Backstop Mobile

"Having immediate access to critical information and updates at any time allows me to keep a pulse on my organization, even when I'm on the go."

—CEO, Hedge Fund


Backstop is available on demand with Backstop Mobile. Designed specifically to meet the needs of fund managers and investors, Backstop Mobile features many of the CRM tools our clients use every day in Backstop. Backstop Mobile allows users to instantly access important data, easily enter new meeting notes, and quickly keep up with updates back at the office – all while on the go. Whether you’re a fund manager traveling for a capital raising trip or an investor attending on-site meetings with potential managers, Backstop Mobile ensures you always stay connected.

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Backstop Solutions Group Sales and Marketing Management CRM

Mobile Features

  • Activity Timeline: Never miss an important update with an easy-to-read feed that keeps you up-to-date on the most recent activity your colleagues have entered in Backstop.
  • Note and Meeting Dictation: Instantaneously document your activity descriptions by talking directly into the app to record your notes in Backstop.
  • Contact Updates: Meet someone new? Add a contact to Backstop to immediately capture details about them while they’re fresh in your mind.
  • Account and Opportunity Details: Quickly access crucial, last-minute information prior to meeting an investor with all of your Account and Opportunity data at your fingertips.
  • Mobile Integration: Lost or running late to a meeting? Map your location, or call or text your contacts directly from the app.
  • Fund Details and Holding Lists: Be prepared for meetings with managers by checking a fund's performance, with benchmark comparison, and the current value of your holdings - all while walking in the door.