Solution introduction
Client Relationship Management Software
Purpose-built for the institutional and alternative investment industry, with a tailored entity structure and robust reporting and relationship engines
Backstop is much more than just a CRM, but it's our CRM underpinnings that make us so well-suited to the needs of the institutional investment industry. Since 2003, we've helped the industry organize and maximize their relationships with our proprietary relationship and reporting engines.
Benefits
- Capture and share important notes, meetings, calls and documents
- Automatically synchronize contacts and e-mails with seamless Outlook® integration
- Gain a better understanding of a network’s interconnectivity
- Powerful keyword searching instantly surfaces every document in the system
- Access crucial information, manage contacts, and add notes on the go with Backstop Mobile
- Manage interest levels, client types and investment probabilities
