Backstop vs HubSpot CRM

Starting Price

Not provided by vendor Not provided by vendor

Best For

Institutional investors: Funds of funds, endowments, foundations, pensions, OCIOs, family offices, and consultants. Alternative asset managers: hedge funds, private equity, real estate, and VC firms.

The HubSpot CRM is ideal for small and medium-sized businesses (10-200 employees) that are constrained by spreadsheets but don't need much of the advanced features of complex enterprise-level CRMs.

Rating


4.3 / 5
(36)
Read All Reviews

4.5 / 5
(2471)
Read All Reviews

Ideal number of Users

2 - 1000+

10 - 999

Ease of Use


4 / 5


  • "It is easy to use plugin in email. I can easily send my email information straight into the software."

  • "Ease of use, reporting, intuitive user interface, Rest API."


4.4 / 5


  • "Really happy with the ease of use and intuitive UI. It's been improving steadily and im excited to see more improvement."

  • "Great UX and intuitive UI makes it a very good choice as your first CRM."

Customer Support


4.5 / 5



4.5 / 5


  • "It's very comprehensive and easy to use for different departments in our company. Especially the great customer service is a huge plus."

  • "Analytics and tracking of emails. Excellent customer support and learning opportunities."

Features & Functionality


4.2 / 5


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

  • "Combing Report Builder, Excel Toolkit and API allows end-users to self-serve business intelligence."


4.3 / 5


  • "The whole system is amazing and gives me flexibility and guidance at the same time. I am confident it is helping my business."

  • "Great for all the more I utilize the system. Eventually my business will require a greater version."

Value for Money


4 / 5


  • "It's an easy data warehouse to utilize for investor history."

  • "Very handy SaaS solution for investment business."


4.4 / 5


  • "The ability to capture leads effectively. Great return on investment since it is a free feature."

  • "Had the features that the client was looking, a trustworthy company and a great cost: FREE."

Product Features

  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Backstop vs HubSpot CRM

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