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
Backstop Solutions Group Sales and Marketing Management CRM

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
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Backstop Solutions Group Sales and Marketing Management CRM

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
Backstop Solutions Group Communication Management

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
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