After 40 years of building software, I finally built one for everyone.
Data Fortress is officially available today. Big plans for this product. So much more to come!
I’ve spent four decades designing production systems across wholesale distribution, legal, healthcare, food industry, travel, payroll tax filing, and more – including I/O Mail (an email system I built from the ground up), cpTracker (contact and project management), and Naviteer, a SaaS platform now processing over $3 billion in food industry sales.
In every industry, at every size of organization, I kept seeing the same problem:
No business – and no household – has perfect organization. Important information is always falling through the cracks.
Not because people are disorganized. Because there was nothing in the middle – something more powerful than spreadsheets, more accessible than custom software, and without the monthly subscription tax.
Data Fortress is an Adaptive Information Management System for Windows. Built in Clarion.
- 67 template collections – CRM, Construction, Realtor, Restaurant, Property Management, and dozens more – with hundreds more to come - Custom collections available if your industry or situation isn’t in the library yet.
- Customize everything – labels, fields, menus – no developer required
- Set templates inactive until you need them – stays clean as you grow
- Deep Search, Report Builder, Calendar, Backup, and encryption built in
- Multi-user ready – works on your network, no cloud required
- TopSpeed ISAM at its core. SQL Server Enterprise version coming soon.
- One-time purchase. No subscription. No vendor lock-in. Your data stays yours.
AI-Assisted Template Engineering
How artificial intelligence analyzes entire industries - their workflows, regulations,
terminology, and operational patterns - to craft database collections that would take
a human consultant weeks to design (a single collection).
https://datafortress.app/ai-template-engineering.html
Built for everyone – this is a HORIZONTAL application:
BUSINESSES: Solo operators, workgroups, departments inside large
enterprises – any size, any industry.
CONSUMERS: Personal finance, household management, homeschool,
health records, and everyday life.
Any industry. Any workflow. Any size. Your way.
Introductory price: $99 (regular $399) – one-time purchase, limited time.
If you know someone drowning in spreadsheets, waiting years for custom software, or just tired of paying monthly for tools they already own – I’d appreciate the mention.
DF is also great to give to your customers to use as a prototyping tool, where they design
the data entry templates and menus and then hand it off to you for custom application
development (a great starting point) and they have something they can use until you complete
their dream system.
Thanks!
– Greg Berthume | Berthume Software | www.datafortress.app
BUSINESS OPERATIONS
EHS Compliance — Full Environmental Health & Safety management for OSHA/EPA-regulated industries. Incident tracking, safety audits, training records, and regulatory compliance. 37 templates.
Equipment Rental — Manages the complete rental lifecycle from quoting and reservations through delivery, returns, and billing. 30 templates.
Funeral Home & Mortuary — End-to-end operations from first call through aftercare, pre-need arrangements, embalming, burial, and compliance. 30 templates.
Import/Export — Complete international trade management covering partners, orders, shipments, customs clearance, compliance documentation, and financial settlement.
Insurance Agencies — Full agency workflow: client acquisition, policy administration, claims handling, carrier relationships, and financial tracking.
Logistics — For freight brokers, trucking companies, 3PLs, and warehouse operators. Covers shipments, carriers, fleet maintenance, and warehousing. 33 templates.
Procurement — Procure-to-pay system covering vendor management, RFQs, purchase orders, receiving, AP, and compliance tracking.
Software Business — Full-spectrum template system for SaaS providers, product companies, custom dev firms, and consultancies. Covers engineering, QA, and operations. 43 templates.
Staffing Agencies — Complete staffing lifecycle from candidate sourcing and client development through compliance screening and placement.
SALES / CRM / CUSTOMER MANAGEMENT
Automotive Dealership / Service Center — Vehicle acquisition, sales, F&I, service orders, and parts — for new/used dealerships and independent service centers. 28 templates.
CRM — Complete Customer Relationship Management covering pipelines, campaigns, support operations, and customer history. 20 templates.
Nonprofits — Donor management, fundraising, program delivery, and board governance for charitable organizations, NGOs, and foundations. 32 templates.
Project Management — Manages projects of any scale — solo or team-based — from scope through delivery. Covers tasks, milestones, resources, and reporting. 24 templates.
Realtor — Full real estate transaction lifecycle: leads, listings, showings, offers, contracts, inspections, and closings. 30 templates.
Small Business — Comprehensive templates for managing customers, finances, HR, operations, and administration across a small to mid-size business. 24 templates.
Travel Agency — Complete travel agency system from client acquisition through itinerary building, booking, and post-trip follow-up. 25 templates.
FINANCE / ACCOUNTING / TAXES
Accounting & Bookkeeping — Hub-and-spoke financial system with client, vendor, and employee directories linked to transactions, payables, and reporting.
Consumers — Comprehensive personal information management covering budgets, insurance, health records, and estate needs for everyday life. 33 templates.
Financial Planning — Personal finance management for budgets, investments, retirement planning, and estate organization. 27 templates.
Mortgage & Lending — Complete loan lifecycle for mortgage brokers and lenders — borrower intake, underwriting, closing, and compliance. 32 templates.
Tax Preparation — For tax firms, enrolled agents, and CPAs — client onboarding, return processing, billing, and IRS correspondence management. 32 templates.
CONSTRUCTION / TRADES / FIELD SERVICES
Architecture — Project and practice management from proposals through construction closeout, with staff credentials and consultant management.
Electrical Contractor — From sole proprietors to multi-crew firms — service dispatching, project management, safety compliance, and billing. 30 templates.
Engineering Services — Complete system for civil, structural, mechanical, environmental, and multi-discipline firms — BD, project execution, and financials.
Home Services — For residential and commercial service contractors — work orders, scheduling, invoicing, equipment tracking, and fleet management. 30 templates.
HVAC / Mechanical Contractor — Covers residential service, commercial installation, and full-service mechanical contracting operations end to end.
Landscaping — Complete business system for lawn care and landscaping companies from estimating and scheduling through billing and crew management.
Pest Control Service Management — Customer management, service orders, chemical inventory, technician scheduling, and regulatory compliance. 32 templates.
Property Management — Full rental property system for landlords, managers, and investors — leases, maintenance, rent tracking, and tenant management. 35 templates.
HEALTHCARE / WELLNESS
Counseling Practices — Full clinical and administrative lifecycle for mental health practices — intake, session management, documentation, and billing. 33 templates.
Dental Practice Management — Patient registration, clinical documentation, insurance billing, and compliance for general and multi-specialty dental practices.
Fitness / Gym / Health Club — Complete operations for gym owners and health club managers — memberships, scheduling, staff, equipment, and financials. 34 templates.
Pet Boarding / Grooming — Complete system for boarding facilities, grooming salons, and doggy daycares — reservations, billing, and pet health records. 30 templates.
Veterinarian — Practice management for vet clinics and animal hospitals — patient records, clinical documentation, billing, and compliance. 30 templates.
EDUCATION / HOMESCHOOL / LEARNING
Child Care / Daycare Center — For daycare owners and directors — enrollment, daily operations, staff, parent communication, and licensing compliance. 30 templates.
Homeschool — Curriculum planning, student progress tracking, activity management, and state compliance for homeschool families. 32 templates.
Post-Secondary Student — Helps college students organize academics, finances, and career preparation all in one place.
Managed IT Services — For MSPs and IT service companies — client onboarding, contracts, ticketing, SLA tracking, and vendor management. 28 templates.
CREATIVE / MEDIA / ENTERTAINMENT
Creative Studios — For graphic design studios, photography studios, video production, animation, and branding agencies of all sizes.
Marketing Agencies — Full agency workflow: business development, client management, campaign execution, media buying, and performance reporting. 25 templates.
Music Composers — For composers, arrangers, and songwriters — track compositions, manage commissions, licensing, and the complete creative business workflow. 17 templates.
Music Industry — For musicians, bands, managers, and indie labels — bookings, releases, royalties, touring, and the full music business workflow. 18 templates.
Photography / Videography Studio — Client intake, project management, shoot scheduling, editing workflows, and business financials for photo/video pros. 30 templates.
Salon / Spa / Beauty Services — Complete operational lifecycle for hair salons, day spas, med spas, nail salons, and multi-service beauty businesses. 34 templates.
Wedding Planning — Comprehensive wedding management for couples and planners — from engagement through honeymoon departure. 30 templates.
Fulltime RVers — Designed for full-time RV travelers to manage maintenance, campground stays, travel plans, expenses, and mobile living logistics. 30 templates.
Hotel / Hospitality Management — For hotel owners and managers — reservations, housekeeping, staff, vendor management, and financial tracking. 35 templates.
Liveaboard Cruising & Sailing — For full-time liveaboard sailors and yacht cruisers — passages, maintenance, provisioning, compliance, and cruising life management. 30 templates.
FOOD & AGRICULTURE
Agriculture / Farm Management — Row crop, livestock, equipment maintenance, and farm business administration — field planning through harvest documentation. 32 templates.
Food Brokers — For food brokerage firms representing manufacturer product lines to retail and foodservice buyers — commissions, promotions, and buyer relationships. 21 templates.
Food Distributors — For regional and specialty food distributors bridging manufacturers and restaurants, grocery stores, and institutions. 26 templates.
LEGAL / COMPLIANCE / GOVERNMENT
Private Investigation — Case management and operations platform for PI agencies, solo investigators, and detective firms. 27 templates.
FAITH / CHURCH / MINISTRY
Bible Study — A dedicated workspace with one template per all 66 books of the NKJV for notes, key verses, and study tracking.
Church Administration — Membership, pastoral care, financial stewardship, events, and facility management for churches of all sizes. 31 templates.
Data Fortress — One purchase. No subscriptions. 67 industry collections included.