Notehouse

Notehouse

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Overview

Notehouse software provides intuitive case management and note-taking, significantly streamlining workflows for human service professionals. Even though the platform may feel limited for teams needing advanced features, its user-friendly interface and robust HIPAA compliance offer immense value, addressing critical needs for secure and accessible client information.

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Starting Price
Custom

Notehouse Specifications

Task Assignment and Tracking

Alerts/Notifications

Customizable HR Workflows

Employee Database Management

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What Is Notehouse?

Notehouse is an intuitive customer relationship management (CRM) and case management software designed to simplify client data management and note-taking for human service organizations. This Notehouse software empowers users to maintain organized records with narrative-based notes, ensuring all conversations and appointments are easily searchable and sortable. Its collaborative platform allows teams to share information seamlessly, enhancing communication and ensuring everyone is informed about client interactions and case progression.

Notehouse Pricing

Notehouse offers the following pricing plans:

  • Monthly Plan: $14/user/month
  • Yearly Plan: $144/user/year
Choose a Notehouse pricing plan that fits your team's size and budget.

Disclaimer: Pricing is subject to change.

Notehouse Integrations

Information regarding Notehouse software integrations is not publicly available.

Watch the Notehouse demo to learn more about its integration arrangements.

Who Is Notehouse For?

Notehouse is ideal for several professionals and teams including:

  • Social workers
  • Counselors and therapists
  • Case managers
  • Direct-service teams
  • Nonprofit staff
  • School support teams
  • Human service professionals

Is Notehouse Right For You?

If an organization seeks an affordable, user-friendly, and HIPAA-compliant CRM solution tailored specifically for case management and note-taking, Notehouse is an excellent fit. Notehouse features excel in supporting nonprofits, educational institutions, and social service providers by simplifying complex client interactions and ensuring data security. Its design prioritizes ease of use and accessibility.

Still doubtful if Notehouse is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Notehouse Features

This core Notehouse feature provides a straightforward meeting note taker with searchable, sortable, and easy-to-read narrative notes. Users can effortlessly track conversations, appointments, and meetings, ensuring critical client information is always accessible and organized for efficient review and follow-up, streamlining documentation.

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Designed for team environments, Notehouse fosters seamless collaboration by enabling users to share information across the whole team. This ensures everyone is informed about who took which note and when, promoting transparency and coordinated client care, vital for multi-person case management.

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The system includes helpful sticky notes that remain visible, keeping essential information and reminders front and center, always. These digital sticky notes never fall off, ensuring important details are always readily available, aiding in efficient task management, and ensuring no critical information is overlooked.

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Users gain control over their data tracking with Notehouse’s customizable tag-based system, allowing for unlimited tags. This feature enables flexible, user-defined categorization of anything from demographics to outcomes, making tracking and analysis simple and efficient, tailoring the platform to specific workflow needs.

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Notehouse prioritizes data safety, operating as a HIPAA-compliant case management platform built on secure servers. It employs state-of-the-art safeguards to protect sensitive client information, ensuring user data remains private, secure, and accessible only to authorized team members, building crucial trust.

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Notehouse allows organizations to control data access through custom user permissions and assigned roles. This feature ensures that each team member has the appropriate level of access for their specific role, enhancing data security, and maintaining confidentiality within the collaborative workspace.

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Pros And Cons of Notehouse

Pros

  • Quick to set up and start using

  • Great support from real people

  • Clean and simple layout

Cons

  • Search filters don’t auto-save

  • Can’t mark clients active/inactive easily

Notehouse Reviews

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K

Kristie

Non-Profit Organization Management, 11-50 employees

Less than a year

5.0
June 2025

Did an excellent job for us

Pros

It met all our needs perfectly. The system is very user friendly, not complex at all and provided the necessary documentation and information storage. Plus Notehouse stored important and detailed client records that were easy to access and retrieve.

Cons

We eventually outgrew it as we needed additional tools due to our organization's growth but I was really happy with everything it offered us.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

DA

De Anna

Human Resources, 11-50 employees

Less than a year

4.0
November 2024

User-friendly and reliable

Pros

I love how simple it is to use. Plus the tech support is always approachable, quick to investigate issues and resolves them swiftly.

Cons

It would be really helpful if you could sort clients by the most recent modifications. Also I wish there was an option to export more data.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

8

Functionality

8

B

Bree

Civic & Social Organization, 11-50 employees

Less than 6 months

5.0
September 2024

Truly an exceptional tool

Pros

Navigating through it is a very simple task. And I really like being able to attach screenshots and include key dates.

Cons

It can be a bit annoying when the system goes down for updates but I completely understand and appreciate the improvements.

Rating Distribution

Ease of use

8

Value for money

9

Customer Support

9

Functionality

8

Frequently Asked Questions

Notehouse price options suit different team sizes and budgets. You can choose the Monthly Plan at $14 per user or save with the Yearly Plan at $144 per user annually. You can get a custom Notehouse cost quote based on your requirements.

Details about Notehouse's software integrations have not been publicly disclosed.

Notehouse is well-suited for a variety of professionals and teams, such as social workers, counselors, case managers, direct-service teams, nonprofit staff, school support teams, and other human service professionals.

Notehouse currently supports English.

Information about its API is not available.

No, it does not have a mobile application.

Notehouse offers support through email.