Hedge Funds and Private Equity Funds who have implemented Backstop for their sales and investor services teams and begun to reap the benefits of this powerful CRM software often wish to leverage it across their entire organization. The CRM-Only module was created for the purpose of helping our clients to take full advantage of our award winning CRM software at an affordable price point.

Are you a hedge fund or long only manager looking for a research management system your team will actually use? Are you an administrator, broker dealer, or private equity fun looking to replace a generic CRM package that isn’t making the grade?

CRM-Only users can take advantage of all the great core functionality of Backstop to keep track of their interactions with business and portfolio contacts. Investment professionals can utilize the CRM-Only module to augment the research management process. They can track their meeting notes, emails, models, investment ideas, and more within the Backstop platform. Teams reliant on a document management system or series of network folders for the core of their research management platform can link to those systems directly from Backstop.

The CRM-only module helps you to:

• Consolidate business relationship data into a single system that works with Microsoft Outlook and other web based email tools.
• Maintain a complete contact and relationship history at-a-glance for every part of your business.
• Manage and report on business activities.
• Utilize powerful blast email tools to create re-usable templates, send out mailings, and track the results.
• Manage important documents by uploading or linking to folders on networks or file servers.
• Find stuff with the advanced search engine based on keywords in contact history, email messages, and document contents. You can even find contacts by location, or relationship.