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
Event Promotion & Follow-up
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Module:Marketing
Entity:Event Campaign
Read more
Tax Document Submission
Submit tax-related documents for compliance and record-keeping.
Module:Finance & Accounting
Entity:Custom Entity
Read more
Inventory Request / Requisition
Request stock replenishment or internal transfer of materials between departments.
Module:Operations
Entity:Inventory Adjustment
Read more
Customer Feedback/Survey (e.g., Net Promoter Score)
Collect feedback on customer satisfaction to drive improvements and retention.
Module:Sales
Entity:Customer Engagement
Read more