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BackStop CRM Review

BackStop CRM OUR SCORE 81%
starting price By quote
our score 81%
free trial
  1. What is BackStop CRM
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is BackStop CRM?

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
Customer support
Value for money

BackStop CRM features

Main features of BackStop CRM are:

  • Auto-archiving
  • Automatic contact sync
  • Email communications
  • Research material
  • Notes, calls, & meeting capturing
  • Restricted access
  • Contact management
  • Sales & marketing management
  • Sales pipeline tracking & maintenance
  • Interest level management
  • Client types
  • Campaign success evaluation
  • Report distribution
  • Secure online portal
  • Client & partner relationship
  • Investment documentation
  • Investment probabilities
  • Compliance integration
  • Customized website portals
  • Fund marketing documents
  • Analytics and reporting
  • Communications management
  • Email campaign center
  • Unlimited email distributions
  • Message monitoring

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.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

BackStop CRM Integrations

The following BackStop CRM integrations are currently offered by the vendor:

  • Crystal Reports
  • Microsoft Reporting
  • MSCI
  • Preqin database


Customer Support


Pricing Plans

BackStop CRM pricing is available in the following plans:

Free trial
Quote-Based Plan
Contact vendor