List of Dynamo CRM Customers
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Since 2010, our global team of researchers has been studying Dynamo CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Dynamo CRM for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Dynamo CRM for CRM and Investor Relationship Management include: Wynnchurch Capital, a United States based Banking and Financial Services organisation with 2209 employees and revenues of $835.0 million, Lasalle Investment Management, a United States based Banking and Financial Services organisation with 875 employees and revenues of $468.0 million, Spi Advisory, a United States based Construction and Real Estate organisation with 25 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Dynamo CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Dynamo CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lasalle Investment Management | Banking and Financial Services | 875 | $468M | United States | Dynamo Software | Dynamo CRM | CRM and Investor Relationship Management | 2013 | n/a |
In 2013 LaSalle Investment Management implemented Dynamo CRM from Dynamo Software as a consolidated hub for fundraising, investor relations, investor reporting, and acquisition management, addressing its CRM and Investor Relationship Management requirements. The deployment used Dynamo Real Estate Edition to centralize investor-facing processes across LaSalle's global real estate operations and multiple worldwide offices.
Dynamo CRM was configured to support fundraising management, investor relations workflows, investor reporting, and acquisition management capabilities. Configuration emphasized a unified investor record and centralized reporting feeds, enabling consistent fundraising processes and consolidated investor reporting across regional teams.
The rollout spanned LaSalle Investment Management's worldwide offices, with operational coverage focused on fundraising, investor relations, reporting, and acquisition teams. Governance changes concentrated on centralizing reporting governance and standardizing fundraising workflows across offices, as documented in the Dynamo case study and PR coverage noting LaSalle has been a Dynamo client since 2013 and leveraged the platform to centralize reporting and fundraising processes across multiple offices.
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Spi Advisory | Construction and Real Estate | 25 | $30M | United States | Dynamo Software | Dynamo CRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 Spi Advisory implemented Dynamo CRM together with Dynamo Software Investor Portal and Fundraising modules to support CRM and Investor Relationship Management and to automate fundraising, investor onboarding, distributions, and tax reporting. The deployment centered on Dynamo CRM as the system of record for investor interactions and fundraising pipelines, with the Investor Portal providing self-service subscription and document submission for investors in the Dallas, US based firm.
Configuration focused on investor profiles, subscription tracking, onboarding workflows, distribution schedules and tax reporting automation using the Fundraising module and portal integration. Dynamo CRM was configured to capture investor commitments, manage subscription documentation, and route onboarding steps through automated workflows that reduce manual data entry and accelerate approval handoffs.
Operational coverage included investor relations and finance functions, with the implementation streamlining investor submission processes and monthly distribution processing. Governance changes included formalized onboarding and distribution workflows, and role based access to investor records and reporting to centralize control of investor communications and tax deliverables.
The implementation produced explicit operational outcomes, investor submission time decreased from approximately 30 minutes to 2 minutes, K1 tax preparation time was reduced from approximately 3 weeks to 3 days, and monthly distributions shortened from 1.5 weeks to 2 days.
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Wynnchurch Capital | Banking and Financial Services | 2209 | $835M | United States | Dynamo Software | Dynamo CRM | CRM and Investor Relationship Management | 2025 | n/a |
In 2025, Wynnchurch Capital implemented Dynamo CRM to centralize investor data, streamline investor reporting, and automate mailing and preference mappings across its U.S. and Canadian funds. The deployment was an expansion from an existing Dynamo Accounting relationship and addressed CRM and Investor Relationship Management use cases for investor relations and fund administration.
Configuration work focused on a centralized investor master, automated investor reporting workflows, and configurable mailing and preference mapping logic, with Dynamo CRM configured to manage investor profiles, communication preferences, and reporting schedules. The implementation aligned Dynamo CRM records with accounting-ledger data through the existing Dynamo Accounting relationship to preserve financial reconciliations while enabling CRM driven report orchestration.
Rollout covered U.S. and Canadian fund operations and investor relations teams, with governance instituted around a standardized data model, preference mapping rules, and reporting workflow ownership to ensure consistent investor communications and response handling. Outcomes reported after the Dynamo CRM deployment included approximately 5+ hours per week in time savings, roughly 30% faster investor response times, and improved operational flexibility.
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Buyer Intent: Companies Evaluating Dynamo CRM
- Edgefolio Group, a United Kingdom based Professional Services organization with 30 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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