Notehouse

Case Management Software That Nonprofits Love

Notehouse gives your team an affordable, intuitive platform to track clients, manage cases, and demonstrate impact — without the complexity.

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St. Aidan's SocietyBy Peaceful WatersRosenberg Housing AuthorityRenew HopeSan Diego County Office of EducationSenior LifeCare ConsultantsSt. Augustine PrepThe Teen ProjectSalute to Home
St. Aidan's SocietyBy Peaceful WatersRosenberg Housing AuthorityRenew HopeSan Diego County Office of EducationSenior LifeCare ConsultantsSt. Augustine PrepThe Teen ProjectSalute to Home

Built for the Way Nonprofits Work

Case Management Software That Nonprofits Love
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.

Get Started in 3 Steps

Built for the Way Nonprofits Work
1

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.

2

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.

3

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.

Trusted by Nonprofits Like Yours
5 stars

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

5 stars

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

5 stars

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

5 stars

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

5 stars

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

5 stars

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

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.
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.
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.
Absolutely. Notehouse was built with nonprofits in mind. I offer a free 14-day trial and affordable plans designed for small teams and limited budgets. Visit the pricing page for details.
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.
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.

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Guides & Resources

Powerfully Simple Case Management You'll Actually Use

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Stars

4.7 stars from 101 customers reviews

Notehouse

Case Management Software for nonprofit leaders, counselors, managers, and social workers.

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