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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
Knowing that companies have their own business demands, it is only rational they steer clear of adopting an all-in-one, ideal business program. Still, it is hard to try to discover such an app even among recognizable software products. The practicable thing to do would be to jot down the various important aspects which need analysis including crucial features, budget, technical skill ability of the employees, company size, etc. The second step is, you must double down on your research exhaustively. Go over these BackStop CRM reviews and check out each of the software programs in your shortlist more closely. Such detailed product research guarantee you stay away from unfit software solutions and choose the one that offers all the aspects your company 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 sensible to check out other subcategories of CRM Software gathered in our database of B2B software reviews.
Every business has its own characteristics, and may call for a particular type of CRM Software solution that will be designed for their company size, type of customers and staff and even individual niche they support. It's not wise to count on locating a perfect software that will work for every company regardless of their history 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 software is supposed to do for your company and your employees. Do you need a simple and intuitive service with just elementary functions? Will you actually use the complex functionalities needed by pros and big enterprises? Are there any particular features that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a trustworthy app that will match your budget.
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 know that when you choose to buy a CRM Software it’s vital not only to see how experts evaluate it in their reviews, but also to discover whether the real clients and enterprises that bought it are genuinely happy with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and BackStop CRM reviews across a wide range of social media sites. The data is then featured in a simple to digest format showing how many users had positive and negative experience with BackStop CRM. With that information at hand you will be equipped to make an informed business choice 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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