Dynamo CRM & Deal Management
- Android app
- Yes
- Free plan
- No
- Runs on
- Android, api, iOS, Web
Summary
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets. It follows deals from early research through post-investment and offers views into pipeline conversion, sectors, and team activity. Relationship scoring and indicators help teams assess the strength, quality, and potential of their connections. Configurable task workflows, reminders, and reporting support deal processes. Documents are centralized with advanced search and AI tagging; DynamoAI can tag documents and summarize meeting notes and deal documents. Outlook and Gmail integrations bring interactions and activities into the inbox. Listed data integrations include PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, and Dakota, and an open API connects to third-party data, software, and data warehouses. Mobile access covers deals, activities, companies, contacts, tasks, and documents. The product also lists compliance workflows, opportunity management, a client portal, and an audit trail. It is available on Android, iOS, and web, with API access. Pricing is available on request.
Who it is for
It suits private capital investment teams that need deal tracking, relationship intelligence, document management, and configurable workflows. Teams seeking mobile access and integrations with email, calendars, and data providers may also find its listed capabilities relevant.
What is good
- Tracks deals from research through post-investment.
- Scores relationships and shows indicators of connection potential.
- DynamoAI tags documents and summarizes meeting and deal documents.
- Outlook and Gmail integrations manage activities from the inbox.
- Mobile access includes deals, contacts, tasks, and documents.
What to know first
- Pricing is available only on request.
- The listed platform set does not include desktop Linux.
- AI capabilities are specified for tagging and summarization.
Verdict
Dynamo combines deal lifecycle tracking with relationship scoring, document tools, and workflow automation for private capital teams. Consider it if those capabilities and its listed integrations fit your process; pricing requires an inquiry.
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