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About

Dex is a personal CRM that reminds you to keep in touch with people you would otherwise forget. Bring together LinkedIn, email, calendar, and contacts to build stronger relationships. Dex brings together LinkedIn, email, and all your daily tools. Keep in touch, remember where you left off, and see everyone you know. Manually keeping track of who you've met takes time you don't have. You're wasting time copying and pasting. It's even harder to keep your contacts up-to-date. Dex lets you connect to LinkedIn and other sources in minutes. New job titles will be synced automatically. Spend less time on data entry and focus on what matters — building relationships. Dealing with heavy, complicated systems like Salesforce is overkill for keeping in touch. Your relationships don’t belong in a sales CRM. Spend less time navigating menus and seamlessly pick up where you left off. Dex will let you know when your connections change their title, providing the perfect opportunity to reach out.

About

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Dex is great for anyone who needs to manage their personal and professional network. Those who work in investing, business development, sales, PR, coaching, and recruiting find Dex especially useful.

Audience

Organizations in any industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

$29.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dex
Founded: 2019
United States
getdex.com

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
InStream CRM

InStream CRM

InStream.io
monday CRM

monday CRM

monday.com

Categories

Categories

CRM Features

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

Contact Management Features

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

Sales Enablement Features

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

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Integrations

Facebook
Gmail
Google Contacts
HubSpot CRM
HubSpot Customer Platform
COZYROC SSIS+ Suite
Causal
Constant Contact Lead Gen & CRM
Cyfe
Desktop.com
Facebook Messenger
Google Calendar
Integry
Ohmylead
Pipedrive
QuickBooks Online
Raklet
ReachEngine
Zeeto

Integrations

Facebook
Gmail
Google Contacts
HubSpot CRM
HubSpot Customer Platform
COZYROC SSIS+ Suite
Causal
Constant Contact Lead Gen & CRM
Cyfe
Desktop.com
Facebook Messenger
Google Calendar
Integry
Ohmylead
Pipedrive
QuickBooks Online
Raklet
ReachEngine
Zeeto
Claim Dex and update features and information
Claim Dex and update features and information
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Claim Insightly and update features and information