Backstop vs. Zinnia SmartOffice

Backstop makes planning and selecting the portfolio efficiently. There is a candid assistance in matters of resource utilization. Moreso, Backstop has a cost accounting notion, which makes the company control the expenses they make. Finally, Backstop has classical research procedures where analysis and decisions arrive after extensive assistance and evaluations.

Incentivized

Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program!

Incentivized

• Storage of notes from calls and meetings.
• Tracking portfolio holding balances, transactions, and IRRs/MOICs.
• Allowing flexibility for client-defined uses.

Incentivized

• organized
• user friendly
• effective
• helpful
• transparent

Incentivized

• Poor communication procedures
• Lack of specific OS support
• No mobile version for Backstop

Incentivized

• The interface could be more user friendly
• Some of its functionality is hard to use and/or hard to find
• There are alot of field that we do not use that do not appear to be able to be deleted
• It can sometimes be difficult to add new functionality

Incentivized

Backstop support is fantastic. They always pick up the phone without a wait and are highly knowledgeable, I rarely need more than 5 minutes to fix an issue.

Incentivized

I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.

Incentivized

While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change

Incentivized

• Business ends up profiting
• The chances of investing in the wrong projects don't exist
• The analytical assistance from Backstop increases more investment plans

Incentivized

• For the money, it is a well priced CRM
• The best thing I can say is that it has not had a significant negative effect on business
• The familiarity with the product by all employees lends itself well to continuity and cuts down on errors.

Incentivized