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BackStop CRM REVIEW

CRM Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.1

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

Position of BackStop CRM in our main categories:

200

BackStop CRM is one of the top 200 CRM Softwareproducts

200

BackStop CRM is one of the 200
CRM Software products


If you are interested in BackStop CRM it may also be beneficial to examine other subcategories of Best CRM Software gathered in our base of SaaS software reviews.Customer Service Software, Online CRM Software, Feedback & Reviews Management Software

It's essential to keep in mind that almost no app in the CRM Software category is a perfect solution able to fulfill all the needs of different company types, sizes and industries. It may be a good idea to read a few BackStop CRM reviews first as certain software might dominate exclusively in a really narrow set of applications or be prepared with a very specific industry in mind. Others may operate with an intention of being simple and intuitive and consequently lack advanced functions welcomed by more experienced users. You can also come across software that focus on a broad group of customers and give you a rich feature set, but this frequently comes at a more expensive price of such a software. Make sure you're aware of your requirements so that you choose a software that has all the elements you search for.

How Much Does BackStop CRM Cost?

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

User Satisfaction

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.

POSITIVE SOCIAL MENTIONS

1

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TICKETS

What are BackStop CRM pricing details?

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

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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