Nonprofit Case Management Software Your Team Will Love

Notehouse is affordable, intuitive case management software for nonprofits and community organizations, built to track clients, manage cases, and demonstrate impact without the complexity.

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Built for the Way Nonprofits Work

Team-Wide Collaboration

Everyone on your team can access and update client records in real time — no more duplicate spreadsheets.

Track Outcomes Easily

Use custom fields and tags to capture the data you need for grant reporting and program evaluation.

Quick Setup, No IT Required

Import existing data from CSV or Excel and get your team up and running in hours, not months.

Secure & Compliant

HIPAA and GDPR compliant with encryption, access controls, and audit logs to protect client data.

See how Notehouse can simplify your workflow.

See All Features Try Notehouse 14 days free

Get Started in 3 Steps

Create your free account

Sign up in 30 seconds — no credit card, no IT department needed. Your 14-day trial includes every feature and unlimited team members.

Import your client records

Upload your existing client data from a CSV or Excel file. Invite your team, assign roles, and organize clients by program — all in one afternoon.

Log your first interaction

Open a client profile and record a service, meeting, or note. Tag it by program, attach a document, and see how easy reporting becomes.

Nonprofit Case Management Software Built for Impact

Everything about a client in one place

Notehouse is nonprofit case management software that pulls notes, documents, and service history into one clean record. Your whole team works from the same up-to-date information instead of duplicate spreadsheets, so no client and no detail falls through the cracks.

Reporting funders actually want

Capture outcomes with custom fields and tags, then export the data you need for grant reports and board updates. Good case management software for nonprofits makes demonstrating impact easy, not painful.

Set up in an afternoon, not a quarter

There is no IT project and no certification required. Import your existing client records from CSV or Excel, invite your team with role-based permissions, and get going the same day. Notehouse is HIPAA-compliant and GDPR-compliant out of the box.

Priced for lean budgets

Notehouse was built with small nonprofits in mind. Start a free 14-day trial with no credit card, explore the full feature set, and visit the pricing page for affordable plans with no setup fees.

Trusted by Nonprofits Like Yours

Amazing software!

Notehouse has been a lifesaver for our small nonprofit! We have so appreciated the support and guidance, and how easy it has been to navigate and use! Best software for notetaking and data management out there!

Rebecca D.

Director of Advocacy

Notehouse gets it done

We are a small regional nonprofit serving the homeless population with prevention. We use Notehouse to track intake information, needed documents, and outcomes. It's simple, but user-friendly. Using it doesn't interfere with the work. You can make changes as your work evolves and create reports easily to capture the data you need. There is a minimal learning curve, and it is economical for a tiny nonprofit like it.

Carolyn A.

Executive Director

The best ever!

It's super functional and easy to use and it meets all of our needs! The pros of Notehouse is the price! as a nonprofit we don't have a lot of funding so this is perfect. It's also very user-friendly.

Marina N.

Client Services Coordinator

Notehouse served us very well

We are extremely pleased with our overall experience and the customer service helpfulness and timely communication with us. Very user friendly, not complicated system that provided documentation and information storage necessary.

Kristie I.

Executive Director

Great product!

The software is very user-friendly. It makes doing my job a lot easier! I have had nothing but a positive experience!

Nicole K.

Social Worker

A+, 5 Stars, So easy to use

Excellent. No complaints. I appreciated the HIPAA update for our clients. The pros are it's easy to navigate! I appreciate being able to attach screenshots and add important dates.

Bree B.

Housing Case Manager

Questions & Answers

Is Notehouse secure enough for client data?+

Yes. Notehouse is HIPAA and GDPR compliant with end-to-end encryption, role-based access controls, and audit logging. I also offer a signed Business Associate Agreement (BAA) for organizations that need one.

Can I import data from my current system?+

Yes. You can import client records from CSV or Excel files. Most nonprofit teams complete the migration in under an hour with no technical help needed.

Why should I switch from spreadsheets?+

Spreadsheets lack security, are hard to share across a team, and make reporting painful. Notehouse gives you searchable records, real-time collaboration, deadline tracking, and one-click exports — without the complexity of enterprise software.

Is Notehouse affordable for nonprofits?+

Absolutely. Notehouse is nonprofit case management software built for small teams and limited budgets. I offer a free 14-day trial and affordable plans designed for organizations of every size. Visit the pricing page for details.

Does Notehouse work on mobile devices?+

Yes. Notehouse works in any mobile browser so your team can log interactions, review client records, and check deadlines from anywhere — no app download required.

Can multiple staff members use it at the same time?+

Yes. Notehouse supports team-wide access with role-based permissions. Everyone sees the same up-to-date records while you control who can view and edit sensitive information.

Give Your Nonprofit the Tools It Deserves

Start your 14-day free trial today. No credit card required.

Try Notehouse 14 days free

Guides & Resources

Case Management Best Practices for Nonprofits

Effective case management is the backbone of any successful nonprofit. Learn key strategies for keeping client information organized, maintaining compliance, and improving outcomes.

What Is the Best CRM for Non-Profit Organizations?

Get to know the best CRM for non-profit organizations and see how the right tool can streamline your operations. And you know what? Notehouse does it all.

5 Reasons Why Simplicity Should Be Non-Negotiable in Nonprofit Software

Complex software slows nonprofits down. Here are five reasons why choosing simple, intuitive tools leads to better adoption, less burnout, and more time spent on your mission.