Backstop CRM – Client Relationship Management Software

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

Want to make the most of your time? Contact Backstop today.

Get Started