All Dynamo Reviews
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Joseph
Verified reviewer
Civil Engineering, 501-1,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Agrxis Review on Dynamo
For me, using Dynamo to manage my finances and business operations has been a game-changer. The platform provides a full range of functions, including document management, contact management, investor reporting, client portal, real estate administration, lead management, investment tracking, and accounting, that are tailored to my particular needs. My process has been substantially improved and the need for additional systems has been removed thanks to the smooth connectivity between these components. I like the platform's user-friendly interface and simple navigation since they make it simple for me to get about and find the information I need. I was able to adapt Dynamo to my particular workflows and requirements because to the customization possibilities. I can now make data-driven decisions and learn a lot about my investments and business operations thanks to the powerful reporting and analytics features. Overall, Dynamo has exceeded my expectations and has given me the tools and functionality I need to successfully manage my investments.
PROSI'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect. I can access a variety of capabilities with Dynamo, including accounting, document management, contact management, investor reporting, client portal, real estate management, lead management, and real estate administration, all on a one platform. My efficiency has increased dramatically as a result of this centralized strategy, which does away with the necessity for many ad hoc systems or manual procedures. Everything being in one location makes it easy for me to switch between modules, have access to important data, and complete tasks. The user experience is further improved by the user-friendly design and simple navigation. Additionally, Dynamo's flexibility to modify and adapt the platform to my particular specifications has been priceless in enabling me to modify it to fit my particular processes and demands.
CONSThus far, my experience with Dynamo has been very positive and I have not encountered any issues or concerns.
Lydia
Investment Management, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2020
Dynamo - it's more than just a CRM!
Our overall Dynamo experience has collaborative. We staged our implementation in phases starting with CRM first. We continue to deploy more & more features, explore modules and are constantly considering better ways to do our day to day tasks. 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. We have experienced good dialogue and partnership in addressing our concerns.
PROSWe implemented Dynamo after years of our growing team being unable to 'find our stuff' on a network drive full of hundreds of folders that were poorly organized, named or maintained. Our team decided to start looking for a system to organize our data. That search started as a CRM system search and then evolved as we completed searches and demos to explore also portfolio management and reporting. Our reporting had solely been excel based and with significant history to store, we were tasking excel to serve essentially as a database. With each system/vendor we reviewed, the more capabilities we started to consider. Dynamo was appealing as it served to answer a number of challenges we were facing and because it was integrated, we weren't trying to fit a bunch of different systems/software together to make everything work nicely together.
CONSInitially the reporting was less robust. This has changed dramatically and the reporting and dashboards are robust and dynamic. The shift from Tableau reporting to Power BI has really improved the quality of reporting.
Thomas
Investment Management, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed March 2020
Dynamo/Preqin Review
Customer support has been great. 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 .
PROSCentralized database. Designed to be the single source of truth on financials.
CONSDifficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database.
Reason for choosing Dynamo
N/A
Beth
Investment Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Best LP Platform and Data Service Offering
We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented. We have collaborated with Dynamo a lot to build new features and functionality with the system. The team always communicates deadlines and assists in any way possible with implementation.
PROSDynamo Software is a one stop solution for LPs. 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.
CONSDynamo did not have a connector to administrators such as State Street. However, we worked with Dynamo to build a file transfer and now cash transactions and reconciliations with our administrator are automated.
Reason for choosing Dynamo
Dynamo had a great all around platform including CRM, document management, portfolio management, analytics. Dynamo was very willing to work collaboratively with clients to make their software even better.
Christie
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
I used Dynamo at a previous employer and liked it so much I implemented it at GMF.
I have used a few CRMs throughout my career and Dynamo is the most user friendly and easily customizable of the lot. Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business. I have been able to build our Dynamo tenant to most accurately reflect our unique business model instead of shoehorning into a preset box.
CONSOur 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. I would love to have a process by which we could transfer from Investor Account A in Fund X to Investor Account B in Fund Y in a single step.
Jennifer
Financial Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2020
Product review
Our experience with Dynamo has been exceptional. [SENSITIVE CONTENT HIDDEN] did a great job onboarding us and building some finds or reports on his own. 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.
PROSThere are several easy ways to get data in. Manual entry is easy and not time consuming. I love the many different ways data can be loaded into the database.
CONSWe are a firm that has clients with a lot of Transfers of Interest. This and the commitment/ownership are my biggest issues with the software. I would also say while it is my least favorite it is still way easier than our old system.
Reason for choosing Dynamo
I was not a part of the product decision making.
Reasons for switching to Dynamo
The system was old and outdated and we were not getting any support. Report run times were exceeding five minutes.
John
Financial Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2021
Dynamo review
Dynamo serves our purposes well
PROSRelational database Document management The product is fairly easy to use and intuitive Dynamo integrates with Microsoft products fairly well
CONSThe interface could be more visually appealing Administration is not always intuitive
Linda
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2021
Dynamo Feedback
We have been using Dynamo for the second time, second organization for over 10 years. I feel all employees at Dynamo are very versed in the platform, knowledgeable and are at your reach at any time.
PROSDynamo 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. Gives it a more cleaner and fresher look.
CONSIntegration was absolutely painless. The support system Dynamo offers is amazing, very helpful, fast in responding back and resolving all issues.
Kristan
Architecture & Planning, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
Dynamo is a powerful tool
Overall, Dynamo is a powerful tool that can be used for a variety of purposes.
PROSThis tool can be used for a variety of things. It provides a variety of features that can help you store, track and organise your data. It allows for features that help for collaboration with others.
CONSDynamo can be expensive, difficult to use and not as well known as other databases.
Dane
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed May 2020
Dynamo Review 5/14/20
Ease of use; ability to customize; dedicated client specialist
CONSCompatibility of add-ins has been an issue in the past
Mac
Investment Management, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2020
Review
The team was already using Dynamo when I came on. I find it easy to use. I can easily organize all fund and manager information into one place so I can easily find it.
CONSIt's small, but when I search for things, it always takes a few seconds to load the drop-down menu to select what I'm looking for. The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving. For example, if the notes in the body of an activity mention something generic like a Bloomberg Barclays Index, it will auto-relate every contact in the system from both Bloomberg and Barclays even though the notes are not about either Bloomberg or Barclays.
Joshua
Banking, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
I Wouldn't Leave Home Without It
Overall, they are a fantastic company to work with. The support team, although based in Bulgaria, for the most part responds as though they were in the USA. We have been long time customers and grown along with Dynamo. The experience has been great.
PROSIts cloud based architecture, coupled with intuitive design makes this a fantastic product for our needs.
CONSIt would be great if the product introduced a 'recycle bin' so any entities accidentally deleted could be easily restored.
Abhijeet
Verified reviewer
Construction, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed April 2022
Business smart with Dynamo
My overall experience is good with this software we are doing a lot of business through this software.
PROSThe basis and nessaary features about the software is good.
CONSPricing may be high in compare to other.
Vikash
Verified reviewer
Architecture & Planning, 501-1,000 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
5
Reviewed December 2022
Is Dynamo a good investment management software
Overall its a good solution for institutional investors and asset managers.
PROSNew featurescustomer supportEase of UseValue for money
CONSDifficult to learn initially as the user interface can be a little tricky to get along with.Artificial intelligence sometimes gets in the way as it automatically relate entities.
Michael
Sports, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2021
Dynamo Review
The ability to customize the software to meet our companies needs has made gathering data and examining results much more more efficient.
CONSThe quick add feature not working on apple computers.
Ashish
Information Technology and Services, 501-1,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2022
Great plugin to create scripts or ease in work
Overall i am satisfied with the outputs it provided and its capabilities lies far beyond that as well.
PROSThe best part about dynamo is we can either use nodes to create our own script at the same time write program in different languages for the same.
CONSSometimes looking for suitable node become quite hectic.
Melissa
Architecture & Planning, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2022
A very dynamic software
Is useful for replacing names in specific families elements instead of making it manually.
PROSGraphics programming have no limits. Is easy to automate repetitive tasks in Revit.
CONSIs necessary to have some programming knowledge
Anonymous
501-1,000 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Dynamo makes BIM management so much more powerful
Good and need to improve a little.
PROSDynamo connected with Revit is life changing in construction industry! I was so amazed to learn that when I first knew it!
CONSUser interface and tool bard could be hard to learn.
Alberto Sebastián
Construction, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2022
Reseña a Dynamo
La interoperabilidad entre Revit y Dynamo
CONSSe debe de tener un conocimiento general de programación
Mohammad jan
Translation and Localization, 1 employee
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Great product for fund management
This is an easy and user friendly software to manage funds. It is easy to use and easy to show others how to use them. very organized and established user friendly.
CONSThis is an easy and user friendly software to manage funds. It is easy to use and easy to show others how to use them. very organized and established user friendly.
Anonymous
10,000+ employees
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2023
Best CRM tool
Overall the CRMs I have used I prefer Dynamo. The software is easy to use and easily customized and automatically syncs mostly with outlook.
CONSThere is nothing to dislike as things are right now. Among all the CRMs in the firm, the software has been the best for me as a user.