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BackStop CRM Review

BackStop CRM
Our score: 8.1 User satisfaction: 100%

What is BackStop CRM?

BackStop CRM is a feature rich Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities. It also covers investment documentation, email communications and research materials using a central database that allows capturing and sharing notes, documents, calls meetings and more. The CRM synchronizes emails and contacts automatically with Outlook and allows users to easily access important information. Access can be restricted based on user type or roles for better compliance with internal organizational as well as external policies. Users can also access crucial information, add notes and manage contacts using their mobile devices from anywhere through the Backstop Mobile, which is available as an on-demand service designed for investors and fund managers.

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Overview of BackStop CRM Benefits

The CRM allows organizations to manage client relationships more effectively and provides a foundation for managing activities and communications. The sales management tools make it easier to track and maintain sales pipelines and other related activities, including interest levels, investment probabilities and client types. These tools help alternative asset managers manage their roles more effectively and integrate compliance into routine workflows. It watermarks fund-marketing documents, archives marketing emails and allows users to easily create and share analytics and reports for sales effectiveness measurement.

The communication management tools help drive effective communications from customizable site portals and email campaigns. The email center allows users to create and send virtually unlimited email distributions to prospects, clients and other contacts. The success of marketing campaigns can be measured by monitoring message reads/forwards, which also helps ensure compliance. The secure and branded online portal works as a platform to distribute reports and statements such as fund documentation, K-1 etc. which protects businesses and their clients.

Businesses can also take advantage of BackStop mobile, an on-demand service that allows fund managers and investors to make the most out of the CRM. BackStop Mobile also features many of the tools included in the CRM, including accessing crucial information, adding notes and keeping track of updates. This makes the solution ideal for fund managers that travel frequently and attend on-site meetings. Some of the other BackStop solutions include BackStop IR, Research, Portfolio, Portal, Accounting Investor, Accounting Portfolio and BackStop industry-specific solutions.

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Overview of BackStop CRM Features

  • Client and partner relationship management
  • Investment documentation
  • Email communications
  • Research material
  • Notes, calls and meeting capturing
  • Automatic contact synchronization
  • Restricted access
  • Contact management
  • Sales and marketing management
  • Sales pipeline tracking and maintenance
  • Interest level management
  • Client types
  • Investment probabilities
  • Compliance integration into workflows
  • Auto archiving of marketing emails
  • Fund marketing documents watermarking
  • Analytics and reporting
  • Communications management
  • Email campaign center
  • Customized website portals
  • Unlimited email distributions
  • Message monitoring
  • Marketing campaign success evaluation
  • Report distribution
  • Secure online portal

BackStop CRM Position In Our Categories

Since companies have particular business needs, it is only rational that they abstain from paying for an all-in-one, ”best” business application. Regardless, it is futile to try to come across such application even among well-known software products. The practicable step to undertake is to tabulate the numerous major functions that call for a careful thought including critical features, pricing, skill aptitude of staff members, organizational size, etc. Thereafter, you should follow through the research to a full extent. Have a look at some of these BackStop CRM evaluations and look over each of the software systems in your list more closely. Such detailed research ensures you steer clear of unsuitable applications and select the one which has all the tools your business requires in sustaining growth.

Position of BackStop CRM in our main categories:

TOP 200

BackStop CRM is one of the top 200 CRM Software products

If you are interested in BackStop CRM it might also be sensible to investigate other subcategories of CRM Software collected in our base of SaaS software reviews.

Each business has its own characteristics, and may need a special CRM Software solution that will be designed for their company size, type of customers and staff and even particular niche they cater to. You should not count on locating a perfect services that will be suitable for each business no matter what their background is. It may be a good idea to read a few BackStop CRM CRM Software reviews first and even then you should pay attention to what the solution is supposed to do for your company and your workers. Do you require an easy and straightforward solution with just essential features? Will you actually make use of the advanced functionalities needed by pros and big enterprises? Are there any particular features that are especially beneficial for the industry you work in? If you ask yourself these questions it is going to be much easier to get a solid app that will match your budget.

How Much Does BackStop CRM Cost?

BackStop CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are BackStop CRM pricing details?

BackStop CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Enterprise pricing details and other product information are available upon request.

User Satisfaction

Positive Social Media Mentions 1
Negative Social Media Mentions 0

We are aware that when you choose to buy a CRM Software it’s vital not only to see how experts rank it in their reviews, but also to check if the real clients and businesses that bought it are genuinely content with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and BackStop CRM reviews across a broad array of social media sites. The information is then presented in an easy to digest way indicating how many clients had positive and negative experience with BackStop CRM. With that information at your disposal you will be prepared to make an informed buying choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for BackStop CRM?

  • Preqin database
  • Microsoft Reporting
  • Crystal Reports
  • MORNINGSTAR
  • HFR DATABASE
  • HEDGE FUND INTELLIGENCE GLOBAL DATABASE
  • HEDGE FUND DATABASE AND DIRECTORY
  • HEDGE FUND DATAFEEDER
  • MSCI
  • OBIEE
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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