Dex

Dex is a personal CRM that helps people track contacts, notes, and follow-up reminders across email, calendar, and social sources. It is designed for maintaining personal and professional relationships in one place.

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Overview

Dex is a personal CRM for keeping track of the people in your network. It combines contacts, reminders, notes, and timeline-based context so you can remember where you left off and follow up at the right time.

The product is positioned for personal and professional relationship management rather than sales pipeline tracking. It connects with sources like LinkedIn, email, calendar apps, and messaging services, then keeps contact details and interactions organized in one place.

Core features

Unified contact view

See contacts in one place by importing from LinkedIn, Facebook, iCloud, Gmail, CSV, and other supported sources.

Reminders and nudges

Set keep-in-touch reminders so Dex can prompt you when it is time to reach out or follow up on an important date.

Notes and interaction history

Save notes and timeline entries to remember how you met, prior conversations, work history, family details, gifts, and other context.

LinkedIn updates

Sync LinkedIn network changes and receive updates when a connection changes jobs or title, creating a reason to reconnect.

Email and calendar context

Connect email and calendar sources to surface relevant conversations and calendar context alongside relationship records.

Fast workflows

Use keyboard shortcuts and mobile access to add people quickly, review context, and manage contacts on the go.

Common use cases

Job search networking
Keep track of classmates, alumni, interviewers, and other contacts while searching for work, then use reminders to follow up after conversations or milestones.
Founder relationship management
Organize investor, partner, and customer relationships in one place and use notes plus timeline context to remember prior discussions.
Professional networking
Store details about new contacts, meeting history, and personal context so you can prepare for future conversations without relying on a spreadsheet.
Relationship maintenance
Use LinkedIn sync and network updates to notice title or job changes and reach out when there is a natural reason to reconnect.
Personal relationship care
Track birthdays, anniversaries, family details, and other important dates so follow-ups happen at the right time.

Pros and Cons

Pros

Combines contacts, notes, reminders, and timeline context in one workflow.
Supports import or sync from multiple common relationship and communication sources.
Includes LinkedIn updates and keep-in-touch nudges for timely follow-up.
Offers privacy controls, including data export and account deletion.

Cons

The provided pages do not fully document every integration’s exact behavior.
Pricing is only shown as paid subscription plans on the supplied pages, so the public free-tier structure is unclear.

FAQ

What is Dex?

Dex is a personal CRM for keeping track of people, notes, reminders, and recent interactions. It brings contacts, email, calendar context, and linked sources into one place so you can remember where you left off and reach out at the right time.

Does Dex offer a free trial or free plan?

The pricing page says Dex offers a 7-day free trial and paid plans. It does not list a permanent free tier on the provided pages.

What can I import or sync with Dex?

Dex syncs contacts and context from sources such as LinkedIn, Facebook, Gmail, Outlook, iCloud, Google Calendar, WhatsApp, iMessage, Instagram, and CSV imports, with two-way contact sync also listed on the integrations page.

How does Dex help with follow-ups?

Yes. Dex is built around reminders, notes, and a unified timeline so you can record how you met someone, what matters to them, and when to follow up.

Can I remove my data from Dex?

Dex supports exports and account deletion, and the security page says you can export all data or delete your Dex account at any time.

Quick Facts

Category: Personal CRM
Primary use: Relationship tracking and follow-up reminders
Platforms: Web, mobile, desktop, and browser extension
Integrations: LinkedIn, Gmail, Outlook, Google Calendar, iMessage, WhatsApp, Facebook, Instagram, Zapier
Pricing model: Paid subscription with a 7-day free trial
Website: getdex.com