Dynamo CRM & Deal Management
7.3#2 in fund administration softwareFrom $1 a yearAndroidiOSWebAPI
VisitDynamo CRM & Deal Management vs Relate Fundraising CRM
Relate Fundraising CRM
8.0#1 in investor relationship management softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Dynamo CRM & Deal Management | Relate Fundraising CRM |
|---|---|---|
| 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 April 1, 2026 Relate announced an early-access AI Notetaker that supports Google Meet and Zoom and requires Google Calendar or Microsoft 365 Calendar integration. |
| 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. |
Dynamo CRM & Deal Management plans
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
Relate Fundraising CRM plans
- Team FreeFree
- Personal PlanFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
Pick Dynamo CRM & Deal Management if…
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.
Pick Relate Fundraising CRM if…
Relate suits founders tracking investors and deal progress during a capital raise, especially when they want to share context with a team. It can also serve teams managing sales, customer success, or partnerships.