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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dynamo Software

    Score9 out of 10
    N/ADynamo 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

    Oracle CRM On Demand

    Score9.1 out of 10
    N/AThe basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.N/A
    Pricing
    Dynamo SoftwareOracle CRM On Demand
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Dynamo SoftwareOracle CRM On Demand
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Dynamo SoftwareOracle CRM On Demand
    Considered Both Products
    Dynamo Software
    No answer on this topic
    Oracle
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    14 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    14 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    9 Answers
    No answers on this topic
    Implementation went as expected
    83%
    Implementation went as expected
    10 Answers
    No answers on this topic
    Features
    Dynamo SoftwareOracle CRM On Demand
    Sales Force Automation
    Comparison of Sales Force Automation features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    8.9
    25 Ratings
    13% above category average
    Customer data management / contact management00 Ratings8.025 Ratings
    Workflow management00 Ratings9.024 Ratings
    Territory management00 Ratings8.024 Ratings
    Opportunity management00 Ratings8.025 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings9.022 Ratings
    Contract management00 Ratings9.024 Ratings
    Quote & order management00 Ratings10.023 Ratings
    Interaction tracking00 Ratings9.024 Ratings
    Channel / partner relationship management00 Ratings10.023 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    9.7
    24 Ratings
    23% above category average
    Case management00 Ratings10.024 Ratings
    Call center management00 Ratings10.023 Ratings
    Help desk management00 Ratings9.024 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    9% above category average
    Lead management00 Ratings8.024 Ratings
    Email marketing00 Ratings9.022 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    9.0
    24 Ratings
    16% above category average
    Task management00 Ratings9.023 Ratings
    Billing and invoicing management00 Ratings9.022 Ratings
    Reporting00 Ratings9.023 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    11% above category average
    Forecasting00 Ratings10.024 Ratings
    Pipeline visualization00 Ratings6.623 Ratings
    Customizable reports00 Ratings9.024 Ratings
    Customization
    Comparison of Customization features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    8.2
    24 Ratings
    7% above category average
    Custom fields00 Ratings9.024 Ratings
    Custom objects00 Ratings9.024 Ratings
    Scripting environment00 Ratings5.820 Ratings
    API for custom integration00 Ratings9.023 Ratings
    Security
    Comparison of Security features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    9.5
    25 Ratings
    12% above category average
    Single sign-on capability00 Ratings10.022 Ratings
    Role-based user permissions00 Ratings9.025 Ratings
    Social CRM
    Comparison of Social CRM features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    18% above category average
    Social data00 Ratings9.018 Ratings
    Social engagement00 Ratings9.018 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    9.0
    22 Ratings
    18% above category average
    Marketing automation00 Ratings9.022 Ratings
    Compensation management00 Ratings9.020 Ratings
    Platform
    Comparison of Platform features of Dynamo Software and Oracle CRM On Demand
    Feature
    Dynamo Software
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    17% above category average
    Mobile access00 Ratings9.018 Ratings
    Best Alternatives
    Dynamo SoftwareOracle CRM On Demand
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Dynamo SoftwareOracle CRM On Demand
    Likelihood to Recommend
    8.2
    (14 ratings)
    10.0
    (26 ratings)
    Usability
    7.4
    (14 ratings)
    9.0
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Dynamo SoftwareOracle CRM On Demand
    Likelihood to Recommend
    Dynamo Software
    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
    Read full review
    Oracle
    I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.
    Incentivized
    Read full review
    Pros
    Dynamo Software
    • 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.
    Read full review
    Oracle
    • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
    • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
    • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
    Incentivized
    Read full review
    Cons
    Dynamo Software
    • 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.
    Read full review
    Oracle
    • The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
    • The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.
    Incentivized
    Read full review
    Likelihood to Renew
    Dynamo Software
    No answers on this topic
    Oracle
    Because am using oracle last 3 years and it’s great
    Read full review
    Usability
    Dynamo Software
    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
    Read full review
    Oracle
    Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
    Incentivized
    Read full review
    Support Rating
    Dynamo Software
    No answers on this topic
    Oracle
    As am using oracle very much satisfy.
    Read full review
    Implementation Rating
    Dynamo Software
    No answers on this topic
    Oracle
    With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
    Incentivized
    Read full review
    Alternatives Considered
    Dynamo Software
    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
    Read full review
    Oracle
    MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
    Incentivized
    Read full review
    Return on Investment
    Dynamo Software
    • creating work flows for new clients
    • can cause issues with to many items in the pipeline
    • Allows us to view funding quickly and efficiently
    Read full review
    Oracle
    • This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
    Incentivized
    Read full review
    ScreenShots

    Dynamo Software Screenshots

    Screenshot of Dynamo Accounting, which is a General Ledger (GL) based platform to manage and automate complex fund administration, and reporting workflows, delivering Excel-powered financial packages, audit-ready outputs, and streamlined financial operations from a single platform.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 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.Screenshot of Dynamo Investor Relations, which streamlines fundraising, investor communications, reporting, and relationship tracking in a single system.Screenshot of Dynamo Portfolio Management with embedded DynamoAI delivers intelligent portfolio monitoring, analytics, and workflow automation, empowering investment teams to make faster, data-driven decisions across their portfolios.