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BackStop CRM Review
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.
Show MoreOverview 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.
Show MoreOverview 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 businesses have distinctive business demands, it is only prudent that they avoid settling on an all-in-one, “perfect” software solution. However, it would be difficult to come across such application even among popular software products. The practical step to do should be to note down the varied critical aspects which necessitate examination such as important features, price terms, skill levels of staff, organizational size, etc. After which, you must do the research exhaustively. Browse over some BackStop CRM evaluations and scrutinize the other software solutions in your shortlist in detail. Such well-rounded product investigation ensures you steer clear of unfit software solutions and buy the one that delivers all the function your business requires.
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 may also be beneficial to examine other subcategories of CRM Software gathered in our database of SaaS software reviews.
Organizations have different needs and requirements and no software application can be perfect in such a situation. It is pointless to try to find an ideal out-of-the-box software system that meets all your business needs. The smart thing to do would be to adapt the solution for your unique needs, staff member skill levels, finances, and other factors. For these reasons, do not hasten and invest in well-publicized leading systems. Though these may be widely used, they may not be the ideal fit for your particular needs. Do your research, investigate each short-listed platform in detail, read a few BackStop CRM CRM Software reviews, contact the maker for clarifications, and finally choose the product that presents what you need.
How Much Does BackStop CRM Cost?
BackStop CRM Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
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 get a CRM Software it’s crucial not only to find out how experts score it in their reviews, but also to check whether the actual clients and businesses that bought it are indeed happy with the product. That’s why we’ve designer 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 featured in a simple to understand form revealing how many clients had positive and negative experience with BackStop CRM. With that information at hand you will be prepared to make an informed business decision that you won’t regret.
Video
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?
- 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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