Backstop Reviews

Strong in terms of accounting and tracking capeabilities

Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues

Easy to use software that is very customizable. We utilize a balanced combo of out of the box features along with unique layouts to track tasks that are more specific to us. Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue.

Reporting can be a little onerous with the sheer volume of reportable data. There is a learning curve and a little extra effort required to get the reporting to meet your needs.

Analytical tools are great. The software is also very flexible and allows for individual customization of many items.

The reporting engine is a bit outdated and the least user friendly part of the software. My understanding is they are working on a new reporting engine and we should see improvement soon.

Overall maneuverability. The layout of the software makes sense. It's one of those situations where you login and as soon as you begin working with the software, you get the sense that you've already been using the software for years.

Reporting Functionality. The reporting functionality is extremely comprehensive, thus creating an increase in difficulty. There are so many fields to choose from, sometimes you are lost.

Integration with internal logins and ability to store large data sets.

Not the best search engine, requires use of hotkeys. Duplication and structure of data, though partially due to way data entered. Reporting and overall user interface not very user friendly.

Ease of use, reporting, intuitive user interface, Rest API

Performance of the product goes south sometimes. Searchability could use some work as well.

Backstop hits the sweet spot between features and extensibility. Out of the box, the platform meets 70-80% of our business requirements. Our firm fortunately has the know-how to use API and Excel Toolkit (ETK) to cover the last mile. Most importantly, the product team listens to its customers and continually enhances the platform based on our input. You would unlikely get such feedback loops from the likes of Salesforce, Oracle or Microsoft.

Compared to a CRM startup that has unlimited flexibility to innovate, Backstop may seem more mature and risk-averse. The UI/UX seems a little dated, and mobile-responsiveness and mobile app have room for improvements. The labeling of different data entry screens should be more standardized as well.

All the information is always made clear and readily available.

The run time is slow compared to alternatives which only provide simpler services.

Backstop is to commended on its ease of use.

Nothing immediate springs to mind regarding what i like least about it.

Somewhat customizable. I like the ability to create your own views.

uploading and sending out email blasts. The email center is very not user friendly.

This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.

The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.

Clean look, high quality search capability, strong reporting tools to extract data, very good customer support, Backstop team is always looking for ways to improve the software, overall the best CRM/document storage/high level investment management tool on the market

Still missing some vital Private Equity components, still lacking in cash management functionality, far behind in mobile app technology, would like to see more analytical capabilities rather than just high level investment information

Backstop is extremely customizable and therefore can meet every clients' needs. The platform is very helpful for centralizing all existing and prospective client information.

I am not an active user of the Investor Bridge but in demo, did not find that to be very good.

Simple, easy to use, can be customized to fit the needs of the organization. Support is outstanding. Definitely the best of the dozen CRM/portal systems I've used over a 20+ year career in Finance.

Reporting is still a bit slow and cumbersome.

Any changes and/or updates made are instantly reflected upon updating the website as well as various risk & return reports

More standardized risk and return performance reports

The site is easy to navigate and you are able to run reports and track investor communication.

the site seems a little outdated and not as sleek or user friendly as competitors.

I like the email blast feature and a lot of the capabilities it has that makes our email blasts a lot easier to maneuver and double check before sending them out to our clients and our perspective clients

It's hard to organize the data. We always have duplicates. Also theres a lot of mini shutdowns and lapses of time when the software isn't working

I love the simplicity and ease of use of the software

The software sometimes crashes and I am not able to accomplish work, but this is rare

The interface is very user friendly. The tool itself can be used in a variety of ways and gives you the ability to build out your own reports and layouts. This allows us to tailor the backstop platform to our company specific needs

The software can sometimes run slowly when executing long processes

Backstop is a central hub for all of our relationships and reporting. The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants.

While the platform overall is very customizable, there are certain aspects that aren't. For example, the opportunities section under the organization comes standard, and some of the information is irrelevant to use.

Excellent support on Setup. Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good. Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.

Reporting is a bit cumbersome and slow. Customization is limited. Email integration created a huge headache, but was solved quickly. Outlook and Excel add-ins crash occasionally

This is an excellent software to track and monitor investor activity, communications, and account flows.

Because the software is so customizable, it takes time to build some of the reports.

The effort BS puts in to customize and update our version of the software to make sure it is as user-friendly as possible and always expanding for more use purposes.

Updates seem to affect other components of the software that are not intended. When updates are made, it would be ideal that a little bubble pops up to say "this is new" to ensure the new options are utilized/made known.

This software is a great value compared to other products available.

When an update to the software is needed it can take a long time to receive an update.

A great place to store vehicle and account information. We export these daily in order to know what primary keys and accounst ahve already been set up. Allows us to effectively sort through this data.

Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.