It is an excellent tool for safely storing and transferring confidential data. It's easy to use and the security features are superb.

Martus provides a good user interface for both administrators and users, ease of use, good exports to Excel and GREAT value for the money.

The support and training is fantastic. Onboarding and initial data load was completed within about 24 hours of executing the agreement.

The product is constantly being  updated and improved. The Dashboard provides a great look at key performance factors with easy to understand graphics, great for communicating with church leaders.

Fantastic client service: MartusTools has fantastic customer service.

I like the way the platform integrates multiple data sources, allowing me to access a wealth of up-to-date financial information in real time.

The owner, Bill Cox is a very helpful person and is always looking for ways to improve the software. For non-financial users, the dashboards are very helpful.

With the user friendly interface and easy collaboration capabilities, it is a great option for those who need to manage large amounts of data securely.

The fact that Martus syncs with Sage Intacct is the best reason why I love this software. It is easy to use and manage.

We are very pleased with Martus. The staff can review their financial data without having to ask Finance for the data.

The only downside is that it lacks the level of customization and integration offered by some of its competitors.

It is made for small and medium businesses (nonprofits, churches, for profits, VARs) that need reliable accounting software that is powerful and easy to use.

This software is so user friendly for anyone. It is easier and it has made our budgeting 110%  better.

I also love that MartusTools has a huge variety of reports and charts to help me get a better handle on my spending. It really makes budgeting a snap.

MartusTools was a wonderful investment for me and my team. Wonderful software and wonderful customer service.

MartusTools is an excellent asset for those who need to manage their data and keep it safe. The system is extremely user friendly, with an intuitive interface that makes it very easy to navigate.

The flawless integration with out accounting software provides for flexible reporting options with the click of button. The drill down option is extremely helpful when analyzing reports.

Additionally, it does not have the same level of integration with other data-collection tools, making it difficult to utilize data from multiple sources.

The software has a great user interface and provides an excellent user experience. It also provides multiple layers of encryption to protect the data from unauthorized access.

Martus tools help me save time and solve my budgeting problem salutation. I like this tool for its quick, user-friendly interface, so any new user understands it quickly.

The software is reliable and user friendly, making it a great choice for data-driven projects.

Moreover, its seamless integration with existing business processes and compatibility with popular third-party applications make it a versatile and efficient solution for businesses of all sizes.

Martus Tools has been a great solution for our church staff.

MartusTools is a great providers to get secure budgeting process. Its easy to use and serving great features to their financer users.

Seamless integration to Intacct accounting system. Provides non-finance managers real-time reporting with drill-down capabilities in easy to understand graphical reports.

Overall, MartusTools is an excellent budgeting tool for those who need to keep track of their finances. It offers comprehensive features and has a user-friendly interface.

It is hard for some non-accounting staff to use and understand, the options for displaying the data are difficult to navigate to be able to see what we want to see.

They love the ease of use and the look at the actuals of the prior year.

Saves time and cuts down on questions from staff.

Flexibility in financial reports. Good integration with Intacct software.

I am not a technical person. I did click on all the wrong things for a while.

Remember that awesome idea that was cut from the Dream budget. Now you can go back to that dream budget and bring that idea to life.

Martus provides this functionality with ease and has been very supportive to meet our unique demands as a tribal government entity.

Has been a real asset to our church and financial management team. Great service and support too.

Bill is also ALWAYS super responsive and helpful so having great customer support is really awesome too.

MartusTools is a great software for budgeting. It is designed to help you stay on top of your finances and simplify the process of budgeting.

The ability to see budget variance numbers and then drill down to the transaction level data is a huge asset to our staff.

Also, dislike revenue and expense as the same sign.

It is just packed with sorting functions and reporting options. So other than lack of knowledge, I do not have anything I don't like.

Because the Planner is essentially a once per year tool, it is sometimes difficult for me ( a technically unsophisticated user) to use it properly as the administrator.

I love that you can set the privacy settings, as well record whether someone is under 18 or deceased, etc. I love that this system automatically assigns constituents to their local chapters.

Some of the set up of a report is difficult. You have to have a domain set up in order to select the correct fields.

The user interface is very friendly and intuitive. There are a ton of ways to find the information you need and built in tools to make your research more effective.

Each company has its own set of business rules. Sometime that can be confusing to know that everyone is following the same rules.

My main complaint is that I continue to have to use Pledgemaker and a FTP site.

Great for basic needs of a nonprofit organization, great customer support.

The customer service seems to be lacking - canned reports will be broken, and when we ask for help, ClearView already knows what's wrong, but hasn't done anything to fix it.

Support staff is always friendly and knowledgeable. Always a great experience.

It's hard to run a lot of SQL reports in a timely manner. I don't know what the problem is here.

The search and entry features are easy to use. I like the ability to search by donation amount and donor name Integrated emails is also a great feature.

We also need to track a lot of data such as magazine subscriptions, volunteers, field offices (units), pledges, memberships, and most importantly, donor prospects.

Generating targeted mailing lists is a bit difficult.

It has so many features we don't know how to use them all. It is great project if you want to use data to improve youe fundraising.

It is fairly easy to use and navigate, I like the custom dashboards and prospect profiles. I also like the feature for recording actions with prospects.

I love the folks at Softrek Support, they're always quick to respond and wonderfully helpful. Customer Support is good.

It's pretty user friendly, clear dashboards, connection with WealthEngine, number of canned reports.

Still have some trouble generating some reports.

Does not allow for multiple contacts in an organization record. Reporting is clunky and the query function is nearly useless.

Overall I like the functionality and capacity.

Lots of capabilities for our business and great reports and tools to help us see how we're doing.

The software is easy to access and pretty straight forward how to use.

Overall, I have been a pleased customer for 23 years. I feel like the company worked better when Dave Spacone was running it day-to-day.

I'm disappointed, of course with the cost since our annual bill for moving from self-hosted to PMOL will eventually jump by ten times. The report function is pitiful.

I like the dashboards and the reports I do know how to run are very useful. We use it in coordination with our national office and our staff member there helps us make better use of the program.

It is a good day by day tool. I like that in the case of my organization it is integrated with our finance and accounting system.

It is good out of the box product, I like that the information is not clustered in one place.

US Dollar

With online dashboards, scorecards, statistics, and financial reports including departmental account views, dimensional view summaries, and forecast views, MartusTools is a cloud-based budgeting and accounting system created to assist churches in streamlining their budgeting and accounting operations. By integrating with the majority of widely used accounting systems, such as QuickBooks, Shelby, ACS, Financial Edge, and others, MartusTools gives users the ability to manage their financial data effectively.

LongDescription

Forecasting

General Ledger

Financial Analysis

Financial Management

Accounting

Consolidation/Roll-Up

Version Control

Planning Tools

Multi-Department/Project

Multi-Company

Budgeting/Forecasting

Activity Dashboard

Reporting & Statistics

Data Visualization

Cash Management

Accounting Integration

Budget Control

Expense Tracking

"What If" Scenarios

Profit/Loss Statement

Real Time Analytics

Customizable Reports

Access Controls/Permissions

Scenario Planning

Strategic Planning

Cash Flow Management

Projections

Collaboration Tools

Chart of Accounts

Data Import/Export

Multi-Currency

Dashboard Creation

Real Time Data

Self-Service Reporting

Workflow Management

Real Time Updates

Visual Analytics

Income & Balance Sheet

Reporting/Analytics

Third-Party Integrations

For Religious Organizations

For Nonprofits

Communication Management

Annual subscription fees include a base price plus a per named user fee and includes email and telephone support.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

Martus

Live Online

Webinars

Documentation

Videos

ClearView CRM by Softrek is a software solution that gives nonprofits the tools they need to manage both their fundraising activities and their donor relationships.


ClearView CRM includes a suite of applications that bring together donor and fundraising information, both on and offline, into a single customizable database. Using this information, organizations can analyze donor relationships, stay up-to-date on staff activities and have access to real-time data.


ClearView CRM's user interface can be customized both at the individual and organizational level. Softrek's typical clients have operating budgets over $5 million; their products can be scaled to support large numbers of donor records. It is suited for a number of nonprofit verticals: animal welfare, environmental, faith-based, health care, museums and more.


ClearView CRM manages both online and offline fundraising and donor management. It tracks everything related to users' solicitation and constituents. ClearView CRM supports all administrative and operational tasks, while its Online Marketing Suite helps organizations better engage their donors online, with a donor portal, online event planning and online giving. 



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