Dynamo Mobile

Remaining static is no longer conducive to conducting superior due diligence and investor relations, so we’ve built an app to keep you connected on the go. Dynamo Mobile drives road warriors’ efficiency, enabling interactivity with your information and reports from across the globe, without a PC.

Download the University of Oregon Case Study

Dynamo Mobile™ enables investment and client service teams to respond quickly to ad hoc challenges by providing instant access to deals, investor documentation, performance reports, and communications.

With access to your full Dynamo database, you can review fund and contact activity details and even run reports before important meetings. You can also call or email contacts directly from their records and instantly log activities in Dynamo.

GPS mapping functionality empowers users to maximize their ability to plan travel routes and build strong client relationships during business trips. The Dynamo team understands that you may need to be on the move, so Dynamo Mobile supports you wherever you go with:

  • Business Card Scanning directly to CRM from mobile
  • Proximity searching of records while on the road
  • Report generation from your phone or tablet
  • Access to contact, company, fund, investor, property and custom data layouts
  • Directly call/email contacts with real-time activity population to CRM

“Dynamo has been the linchpin of our investment operations team’s consistent communications.”

– University of Oregon

Download Guide: Fundraising With Mobile Apps

DynaMobile helps you remain Process Driven while away from the office.


It’s time to be DynamoDrivenTM

Educational Documents

10 Best Practices for Deal Management Software

Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
SQN Investors

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