Dynamo Software Reviews (33)

Reviews

Dynamo Software Reviews (33)

4.2
34 reviews

What do users say?

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Users consistently praise the intuitive interface and responsive customer support of the software, which significantly enhances productivity and simplifies workflows. The platform's high level of customizability allows teams to tailor it to their specific needs, making it a valuable tool for managing complex data. However, some users note that the learning curve can be steep, particularly during initial setup.

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Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"DU 2026"
4/5
What do you like best about Dynamo Software?

I appreciate the honest collaboration we have with our team as well as their with an ongoing commitment to adding and improving functionality Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

There is additional functionality we need that is not available yet. However, we can still work with our Dynamo team to find a work around in the meantime Review collected by and hosted on G2.com.

Fanny Y.
FY
Fanny Y.
Head of Operations
Small-Business (50 or fewer emp.)
"Looking forward to more dynamic changes in the way we work!"
4/5
What do you like best about Dynamo Software?

I would say the relational properties of how it allows data to be utilised is a great way to get teams and firms or our size get more organised and competent in how we work, both individual and collaboratively. Dynamo has shown that simplicity can be achieved without compromising on productivity.

Another great thing about Dynamo is how customisable it can be for someone to administer on the back end, like myself, without operating on code or unnecessary technical restrictions.

The most wonderful thing about Dynamo, actually for me personally, is the team that supported the integration and transition of our crm. The support, knowledge and advice they have provided us is hands down excellent and it makes us feel less lonely when it comes to systems and change management. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

It does take a while to get used to the interface and get users to get used to it. Like with every other software. There's not that much on screen UI help/prompts going on, so it does seem a little bit more hands on to have to explore by oneself, and also navigate the help/support centre.

Also, it would be great to have the data import mechanism work for no PC users operating on Mac like myself. But so far I've been able to switch to a PC just for this need. Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Fanny, thank you so much for your thoughtful review and for sharing your experience with Dynamo. We are excited to hear that the relational data structure has helped your team become more organized and collaborative—especially for firms of your size. It’s incredibly rewarding to know that our platform’s simplicity and productivity balance are resonating with you.

We’re especially pleased to hear that our support team made a meaningful impact during your CRM integration and transition. Your kind words about their knowledge and guidance mean a lot to us, and we’ll be sure to pass along your appreciation.

We also highly value your candid feedback on areas for improvement. Your note about the UI onboarding experience and Mac compatibility for data imports is well taken. These are areas we’re actively working on, especially with the rollout of Dynamo v3.0, which includes a more intuitive interface and streamlined navigation.

Your insights help us evolve, and we’re committed to making Dynamo even more dynamic—just as you’re looking forward to. If there’s anything more we can do to support your goals, please don’t hesitate to reach out.

Thanks again for being a valued part of the Dynamo community!

QM
Quinn M.
Vice President of Client Experience
Mid-Market (51-1000 emp.)
"Dynamo Review"
4.5/5
What do you like best about Dynamo Software?

Configurability is a major win. Dynamo allows us to tailor the platform to our needs, rather than forcing us to work around rigid, out-of-the-box solutions. We can create user-defined fields to make the system flexible enough to accommodate customized workflows, data models, and interfaces that suit how we actually work.

Navigation and data access are intuitive. Compared to other CRM or investment management platforms we've used, Dynamo has a shorter learning curve. It's easy to query and locate the data you need, which has made day-to-day usage much smoother. The platform also includes powerful tools for bulk updates, while maintaining the right level of administrative control—bulk actions are reserved for admins, which helps manage risk.

Empowering admin power users. One of Dynamo’s biggest advantages is that we don’t need to rely on consultants for everyday system updates. Our admin team can respond quickly to user requests, making minor changes without external support. For more complex configurations, the Business Analyst and Development teams at Dynamo have been responsive and reasonable to work with. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

System Performance - Overall usability is strong, and the system performs well for general day-to-day tasks. However, we’ve experienced slowness and occasional lag when running reports or executing complex queries. Performance optimizations—particularly for high-volume data users—would significantly enhance the experience, especially as we increasingly rely on Dynamo as our single source of truth.

Customer Support & Training - Support is generally responsive and helpful, but we’ve encountered delays in resolving more technical or complex issues. Establishing faster escalation paths and improving technical documentation would be beneficial. Additionally, more comprehensive and up-to-date training resources—such as on-demand video tutorials and in-product guidance—would empower users to solve basic issues independently and reduce reliance on support. Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Quinn, thank you for your detailed and thoughtful review. We’re thrilled to hear that Dynamo’s configurability, intuitive navigation, and admin empowerment are making a meaningful impact for your team. It’s especially rewarding to know that our platform is helping you tailor workflows and data models to fit how you actually operate—this kind of flexibility is exactly what we aim to deliver.

We also appreciate your candid feedback on system performance and support resources. While Dynamo performs well for most day-to-day tasks, we understand that high-volume reporting and complex queries can sometimes introduce lag.

That’s why performance optimization is a key focus in our upcoming Dynamo v3.0 release, which includes:

>> Improved query handling for large datasets

>> Faster report generation and dashboard responsiveness

>> Streamlined backend architecture to support scale and speed

On the support and training front, we’re actively expanding our resources. Our Premium Service Package now includes a dedicated Client Success Manager (CSM) who works closely with your team to accelerate issue resolution and provide tailored guidance. We’re also investing in:

>> On-demand video tutorials

>> In-product walkthroughs

>> Enhanced technical documentation

These updates are designed to empower users to solve issues independently while ensuring fast escalation paths for more complex needs.

Your feedback is invaluable—it helps us evolve Dynamo into a more powerful and user-friendly platform. We’re grateful for your partnership and look forward to continuing to support your success.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Recommended"
4.5/5
What do you like best about Dynamo Software?

As an asset management firm, we rely heavily on Dynamo Software for our client relationship management needs, and it has proven to be an excellent tool. The platform’s ability to streamline our communication is one of its biggest strengths. We can easily send out personalised emails to clients, ensuring each message is tailored and relevant, which enhances engagement.

The client tracking functionality is also highly valuable — we can log meeting notes in detail, keep records well organised, and store important client information in one central place. This ensures continuity and consistency across our team, especially when managing long-term client relationships.

Overall, Dynamo has helped improve both our efficiency and the quality of our client interactions. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

Creating new templates can be more complicated than expected, with a learning curve that may require additional time or support. Additionally, the platform does not always remember login details, even when the “Remember Me for 60 Days” option is selected, which can be inconvenient for frequent users. Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thank you for taking the time to provide your feedback on how Dynamo Software is supporting your asset management firm. It's great to hear that our CRM capabilities are helping streamline your communications and enhance client engagement through personalized outreach. Also, thanks for sharing how features like email automation and meeting note tracking are contributing to your team’s efficiency and consistency.

It's also wonderful to hear that Dynamo's centralized data repository and relational data architecture are enabling your team to manage long-term client relationships with greater clarity and continuity. These are core strengths of Dynamo’s platform, and it’s rewarding to see them making a real impact.

Your feedback on template creation and login persistence is incredibly valuable. We understand that the template builder can have a learning curve, and we’re actively working to improve usability in upcoming releases. Regarding the "Remember Me” functionality, our product team is investigating enhancements to session management for frequent users—especially those accessing Dynamo across multiple devices.

We’re committed to making Dynamo even more intuitive and responsive to your needs. Your insights help us prioritize improvements that matter most to our clients.

Thanks again for being a valued part of the Dynamo community! If there’s anything more we can do to support your goals, please don’t hesitate to reach out.

Verified User in Investment Management
EI
Verified User in Investment Management
Mid-Market (51-1000 emp.)
"Helping us manage deal lifecycle activity from CRM to track record"
3.5/5
What do you like best about Dynamo Software?

The ability to capture data and relate it to other data which helps simplify our reporting needs and establishes a golden source of truth. In addition the platform is "open" and data can be ingested or shared with other platforms/sources. The platform allows us to also capture data from connected stakeholders who sit outside our organization meaning we can quickly obtain information and aggregate/report in near real time.

The platform is also flexible and we have customized it for many of our internal process that support our deal lifecycle.

We also enjoy working with the Dynamo team who we have regular touch points with. They are open to feedback and genuinely want us to succeed in our objectives and are continually investing in and improving the platform. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

In comparison to some newer solutions in the market the user experience is dated.

Some issues where "fundamental" functionality falls short in todays modern world (e.g. Business Card Scanning in the mobile app having a low success rate) Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thank you for your detailed and insightful review. We’re pleased to hear that Dynamo is helping your team establish a single source of truth and streamline your deal lifecycle—from CRM through to track record. Your recognition of our platform’s flexibility, open architecture, and ability to connect with external stakeholders is especially meaningful, as these are core pillars of our product vision.

We’re equally grateful for your kind words about our team. It’s our mission to be more than just a software provider—we aim to be a true partner in your success.

We also appreciate your candid feedback on areas for improvement. You’re absolutely right that user experience and modern functionality—like mobile business card scanning—are critical in today’s fast-paced environment. That’s why we’re excited to share that Dynamo v3.0 launching this fall, and it’s designed to directly address these needs.

With v3.0, you can expect:

>> A modern front-end that delivers a smoother, more intuitive experience across devices

>> Streamlined navigation and reduced clicks to help users move faster and more confidently through the platform

>> A more modular, scalable architecture that supports faster rollouts and easier configuration

We’re committed to continuous improvement and are excited for you to experience the next evolution of Dynamo. Thank you again for your partnership and for helping us shape the future of the platform.

If you need any additional help or have questions, please reach out to your Account Manager or Client Success Manager.

Verified User in Investment Management
UI
Verified User in Investment Management
Mid-Market (51-1000 emp.)
"Helpful for data consolidation"
3.5/5
What do you like best about Dynamo Software?

Additional plug ins are the most useful, for example being able to mass upload and edit data via Excel and having the Outlook add ins which does not disrupt our usual workflows. Having the marketing campaign functions is useful and getting insights on clicks and opens helps us to create more targeted content. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

The user interface is a bit outdated and makes it feel harder to onboard than it actually is. For example, products with more modern interfaces like Notion, Airtable make it feel easier to onboard even if it is actually more complicated. Sometimes it's hard to troubleshoot specific use cases just by googling and time consuming to go through all the blog posts off Dynamo's website. Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thanks so much for your review. It’s always good for us to hear about how the Outlook add-ins, Excel integration, and marketing campaigns are making your workflows smoother and your outreach smarter. It’s clear you’re using Dynamo the way it’s meant to be used: as a central hub to consolidate fragmented data into actionable intelligence. That “whole story” view of your investors is exactly what we strive to deliver, and we’re thrilled it’s working for you.

Thank you too for your honesty about the UI. It’s great to know that onboarding is easier than it looks, but we understand the importance of having a modern, intuitive experience. That’s why Dynamo 3.0 is focused on a ground-up redesign with a refreshed user interface, built to feel lighter, faster, and smarter. Expect easier navigation, streamlined troubleshooting, and AI-powered search to help you find answers and solve use cases effortlessly.

Thanks again for being part of the Dynamo community—we’re excited to bring you the next evolution of what our platform can do for you and your team. If you have any other feedback or need help, please don't hesitate to reach out to your Account Manager or Client Success Manager.

Verified User in Venture Capital & Private Equity
UV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Dynamo software is service-oriented and adds value for fund managers."
4/5
What do you like best about Dynamo Software?

"NLMP utilizes all facets offered by the Dynamo platform. This enables us to maintain a 360-degree view of our investments and to proactively make adjustments in order to achieve optimal results in both deal management and portfolio management. Additionally, Dynamo's reporting capabilities are highly versatile and add significant value when preparing reports. As such, Dynamo forms the foundation of our daily operations.

In addition, the Dynamo team has supported us expertly and efficiently during the implementation of various modules over the past years. As a result, NLMP was able to get up and running with the platform quickly. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

Due to the versatility of the system, limited written documentation is available on its functionalities. However, this is offset by high-quality and responsive customer support. Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thank you for taking time out of your day to review Dynamo!

We very much appreciate hearing that NLMP is leveraging the full breadth of the Dynamo ALTS platform to maintain a 360-degree view of your investments and streamline both deal and portfolio management. It’s especially rewarding to know that our reporting capabilities and implementation support have become foundational to your daily operations.

We also appreciate your candid feedback regarding documentation. While we strive to make our platform as intuitive as possible, we understand the importance of comprehensive resources. Your note reinforces our commitment to continuously improve both our product and support materials.

It’s a pleasure to partner with NLMP, and we look forward to supporting your continued success! Thanks again, and if you have any questions or need any help, please reach out to your dedicated Account Manager or Client Success Manager.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Dynamo Client Review"
4/5
What do you like best about Dynamo Software?

DDA document loading and data scraping has been one of the biggest value adds to our organization. It has created numerous efficiencies for our team and allowed us to focus on more value-add functions at work. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

I think one of our biggest pain points has been the questionnaire function. It has changed platforms a few times over the last few years and isn't super user friendly, requiring us to lean heavily on our client success team to get our surveys out. While we appreciate all the support from client service and the support team, we do like to try and be self sufficient where we can! Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thank you for taking the time to post a review and for highlighting the value Dynamo has brought to your team—especially around Dynamo Data Automation (DDA) document loading and data scraping. We're thrilled to hear these capabilities have helped streamline your workflows and free up time for more strategic initiatives.

We also appreciate your candid feedback on the questionnaire functionality. You're absolutely right—self-sufficiency is key, and we recognize that the current experience has room for improvement. That’s why we’re excited to share that Dynamo v3.0 is on the horizon, and it’s built with exactly these kinds of needs in mind.

Dynamo v3.0 introduces a modernized, intuitive interface and a reimagined user experience across the platform. One of our core goals is to empower users with enhanced self-service capabilities—including a more stable, user-friendly approach to surveys and questionnaires. With a modular design, smarter automation, and a best-in-class front-end, Dynamo v3.0 is designed to reduce reliance on support and give you more control over your processes.

Thanks again for your contribution and being a valuable member of our Dynamo community!

See how Dynamo Software improved
Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"The support is very good but the software is quite clunky and not particularly user friendly."
2.5/5
What do you like best about Dynamo Software?

The support team is very good. Support team members are immediately available and super helpful in sorting out issues. Good customisation and decent audit trail functionality which is useful. Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

Clunky and slow, not very user friendly. Had quite a few issues with our PCs using the webform function. Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thank you for your honest review and for recognising the strength of our support team. We’re pleased to hear that our team has been responsive and helpful in resolving any questions or challenges you've had—ensuring our clients feel supported is a top priority.

We also appreciate your feedback regarding usability. We understand that a streamlined, intuitive experience is essential, and we’re excited to share that Dynamo v3.0—launching this Fall—is designed specifically to address these concerns.

With v3.0, we’re introducing a modernised front-end, enabling a smoother, streamlined design and faster performance. The new interface is built around user-centric principles: fewer clicks, easier to navigate, access to deeper insights to data easily from within the same screen, and much more. The web forms feature is also going through upgrades for better functionality and performance.

Your input helps us continue to evolve, and we’re committed to delivering a platform that not only meets your needs but exceeds your expectations. Thank you for being part of the Dynamo community—we’re excited for you to experience what’s coming next. If you need any further help or support, our team stands ready to ensure we do all we can to help you.

Alex B.
AB
Alex B.
Partner, Global Head of Investor Relations
Small-Business (50 or fewer emp.)
"Dynamo user at a venture capital firm"
3/5
What do you like best about Dynamo Software?

That it was designed specifically for the asset management use case Review collected by and hosted on G2.com.

What do you dislike about Dynamo Software?

The user experience feels dated, uploading bulk data is difficult, and it doesn't have plug-and-play integrations with other parts of the Ops/IR tech stack Review collected by and hosted on G2.com.

Response from Donna Parent of Dynamo Software

Thank you for highlighting Dynamo’s asset management-specific design—this focus is core to our mission of delivering purpose-built solutions for alternative investment firms. We're glad to hear that our platform has helped you streamline LP relationship tracking and manage fundraising pipelines more effectively.

We also appreciate your feedback regarding the user experience and integration limitations. These are areas we’re actively addressing in our upcoming v3.0 release, which includes a refreshed UI and expanded plug-and-play integrations across the Ops and IR tech stack. Bulk data upload improvements are also part of this roadmap, informed directly by client input like yours.

Your insights help us evolve and prioritize what matters most to our users. Thank you for being part of the Dynamo community—we’re committed to making your experience even better. If you have any questions or need help, please contact your dedicated Account Manager or Client Success Manager.