Dynamo Software vs. Total Expert

Its alot more Dynamic than Salesforce. It helps with CRM, investor details, investor performance, fund performance, a huge help page, customizability, etc.. Its also pretty simple to work in which is a bonus. WE use it to send out mass mailings and you can have a template that you can roll over each month so that you dont have to reformat anything. Tax documents can be delivered automatically and it just pulls information from your server so you dont need to add anything into the cloud

Incentivized

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.

Incentivized

• 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.

• Database
• Customer Service is pretty good
• Mass emailing

Incentivized

• 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.

• To create co-branded material without having to have realtor opt-in first
• Home flyers are difficult to use. List reports is much easier

Incentivized

The usability is great - the user interface is intuitive and easy to learn and navigate. The ability to customize the interface both at a user level and admin/system-wide level is a huge plus. Additionally, the ability to generate custom, exportable views/reports is very useful. One piece of feedback on the custom views - it would be great if all entities in the hierarchy structure (documents, contacts, funds, companies, etc.) could all relate to each other in customized views which would enhance the capabilities even further.

No comment as the only other software I use/ed here at Cento is Highrise, which is being deprecated. I think iLevels is another one, but that was just a demo. Can't say it was good or not, it seemed like it was more catered for bigger/heavier financial type data sets and reporting, which we'd like but isn't a huge stickler or priority at the moment to be platform enabled.

Incentivized

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

Incentivized

• Streamlined Reporting for our Limited Partners
• Overall Efficency: Monday Mgmt Meetings, Deal Pipeline, Tracking Deals
• Productivity in Fundraising
• Single Sources of Trust for our internal teams

• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized