--- title: "Notehouse Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Notehouse Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more." source_url: "https://www.capterra.com/p/182626/Notehouse/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Notehouse Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Notehouse ## What is Notehouse? Notehouse supports nonprofit organizations with a secure, easy-to-use system for documenting ongoing programs and individual support. Teams use Notehouse to organize notes, track important context, and reduce information loss across staff transitions. The platform is designed to fit real nonprofit workflows, helping teams stay organized and consistent without rigid structures or bloated systems. ## What is Notehouse used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Note-Taking](https://www.capterra.com/note-taking-software/) Top alternative Featured Overall rating Based on 111 user reviews Reviews sentiment Positive 95% Neutral 3% Negative 2% Starting price $12 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Notehouse?[Manage this product listing](https://www.g2.com/products/notehouse/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Notehouse 4.7 (111) VS. [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting Price $12 Per User, Per Year Starting Price $250 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (111) Ease Of Use 4.6 (1,936) Value For Money 4.7 (88) Value For Money 4.8 (1,187) Customer Service 4.7 (83) Customer Service 4.9 (1,043) ## Notehouse alternatives [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $179.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [Microsoft OneNote](https://www.capterra.com/p/227211/Microsoft-OneNote/) [4.6 (1,986)](https://www.capterra.com/p/227211/Microsoft-OneNote/reviews/) Starting price $7.20 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227211/Microsoft-OneNote/) [View all alternatives](https://www.capterra.com/p/182626/Notehouse/alternatives/) ## FAQs about Notehouse Overview ### What problems does Notehouse solve? Notehouse solves scattered client documentation, hard-to-find interaction histories, and time-consuming paper or document-based recordkeeping by centralizing notes, dates, tags, attachments, and searchable client records. Social workers, therapists, case managers, HR professionals, nonprofit teams, and small firms benefit from faster documentation, shared case context, and better follow-up planning. Answer based on 71 reviews Overview ### Which roles and teams benefit most from Notehouse? Notehouse is most used by social workers, case managers, counselors, and program coordinators who document client interactions, track cases, and organize service plans. Program directors, executive directors, and nonprofit leaders oversee program activity and reporting, while attorneys and police social workers maintain structured records for coordination, referrals, and follow-up. Answer based on 111 reviews Overview ### What company size and industries is Notehouse built for? Notehouse is built for small nonprofit organizations, counselors, managers, and social workers, with 90% of reviewers from small businesses. Its leading industries are Non-Profit Organization Management (17%), Mental Health Care (11%), and Individual & Family Services (10%). It also serves enterprise organizations (6%) and midsize businesses (4%). Answer based on 111 reviews Features and Usability ### What are the key features of Notehouse? Notehouse includes core case management tools for client management, case notes, contact records, and activity tracking. Reviewers most often discuss note taking, client notes, tagging, and search/filter tools for organizing and retrieving information. Differentiator features include role-based permissions, HIPAA compliance, document management, reminders, and calendar-based scheduling. Answer based on 47 reviews Limitations ### Does Notehouse have bugs or reliability issues? Notehouse generally provides a stable, straightforward experience for daily documentation, and its support team responds clearly when problems arise. Some users encounter occasional slow loading, login glitches, update-related downtime, or less accurate speech-to-text. Teams with complex workflows may also find search, sorting, help documentation, and customization options limited. Answer based on 27 reviews Pricing ### How much does it cost and what fees or limitations are included? Notehouse offers annual billing at $12 per user per year, with a free trial available. Reviewers generally describe the price as fair and affordable for small organizations, though some find the software too simple for therapeutic practice, noting that it lacks built-in therapy documentation templates and requires users to maintain their own. Answer based on 16 reviews Getting Started and Support ### What training and onboarding options does Notehouse offer? Notehouse provides live online sessions, webinars, documentation, and videos. Live online sessions and webinars support guided training, while documentation offers written reference material and videos provide visual walkthroughs for teams that prefer self-paced learning and setup guidance. Answer based on 8 reviews Getting Started and Support ### What customer support options does Notehouse offer, and how do users rate the experience? Notehouse offers Email/Help Desk, FAQ/Forum, and a Knowledge Base. Users commonly describe support as responsive, friendly, and effective at resolving issues quickly, with clear follow-up communication. Some users, however, report limited built-in help resources, slower responses in isolated cases, and difficulties getting onboarding or account-access questions resolved. Answer based on 26 reviews Features and Usability ### How easy is Notehouse for taking case notes? Notehouse makes case note-taking simple with organized client records, tags, search, editable entries, and optional voice dictation. Social workers, therapists, school staff, and small teams value its focused interface and quick access to past notes. Some users want easier printing, more date controls, and expanded calendar or form features. Answer based on 28 reviews ## See trending topics mentioning Notehouse [Per-user or flat-rate pricing: which human services case management software costs less for a nonprofit with three caseworkers?](https://www.capterra.com/human-services-software/trending-topics/per-user-or-flat-rate-pricing-which-human-services-case-management-software-costs-less/) Last updated on October 26, 2026 ### Per-user or flat-rate pricing: which human services case management software costs less for a nonprofit with three caseworkers? Answered by Capterra Research Analyst Team [Is it worth moving a small nonprofit off spreadsheets and paper files to case management software, and which is easiest to switch to?](https://www.capterra.com/human-services-software/trending-topics/is-it-worth-moving-a-small-nonprofit-off-spreadsheets-and-paper-files-to-case-management/) Last updated on October 26, 2026 ### Is it worth moving a small nonprofit off spreadsheets and paper files to case management software, and which is easiest to switch to? Answered by Capterra Research Analyst Team ## Features AI summary Based on 4,572 Nonprofit reviews Capterra data shows that buyers of nonprofit software rank the following features as their top priorities: - **Electronic Payments** (**64%** of reviewers rated this feature as critical) - **Credit Card Processing** (**64%**) - **Fundraising Management** (**49%**) Notehouse supports **Fundraising Management**, but it does not include **Electronic Payments** or **Credit Card Processing**. Instead, it offers other features that reviewers also rate highly, including **Member Database** (**57%**) and **Donor Management** (**54%**). These capabilities help nonprofits keep supporter records organized, track donor relationships more closely, and manage fundraising efforts more effectively, helping businesses maintain stronger outreach and donor retention. Client Management 4.7 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Access Controls/Permissions 4.7 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Contact Management 4.9 (11) 90.91% of 11 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Case Notes 4.7 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Goal Setting/Tracking 4.8 (10) 60.00% of 10 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Customizable Fields 4.7 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Notehouse 63 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Employee Management: Track employee schedules, availability, and performance across projects and tasks - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Nonprofits: Software specialized for non-profit organizations - Full Text Search: Search for specific words or phrases within a document or database - Fundraising Management: Activities related to raising money for a specific cause - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Management: Monitor application statuses, proposals and award funds - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Medical History Records: Records of patients' medical history - Meeting Notes: Create and share notes/annotations taken during meetings - Member Database: Add, store and access information pertaining to members - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Multi-Device Support: Support multiple types of devices - Multi-Location: Manage and support multiple locations - Notes Management: Allow users to create, edit, and sort multiple notes - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real-Time Reporting: Active reporting of data and metrics - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Session Notes: Private client session notes for coaching, therapy, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (111) 4.3 Based on 111 reviews ## Pricing Value for money 4.7 (88) Free Trial [View pricing plan details](https://www.capterra.com/p/182626/Notehouse/pricing/) Notehouse Annual Billing $12.00 Per User,Per Year It includes: - Add Admin and Standard Users - Import Client Lists for Bulk Upload - Export a Client’s File Including All Written Notes - Add Users Who Can Only Edit Clients to Whom They Are the Assigned Manager - Attach Files and Documents to a Note - Export Client Lists Based on Your Pre-Set Criteria - Add “view Only” Users Who Can Only See Client Lists but Not Detailed Information or Notes - Voice-to-Text Note Taking - Tracking of Important Dates Notehouse Monthly $14.00 Per User,Per Month Value for money 4.7 (88) 4.7 Based on 88 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (83) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (83) 4.7 Based on 83 reviews ## User reviews Overall rating 4.7 Based on 111 reviews Filter by rating Counts reflect reviews available in this feed. 5(88) 4(18) 3(3) 2(1) 1(1) Mentioned topic Recent reviews first, then most helpful Kayla C. Student director Used the software for: Less than 1 year ### "Notehouse rocks" 5.0 August 12, 2026 Pros Note house has been such a great tool to use. It combines data sharing, great security features and communication. Cons Notehouse has bugs and issues sometimes when uploading software. Through time it gets easier but it can be hard to navigate. MJ Marketing JR Marketing JR Used the software for: I used a free trial ### "Simple and easy client note tracking" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 2/10 August 5, 2026 Notehouse is a reliable and affordable tool for anyone who wants a plain, simple way to track client notes. It skips the confusing extra features of bigger programs, making it great for small teams that just want to log their daily work quickly and get back to helping people. Pros Notehouse is quick to learn and very easy to use. It helps small teams and non-profits keep notes, dates, and documents neatly organized in one place for each client. You can use voice typing to save time, and it keeps sensitive client information safe without costing a lot of money. Cons It is very basic, so it lacks complex tools, automated steps, and detailed reports. The design is simple, and finding old information can sometimes feel a bit slow if you have a massive amount of client records. SH Samuel H. Admin Assistant Used the software for: Less than 1 year ### "Exactly What Our Team Needed" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 June 16, 2026 Finally found a case note system that just works. Been using Notehouse for a while now and it's simple, clean, and doesn't try to do too much. If you're a social worker, case manager, or therapist juggling a ton of clients, this is worth a look. Setup is quick, the tagging system is useful, and customer support is actually responsive which is rare these days. Pros It's genuinely just... easy? Like I was up and running within an hour which I was not expecting. I have about 40-something clients I manage and keeping track of notes and follow-ups used to be a whole thing. Now it's pretty much fine. The tagging system is lowkey underrated, I use it constantly to pull specific groups. Also reached out once about a login issue and someone actually got back to me same day which was nice. Cons The search could use some work, especially when you're trying to dig through older notes. Sometimes it feels like you have to already know what you're looking for. Also a few of my coworkers struggled a bit when they first joined, the help docs are kind of bare. Nothing dealbreaking but could be smoother. RP Ruth P. Virtual Assistant Used the software for: Less than 1 year ### "Simple, affordable, and gets the job done" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 10, 2026 It does exactly what it's supposed to do. It's reliable, easy to learn, reasonably priced, and helps keep client information organized without adding unnecessary complexity. For organizations that need a straightforward case note and record management solution, it's definitely worth considering. Pros Notehouse has been a solid fit for our team because it focuses on what we actually need instead of packing in a bunch of features we'll never use. Keeping track of client notes, interactions, and records is straightforward, and the interface is easy enough that most people can pick it up without much trouble. One thing I appreciate is that it doesn't feel overwhelming. Everything is organized in a way that makes sense, and finding the information I need is usually pretty quick. For smaller organizations or growing teams, it offers a good balance between functionality and affordability. Cons The reason I'm giving it 4 stars instead of 5 is that searching through larger amounts of data can sometimes be a little clunky. There have also been a few moments where onboarding new team members took longer than expected because the built-in help resources are somewhat limited. ES ERP Supervisor ERP Supervisor Used the software for: 1-3 years ### "Reliable for keeping notes on a client's information." 5.0 June 7, 2026 Notehouse is good for what it's meant for, working with client interactions and planning activities for a medium sized team like ours. It does its job well with records without being overloaded with features that we don't need. There is room for improvement, but it's already in place and is just fine for the time being, particularly with respect to search and onboarding resources. All in all, it's a decent solution which makes sense without being too complicated for our developing company. Pros Notehouse's ability to help find and manage client notes and health records is something that's very important to us in our business. These records are accessible for us to use in planning personalized activities, which saves our time. When everyone is working on a lot of things, it's important that the interface be simple enough for our staff to master without having to be taught. Since we are a smaller organization, it is fairly priced as well. Cons When there's plenty of client data to search, the search functionality seems restrictive, and retrieving specific notes is somewhat less efficient. Also, it takes longer to get new team members to use the platform than I expected. It could use better help resources within the system to speed up learning. Security settings work and may be more flexible to cater for evolving team member roles. AD Administrator Administrator Used the software for: 1-3 years ### "Reliable and Simple for Long-Term Use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 22, 2026 Notehouse is a great, simple tool that does exactly what I need it to do. It has been my go-to for clinical notes for a long time now. Pros I have used Notehouse for 2 years and it has been a consistently reliable tool for keeping my notes organized. Cons The searches should be auto saved until it is reset, but it's not that much of a concern because overall it's good enought. CM case manager case manager Used the software for: 3-5 years ### "its okay when it works " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 March 23, 2026 Pros easy and simple to use. no complicated pathways to find information or documents for each case. straight forward Cons constant outages and doesn't load the home screen often. it comes frustrating being unable to record case notes in real time, also risks our legal obligations DD Deputy Director Deputy Director Used the software for: 3-5 years ### "Notehouse Easy to use without breaking the bank" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 23, 2026 Our organization has been using this system for years. It is a cost-effective, easy-to-use solution for agencies that primarily need case notes without unnecessary features or added complexity. Pros Great value for the money, easy to use, reliable, and perfect for everyday needs esepcialyy for smaller organizations. Cons The printing function works, but it is not easily accessible and can be difficult to figure out. Adding a simple, easy-to-find print button for notes would be great, especially since we are required to keep both electronic and paper copies. PD Program Director Program Director Used the software for: 3-5 years ### "Still like the product!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 23, 2026 We still appreciate the ease of using this program and they have been good to work with. Attentive to our emails and questions. We appreciate the pricing as well. Pros We do like the new format and the ease of use. They continue to be very attentive to issues that come up and assist in a timely manner. Cons The rollout to the new look wasn't thoroughly communicated to us so there were a few glitches in changing over. ED Executive Director Executive Director Used the software for: Less than 1 year ### "It's a Great Service For Smaller Groups" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 19, 2026 It's been great. The customer service is fairly quick to respond. I do wish there was a chat feature or a number to call when there are access emergencies. Pros I like how simple it is, it's user-friendly. We have a small team, so it has been beneficial to keep us organized while we grow our case management program. Cons I have had team members comment on how there are some features missing to help better organize case management. It would be nice if there were a space for goals to be input/ tracked, and a separate space for daily case notes. [View all Reviews](https://www.capterra.com/p/182626/Notehouse/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Notion vs Notehouse](https://www.capterra.com/compare/182626-186596/Notehouse-vs-Notion)[Google Keep vs Notehouse](https://www.capterra.com/compare/182626-233847/Notehouse-vs-Google-Keep)[Sumac vs Notehouse](https://www.capterra.com/compare/144095-182626/Sumac-vs-Notehouse) [CharityTracker vs Notehouse](https://www.capterra.com/compare/132388-182626/CharityTracker-vs-Notehouse)[Bonterra Apricot vs Notehouse](https://www.capterra.com/compare/123342-182626/Bonterra-Case-Management-vs-Notehouse)