4Degrees vs Dynamo CRM & Deal Management

4Degrees is a CRM for private-market deals and relationship intelligence, with AI tools for teams that rely on connections. It scores relationship strength and maps connections across an organization to help users identify warm introduction paths. Deal workflows include customizable pipelines, Kanban views, reporting, reminders, and triggers. The system syncs email and calendar activity and enriches contacts from more than 20 sources. AI features can help users prepare for meetings, review relationship history, research companies, and suggest record updates. Integrations include PitchBook, Salesforce, Gmail, Outlook, Slack, Google Workspace, and hundreds of additional apps. Gmail and Outlook plugins, LinkedIn and Chrome extensions, and iOS and Android apps extend access across inboxes, profiles, company websites, and mobile workflows. The mobile app supports network search, deal updates, notes, reminders, and business-card scanning. An API can expose relationship and deal data to other tools, while its MCP integration gives AI assistants permissioned access to deal context. Pricing is by request and depends on the organization and team.

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.