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.

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.

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

Because businesses have specific business-related requirements, it is only sensible that they steer clear of picking an all-in-one, ”best” business program. Be that as it may, it would be futile to come across such a software solution even among sought-after software products. The logical thing to undertake is to tabulate the various vital aspects which demand examination including major features, price plans, technical skill competence of the employees, company size, etc. Next, you should do the product research thoroughly. Have a look at these BackStop CRM reviews and scrutinize each of the software systems in your list more closely. Such all-encompassing research can make sure you weed out ill-fitting applications and pay for the one which offers all the aspects 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 considering BackStop CRM it may also be beneficial to check out other subcategories of CRM Software collected in our base of SaaS software reviews.

Every company is different, and may call for a specific CRM Software solution that will be fit for their business size, type of customers and staff and even specific niche they cater to. We advise you don't count on finding an ideal services that will be suitable for every 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 remember what the solution is supposed to do for your company and your employees. Do you need an easy and straightforward app with just elementary features? Will you really make use of the advanced tools required by pros and large enterprises? Are there any particular tools that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to get a trustworthy software that will match your budget.

How Much Does BackStop CRM Cost?

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 realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and BackStop CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with BackStop CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based


  • 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

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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.

What integrations are available for BackStop CRM?

  • Preqin database
  • Microsoft Reporting
  • Crystal Reports
  • MSCI

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Reviewed By Louie Andre
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