G2

Kimberly B.

Portfolio Administration Leader

Small-Business (50 or fewer emp.)

8/19/2022

"Configurations & flexibility to meet our internal processes & based on industry standard practices"

4.5/5

What do you like best about Backstop Solutions Suite?

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.

What do you dislike about Backstop Solutions Suite?

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.

What problems is Backstop Solutions Suite solving and how is that benefiting you?

Backstop CRM software allows us to customize data fields to meet our needs. There are many standard out-of-the-box solutions to meet simple needs and with the right contributions of individuals in your own business, you can configure the software or create custom data fields to track other data that might be important to your business such as Due Diligence or onboarding new managers or funds to your business. Show your pipeline and share information across your enterprise. It helps create transparency within your organization. Review collected by and hosted on G2.com.