterprise.
501(c) documentation upload required to verify nonprofit eligibility.
  • Resource planning dashboard
  • Budget and grant visibility
  • Program and staffing insight
  • Board-ready reporting
Coming soon
Enterprise
Custom

Tailored pricing for larger organizations

For multi-team organizations that need enterprise-wide alignment, advanced permissions, and scaled planning across departments.

  • Everything in Business
  • Advanced roles & permissions
  • Cross-department visibility
  • Dedicated onboarding

We're building this out — contact us to learn more.

ROI Calculator

See what better operational visibility could return

Estimate the value of fewer manual hours, simpler tooling, and faster leadership decisions. Even small workflow gains can create meaningful annual return.

Assumes stronger labor efficiency, software consolidation, and executive time recovery.

Hours saved per week12
040
Average hourly rate$55
$15$250
Tools reduced2
010
Leadership hours recovered6
020
Estimated Return
Based on business workflow assumptions
Live Estimate
Monthly estimated savings
$5,380
Annual estimated savings
$64,560
Annual platform cost
$2,500
Estimated ROI
2,482%
Net annual value
$62,060
Break-even
1 mo
Savings multiple
25.8x

Live estimate based on manual time savings, tool consolidation, and reclaimed leadership capacity. Final ROI will vary by team size, process maturity, and implementation scope.

Built to feel clean, fast, and decision-ready

Newmeris gives your team a polished operating layer for planning, prioritization, and leadership reporting—without adding unnecessary complexity.

Reduce
manual reporting overhead
Improve
cross-team alignment
Protect
mission and margin
Move
faster with confidence

Frequently asked questions

A better way to plan, prioritize, and perform

Whether you are managing donor-funded programs, internal operations, client delivery, or cross-functional teams, Newmeris helps connect resources to results.

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