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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:

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BackStop CRM is one of the top 200 CRM Software products

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BackStop CRM is one of the top 200
CRM Software products

If you are considering BackStop CRM it might also be a good idea to check out other subcategories of Best CRM Software collected in our base of B2B software reviews.Online CRM Software, Social CRM Software, Feedback & Reviews Management Software

Every company has different needs and requires a system that can be personalized for their size, type of workers and buyers, and the specific industry they are in. For these reasons, no system can provide perfect features off-the-shelf. When you look for a software app, first be sure what you want it for. Read some BackStop CRM reviews and ask yourself do you need basic functionality or do you want complex tools? Are there any industry-specific tools that you are looking for? Find the answers to these questions to aid your search. There are multiple factors that you need to mull over and these include your budget, specific business requirements, your organization size, integration needs etc. Take your time, try out a few free trials, and finally select the system that offers all that you require to improve your organization competence and productivity.

How Much Does BackStop CRM Cost?

BackStop CRM Pricing Plans:

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.






Technical details

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

What Support Does This Vendor Offer?


What are BackStop CRM pricing details?

BackStop CRM Pricing Plans:

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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