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What is Dex?

Dex serves as a personal CRM that aids in nurturing relationships with individuals who may otherwise be neglected, seamlessly integrating platforms such as LinkedIn, email, calendar, and your contact list to enhance connectivity. By merging LinkedIn with your everyday communication tools, Dex simplifies the process of staying in touch, allowing you to monitor your interactions and visualize your network effectively. The task of manually tracking who you’ve met can take up precious time, and the act of copying information is often laborious. Maintaining current contact information is frequently a challenge; however, with Dex, you can connect to LinkedIn and various other platforms in mere minutes, ensuring that updates like new job titles are automatically reflected. This efficiency allows you to spend less time on data management and more energy on what truly matters—cultivating your relationships. Rather than grappling with cumbersome systems like Salesforce, which are not designed for personal connections, Dex offers simple navigation and smooth interaction transitions. You'll be alerted whenever your contacts update their professional information, presenting the perfect opportunity to reconnect and solidify your relationships. Ultimately, Dex revolutionizes how you engage with your network, making the art of relationship-building not only more intuitive but also more effective and enjoyable over time. With a streamlined approach, Dex empowers users to prioritize meaningful connections in an increasingly digital world.

What is CircleBack?

At the core of every success is a significant relationship, be it with a partner, mentor, or customer. CircleBack offers vital tools designed to cultivate these connections, granting you the time and flexibility needed to advance and achieve your objectives. The platform effectively tackles a major productivity hurdle: the challenge of engaging with the right people at the right time. By employing a distinctive data engine, CircleBack tracks alterations in essential connection information and retrieves the latest contact details, ensuring your relationships are both robust and effective. Its email signature capture function conveniently generates entries for those you have interacted with but have not yet saved, simplifying the task of keeping your network updated. Furthermore, you can easily incorporate contacts into your address book with a powerful OCR business card scanner, making it easier than ever to keep a well-organized and accessible contact list. This inventive strategy not only improves your ability to connect but also enables you to concentrate on what is truly important in your professional journey, fostering an environment where success can thrive.

Media

Media

Integrations Supported

Airtable
Facebook
Gmail
Google Chrome
Google Contacts
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Microsoft Excel
NetSuite
Pipedrive
Superhuman
X (Twitter)

Integrations Supported

Airtable
Facebook
Gmail
Google Chrome
Google Contacts
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Microsoft Excel
NetSuite
Pipedrive
Superhuman
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dex

Date Founded

2019

Company Location

United States

Company Website

getdex.com

Company Facts

Organization Name

CircleBack

Date Founded

2014

Company Location

United States

Company Website

www.circleback.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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