CRM and Deal Management Software

Deals are your bread and butter. Deal management software is ours. Dynamo’s comprehensive, industry-tailored CRM is specifically designed with fund managers’ deal processes in mind. With Dynamo, you can improve team-wide transparency and collaboration and make sure you’re making the right moves at the right time. Track your communications, research, opportunities, relationships, and progress all in one place for real-time insights into the deals that fuel your firm.

1. Relationship Management

• Our deal management software captures, analyzes, and synthesizes client and partner interactions automatically—doing the heavy lifting in the background while you can continue to manage your relationships.

2. Deal Sourcing Hub

• The Dynamo platform serves as a single source of truth for all documents, opportunities, communications, research, and 3rd party data integrations.

3. Pipeline Management

• Dynamo Pipeline Management pulls in data from integrated sources, minimizing data entry and delivering detailed pipeline reporting with just one button.

1. Email & Calendar Integration

• A lot can happen in your inbox. Update activities, documents, and communications in Dynamo without ever leaving Outlook.

2. Relationship management

• See your data the way you like it with interactive and self-sufficient dashboarding capabilities and off-the-shelf dashboard libraries.

3. Mobile app

• Enjoy on-the-go access to vital deal information with out integrated mobile app for ios and Android.

4. Configurable Automations

• Add structure and transparency to your pipeline flow with automated, task-based workflows.

5. Document Management

• Consolidate documents and data from different locations with auto-tagging and advanced search.

6. 3rd-Party Data Integration

• Integrate with Preqin, Pitchbook, Tracxn, Sourcescrub, and other data providers for real-time updates on opportunities and news.