CareNote PlusHelps you remove the bottlenecks

CareNote Core helps you track care. CareNote Plus makes sure it happens — even when you are not watching. Intake automation, SMS coordination, AI briefings, and workflows that keep your care team moving.

“My pastor can just dictate his visit reports via text and it shows up in CareNote? That's wonderful. That's exactly what we need.”
VD

Vicki D.

Ministry Director, One Community Church

What Plus adds to your team

Four areas where Plus turns good care tracking into reliable care coordination.

Get care requests from anywhere

Stop manually entering every request. Let them flow in automatically.

PCO Forms Integration

Planning Center form submissions automatically become care requests, routed to the right group.

Custom Care Intake Forms

Share a link with your congregation. They submit needs directly — no middleman required.

Email-to-CareNote

Forward any email and it becomes a trackable care request, linked to the right person.

SMS Care Request Creation

Text CareNote to create a request on the go. Perfect for pastors between visits.

Assign without the back-and-forth

No more texting three people to find one who's available. Send once, let them respond.

SMS Notifications

Volunteers get texts the moment care is needed. No email delays.

SMS Acceptance

Reply "yes" to accept. No app login, no friction.

First-to-Accept

Send to your whole team. First person to respond gets assigned. Everyone else is notified it's covered.

Report visits without the friction

Your pastor visited someone last week. Did anyone know? Now they will.

Log Care Interaction Form

Shareable, bookmarkable link. Search for a person, record the visit, done. No login required — 60 seconds or less.

SMS Visit Reports

Volunteers dictate their report via text. It shows up in CareNote attached to the right person.

AI Congregant Briefings

Before any visit, get a summary: key themes, recent interactions, suggested conversation starters.

Automate the follow-through

Set it up once. Your care processes run even when you're not watching.

Automated Workflows

Create tasks, send reminders, escalate overdue requests — automatically.

Smart Routing Conditions

Route by pastor on call, campus, daily limits, or care groups.

Volunteer Confirmations

Automatic emails when care reports are submitted. Everyone stays in the loop.

SMS Care Request Acceptance

Assign care with a single text message. No app. No login. No delay.

Care request notifications include SMS commands. Providers can reply MORE for details, ACCEPT to take the request, or PASS to decline — all via text.

Example SMS Thread

From: CareNote

Care Request: Janet Bailey
Need: Hospital visit

Reply MORE for details, ACCEPT to take this request.

You replied:

accept

From: CareNote

You've accepted this request. We've assigned it to you in CareNote.

  • Fewer missed requests
  • Faster assignment
  • No app training needed
  • Clear accountability
  • Works with workflows
  • First-to-accept support

Documents, benevolence tracking, prayer requests, PCO sync, and more

Every Plus plan includes the full toolkit — not a stripped-down tier.

Documents on Profiles

Attach assessments, consent forms, and care plans to profiles or groups.

Benevolence Tracking

Track expenses and annual totals per person — no spreadsheets needed.

Prayer Requests

Daily prayer list emails and "pray for this" engagement features.

Log Care Interaction Form

Shareable link to log visits in 60 seconds. No login required.

PCO Notes Sync

Care notes sync back to Planning Center profiles. One system of record.

PCO Tabs Sync

Profile tabs from Planning Center stay in sync. See the same info in both places.

PCO Lists Sync

Keep your PCO lists in sync with CareNote groups and profiles automatically.

Simple, Team-Based Pricing

Price scales with your total team size. All Plus features unlocked at every tier.

Small

Up to 5 users

$49/year

~$4/month

Growing

6–10 users

$99/year

~$8/month

Established

11–20 users

$199/year

~$17/month

Large

21–30 users

$399/year

~$33/month

XL

31–40 users

$499/year

~$42/month

XXL

41–50 users

$599/year

~$50/month

Enterprise

51+ users

$699/year

~$58/month

More than 100 caregivers or need custom terms? Give us a call.

What's always in Core

CareNote Core is complete — you can track all your care without Plus.

  • Unlimited profiles and care history
  • Care requests with assignments
  • Notes, visits, updates, and prayer requests
  • Tasks and task management
  • Care groups and group management
  • Volunteers with email notifications
  • Planning Center people sync
  • Basic reporting and dashboards
  • Email notifications on assignments

Questions

How is my tier determined?
Your tier is based on your total team size — paid users plus volunteers. If your team grows beyond your current tier, you'll be prompted to upgrade at renewal.
Can I try Plus features before buying?
Yes — schedule a demo or reach out and we can enable Plus during your evaluation so you can try it with your own data.
What if I don't need Plus?
That's fine. CareNote Core is complete — you can track every care request, note, and visit without Plus. Plus is for teams that want care to coordinate itself.

Ready to transform your pastoral care?

Start your 14-day free trial or schedule a demo to see CareNote in action.