Private Equity CRM Made Easy

Are you tired of scattered business contacts, disparate data sources, and limited access to business intelligence? Look no further than Backstop’s Private Equity (PE) CRM solution.

Streamlined Operations

With a cloud-based platform that centrally stores contacts, data, and collateral, Backstop offers a ready-to-use solution that meets 70-80% of business requirements out of the box. And for the remaining 20-30%, Backstop offers sensible extensibility options, including Report Builder, Excel Toolkit, and API, that empowers end-users to derive business intelligence on demand.

Feedback is a Gift

But don’t take our word for it - Backstop’s commitment to listening to customer feedback sets it apart from industry giants like Salesforce, Oracle, and Microsoft. And with a product team that continually enhances the platform based on user input, Backstop is the ideal CRM solution for private equity firms seeking to streamline their operations.

Pros & Cons

Of course, no product is perfect. Backstop’s mature, risk-averse approach may not appeal to startups seeking unlimited flexibility to innovate. And while the platform’s UI/UX may seem a little dated, Backstop’s labeling of data entry screens could be more standardized. Additionally, mobile responsiveness and the mobile app have room for improvement.


Despite these drawbacks, Backstop remains a top-tier CRM solution that balances powerful features with sensible extensibility, making it an ideal choice for private equity firms seeking to optimize their workflows and streamline their operations. So why not give Backstop a try today and see how it can transform your business?