Dynamo CRM & Deal Management
- 1Runs onAndroid, API, iOS, Web
- 2CostsNot stated by the maker
- 3Compliance workflowsYes
- 4Opportunity managementYes
- 5Client portalYes
- 6Audit trailYes
- 7Deploymentcloud
- 8Email and calendar syncYes
Overview
Dynamo CRM & Deal Management is cloud software for investment teams in private capital markets. It tracks deals from initial research through post-investment and provides views of pipeline conversion, sectors, and team activity. Relationship scoring and indicators help assess relationship strength, quality, and potential. Configurable task workflows, reminders, and reporting support deal processes. The system centralizes documents with advanced search and AI-powered tagging; DynamoAI can also summarize meeting notes and deal documents. Outlook and Gmail integrations manage interactions and activities from the inbox. Listed data integrations include PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, and Dakota, while an open API connects with third-party data sources, software, and data warehouses. Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on Android and iOS, alongside web and API access. Security features include encryption in transit and at rest, granular permissions, audit logs, and SOC 1/2/3-audited cloud infrastructure with regional hosting options. Pricing is available on request.
Who it is for
Dynamo CRM & Deal Management suits investment teams in private capital markets that need to manage deal pipelines, relationships, workflows, and documents. Mobile access and integrations support teams using email, external data providers, and third-party systems.
What is good
- Tracks deals from research through post-investment
- AI can tag documents and summarize notes
- Outlook and Gmail integrations manage inbox activity
- Security features include encryption and audit logs
What to know first
- Pricing is available on request
- Regional hosting options are listed without further detail
Verdict
Dynamo brings deal tracking, relationship intelligence, document management, and workflow automation into a cloud CRM. Request pricing and confirm the setup details that matter to your team before proceeding.
Dynamo CRM & Deal Management plans and pricing
All plansCompared on portfolio management software
- Compliance workflows
- Yesdynamosoftware.com
- Opportunity management
- Yesdynamosoftware.com
- Client portal
- Yesdynamosoftware.com
- Audit trail
- Yesdynamosoftware.com
- Deployment
- clouddynamosoftware.com
- Email and calendar sync
- Yesdynamosoftware.com
Facts
- Purpose
- All-in-one deal management software for investment teams in private capital markets.dynamosoftware.com · 1 Oct 2026
- Relationship intelligence
- Dynamo provides relationship scoring and indicators to assess relationship strength, quality, and potential.dynamosoftware.com · 1 Oct 2026
- Pipeline visibility
- The platform tracks the deal lifecycle from initial research through post-investment and provides pipeline conversion, sector, and team activity views.dynamosoftware.com · 1 Oct 2026
- AI capabilities
- DynamoAI tags documents and summarizes meeting notes and deal documents.dynamosoftware.com · 1 Oct 2026
- Workflow automation
- Configurable task-based workflows, automated reminders, and automated reporting help manage deal processes.dynamosoftware.com · 1 Oct 2026
- Document management
- The product centralizes documents and supports AI-powered auto-tagging and advanced search.dynamosoftware.com · 1 Oct 2026
- Email and calendar
- Outlook and Gmail integrations manage interactions and activities directly from the inbox.dynamosoftware.com · 1 Oct 2026
- Data integrations
- Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers.dynamosoftware.com · 1 Oct 2026
- API
- An open API connects Dynamo with third-party data sources, software, and data warehouses.dynamosoftware.com · 1 Oct 2026
- Mobile access
- Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on the go.dynamosoftware.com · 1 Oct 2026
- Security
- The v3.0 brochure states that Dynamo uses encryption in transit and at rest, granular permissions, audit logs, and SOC 1/2/3-audited cloud infrastructure with regional hosting options.dynamosoftware.com · 1 Oct 2026
- Privacy compliance
- Dynamo states that it supports DORA obligations and complies with GDPR-related requirements and the California Consumer Privacy Act.dynamosoftware.com · 1 Oct 2026
- Customer support
- Dynamo lists a support telephone number of +1 617-393-0000 at its global headquarters.dynamosoftware.com · 1 Oct 2026
- Company history
- Dynamo states that the company was founded as Netage Solutions during the 1998–2002 period and later changed its corporate name to Dynamo Software.dynamosoftware.com · 1 Oct 2026
Company
- Founded
- 1998dynamosoftware.com · 28 Sept 2026
- Headquarters
- Watertown, Massachusetts, USAdynamosoftware.com · 28 Sept 2026
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Sources
- dynamosoftware.com/products/crm-deal-management/· checked 1 Oct 2026
- dynamosoftware.com/resource/dynamo-deal-management-v3-0-br· checked 1 Oct 2026
- dynamosoftware.com/resource/dynamo-deal-management-brochur· checked 1 Oct 2026
- dynamosoftware.com/resource/dynamo-integration-ecosystem-b· checked 1 Oct 2026
- dynamosoftware.com/trust-center/· checked 1 Oct 2026
- dynamosoftware.com/global-offices/· checked 1 Oct 2026
- dynamosoftware.com/about/· checked 1 Oct 2026
- dynamosoftware.com/get-a-demo/· checked 1 Oct 2026