Dex - Rolodex and Personal CRM
Dana HQ Inc. · Marketing
Dex is a personal CRM and digital rolodex that unifies contacts from LinkedIn, email, and WhatsApp, then reminds you when to reach out. It centers on relationship management.
About Dex - Rolodex and Personal CRM
What Is Dex
Dex is a personal relationship manager built for people, not sales pipelines. It pulls your contacts from LinkedIn, Gmail, Outlook, WhatsApp, calendar and a dozen other sources into one private database, so you stop juggling spreadsheets and scattered apps.
The product is run by Dana HQ Inc., which launched it in 2019 and says more than 30,000 people use it today. Instead of tracking deals, Dex focuses on the human side of networking: remembering how you met someone, when you last spoke, and what matters to them.
The biggest limitation is the price. There's no permanent free plan: Premium and Professional start with a 6 day trial, and after that you pay a monthly or annual subscription. Dex also leans heavily on syncing from other apps, so the experience is only as good as the accounts you're willing to connect.
Getting Started
- Create an account at getdex.com with an email and password, Google, or Apple sign in.
- Connect your sources, like LinkedIn, Gmail, Outlook, and your calendar, from the integrations page.
- Pick a plan. Premium and Professional both start with a 6 day free trial that needs a card but charges nothing until it ends.
- Import or sync contacts, then add notes, tags, and custom fields to organize them your way.
- Set keep in touch reminders so Dex nudges you when a relationship needs attention.
Product Information
A quick look at Dex - Rolodex and Personal CRM's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Founders and investors
- MBA students and job seekers
- Recruiters and real estate agents
Tasks
- Remembering details about people
- Scheduling follow-ups
- Tracking job or title changes
Scenarios
- A busy quarter where networking slips
- Conference or travel weeks
- A job search or fundraising push
Key features
Contact Consolidation
Dex imports contacts from LinkedIn, Gmail, Outlook, WhatsApp, iMessage, Facebook, Instagram, and CSV files into one unified view. Instead of checking five apps to remember someone, you get a single source of truth, which is why many people treat it as their main contact organizer. It's the core of the product and the reason most people switch.
Keep in Touch Reminders
You set how often you want to stay in contact with someone, and Dex sends smart nudges when it's time to reach out. It also flags upcoming birthdays. These keep-in-touch reminders are what turn a static contact list into an active networking habit.
Notes and Unified Timeline
Every contact gets a timeline of your interactions plus a space for notes on how you met, family details, and gift ideas. The next time you talk, you can pick up where you left off instead of starting cold.
LinkedIn Sync
Connect LinkedIn through the browser extension and Dex syncs your network in the background, up to 2,500 connections on Premium and 9,000 on Professional. It tracks title changes and gives you network updates, so you catch role moves as they happen.
Dex Research
Research credits build a briefing on a contact that covers their background, current role, and what's changed since you last talked. Premium includes 10 credits a month, Professional 20, and Team 50, which sets the ceiling on how often you can use it.
Integrations and API Access
Premium covers email, calendar, WhatsApp, and two-way contact sync. Professional adds Outlook, mail merge, voice mode, and API/Zapier access, while Team layers on CRM integrations and SAML SSO. The API and MCP server let you wire Dex into your own tools and AI agents.
Pros and cons
Pros
- Consolidates contacts from LinkedIn, email, WhatsApp, and 15+ other sources into one place.
- Keep in touch reminders and birthday alerts make staying in contact a habit rather than a chore.
- LinkedIn sync tracks role changes automatically, up to 9,000 connections on Professional.
- Privacy-first stance: the company says it never sells or shares your data, and you can export or delete it any time.
- SOC 2 Type II and ISO 27001 certifications, with AES256 encryption for data at rest.
Cons
- No permanent free plan. Both paid tiers start with a 6 day trial, then require a subscription.
- LinkedIn syncing caps out at 2,500 connections on Premium, which a heavy network can exhaust quickly.
- Dex Research is limited by monthly credits, so power users on lower plans hit the ceiling.
- The API and MCP server are locked to the Professional plan and up, so automation costs more than the base tier.
Frequently asked questions
Dex pricing runs from $12/mo on Premium (billed annually) to $40/mo per user on the Team plan (billed monthly), with Professional between them. There's no permanent free plan: Premium and Professional both start with a 6 day free trial that requires a card but charges nothing until the trial ends.
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