# Page 2 | Dynamo Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Dynamo Software the right Real Estate CRM solution for you? Explore 34 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/67068/Dynamo/reviews

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Dynamo Software

4.6 (34)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 27th, 2026

# Page 2 - Reviews of Dynamo Software

## Showing most helpful reviews

Showing 26-34 of 34 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AS

Allannah S.  
Head of Operations, Compliance & IR  
Financial Services  
Used the software for: 2+ years

### "Great features"

March 3, 2020

5.0

Managing investors - both existing and prospective.

Pros

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

Cons

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

Review Source

MW

Mac W.  
Analyst  
Investment Management  
Used the software for: 1-2 years

### "Review"

March 31, 2020

5.0

Pros

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.

Cons

It'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.

Review Source

VR

Verified Reviewer  
Managing Director, Head of Business Development and Investor Relations  
Investment Management  
Used the software for: Less than 6 months

### "A great tool which allows me to be more efficient and effective at managing my IR/BD function."

June 28, 2018

5.0

Pros

The ability to easily track investor engagements, email and tracking capabilities and pipeline management.

Cons

After an extensive search of peer software systems, Clienteer stood out as the best for my needs. I am hardpressed to find any 'cons' at this time.

Review Source

Response from Dynamo Software

July 9, 2018

We are so happy to hear about your positive experiences using Clienteer! As we release new functionality, we hope Clienteer continues to help streamline your Investor Relations and Business Development processes.

DK

Dane K.  
Analyst  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Dynamo Review 5/14/20"

May 14, 2020

4.0

Pros

Ease of use; ability to customize; dedicated client specialist

Cons

Compatibility of add-ins has been an issue in the past

Review Source

VK

Vikash K.  
Architect  
Architecture & Planning  
Used the software for: 2+ years

### "Is Dynamo a good investment management software"

December 15, 2022

4.0

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

Pros

New featurescustomer supportEase of UseValue for money

Cons

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.

Review Source

MB

Michael B.  
CFO  
Sports  
Used the software for: 2+ years

### "Dynamo Review"

February 9, 2021

5.0

Pros

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

Cons

The quick add feature not working on apple computers.

Review Source

VR

Verified Reviewer  
Systems Engineer  
Information Technology and Services  
Used the software for: I used a free trial

### "Best CRM tool"

January 23, 2023

3.0

Pros

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

Cons

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.

Review Source

AR

Ann R.  
FPQP and office manager  
Financial Services  
Used the software for: I used a free trial

### "WebVisiion"

November 16, 2018

4.0

The trial period that we used was a very valuable experience and it will be reviewed by management for further discussion and usage.

Pros

The sophistication of this product is excellent and will be something we will be investigating further as our business grows.

Cons

It can take a bit of time to learn and utilize the total functionality of this system but that is normal with any new system.

Review Source

MjO

Mohammad jan O.  
Manager  
Translation and Localization  
Used the software for: Less than 6 months

### "Great product for fund management"

January 6, 2022

5.0

Pros

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.

Cons

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.

Review Source

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