BackStop CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
BackStop CRM Comparisons
Popular BackStop CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-Based Security
- Profile-Based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
- Access Control
- Quickstart Services
- Activity Management
- Calendar Management
Pricing Info
Claritysoft offers three SMB and enterprise pricing plans detailed below:
Sales Professional – $39/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-based Support
Sales Accelerator – $49/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
The CRM Suite – $69/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
Integrations
Claritysoft integrates with the following third-party applications:
- Microsoft Outlook
- Gmail
- Zapier
- Microsoft Excel
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Claritysoft helps businesses to deliver exceptional customer experiences for extensive growth and success.
Company Email
info@claritysoft.com
Contact No.
Company's Address
Claritysoft CRM (HQ)
565 Metro Place South
Suite 300
Dublin, OH 43016
USA
Claritysoft Comparisons
Popular Claritysoft Alternatives
No CRM Software will be perfect enough to solve all the needs of a company. Though main features of BackStop CRM and Claritysoft are obviously a priority you should also carefully analyze the integrations supported by a given solution. Very often your team will already be using various kinds of B2B software in your company and it’s definitely more beneficial to go with apps that integrate well with each other. With that approach you will be able to ensure a smooth transfer of information between your teams and apps, which can really reduce time wasted on migrating between one service and the next.
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