Backstop CRM – Client Relationship Management Software
"Having a centralized system where quickly we can pull records of every single interaction has been vital to our success."
—Managing Director, Hedge Fund
Relationship Management
Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials and e-mail communications in one central database.
- Capture and share important notes, meetings, calls and documents
- Automatically synchronize contacts and e-mails with seamless Outlook® integration
- Restrict access by role or user type to ensure compliance with internal and external policies
- Access crucial information, manage contacts and add notes on the go with Backstop Mobile
Sales & Marketing Management
Backstop's sales management capabilities allow for easy tracking and maintenance of sales pipelines and associated activities to support the capital raising process.
- Manage interest levels, client types and investment probabilities with a sales tool designed specifically for alternative asset managers
- Integrate compliance into everyday workflow by auto-archiving marketing e-mails and watermarking fund marketing docs
- Easily create and share reports and analytics to measure sales effectiveness
Communication Management
Backstop provides a suite of software tools for driving more effective communications from an e-mail campaign center to customized website portals.
- Create and send unlimited email distributions to clients, prospects and other contacts using the email center
- Monitor message reads and forwards to evaluate marketing campaign success and to maintain your culture of compliance
- Protect your clients and your firm by distributing reports, statements, K-1's, fund documentation and more via a branded, secure online portal
PDF Watermarking
Advanced Permissioning Module
Private Equity Module
Backstop Mobile
info@backstopsolutions.com
312-277-7700