Transform Your Pastoral Care Ministry
CareNote brings together everything you need to deliver exceptional pastoral care. Our comprehensive platform combines powerful automation with a personal touch, helping your team provide consistent, thoughtful care while reducing administrative burden. From intake to delivery, from volunteers to reporting, CareNote ensures nothing falls through the cracks.
Not sure where to start? Learn how churches successfully track pastoral care with our comprehensive guide.
Complete Feature Set
Everything You Need for Effective Care
Discover how CareNote's powerful features work together to strengthen your pastoral care ministry.
Create detailed profiles for congregants and team members with contact information, care history, and preferences. Track relationships, important dates, and care needs in one centralized location.
Track the complete care journey from initial request through final resolution. Assign care providers, set priorities, manage follow-ups, and ensure no care need goes unaddressed. Our flexible assignment system lets you match the right care provider to each need.
Log every pastoral touchpoint — updates, notes, phone calls, texts, and emails — with duration, follow-up flags, and sentiment tracking. All interactions are instantly searchable and can be linked to care requests, tasks, or profiles.
Organize and track pastoral care activities with our comprehensive task system. Create tasks, set deadlines, assign responsibilities, and monitor progress. Perfect for managing follow-ups, regular check-ins, and coordinating care team activities.
Automated Intelligent Care Assignments
Leverage smart routing algorithms to match care requests with the most suitable care providers based on expertise, availability, and workload. Our system ensures balanced distribution while maintaining optimal care quality.
Care Request Automation Workflow
Streamline your care process with automated workflows that handle request routing, notifications, and follow-ups. Create custom rules to ensure consistent care delivery and timely responses.
Transform your pastoral care with intelligent automation. From initial contact to ongoing care, our workflows help you maintain consistent processes while reducing administrative burden.
Keep a pulse on your organization with our real-time updates feed. Monitor team interactions, track pastoral care activities, and stay informed of important updates as they happen. No more sifting through spreadsheets - see everything in one chronological, searchable feed.
Efficiently organize and manage your care groups with comprehensive tools for member tracking, communication, and activity coordination. Keep everyone connected and engaged.
Optimize care delivery with smart automations that predict needs, coordinate care efforts, and ensure timely follow-up. Our system learns from your care patterns to provide increasingly effective support.
Track and celebrate progress in your care ministry with customizable milestones. Map care journeys, recognize achievements, and maintain momentum in long-term care relationships.
Gain insights into your care ministry with our Care Pulse Report and customizable dashboards. Track key metrics, identify trends, and measure the impact of your care ministry. Generate professional reports with one click.
Empower your care team with our volunteer-ready system. Volunteers can respond to care requests directly through email without logging in, while you maintain complete administrative control and oversight.
Stay informed with customizable alerts for new care requests, updates, approaching deadlines, and more. Choose how you want to be notified - email, SMS, or in-app notifications.
Seamlessly sync with Planning Center Online. Import member data, automate care request creation from forms, and maintain consistent information across systems.
Connect with your congregation through their preferred channels: Email for detailed updates and care coordination, SMS for immediate notifications and quick responses, and Web Push notifications (coming soon) for real-time engagement. Every communication is tracked and searchable within CareNote.
Track, organize, and follow up on every prayer request. Generate daily prayer lists, send prayer digest emails to your team, create printable prayer cards, and control visibility with PII redaction and visibility groups.
Start every morning with a clear picture of your care ministry. The Daily Beacon delivers priority alerts, overdue follow-ups, milestones, and activity summaries to your inbox at 6:30 AM—before you even arrive.
Switch to CareNote without losing a single record. Self-service CSV import with AI header mapping, one-click Notebird migration, and live Planning Center sync make getting started effortless.
Launch your care ministry with confidence. CareNote provides everything you need—from defining care categories and onboarding volunteers to configuring assignments and going live with daily reporting.
Your mission control for pastoral care. See unassigned requests, overdue follow-ups, quiet risks, and care delivered this week—all in one tabbed view with real-time badge counts.
Track 10 distinct interaction types — notes, visits, hospital visits, phone calls, emails, texts, care reports, prayer requests, updates, and general visits — with duration tracking, follow-up workflows, and privacy controls.
AI-powered executive summary of a person's complete care history. Key themes, active concerns, recommended actions, and activity breakdown — generated in seconds for any time period.
Group family members into households with shared addresses, household-level interactions, expenses, and care requests. See the full family context when providing pastoral care.
Type a question in plain English and get structured reports from your care data. Save queries, export to CSV, and refine results conversationally. No query language required.
Send curated prayer list digest emails to your care team and congregation. Each prayer includes a one-click 'I Prayed' confirmation button so you know who showed up.
Care for every member in their own language. Set a default language for your whole team, and let any member override it for themselves—launching with Spanish and Dutch, translated across the entire application.
Capture and categorize care notes with tags, fast indexed search, and access-control lists that keep sensitive information visible only to those who should see it.
Transform scattered notes into a centralized hub for pastoral care. Track and organize care needs, life updates, and conversation notes effortlessly, preserving every congregant's care journey.
Planning Center Forms Workflow
Connect Planning Center Forms with CareNote to automate your care intake. Form submissions become actionable care requests with intelligent person matching, routing, and assignment.
Automated Care Group Assignments
Route care requests to the right care group automatically. Smart routing keeps assignments balanced and ensures every need reaches the team best equipped to meet it.
See exactly how email-only volunteers receive, accept, and report on care assignments — no logins, no apps, just email. A guided walkthrough of onboarding volunteers with ease.
From smart routing to automated workflows and notifications, CareNote's intelligent automation delivers better care with less administrative burden — see how it all fits together.
Ready to transform your pastoral care?
Start your 14-day free trial or schedule a demo to see CareNote in action.