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.
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Resolver
Score9 out of 10
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Crisp is a Social Media Safety and crisis monitoring firm, boasting technology that is trusted by some of the world’s largest, most well-known brands to provide fast, precise detection of critical issues and crises. Crisp is a Kroll company since the May 2022 acquisition.
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.
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
At $95 per month for unlimited seats, it's the cheapest solution for both support and marketing/sales teams if you need multiple seats. At the same time, everything works so smoothly and efficiently that you'd never believe it is such a cheap tool. Small teams could leverage their Free plan or the Pro tier, however, to get access to advanced features like chatbots or CRM integrations you'd need to get the unlimited package. Magic Browsing is another top feature that allows support teams to see what the client is doing on the website and guide him through the needed steps to troubleshoot any issues
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
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
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.
Additional features for improving conversions like popup banners or guided tours to allow clients to combine multiple tools into one (like Intercom does)
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
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
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
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.
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
Crisp has fewer auxiliary features that Intercom (popup builder and guided tours is something that comes to mind), however [I feel it] has MUCH better pricing tiers. It does 95% of things Intercom can do at 5% of the price. Both Drift and Freshworks provide similar solutions which are more expensive, but also have technical issues, which resulted in poorer performance of our website
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
Radically increased conversion rates due to proactive chat bots
Increased customer satisfaction due to stellar support (built in screen share saves a ton of time for troubleshooting, unlimited number of agents helps to improve response times etc)
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
