TrustRadius

Backstop vs. unLocked CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Backstop
Score 10.0 out of 10
N/A
Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.N/A
unLocked CRM
Score 0.0 out of 10
N/A
unLocked CRM is an insurance-native platform that combines CRM, AI-powered quoting, commission tracking, licensing management, and a built-in power dialer into a single system — purpose-built for independent agents, agencies, IMOs, and FMOs. The platform connects to 1,228+ carriers for real-time life, annuity, health, Medicare, and ancillary quoting, and tracks commissions across 332 carriers with automated reconciliation. Every workflow — from lead capture to policy placement to…
$69.99
per month per user
Pricing
BackstopunLocked CRM
Editions & Modules
No answers on this topic
Core
$69.99
per month per user
Pro
$149.99
per month per user
Offerings
Pricing Offerings
BackstopunLocked CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
BackstopunLocked CRM
User Ratings
BackstopunLocked CRM
Likelihood to Recommend
10.0
(3 ratings)
-
(0 ratings)
Support Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
BackstopunLocked CRM
Likelihood to Recommend
Backstop Solutions Group
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.
wilson bruno | TrustRadius Reviewer
wilson bruno
Logistics Supervisor
Read full review
unLocked CRM
No answers on this topic
Pros
Backstop Solutions Group
  • Storage of notes from calls and meetings.
  • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
  • Allowing flexibility for client-defined uses.
Sean Carr, CFA | TrustRadius Reviewer
Read full review
unLocked CRM
No answers on this topic
Cons
Backstop Solutions Group
  • Poor communication procedures
  • Lack of specific OS support
  • No mobile version for Backstop
wilson bruno | TrustRadius Reviewer
wilson bruno
Logistics Supervisor
Read full review
unLocked CRM
No answers on this topic
Support Rating
Backstop Solutions Group
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.
Sean Carr, CFA | TrustRadius Reviewer
Read full review
unLocked CRM
No answers on this topic
Alternatives Considered
Backstop Solutions Group
I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.
Sean Carr, CFA | TrustRadius Reviewer
Read full review
unLocked CRM
No answers on this topic
Return on Investment
Backstop Solutions Group
  • Business ends up profiting
  • The chances of investing in the wrong projects don't exist
  • The analytical assistance from Backstop increases more investment plans
wilson bruno | TrustRadius Reviewer
wilson bruno
Logistics Supervisor
Read full review
unLocked CRM
No answers on this topic
ScreenShots

unLocked CRM Screenshots

Screenshot of where to pull and compare rates from 1,228+ carriers using natural language in seconds.Screenshot of the AI assistant that handles quoting, underwriting, and client communication tasks.Screenshot of where to build and manage automated workflows for renewals, follow-ups, and client tasks.