Dex Product Information

Dex — Personal CRM and Relationship Manager

Dex is a personal CRM designed to help professionals consolidate their relationships from multiple sources (primarily LinkedIn, Gmail, and other tools) into a single, private, easy-to-use workspace. It automates updates to contacts when titles or details change, reduces manual data entry, and provides reminders and context to help you nurture meaningful connections.

Key value propositions:

  • Auto-sync with LinkedIn and other sources to keep contact details up to date
  • Centralized, private repository for personal and professional relationships
  • Lightweight alternative to heavy CRM systems like Salesforce, focused on personal networking
  • Browser extension and mobile apps to manage relationships on the go
  • Data export and delete controls to protect user privacy

How Dex Works

  1. Connect your sources. Link LinkedIn, Gmail, and other compatible sources to Dex.
  2. Automatic updates. Dex monitors your network and notifies you when a connection changes their title or other important details.
  3. Store important context. Keep notes on how you met, educational history, work history, important dates, gifts ideas, events, and more.
  4. Stay organized anywhere. Use Dex’s browser extension or mobile apps to access and update your relationships from any device.
  5. Privacy-first. Dex is subscription-based, with a commitment to not selling data and giving you full data control (export or delete at any time).

How to Use Dex

  • Install the Browser Extension to manage relationships within LinkedIn, Gmail, Facebook, and more from your existing workflow.
  • Use the Mobile App (iOS/Android) to maintain relationships on the go.
  • Build profiles for each contact with notes on when/how you met, education history, work history, important dates, and relationship context.
  • Rely on automatic synchronization to keep contact titles up to date and receive timely outreach opportunities.

Integrations

  • LinkedIn
  • Gmail
  • Facebook
  • Other sources accessible via the Dex ecosystem

Use Cases

  • Personal relationship management without turning into a full CRM
  • Staying in touch with colleagues, mentors, and potential opportunities
  • Memory of key personal data to strengthen professional relationships

Security & Privacy

  • Dex is privacy-first: data is stored privately and you control exports/deletion
  • No ads; subscriptions fund the service
  • You decide how much data to store and how it is used

Pricing Model

  • Dex operates on a subscription-based model

Limitations & Considerations

  • Designed for relationship management rather than sales pipeline analytics
  • Primary integrations are with LinkedIn, Gmail, and commonly used platforms; check compatibility if you rely on other tools

Core Features

  • Private personal CRM focused on relationships, not sales pipelines
  • Auto-sync with LinkedIn and other sources to keep contact details up to date
  • Centralized repository for contact context: how you met, education, work history, important dates, gifts, events, etc.
  • Browser Extension to integrate with LinkedIn, Gmail, Facebook, and more
  • Mobile Apps (iOS and Android) for on-the-go relationship management
  • Data privacy controls: export or delete data at any time; no data selling
  • Subscriptions-based model with privacy as a priority