---
title: Mantle Reviews
meta_title: 'Mantle Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Mantle works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-07-24'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Mantle Reviews
**Vendor:** Mantle  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Mantle
Mantle is the breakthrough CRM software for Non-profits. Mantle is a specially developed CRM software for Nonprofits that allows you to measure the impact you have in your community, something we know is a massive challenge that this industry faces. We also know that trying to understand the work that your team is partaking in relates back to your strategy is difficult to track. Mantle will be your guide when it comes to analysing your impact over time and identifying cost-effective approaches for future projects. We are currently offering a 30-day free personalised trial where we will use your organisation's data so you can experience our software to its full potential. We also have flexible payment plans and do the entire set up for you, so you don't even have to lift a finger.




## Mantle Reviews
  ### 1. Useful CRM system for stakeholder engagement and internal communications.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew C. | Project Officer (Community Sport & Physical Activity), Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2020

**What do you like best about Mantle?**

Internal communications is improved and updated quickly without the need for lengthy team-meetings. Stakeholder management is also improved, affording the ability to track colleague's engagement with a specific individual and the frequency of the engagement, linking to organisational priorities.

**What do you dislike about Mantle?**

Can be an initial learning process to up-skill staff to use the system, however the time investment is worthwhile as the system is very intuitive.

**Recommendations to others considering Mantle:**

Works exceptionally well for not-for-profits and those looking at CRM's without a commercial focus. Team has to buy into the system as it works best when all data is added, not just parts of engagements.

**What problems is Mantle solving and how is that benefiting you?**

Being able to seamlessly manage our relationships with stakeholders; meaning staff only have to log an activity once to both update colleagues and for us to manage our relationships as an organisation. We are also beginning to learn how the impact of our engagements with organisations is having an impact on our objective through the reporting suite.


## Mantle Discussions
  - [What is Mantle used for?](https://www.g2.com/discussions/what-is-mantle-used-for)

- [View Mantle pricing details and edition comparison](https://www.g2.com/products/mantle/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-30+04%3A22%3A24+-0500&secure%5Bsession_id%5D=bc848a5e-e133-471b-b334-f88f4f00051d&secure%5Btoken%5D=8b7dece53208df8ba9e531ddf4af2f366ae0fd536dbd19c7c94d1fa8b2e43316&format=llm_user)

## Mantle Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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