CRMnext vs. Dynamo Software

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CRMnext
Score 8.4 out of 10
N/A
CRMNext is a customer relationship management (CRM) software for every step in the sales and marketing lifecycles.N/A
Dynamo Software
Score 9.9 out of 10
N/A
Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.N/A
Pricing
CRMnextDynamo Software
Editions & Modules
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Offerings
Pricing Offerings
CRMnextDynamo Software
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
CRMnextDynamo Software
Best Alternatives
CRMnextDynamo Software
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

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Enterprises

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All AlternativesView all alternativesView all alternatives
User Ratings
CRMnextDynamo Software
Likelihood to Recommend
-
(0 ratings)
8.2
(2 ratings)
Usability
-
(0 ratings)
7.7
(2 ratings)
User Testimonials
CRMnextDynamo Software
Likelihood to Recommend
CRMNEXT
No answers on this topic
Dynamo Software
Customer Service, Project Managers and our personal contact have been exceptional. Since the software is able to do so much and there are so many options the Dynamo team has been invaluable to us. Our company would not have been able to double in size over the last 4 years if it wasn't for Dynamo Software.
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Pros
CRMNEXT
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Dynamo Software
  • Keeps improving the software
  • Client management and support
  • It is very customizable
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Cons
CRMNEXT
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Dynamo Software
  • I think the software is so robust it can be difficult to use. I often get intimidated to make changes within our platform because I don't want to mess anything up.
  • I also feel like once you finish your "training" that it would be nice to have an account manager that can help you when you need it, rather than someone who is in the sales department or contacting the support team. It can be frustrating to have to re-explain your company and how you do things every time you are needing help or want to make changes to your platform that you don't know how to do.
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Usability
CRMNEXT
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Dynamo Software
There are many things our team enjoys with Dynamo Software. We are trying to think of more ways to use the software to the fullest utilization. The issues we have is just some communication and some of the learning curve. Overall a very good product with lots of ways to have it fit the brand.
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Alternatives Considered
CRMNEXT
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Dynamo Software
Dynamo Software was able to offer us a CRM, Investor Portal, Accounting Software and Fund Administration solution that we couldn't find anywhere else that would allow us to easily import and export data in Excel. Other vendors practically owned our data or there was additional cost to get data exported. We had a really bad experience with a previous provider so we took a very long time (almost 2.5 years ) to diligence all of the other options we could find and we are extremely happy we decided to go with Dynamo Software.
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Return on Investment
CRMNEXT
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Dynamo Software
  • It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.
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ScreenShots

Dynamo Software Screenshots

Screenshot of Dynamo Accounting, which helps manage and automate complex fund administration and reporting workflows, delivering Excel-powered financial packages and audit-ready outputs for alternative investment firms.Screenshot of Dynamo Research Management, a platform that centralizes and automates investment research and due diligence workflows for multi-asset class investors.Screenshot of Dynamo’s Investor Relations platform, which streamlines fundraising and marketing by centralizing investor data, automating outreach, with integrated CRM, analytics, and a secure investor portal.Screenshot of Dynamo Investor Portal, which is a secure, configurable platform that streamlines investor communications, performance reporting, and document management to deliver GP and LP engagement.Screenshot of Dynamo Deal Management, used to streamline GP deal sourcing, pipeline tracking, and due diligence with intuitive workflows, unified data, and intelligent automation.