Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface.
This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports.
Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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AlphaGen Platform
In the modern business environment, Marketing and Sales Software are essential for success. Leverage our pioneering crowdsourcing technology to refine your communication tactics and enhance cross-selling initiatives. With AlphaGen, you can seamlessly run multiple A/B testing marketing campaigns at the same time, while your HR team collects insightful efficiency feedback from employees. This platform utilizes a variety of contact methods to engage effectively with your intended audience. Unless your campaign is set to limited access, we recommend employing multiple channels concurrently to maximize reach. Use links to motivate both employees and customers to take part in surveys or share their ideas, and encourage customers to promote your public pages to boost engagement. Personalized emails dispatched from your domain can invite both existing and potential clients to connect more deeply. AlphaGen streamlines the entire engagement process, making it perfect for public interactions, whether on restaurant table tops or bus stops, where QR codes enhance user participation. Our social media links are easily shareable and compatible with many popular applications, ensuring your campaign captures attention in messages or feeds, complete with a description and preview image. This holistic strategy not only amplifies your outreach efforts but also cultivates stronger connections with your audience, ultimately driving better results. By integrating these tools, your business can thrive in an ever-evolving marketplace.
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SalesBuilder CRM
SalesBuilder CRM is an all-inclusive cloud-based solution designed specifically for homebuilders, effectively addressing every aspect of marketing and sales. With this software, you can effortlessly capture and nurture leads, manage sales records, track option selections, and generate contracts seamlessly. Its marketing capabilities enable you to engage with prospects and document various activities, such as email follow-ups, phone logs, and mailing letters. You can easily record prospect details and assign specific actions to enhance follow-up efforts. The system allows for manual registration at sales offices, as well as importing leads from your website or third-party sources like Zillow, Realtors, and BDX. SalesBuilder CRM encompasses all essential tools to facilitate the entire sales process, from creating scenarios and managing sales specifics to adding options and generating contracts, complete with optional DocuSign integration for ease of use. This comprehensive CRM solution helps homebuilders effectively capture leads, store critical information, and present prospects to potential homebuyers, while also enabling users to design custom registration cards to ensure all relevant data is collected. Overall, SalesBuilder CRM streamlines the process, making it more efficient and user-friendly for homebuilding professionals.
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