CoRepo (discontinued) vs. Dynamo Software

I have to go through a lot of data, searching for healthcare companies matching specific criteria. And it took a lot of my time to filter through google search results, opening dozens, hundreds of pages to find what I was looking for. With corepo.org it got much! easier and faster. These inbuilt search filters are amazing. If you need to search companies for any reason—CoRepo is definitely something you should try. Some of my colleagues also started using CoRepo for marketing and analysis. It is free for now, so why not save time and money on daily researches. This tool still has room for improvement, but as long as it is free—it is a good substitution to some pretty expensive analogs I used before.

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Filters companies in search by very specific criteria.
• Saves time when doing research.
• Provides company information which is hard to find online.

• 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.

• Make filters more visible, they are not obvious for new users.
• Add some descriptions or best practices.
• Allow users to create their own lists and share them.

• 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.

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

From my experience, CoRepo provides better search results, with links to the main page of company's official website, allows to group companies on varied criteria. While at Crunchbase information is often outdated or insufficient. Had to verify with official company websites or LinkedIn. LinkedIn Sales Navigator has fewer filters, so I have to additionally filter search results, sometimes manually. And CoRepo is free, while Crunchbase and LinkedIn are not)

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Increased efficiency.
• Saved time
• Gave better leads for sales.

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