Description

Backstop CRM is a client relationship management software designed for institutional investment sectors. It enables users to manage client relationships, capture and share important information (notes, meetings, calls, and documents), automatically synchronize contacts and e-mails with Outlook integration, access crucial information, manage contacts, and add notes with Backstop Mobile, as well as manage interest levels, client types and investment probabilities. Features include database leveraging capability, productivity streamlining, interconnectivity streamlining, document management, and keyword searching optimization.