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Sumac vs Notehouse Comparison (2026)
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Overview
Simplify Human Service Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.
Notehouse supports nonprofit teams with a secure, flexible system for documenting ongoing work without unnecessary complexity. By centralizing records, notes, and files, nonprofits can maintain continuity, reduce information loss, and support consistent documentation across teams and programs.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.4
132
5
4
3
2
1
69
50
9
3
1
- Value for money
- Ease of use
- Features
- Customer support
4.7
111
5
4
3
2
1
88
18
3
1
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Rodrigo M.
Pograms Manager
Rodrigo M.
Pograms Manager
Maryam J.
Youth Outreach Worker
Pros
Elisabetta M.
Marketing JR
Sam H.
Admin Assistant
Elisabetta M.
Marketing JR
Cons
Maryam J.
Youth Outreach Worker
Rodrigo M.
Pograms Manager
Nancy M.
Director
Cons
Ruth D.
Virtual Assistant
Shelly H.
case manager
Muna N.
Event Planner
- Vendor responds to reviews
- Last review9 months ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features145
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Alumni Management
- Applicant Tracking
- Application Management
- Appointment Management
- Approval Process Control
- Assignment Management
- Attendance Management
- Attendance Tracking
- Auction Management
- Billing & Invoicing
- Budget Control
- Budgeting/Forecasting
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Care Plan Management
- Case Management
- Case Notes
- Categorization/Grouping
- Certification & Licensing
- Child Welfare Management
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Collection
- Data Import/Export
- Deadline Management
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Donor Discovery
- Donor Management
- Due Date Tracking
- Dues Management
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Employee Management
- Enrollments/Onboarding
- Event Calendar
- Event Management
- Event Scheduling
- Event Ticketing
- File Sharing
- Financial Reporting
- For Nonprofits
- Forms Management
- Full Text Search
- Fundraising Management
- Gift Matching Management
- Goal Setting/Tracking
- Grant Application Management
- Grant Management
- HIPAA Compliant
- Historical Trend Analysis
- Impact Measurement
- Intake Management
- Interaction Tracking
- Medical History Records
- Meeting Notes
- Member Communication
- Member Database
- Member Directory
- Member Portal
- Member Types
- Membership Management
- Membership Renewals
- Mobile Access
- Mobile Giving
- Multi-Channel Communication
- Multi-Device Support
- Multi-Location
- Notes Management
- Online Forms
- Online Giving
- Payment Processing
- Personalization
- Pledge Management
- Program Management
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Recognition Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Session Notes
- Summary Reports
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Templates
- Third-Party Integrations
- Time Tracking
- Training Management
- Volunteer Management
- Volunteer Recruiting
- Wait List Management
- Web Forms
- Website Integration
- Website Management
- Workflow Management
- Total features64
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Alumni Management
- Applicant Tracking
- Application Management
- Appointment Management
- Approval Process Control
- Assignment Management
- Attendance Management
- Attendance Tracking
- Auction Management
- Billing & Invoicing
- Budget Control
- Budgeting/Forecasting
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Care Plan Management
- Case Management
- Case Notes
- Categorization/Grouping
- Certification & Licensing
- Child Welfare Management
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Collection
- Data Import/Export
- Deadline Management
- Document Management
- Document Storage
- Document Templates
- Donation Tracking
- Donor Discovery
- Donor Management
- Due Date Tracking
- Dues Management
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Employee Management
- Enrollments/Onboarding
- Event Calendar
- Event Management
- Event Scheduling
- Event Ticketing
- File Sharing
- Financial Reporting
- For Nonprofits
- Forms Management
- Full Text Search
- Fundraising Management
- Gift Matching Management
- Goal Setting/Tracking
- Grant Application Management
- Grant Management
- HIPAA Compliant
- Historical Trend Analysis
- Impact Measurement
- Intake Management
- Interaction Tracking
- Medical History Records
- Meeting Notes
- Member Communication
- Member Database
- Member Directory
- Member Portal
- Member Types
- Membership Management
- Membership Renewals
- Mobile Access
- Mobile Giving
- Multi-Channel Communication
- Multi-Device Support
- Multi-Location
- Notes Management
- Online Forms
- Online Giving
- Payment Processing
- Personalization
- Pledge Management
- Program Management
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Receipt Management
- Recognition Management
- Records Management
- Recurring Giving
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Session Notes
- Summary Reports
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Templates
- Third-Party Integrations
- Time Tracking
- Training Management
- Volunteer Management
- Volunteer Recruiting
- Wait List Management
- Web Forms
- Website Integration
- Website Management
- Workflow Management
Integrations
- Total integrations2
- Constant Contact
- QuickBooks Online
- Total integrationsN/A
- Constant Contact
- QuickBooks Online
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