Dynamo CRM & Deal Management vs Shape
Dynamo CRM & Deal Management
dynamosoftware.com
Shape
setshape.comSide by side
| Figure | Dynamo CRM & Deal Management | Shape |
|---|---|---|
| Price from | $0.08/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Financial Services CRM Software | 8.5 (#9) | 7.0 (#25) |
| Founded | 1998 | 2009 |
| Headquarters | Watertown, Massachusetts, USA | Irvine, California, United States |
| 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. | Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices. |
Plans
Dynamo CRM & Deal Management
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced 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.