Backstop Solutions Suite Reviews & Product Details

Backstop is a wonderful CRM system that allows us to track important documents and contacts and keep data that meets our business needs at the same time and reports to support deliverables. Review collected by and hosted on G2.com.

Backstop is a small CRM with strengths for the financial investment industry, perhaps could support more customer/client community to increase shared business practices to help one another grow. Review collected by and hosted on G2.com.

It is very powerful - for an asset manager, it does everything you could possibly need Review collected by and hosted on G2.com.

The UI is clunky - it looks old and takes much longer than it should to do anything. It moves very slow. Customer support needs to be improved - there is a separate site with a different login and it can be difficult to get someone on the phone Review collected by and hosted on G2.com.

Backstop was built specifically for the investment industry. Many other CRM systems are flat and require a lot of customization. Backstop provides you with a relevant and useful tool out of the box but also allows you to create your own customizations. The Outlook plugin and relationship functionality are so helpful. Review collected by and hosted on G2.com.

Creating reports and using some of the tools like the Excel Toolkit can take time to master. I have found recently that it is difficult to get useful assistance from the helpdesk on matters like this. I also wish they offered a plugin similar to Outlook but for Gmail users. Review collected by and hosted on G2.com.

Backstop offers an easy-to-use CRM/RMS. Our team can streamline due diligence and portfolio performance monitoring, track contacts, documents & meeting notes. The client service and support teams are great partners. Backstop has consistently invested in product enhancements. IntellX is a helpful new service offered to collect and retrieve documents from our manager emails and portals. Review collected by and hosted on G2.com.

There is not much we dislike about Backstop. In 8+ years, we have raised occasional enhancement request ideas and minor bug fixes. Our requests are always promptly reviewed. They don't always make it into production. Review collected by and hosted on G2.com.

Posting notes and sharing them with colleagues is much easier on this platform. It is simple to learn and train incoming team members on how to use it. Other platforms have a steeper learning curve and it's harder to find specific entities. Review collected by and hosted on G2.com.

If a firm uses an acronym such as SGC and I want to search for it, I must type Star Growth Capital to access the entity. This process is tedious and often involves googling firm names. Review collected by and hosted on G2.com.

I have been working with Backstop for over 8 years and I feel the updates have been great! I am an Administrative Asst in the investment office and find it very helpful in assisting with my tasks. Review collected by and hosted on G2.com.

I find the report function a bit tedious but is improving. Also, my co-worker is unable to enter the values after the update on the Income and Expense tab. We were not sure if this was due to the update but she prefers the previous version that gives the option to just enter. Previously we had issues entering the values the updated way which caused issues with the returns. Review collected by and hosted on G2.com.

It's easy to use, flexible, intuitive and has unlimited Support/Education. I've used many CRMs and Backstop is the only one I have ever recommended as all others pale in comparison. Review collected by and hosted on G2.com.

In 10+ years of using the system, I haven't had any deal breakers. There's been an occasional "it'd be nice if..." but either that gets added or I missed a way to do that task. Review collected by and hosted on G2.com.

Backstop is very intuitive to use and navigate. The team was very helpful in setting up our CRM system. Review collected by and hosted on G2.com.

Nothing I strongly dislike - if there was anything I would say is that implementing a CRM system can be challenging to work through. Review collected by and hosted on G2.com.

Backstop Solutions provides an adaptable, ever-evolving product suite. Their customer service is fantastic and the products meet my needs as a Hedge Fund Investor Relations Professional. I have been a Backstop user for nearly 7 years. Review collected by and hosted on G2.com.

There aren't many things that I dislike about Backstop but there are certain reports that I have wanted to run but have been unable to access the data in the way I prefer. This is not a frequent issue though. I am on the product improvement list for these types of requests and can attest that Backstop does consider these improvement requests and often integrates them over time. Review collected by and hosted on G2.com.

The Help Center is most helpful as they are always one click away and willing to hop on a call. Review collected by and hosted on G2.com.

Some information can require extra clicking around to find at times. Review collected by and hosted on G2.com.