Backstop is intuitive and simple. Compared to other CRM Platforms, my experience is that they have a very good customer support for after sales which is most important for me.
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
The number of available contacts is quite limited, and the screening options are much more restricted compared to other software.
Backstop is intuitive and simple. Compared to other CRM Platforms, my experience is that they have a very good customer support for after sales which is most important for me.
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
The number of available contacts is quite limited, and the screening options are much more restricted compared to other software.