Dex
getdex.comDex helps you stay on top of your relationships by keeping contact information current and making it easy to track what matters. With tools for automatic updates, reminders, and relationship notes, Dex reduces the manual work of “remembering who/when/what” and helps teams maintain accurate, ready-to-use contact context for sales, partnerships, recruiting, and networking.
With Dex connected, BOBs can maintain a clean, current view of your relationships by creating new contacts or updating existing ones as your business information changes. BOBs can also capture relationship context by writing notes tied to the right people, so every follow-up includes the relevant background instead of starting from scratch.
Once follow-up context is captured, BOBs can schedule reminders for outreach, check-ins, renewals, and next steps—then coordinate actions across your connected tools (like CRMs, email, calendars, or task systems) so follow-ups happen reliably. This unlocks use cases such as keeping sales pipelines warm, managing partner/account relationships, improving recruiter outreach continuity, and ensuring networking contacts don’t slip through the cracks.
Available actions: Create or Update Contact; Create Reminder; Create Note.
What can BOBs do with Dex?
Perform actions
- Create Note
- Create or Update Contact
- Create Reminder
- List Contact IDs Options