TOOL LIBRARY / CUSTOMERS & RELATIONSHIPS
Dex
A personal CRM for contacts, notes, relationship history, and follow-up reminders.
What it is
Dex syncs contacts and interactions from sources such as email, calendars, messaging, LinkedIn, and phone contacts into a private relationship database. Users can add notes, group people, set reminders, map connections, and prepare for follow-up.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Keep notes and next actions for important professional relationships.
- Set reminders to reconnect after meetings or life events.
- Review prior email and calendar interactions before outreach.
- Map who introduced two contacts or how people are connected.
- Prepare a short contact briefing before an executive call.
Our take
Dex is well suited to one executive or operator who needs a reliable memory for relationships outside a formal sales process. Set a simple rule for what belongs in notes and who may see them, since candid personal context can become risky when copied into a shared system.