Dynamo CRM & Deal Management

6.2easy start · #63of 81
in Portfolio Management Software

Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web.

Dynamo CRM & Deal Management is ranked #63 of 81 in portfolio management software on The Geeks Club, made by Dynamo CRM & Deal Management (Watertown, Massachusetts, USA). It runs on Android, API, iOS, Web.

Dynamo CRM & Deal Management plans and pricing

All plans

Dynamo CRM & Deal Management ballpark pricing via demo request dynamosoftware.com · 1 Oct 2026

Compared on portfolio management software

Compliance workflows: Yes
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

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The record

Purpose: All-in-one deal management software for investment teams in private capital markets.
Relationship intelligence: Dynamo provides relationship scoring and indicators to assess relationship strength, quality, and potential.
Pipeline visibility: The platform tracks the deal lifecycle from initial research through post-investment and provides pipeline conversion, sector, and team activity views.
AI capabilities: DynamoAI tags documents and summarizes meeting notes and deal documents.
Workflow automation: Configurable task-based workflows, automated reminders, and automated reporting help manage deal processes.
Document management: The product centralizes documents and supports AI-powered auto-tagging and advanced search.
Email and calendar: Outlook and Gmail integrations manage interactions and activities directly from the inbox.
Data integrations: Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers.
API: An open API connects Dynamo with third-party data sources, software, and data warehouses.
Mobile access: Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on the go.
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.
Privacy compliance: Dynamo states that it supports DORA obligations and complies with GDPR-related requirements and the California Consumer Privacy Act.
Customer support: Dynamo lists a support telephone number of +1 617-393-0000 at its global headquarters.
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.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#63 of 81
Best Investment Accounting Software in 2026#13 of 30
Best Fund Administration Software in 2026#14 of 30
Best Financial Services CRM Software in 2026#16 of 28
Best Investor Relationship Management Software in 2026#14 of 25

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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