Affinity CRM vs. Dynamo Software

Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.

Incentivized

I think to organise and view information Dynamo has shown it's capability. However, it's still not a workflow or project management tool. It's a great hub for inhaling and presenting information of magnitude, and it does so well. But there are limitations to how Dynamo can be used to allow interpersonal and teamed type collabs to happen. We know it's not an Asana and not built for that, so it's not a negative feedback, just not the appropriate platform if full fledged proj management and logistics, comms need to be housed somewhere along with the data, It's not within Dynamo for now.

Incentivized

• Organization
• Data Housing
• Exporting Data

Incentivized

• Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
• The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
• The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.

• More prompts to update and sort new connections
• More visual appeal on each listing on a list
• An Outlook desktop app plugin

Incentivized

• Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
• Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
• At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.

We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.

Incentivized

I find it easy to use and very intuitive once you get into the weeds. We also prepared an entire policies and procedures for utilizing it efficiently and not making many human errors. This guide has helped our employees understand how to use it. In addition, the help guides on the Dynamo website are really useful

Incentivized

Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.

Incentivized

Affinity is the bridge that links our communication through our software workflow.

Incentivized

Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up from scratch. Dynamo offered some type of canvas.

Incentivized

• Hard to quantify - I know my job would be exponentially more difficult if I didn't have it.
• Affinity frees someone in business development or sales of the endless spreadsheets needed to track pipeline progress.

Incentivized

• creating work flows for new clients
• can cause issues with to many items in the pipeline
• Allows us to view funding quickly and efficiently