Hedge fund and investment managers use the Backstop CRM login at Secure.BackstopSolutions.com as your customer relationship manager software online.
The solutions group is for financial clients to use actionable intelligence on customers or potential customers of investing products and services.
Start at https://secure.backstopsolutions.com/backstop/ by entering your Backstop CRM login on the website as your username and password.
Registered users who have forgot or lost a password to the software portal can use the password reset tool at the bottom of this page or speak with BackStop Solutions Group customer support at the 312-277-7700 phone number.
The 312 area code is located in Chicago if you are calling from outside the United States. Only use the contact form on the official website for sales or non-emergency inquiries.
It is recommended that once inside your account after a successful log on is produced that you should build your important notes, calls, and documentation for customers first. The suite of software features can be used to send email to prospects stored in the system.
Your customer relationship manager software is specially designed for financial and hedge fund managers to synchronize email contacts in Outlook.
Administrators can restrict access to position roles with investment companies to ensure compliance and integrity in the system. Critical contact information and notes can be accessed with the mobile version of your Backstop CRM login with the activity timeline enabled.
Notes and meeting recording, opportunity details, hedge fund listings, and fund performance are all included with your account.
All sales management tasks are broken into login pipelines and activities to support investments with analytics support. This involves watermarking important fund documents and archiving emails for compliance audits.
The Backstop CRM login, Email Center, InvestorBridge, and secure document uploader has a uptime of 99.89% in US business hours of the last month.