Integrations Directory 
Dynamo Software
Dynamo Software is a comprehensive system for managing alternative investments, including CRM, research management, fund accounting, and investor reporting.
- Investments
- Clients
- Funds
- Investor Commitments
- Capital Calls
- Distributions
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Dynamo Software for your operation
Quote/Proposal Request
Allow prospects to formally request pricing or proposals for services/products.
Module:Sales
Entity:Quote Request
Read more
Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Module:Operations
Entity:Incident
Read more
Expense Report
Submit and track employee or departmental expenses for reimbursement or accounting.
Module:Finance & Accounting
Entity:Bill
Read more
Customer Persona Management
Create and refine target personas for personalized marketing efforts.
Module:Marketing
Entity:Audience Segment
Read more