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BACKSTOP CRM

Client Relationship Management Software

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
Backstop Mobile
The Backstop Outlook module allows users to send emails directly from Outlook to Backstop and to convert email attachments to linked and tagged Backstop Documents. Emails sent to Backstop are automatically linked to contacts with matching email addresses or company domains and can also be linked to other Backstop entities from within the Outlook interface.

Manage interest levels, client types and investment probabilities 

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EXCEED EXPECTATIONS

Combine intuition, insight, and information to develop and nurture lasting client relationships

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GAIN INSIGHTS

Backed by real-time data, focus the right resources on the right opportunities at the right time

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ENHANCE PRODUCTIVITY

Optimize and leverage your prospect database to maintain the sales pipeline and support the capital raising process

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GET THE DATA SHEET: BACKSTOP CRM PLATFORM

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Give Your Firm an Unfair Advantage Over the Competition

Backstop’s CRM empowers fundraising and marketing, empowering you with real-time data and analytics that help you prioritize opportunities, drive efficiencies, and maximize outcomes. 

Private Equity/VC

Private Equity/VC

The Backstop Productivity Suite provides private equity and venture capital firms with the flexibility necessary to support multiple investment methodologies while leveraging diverse structured data points to drive optimized business decisions. Discover how Backstop will help you raise capital, streamline operations, and delight your investors!

Hedge Funds

Hedge Funds

Backstop gives hedge funds an unfair advantage over the competition by providing solutions to manage client relationships, streamline sales and marketing efforts, and manage investor accounts in one centralized location. Our scalable, on-demand software solution enables you to provide the quality investment service increasingly demanded by sophisticated investors.

Real Estate

Real Estate

The Backstop productivity suite empowers real estate organizations by consolidating  qualitative and quantitative data into one centralized database, supporting the capital-raising cycle, and tracking all contacts and interactions effortlessly – eliminating process inefficiencies and facilitating agile decisioning.

Fund of Funds

Fund of Funds

Backstop provides comprehensive software empowering funds of funds to meet both front- and back-office operational needs, including portfolio management, research management, capital raising, investor relations, and more. Find out how you can boost efficiency, raise capital, increase your agility, and more!

Read how we’ve helped others

“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”

- Josh Mika, Head of Midwest Region, Optima Partners

DEVELOPED FOR THE INSTITUTIONAL INVESTMENT INDUSTRY

Whether you're an asset owner, asset manager, or intermediary, Backstop's solutions help you drive operational excellence and superior decision-making.

PURPOSE-BUILT SOLUTIONS FOR OUR CLIENTS' TOUGHEST CHALLENGES

Want to build a world-class investment culture steeped in robust processes? Or deliver world-class investor servicing? Or turn mountains of information into insight? Backstop's products help you do that, and more.

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READY TO START DIGGING IN?

Request a meeting with Backstop to discover
the right solution for you and your team.

Talk to us today