BackStop CRM is a software made for Client Relationship and Communications Management that has plenty of tools to provide you a good, stable system for managing your clients and collaborators in your activities. It has features that cover several tasks such as email communications, investment documentation, and research materials. The software also allows users to collaborate with each other, as processes such as sharing notes, calls and meetings, and documents are centralized in the database, which also allows for automatic syncing and sharing of emails and contacts from Microsoft Outlook. Users can also restrict access in the database according to the users’ role to comply with the internal structure and external policies of the company. You can also access the app from your mobile devices for your own and your employees’ convenience, a feature that is in demand for investors and fund managers.
Product Quality Score
Ease of use
Value for money
BackStop CRM features
Main features of BackStop CRM are:
Automatic contact sync
Notes, calls, & meeting capturing
Sales & marketing management
Sales pipeline tracking & maintenance
Interest level management
Campaign success evaluation
Secure online portal
Client & partner relationship
Customized website portals
Fund marketing documents
Analytics and reporting
Email campaign center
Unlimited email distributions
BackStop CRM Benefits
The main benefits of BackStop CRM are easy client management and client communications, the collaboration of members, and improved communication. The sales management tools also assist you in tracking and maintaining sales and other relevant tasks, including your clients’ interests, possible investments, and your demographics.
BackStop CRM also offers tools to handle different tasks and help your managers perform more effectively in accordance with your organizations’ workflow. It also patents fund-marketing documents and archive emails for easy sharing of reports and analysis among user-decisive metrics.
Communication tools also affect your site aesthetics by providing options for customization. This also includes secure and branded online platform for reports and statements for business protection. The management tools also include email campaigns in its feature that allow you to distribute emails to potential clients. The success rate of email returns is also measured for compliance.
BackStop also has an available app for your mobile device to cater to the demanding services of CRM without compromise to the features that are available in your desktop. This solution is designed for managers who are on the move and are on site. Other features include BackStop Research, IR, Portal, Portfolio Accounting Investor, and other industry-specific software.
Customer Support Types
BackStop CRM Integrations
The following BackStop CRM integrations are currently offered by the vendor:
HEDGE FUND DATABASE AND DIRECTORY
HEDGE FUND DATAFEEDER
HEDGE FUND INTELLIGENCE GLOBAL DATABASE
BackStop CRM pricing is available in the following plans: