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Compare Backstop Solutions Suite and CRMNEXT 
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At a Glance
Market Segments
Small-Business (76.1% of reviews)
Enterprise (73.7% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
Contact Us
No pricing available
Backstop Solutions Suite
Star Rating
(46)4.7 out of 5
Market Segments
Small-Business (76.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Contact Us
Browse all 5 pricing plansCRMNEXT
Star Rating
(19)4.1 out of 5
Market Segments
Enterprise (73.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviewers mention that CRMNEXT excels in customizable reporting, scoring a 9.0, which allows users to tailor reports to their specific needs, while Backstop Solutions Suite also offers strong reporting capabilities with a score of 9.0, but users report that its reporting features are more intuitive and user-friendly.
- Users on G2 highlight that Backstop Solutions Suite shines in ease of use with a score of 9.1, making it more accessible for small businesses, whereas CRMNEXT, with a score of 8.5, is noted for having a steeper learning curve, particularly in setup and administration.
- G2 users report that CRMNEXT's cloud functionality is robust, scoring 9.3, which is essential for enterprises needing reliable access, while Backstop Solutions Suite also performs well in this area with a score of 9.3, but users mention that its mobile capabilities are equally strong, ensuring flexibility for users on the go.
- Users say that Backstop Solutions Suite's customer support is highly rated, with a score of 8.5, and they appreciate the comprehensive knowledge base, while CRMNEXT's support, scoring 7.8, is seen as less responsive, leading to some frustration among users seeking timely assistance.
- Reviewers mention that CRMNEXT's document automation feature is particularly effective, scoring 9.7, which streamlines workflows significantly, whereas Backstop Solutions Suite, while also offering document automation, is noted for its email automation capabilities, scoring 9.1, which enhances marketing efforts.
- Users report that Backstop Solutions Suite's market analytics features are superior, with a score of 9.0, providing valuable insights for small businesses, while CRMNEXT's investment accounting features, scoring 6.9, are seen as lacking in comparison, making it less suitable for users focused on financial management.
Pricing
Entry-Level Pricing
Backstop Solutions Suite
Portfolio Management
Contact Us
Backstop’s Portfolio Management
platform provides the ability to manage
multi-asset class investments, communications
and portfolio performance, and
conduct due diligence on existing and
potential managers.
- Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform.
- Increase your operational efficiencies through a centralized, comprehensive portfolio management system.
- Manage, view, and analyze the entire investment cycle, all in one place.
CRMNEXT
No pricing availableFree Trial
Backstop Solutions Suite
No trial information availableCRMNEXT
No trial information availableRatings
Meets Requirements
9.1
32
8.0
18
Ease of Use
9.1
32
8.5
18
Ease of Setup
8.5
14
7.7
10
Ease of Admin
9.2
16
7.8
10
Quality of Support
9.1
32
7.8
18
Has the product been a good partner in doing business?
9.5
16
7.7
10
Product Direction (% positive)
9.2
29
8.6
17
Features by Category
Financial Information
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
9.7
5
Not enough data
Market News
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
Functionality
9.0
12
Not enough data
Feature Not Available
Not enough data
9.0
7
Not enough data
6.9
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
7.9
7
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
9.3
5
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Platform Content
Feature Not Available
Not enough data
Platform Data
8.8
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Platform Basics
Feature Not Available
Not enough data
Not enough data
Not enough data
Portfolio Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Platform Content
Feature Not Available
Not enough data
Investment Operations Management
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
8.8
8
Not enough data
Feature Not Available
Not enough data
9.7
6
Not enough data
Platform Data
Not enough data
Not enough data
9.8
8
Not enough data
9.7
5
Not enough data
Platform Content
9.4
8
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.0
7
Not enough data
Sales Force Automation
9.7
6
Not enough data
Not enough data
Not enough data
8.5
8
Not enough data
Not enough data
Not enough data
Platform Analytics
Feature Not Available
Not enough data
8.9
11
Not enough data
8.7
10
Not enough data
Marketing Automation
9.1
9
Not enough data
Not enough data
Not enough data
8.3
7
Not enough data
Content
Not enough data
8.2
11
Platform Additional Functionality
Not enough data
8.8
12
8.1
9
7.6
12
9.3
9
8.3
7
7.9
8
7.9
11
Feature Not Available
9.0
7
Platform Reporting and Analytics
9.0
10
7.4
11
Feature Not Available
9.3
5
Customer Support
8.1
9
8.3
13
8.5
11
7.7
8
8.5
11
8.3
6
Feature Not Available
6.3
9
Marketing Automation
Not enough data
9.1
9
Not enough data
9.0
10
Feature Not Available
9.0
7
Sales Force Automation
7.7
5
8.7
9
Not enough data
8.7
9
Feature Not Available
9.7
5
Feature Not Available
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Backstop Solutions Suite and CRMNEXT are categorized as Financial Services CRM
Unique Categories
Backstop Solutions Suite is categorized as Investment Accounting, Investment Portfolio Management, Financial Research, Investor Reporting, Investor Relationship Management, and Real Estate Investment Management
CRMNEXT has no unique categories
Reviews
Reviewers' Company Size
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
CRMNEXT
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
41.3%
Investment Management
34.8%
Venture Capital & Private Equity
8.7%
Capital Markets
4.3%
Printing
2.2%
Other
8.7%
Insurance
36.8%
Banking
31.6%
Financial Services
10.5%
Medical Devices
5.3%
Mechanical or Industrial Engineering
5.3%
Other
10.5%
Alternatives
Discussions
The relationship options should be streamlined; is that possible? It seems repetitive.
1 Comment
Official Response from Backstop Solutions Suite
That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly...Read more
Backstop Solutions Suite has no more discussions with answers
What is the best way to integrate systems without adding more layers
1 Comment
JG
Hey Sachin! We integrate directly into the core which allows us to not add extra layers but a single layer where all systems can speak to one another. Our...Read more
What is a CRM tool?
1 Comment
PB
CRM is basically customer relationship management and it helps the organization in maintaining a single source of customer information. There are different...Read more
CRMNEXT has no more discussions with answers
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