Dynamo Software Reviews

Automatisation, Time saved doing redundant tasks

Learning period/curve, time needed to create a script

Overall the CRMs I have used I prefer Dynamo. The software is easy to use and easily customized and automatically syncs mostly with outlook.

There 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.

New featurescustomer supportEase of UseValue for money

Difficult 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.

The basis and nessaary features about the software is good.

Pricing may be high in compare to other.

Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

Often very slow, which is frustrating in a fast-paced industry. Long lags. Seems like something that could be fixed by the company.

Fairly user-friendly. More functionality that I will ever need but nice to know it's there!
Customer support and follow-up is amazing.

Could be a little more intuitive to find particular things. Or a way to get quick answers. Most importantly, I wish it could go back and capture historically through Outlook emails like competitors can!

It's always evolving based on client feedback, which is great! We set our version up to match our exact needs and it's been very helpful.

How clicking something opens a new tab each time, resulting in LOTS of open tabs! Maybe a choice of opening a new tab or replacing the current one would be helpful.

Customer Service team is very responsive to any requests or questions we've had when using. Love the ability to have our LP and investor information all centralized in one location across the firm. In a fast-paced industry, we can often lose track of critical information that is the difference in an investment--Clienteer solves that issue for us.

As with most software, takes a short while to get used to. Also occasionally have speed issues, but would think that this occurs more so on our company's end.

I use Clienteer because this establishes my relationship with my clients. The software has a great platform designed for people like me and others who work in hedge funds & banking institutions who need help in dealing with investor relations and other related finance administration. This software lets me view my client’s portfolios and track our developments.

This has happened to me a couple of times that the software lags and I’ve had to restart my computer each time. It worked fine after that and didn’t encounter this problem anymore.

This 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.

Dynamo can be expensive, difficult to use and not as well known as other databases.

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. Gives it a more cleaner and fresher look.

Integration was absolutely painless. The support system Dynamo offers is amazing, very helpful, fast in responding back and resolving all issues.

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.

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. 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.

Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform.

As discussed with Erol Dusi it would be beneficial if the portal allowed our internal Web Services to be called from the Web Vision portal and rendered through JavaScript/HTML5 in some generic manner. Also easier use on mobile devices would be extremely helpful.

The small company feel makes everything feel customized, from the software to the client service. It's nice to be included in the dialogue with regards to future software updates.

Wish it could be slightly more straightforward to use. But that comes with use, and of course they have so many features so that comes with time and usage.

Dynamo connected with Revit is life changing in construction industry! I was so amazed to learn that when I first knew it!

User interface and tool bard could be hard to learn.

The 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.

Sometimes looking for suitable node become quite hectic.

Relational database
Document management

The product is fairly easy to use and intuitive

Dynamo integrates with Microsoft products fairly well

The interface could be more visually appealing

Administration is not always intuitive

Clienteer is easy to navigate and has great capabilities. It has been very useful in managing investors.

Being based in the Cayman Islands and South Africa, the speed is slow despite internet speed being fast.

Easy customization of reporting, fields and screens . Smaller company that is more flexible than larger firms.

Unable to handle FX accounts, certain fields are specific to screens and cannot carry over to other screens.

tracking capability is the best feature, as it allows us to utilize the metrics for marketing messages

not as user friendly as I would like. The platform seems to have buttons and features, although they are not usable and apparently part of the "old" system