Last Updated
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.
Overall Rating
Based on 11 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Notehouse Specifications
- Task Assignment and Tracking
- Alerts/Notifications
- Customizable HR Workflows
- Employee Database Management
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
Disclaimer: Pricing is subject to change.
Notehouse Integrations
Information regarding Notehouse software integrations is not publicly available.
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
Narrative-Based Notes
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.
Collaborative Workspace
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.
Sticky Notes And Reminders
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.
Customizable Tag System
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.
HIPAA-Compliant Security
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.
User Roles And Permissions
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.
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
Total 11 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars64%
4
Stars36%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Non-Profit Organization Management, 11-50 employees
Less than a year
“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
Human Resources, 11-50 employees
Less than a year
“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
Civic & Social Organization, 11-50 employees
Less than 6 months
“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
What types of pricing plans does Notehouse offer?
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.
What other apps does Notehouse integrate with?
Details about Notehouse's software integrations have not been publicly disclosed.
Who are the typical users of Notehouse?
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.
What language does Notehouse support?
Notehouse currently supports English.
Does Notehouse offer an API?
Information about its API is not available.
Does Notehouse have a mobile app?
No, it does not have a mobile application.
What level of support does Notehouse offer?
Notehouse offers support through email.