How Dasseti COLLECT Integrates Seamlessly with CRM Platforms Like Backstop, Salesforce, DealCloud and More

CRM systems like Backstop, DealCloud, Dynamics, and other proprietary tools are deeply embedded into the operational fabric of many institutional investors. But as due diligence demands grow in complexity, these platforms often fall short when it comes to handling the nuanced workflows of Operational and Investment Due Diligence.

Dasseti COLLECT is purpose-built to fill these gaps.

Instead of asking teams to rip and replace their existing systems, Dasseti integrates directly with them, acting as a specialist extension that picks up where legacy or generalist CRMs leave off.

Complementing, Not Competing

Dasseti COLLECT isn’t a CRM replacement. It’s a due diligence engine that connects with your CRM to streamline the collection, review, and monitoring of fund manager data.

• Pre-built integrations are available for platforms like Salesforce and Microsoft 365.
• Custom integrations with platforms like Backstop or proprietary CRMs are routinely delivered, depending on client requirements.
• Two-way APIs ensure seamless data exchange between Dasseti and your CRM, minimizing duplication and keeping records in sync.

Bridging the Data Gap

Legacy or non-specialist CRMs typically lack purpose-built tools for:

• Sending and tracking DDQs
• Automating follow-ups and reminders
• Flagging risk indicators in real time
• Capturing nuanced findings from documents or conversations

Dasseti COLLECT fills these workflow voids. And when integrated, it enhances the CRM by piping validated, structured data directly into manager records or profiles.

Built for Flexibility

Every organization has a unique architecture. That’s why Dasseti offers flexible integration pathways. If you're working with a proprietary system or something niche, Dasseti’s team will work with your analysts or developers to scope the right solution. All that’s typically required is access to your CRM's API and someone on your side to collaborate. Most clients only need to sync 10–20 key data fields.

Why It Works

Forward-thinking institutional investors are already integrating Dasseti with their existing CRM ecosystems. And for good reason:

• It enhances visibility into manager risk with structured, trackable data.
• It standardizes data collection across funds, reducing inconsistency and manual reconciliation.
• It enables quicker issue identification through automated flagging and workflows.
• Teams can work efficiently using the tools they are most familiar with.

Next Steps

Whether you're using Salesforce, Backstop, DealCloud, Dynamics, or a custom-built tool, Dasseti COLLECT is designed to fit into your world, not force you into ours.

Want to see how an integration could work in your setup? Book a demo and we’ll walk you through how Dasseti COLLECT can enhance your due diligence process, without overhauling your existing systems.