- Starting price
- $12/month for one user
- Free tier
- No
- Platforms
- Web · Mobile browser
- Developer
- Notebird Cares LLC / Notebird, Inc.
- Launched
- 2020s
- Updated
- Aug 16, 2026
The verdict
Notebird solves a real church problem with welcome restraint: it makes care history, next actions, milestones, teams, and reports usable without becoming a sprawling all-purpose ChMS. The software looks especially compelling for a small or midsize care team, but procurement should include a data-classification rule, written access and departure procedures, a prohibition on HIPAA-regulated health information, and direct answers about encryption, legal entity, subscriptions, retention, exports, incident response, and account ownership.
Try Notebird ↗Opens notebird.app
Notebird is dedicated pastoral-care software for churches, synagogues, and ministries. It replaces the usual mix of memory, paper, group texts, meetings, shared notes, and spreadsheets with people profiles, dated care updates, assigned follow-ups, milestones, groups, an activity feed, search, reports, and a daily “Early Bird” view. The narrow focus is a strength: a care volunteer should not need to master an entire church-management suite to record a visit and remember the next call.
The platform supports team work as well as solo ministry. Leaders can assign recurring or one-time tasks, follow people, restrict individual updates, organize groups, store files, view birthdays and anniversaries, record deaths or custom milestones, and produce care reports. Direct integrations are advertised for Planning Center, Breeze, and Church Windows. Other databases can move through a secure spreadsheet import process; the integration page also names sources such as ACS/Realm, Church Community Builder, ShulCloud, Excel, Google Sheets, and custom CSV workflows.
Pricing starts at $12 monthly for the first user. Users two through nine add $8 each, ten through nineteen add $6 each, and the twentieth and later users add $4 each, with sales contact for larger configurations. All published tiers include the feature set, unlimited profiles and updates, and a fourteen-day unrestricted trial without a credit card. A small-church scholarship is available for churches under 200 average weekly attendance. The site offers an annual toggle, but the public text we reviewed did not expose enough annual figures to quote them confidently.
This review is based on current product, pricing, integration, privacy, and terms pages; we did not create a trial, import a congregation, submit a support ticket, test permissions, inspect cryptography, or perform a restore. That distinction matters because care systems hold unusually revealing narratives. Marketing references an Integrity Shield, end-to-end encryption, role permissions, and restricted updates, while the public legal documents leave important technical and operating details unresolved.
✓ The good
- Purpose-built care workflow - profiles, updates, tasks, milestones, groups, and reports match the actual rhythm of pastoral follow-up
- Low-friction trial - fourteen unrestricted days without a credit card allows a small team to test real workflows safely with dummy data
- Straightforward entry price - one leader can start at $12 monthly without buying a complete church-management platform
- All-feature pricing - published plans do not reserve core care features for a premium edition
- Useful access controls - restricted updates and team roles are more appropriate than a universally shared pastoral-care spreadsheet
- Practical integrations - Planning Center, Breeze, and Church Windows can reduce duplicate profile maintenance
- Strong workflow details - recurring tasks, daily snapshots, milestones, following, search, files, and mobile access encourage consistent use
✗ Watch out
- Not a HIPAA system - the terms prohibit personal health information subject to HIPAA, so diagnoses, medical records, and regulated clinical detail must stay out
- Security language needs clarification - “end-to-end encryption” is not defined publicly alongside server-side search, reports, sharing, storage, and integrations
- Privacy policy is broad - it allows extensive service, analytics, communication, research, marketing, and advertising purposes without a care-specific data map
- Entity names do not align cleanly - the current footer names Notebird Cares LLC while the privacy policy and terms identify Notebird, Inc.
- Terms omit key subscription detail - billing, renewal, cancellation mechanics, refunds, service levels, export, and offboarding need clearer contractual treatment
- Marketing permission is unusually broad - the terms include a name, likeness, organization, logo, and quotation license unless the customer contacts Notebird to opt out
Best for
- Solo pastors who need dependable memory and follow-up without a full ChMS migration
- Small and midsize care teams with defined role, confidentiality, and escalation policies
- Churches already using Planning Center, Breeze, or Church Windows for congregant records
- Ministries willing to keep medical, counseling, safeguarding, and crisis records in appropriate separate systems
Avoid if
- You need to store HIPAA-regulated health information, clinical notes, or detailed medical records
- Your church has no written rule for what may be recorded, who may read it, and when it must be deleted
- You require SSO, a public security report, a signed DPA, formal service levels, or verified customer-controlled encryption before purchase
- You need one platform for giving, services, check-ins, accounting, websites, communications, and every other church operation
What Notebird is
Notebird is a care coordination layer rather than the authoritative membership database. A person profile collects relevant contact and milestone context; dated updates form a readable care history; tasks turn an observation into accountable follow-up; groups and permissions limit who works with which people; and reports help leaders see activity and gaps.
That structure is better than one communal spreadsheet only if the church uses it consistently and selectively. Record an actionable summary, not every intimate detail. Separate prayer communication, mandated-reporting records, counseling notes, medical information, staff discipline, financial assistance, and child-safety material according to law and policy. Software cannot decide those boundaries for a ministry.
Why care teams choose Notebird over a spreadsheet or full ChMS
A spreadsheet stores rows; Notebird connects a person’s history to milestones, assigned next actions, groups, files, permissions, and a shared timeline. Search, following, recurring tasks, and daily reports reduce the dependence on one pastor’s memory. Because the interface is focused, volunteers may be more likely to update it after a call or visit.
A full ChMS may already contain people, notes, lists, workflows, and permissions, but care can be buried inside a broader system. Notebird is valuable when that workflow difference improves behavior enough to justify another processor and another integration. Run a trial with fictional profiles, then compare completion, access, reporting, exports, and offboarding against the system you already own.
Care history and milestones: context without relying on memory
Profiles and the activity feed connect conversations, visits, prayer touch points, files, birthdays, anniversaries, deaths, and custom milestones. Search and following help a leader find the right context before reaching out.
Write notes as though the person may later read them. Use factual, respectful, minimal language; distinguish what the person said from the writer’s inference; correct errors; and never turn speculation, gossip, or a diagnosis into permanent institutional memory.
Tasks, groups, and restricted updates: accountable team care
Tasks can be assigned and repeated, while care groups organize responsibility. Restricted updates provide a narrower visibility option, and reports or the Early Bird snapshot show upcoming needs and team activity.
Restricted is not the same as confidential by default. Test every role with dummy records, use the smallest access group, review permissions on a schedule, revoke departing users immediately, and define when a private matter should never be entered at all.
ChMS integration and imports: less duplication, more data responsibility
Notebird advertises direct connections to Planning Center, Breeze, and Church Windows, plus a secure spreadsheet route for other people lists. This can preserve a primary directory while adding a specialized care workflow.
Before connecting production data, document field direction, merge rules, matching, deletion behavior, sync frequency, failure alerts, archived people, and who owns each correction. Export only the minimum fields and test the complete disconnect and offboarding process.
Pricing
Just Me
$12/month
One user with the full care feature set, unlimited people profiles and updates, up to 50 care groups, mobile access, integrations, and an unrestricted 14-day no-card trial.
Users 2–9
$8/month each
The first user remains $12; each additional user through the ninth adds $8 monthly. A two-person care team therefore costs $20 monthly.
Users 10–19
$6/month each
Each user in this band adds $6 monthly after the earlier user bands. All users receive the same published core feature set.
Users 20+
$4/month each
The published marginal rate falls to $4 for the twentieth and later users; larger teams are directed to sales for help.
Small Church Scholarship
Custom
Churches with average weekly attendance below 200 can apply for adjusted pricing. Eligibility, amount, duration, renewal, and documentation should be confirmed directly.
For one user, $12 monthly is an accessible entry point. A two-user team is $20; nine users are $76 before any annual adjustment. Those examples follow the published marginal bands.
The lower rates apply only as the team enters later bands; they should not be read as one flat rate for every user. Ask sales for a written quote when roles change frequently or a team crosses bands.
The fourteen-day unrestricted, no-card trial is enough to test workflow with synthetic data. Do not import a real congregation until roles, exports, deletion, integration behavior, and contract terms have been reviewed.
Annual billing is offered on the page, and churches under 200 average weekly attendance can seek scholarship pricing. Confirm the actual annual total, renewal, tax, cancellation, refund, price-change, scholarship, and post-cancellation access terms in writing.
Where Notebird falls behind
Define the security claims. Explain encryption in transit and at rest, what “end-to-end” means, who holds keys, how search and reports operate, employee access, backups, testing, incident notice, and assurance reports.
Publish a pastoral-care data guide. Clearly classify permitted notes, prohibited HIPAA information, safeguarding and crisis content, child records, prayer requests, legal holds, retention, deletion, and access review.
Align the legal identity. State whether Notebird Cares LLC or Notebird, Inc. contracts with and controls customer data, and update the footer, policies, invoices, DPA, and support contacts consistently.
Add procurement documentation. Publish subscription, renewal, refund, export, account transfer, offboarding, uptime, support, portability, subprocessor, DPA, and breach-notification terms.
Make customer publicity opt-in. Churches should affirmatively approve any use of their name, logo, likeness, organization, or quotations rather than discovering a broad license in general terms.
Notebird vs. CareNote vs. Planning Center vs. a restricted spreadsheet
Notebird emphasizes simplicity, care history, follow-up, milestones, and accessible per-user pricing. CareNote is another dedicated pastoral-care platform worth comparing on workflows, integrations, administration, and security. Planning Center is a mature modular ChMS whose People lists, forms, notes, and workflows may cover a simpler need inside an existing account.
A restricted spreadsheet has low software cost and full structural control, but permissions, history, reminders, relationships, mobile use, auditability, and accidental sharing are difficult to manage. It is suitable only for deliberately minimal data with a capable owner—not as a dumping ground for sensitive narratives.
Choose the system that produces disciplined behavior and demonstrable governance. A pleasant interface is meaningful, but so are role testing, data minimization, export quality, deletion, support, incident response, and the ability to remove a volunteer without losing or exposing care history.
The bottom line
Notebird is one of the clearest purpose-built answers to pastoral care falling through the cracks. It turns memory into shared history and next actions without overwhelming users, starts at a fair $12 monthly, includes the full feature set, and integrates with common church databases. The recommendation is conditional because the information is sensitive: prohibit regulated health detail, record less, test permissions, separate crisis and safeguarding systems, clarify the vendor’s security and legal terms, and plan export and deletion before inviting the team.
Alternatives to Notebird
Frequently asked questions
How much does Notebird cost?
The first user costs $12 monthly. Users two through nine add $8 each, users ten through nineteen add $6 each, and users twenty and later add $4 each. Confirm annual and large-team totals directly.
Does Notebird have a free plan?
No permanent free tier is advertised. It offers an unrestricted fourteen-day trial without a credit card, and qualifying churches under 200 average weekly attendance can ask about a scholarship.
What does Notebird track?
People profiles, care updates, activity, milestones, groups, tasks, files, follows, search, and care reports, including a daily Early Bird snapshot.
Does Notebird integrate with my church database?
Direct integrations are advertised for Planning Center, Breeze, and Church Windows. Other systems can use supported spreadsheet or CSV import workflows; confirm whether each connection is live sync or import.
Can we store medical or counseling notes in Notebird?
Do not store personal health information subject to HIPAA; the terms prohibit it. Churches should also keep clinical, safeguarding, crisis, and other specially regulated records in systems and workflows designed for them.
Is Notebird end-to-end encrypted?
The website makes that marketing claim, but the public policy does not define the architecture or key control. Ask the vendor how encryption works with search, reporting, sharing, integrations, backups, and support access.
Who owns notes added to Notebird?
The terms say users retain ownership of their content and grant a service-related license. The organization should still confirm account ownership, exports, deletion, departing-user access, retention, and contract entity in writing.
