Dynamo CRM & Deal Management vs Relate Fundraising CRM
Dynamo CRM & Deal Management
dynamosoftware.comRelate Fundraising CRM
relate.soSide by side
| Figure | Dynamo CRM & Deal Management | Relate Fundraising CRM |
|---|---|---|
| Price from | $0.08/mo | $12/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 7 |
| Spec score · Investor Relationship Management Software | 8.6 (#3) | 8.8 (#2) |
| Headquarters | Watertown, Massachusetts, USA | San Francisco, California, United States |
| Mobile access | Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on the go. | Relate says its mobile experience is a progressive web app accessible on iOS and Android browsers and can be added to a device home screen. |
| Notable news | Dynamo's resources page advertises an October 28, 2026 webinar on modernizing fund administration for private-equity and venture-capital firms. | On February 19, 2026 Relate announced Spread|Emma AI lead qualification and follow-up automation, CSV exports and additional Slack and mail-merge improvements. |
| Public API | Dynamo exposes an API with bulk, entity, reset, search, view and document operations. | Relate has a versioned public API at api.relate.so/v1 using bearer API keys. |
| Rating on G2 | 4.2 out of 5 from 37 reviews | 4.3 out of 5 from 2 reviews. |
| Rating on GetApp | 4.6 out of 5 from 34 reviews | 0.0 out of 5 from 0 reviews; GetApp lists no pricing information for Relate. |
| What it does | Dynamo CRM & Deal Management centralizes deal data, relationship intelligence, target research and pipeline workflows for alternative-investment teams. | Relate is a sales CRM for B2B companies that centralizes customer data, activities, deals and collaboration. |
Plans
Dynamo CRM & Deal Management
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
Relate Fundraising CRM
- Personal PlanFree
- Team FreeFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
- EnterprisePriced on request
In their own words
Dynamo CRM & Deal Management
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.
Relate Fundraising CRM
Relate Fundraising CRM helps founders organize investor relationships and fundraising activity. It brings investor deals and conversations together, with tools to build lists, comment, tag, and share context with teammates. Relate syncs investor email both ways and lets users send messages from the product. Email connections support Google, Outlook, or IMAP/SMTP, including self-hosted email services. Slack notifications can report CRM updates, and Relate Cal can schedule investor meetings, including Zoom calls. The product can also support sales, customer success, partnerships, and other processes. It is available in a browser and as desktop software for macOS and Windows; mobile access uses a progressive web app in iOS and Android browsers that can be added to a device home screen. Free plans include 30 days of email and note history, while Business includes full history. The pricing note lists paid access from $15/mo and a 7-day trial; Team Business is $60 a month, billed per user.