Dynamo Software vs. Total Expert

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Total Expert
Score 9.8 out of 10
N/A
Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…N/A
Pricing
Dynamo SoftwareTotal Expert
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Dynamo SoftwareTotal Expert
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 SoftwareTotal Expert
Best Alternatives
Dynamo SoftwareTotal Expert
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
Dynamo SoftwareTotal Expert
Likelihood to Recommend
8.2
(2 ratings)
10.0
(1 ratings)
Usability
7.7
(2 ratings)
-
(0 ratings)
User Testimonials
Dynamo SoftwareTotal Expert
Likelihood to Recommend
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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Total Expert
It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.
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Pros
Dynamo Software
  • Keeps improving the software
  • Client management and support
  • It is very customizable
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Total Expert
  • Database
  • Customer Service is pretty good
  • Mass emailing
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Cons
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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Total Expert
  • To create co-branded material without having to have realtor opt-in first
  • Home flyers are difficult to use. List reports is much easier
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Usability
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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Total Expert
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Alternatives Considered
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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Total Expert
Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss
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Return on Investment
Dynamo Software
  • It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.
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Total Expert
  • Increased engagement with prospects
  • Increased engagement with realtors
  • Increased reach with realtors and clients
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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.