Dex

What is Dex?

Dex is a lightweight personal CRM and relationship manager that helps you remember to stay in touch with people you’d otherwise forget. Launched by Dana HQ, Dex imports contacts from LinkedIn, Gmail, Facebook and more, then syncs updates—job changes, birthdays, anniversaries—in real time so you can focus on relationship building instead of data entry.

Pros and Cons

Pros:

• Automates follow-up reminders with flexible cadences (daily, weekly, monthly, yearly)
• Rich contact profiles: notes, custom tags, groups, related people and map view
• Browser extension captures contact details directly from social sites—no manual form-filling
• Cross-platform support with web, mobile and browser extension, plus calendar sync
• Simple, flat-rate pricing and free trial—no hidden fees

Cons:

• No public API or deep custom integrations beyond browser extension and calendar syncing
• Performance issues reported on some Android/iOS versions with large contact sets
• Designed for personal/professional relationship management—not full sales CRM
• Sync reliability and speed depend on network and third-party service stability
• Lacks advanced reporting or analytics features found in enterprise CRMs

Who It's For

• Business professionals and entrepreneurs who need lightweight CRM for networking and follow-ups
• Freelancers and solopreneurs building and maintaining personal and professional relationships
• Event attendees, sales reps, and recruiters seeking timely reminders and context for outreach
• Anyone overwhelmed by scattered contacts and manual follow-up tasks

Contact Management

Dex centralizes all your contacts—merge duplicates from phone, Gmail, LinkedIn and Facebook—into one searchable database. Custom tags and groups let you categorize relationships by “Friends,” “Colleagues,” or custom segments.

Follow-Up Reminders

Set intelligent cadences to remind you when to reach out. Choose follow-up frequencies from weekly to yearly, and Dex surfaces actionable tasks in your timeline so no relationship goes stale.

Notes & Activity Tracking

Within each contact profile, capture notes on last conversations, important details (birthdays, preferences) and log call/email activities. A dynamic timeline view shows your entire interaction history in chronological order.

Browser Extension & Social Sync

The Dex extension for Chrome and Safari lets you add or update contacts directly while browsing social networks and webmail—no switching apps or manual copying required.

Calendar Sync

Integrate Dex with Google Calendar or Outlook to auto-import events and trigger follow-up reminders based on meeting dates. Dex ensures contextual follow-ups appear when they matter most.

Relationship Timeline

Visualize interactions on an infinite canvas timeline, filtering by tags or groups. Map view shows contact locations for in-person meetups or networking on the go.

Pricing

• Free Trial: 7 days, full feature access
• Personal Plan: $12/month per user (billed annually) — unlimited contacts, reminders, notes, extension, mobile apps
• Team Plan: Custom pricing — shared workspaces, admin controls, priority support

Verdict

Dex excels as a personal relationship manager by automating reminders, unifying contacts across social and email channels, and providing intuitive mobile/web access. While not a replacement for full-featured enterprise CRMs, its elegant interface and core features make it ideal for professionals who need a low-friction solution to stay connected and strengthen networks.