Name: Dynamo CRM & Deal Management
Rating: 10 (1 reviews)
Author: Dynamo Software

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Operational Analytics

Risk Management

Streaming Analytics

Enterprise

Accounting

Budgeting and Forecasting

Cash Flow Management

Crypto Accounting

Crypto Asset Management

Investor Relations

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Authorization

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Fabric

Data Science

Fraud Detection

IT Service Providers

Identity Verification

Integration Platform as a Service (iPaaS)

Intranet

IoT Security

Network Monitoring

Network Performance Monitoring

NoSQL Databases

Secret Managers

Web Portal

Wireless WAN

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Email Marketing

Marketing Automation

Predictive Analytics

Retail Media Advertising

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

API Security

Security

Animal Shelter

Architecture

Chargeback Management

Computer-Aided Design (CAD)

Debt Collection

Dental

Moving Software

Oil and Gas

Tax Practice Management

Vertical-Specific

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Dynamo CRM & Deal Management is a software solution designed for deal sourcing and pipeline management. According to the vendor, this tool is tailored to meet the needs of professionals in private equity, venture capital, real estate, emerging managers, and hedge funds. It offers features such as Outlook integration, mobile app accessibility, configurable workflows, and data visualization capabilities.

## Key Features

**Outlook Integration**: According to the vendor, users can update activities, documents, and communications in Dynamo without leaving Outlook. The software seamlessly integrates with Outlook for efficient workflow management.

**Relationship Management**: The vendor states that Dynamo CRM & Deal Management allows users to visualize and understand the relationships between contacts and opportunities. Users can track communication touchpoints to ensure effective relationship management.

**Mobile App**: The integrated mobile app for iOS and Android enables users to access vital deal information on-the-go. According to the vendor, this feature allows users to stay connected and informed even when away from the office.

**Configurable Workflows**: The vendor claims that users can add structure and transparency to their pipeline flow with automated, task-based workflows. This feature aims to streamline deal processes and ensure consistent progress tracking.

**Pipeline Management**: Users can drill into the pipeline to view progress by team member, deal stage, deal source, and other key metrics. According to the vendor, this feature provides insights into the overall health and status of deals.

**Data Visualization**: The vendor states that users can customize data presentation with interactive charts and graphs using flexible SSRS and Microsoft PowerBI. This feature allows users to visualize deal data according to their preferences and analysis needs.

**Detailed Profiles**: Dynamo CRM & Deal Management enables users to compile financial data, deal files, contacts, preferences, and news for investors and companies. According to the vendor, this feature helps create comprehensive profiles to have all relevant information in one place.

**Data & Document Storage**: The vendor claims that users can consolidate documents and data from different locations with auto-tagging and advanced search capabilities. This feature aims to facilitate efficient storage and retrieval of deal-related information for easy access and collaboration.

**3rd-Party Data Integration**: According to the vendor, users can integrate with data providers like Preqin and Pitchbook for real-time updates on opportunities and news. This feature allows users to stay up-to-date with the latest market information to make informed decisions.

Dynamo’s industry-tailored CRM is specifically designed with fund managers’ deal processes in mind. Dynamo's CRM can be used to improve team-wide transparency and collaboration and making sure the right moves are made at the right time. This enables users to track communications, research, opportunities, relationships, and progress for real-time insights into the deals that fuel the firm.

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Dynamo CRM & Deal Management

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Dynamo Software

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Dynamo CRM & Deal Management

Overview

What is Dynamo CRM & Deal Management?