The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting.

I love the many different ways data can be loaded into the database.

User interface and tool bard could be hard to learn.

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change.

The ability to customize the software to meet our companies needs has made gathering data and examining results much more more efficient.

The product is fairly easy to use and intuitive. Dynamo integrates with Microsoft products fairly well.

Difficult to learn initially as the user interface can be a little tricky to get along with.

Overall, they are a fantastic company to work with.

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect.

Overall its a good solution for institutional investors and asset managers.

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented.

The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving.

Is Dynamo a good investment management software.

Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions.

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly.

Ease of use; ability to customize; dedicated client specialist.

Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business.

It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

Ease of use, accountability, incredible customer service, and reliability.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

US Dollar

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key features include risk management, performance metrics, client portal, investments tracking and benchmarking.


Designed for various types of funds such as hedge, private equity and venture capital, Dynamo provides detailed investor valuations and stores transaction records in a unified repository for future reference. Investor portal enables teams to generate reports on individual investments, fund performance, transactions, account balances and more and facilitates decision making. Additionally, teams can request access to firms' various legal data such as K-1 consent forms, product profile management (PPM) documents, management information, news and capital account summaries via investor relationship portal. 


Dynamo allows integration with Microsoft Office suite to import/export documents, emails and data into relevant records for ensuring regulatory compliance. Pricing is available on a monthly subscription basis and support is extended via documentation, phone, email and other online measures. 






LongDescription

For Hedge Funds

Document Storage

Activity Tracking

General Ledger

For Venture Capital

Financial Analysis

Portfolio Management

Pipeline Management

Real Estate

Portfolio Analysis

Calendar Management

Collaboration Tools

Template Management

Data Import/Export

Risk Management

Accounting

Self Service Portal

Contact Management

Audit Trail

Lead Management

Mobile Access

Fixed Asset Management

Compliance Management

Performance Metrics

Benchmarking

Client Portal

Workflow Management

For Fund of Funds

Reporting & Statistics

Data Visualization

Modeling & Simulation

For Real Estate

Performance Analysis

Investments Tracking

For Multi-Family Offices

Partnership Accounting

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Monitoring

Fund Management

Client Management

Investor Reporting

Third Party Integrations

Document Management

For Family Offices

Financial Reporting

Investor Accounting

Email/Help Desk

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Dynamo

In Person

Live Online

Webinars

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.


Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.


Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.


Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.



Dynamo vs Shape

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