Be the agent they remember and recommend.
Dex helps you remember the details and stay in touch with past clients and your sphere—so you stay top of mind for their next move or referral.
30,000+ people use Dex to improve relationships
Why your sphere matters
66%
of sellers found their agent through a referral or had worked with them before.
NAR 2025 Profile of Home Buyers and Sellers
50%
of the typical Realtor’s business comes from repeat clients and referrals from past clients.
NAR 2026 Member Profile
11 years
is how long the typical seller owned their home. Stay in touch between moves.
NAR 2025 Profile of Home Buyers and Sellers
A real estate CRM for people who already know you
Follow Up Boss, Lofty and BoldTrail are built for lead generation and follow-up. Dex gives your sphere of influence a home of its own.
A past client doesn’t need an introduction. They need an agent who remembers the kitchen renovation and checks in before there’s another listing to win. Dex keeps their history and reminds you when it’s time.
Bring your conversation history to the next call
Sync Gmail and Google Calendar, plus iMessage and phone call history through the Dex desktop app on a Mac.
Connect WhatsApp for 1:1 chats. Outlook email and calendar sync require Professional. Keep that history handy before you call a past client.
Make room for your best relationships every month
Give your A-list a 30-day keep-in-touch frequency and past clients 90 days. Set reminders by group or by contact.
Your Keep-in-touch list gives you a place to start between showings. Choose someone who’s due, then make the call or plan a pop-by.
Pick up where the last conversation left off
Remember the renovation they were planning, even after three closings and a busy weekend. Save the details in contact notes and custom fields.
Set a reminder for their home anniversary. You’ll have a reason to reach out that belongs to them.
Turn “I should call them” into a first draft
Ask Dex Copilot, “Who on my A-list haven’t I talked to in 30 days?” It can answer from your contact and interaction history, then draft a check-in.
You edit and send the message. Copilot helps with the first draft; the relationship is still yours.
Who on my A-list haven’t I talked to in 30 days?
Three contacts match:
- PRPriya & Dev RamanPast clients · closed Oct 2024Last text 47 days ago
- MHMarcus HillLender · referred 3 clientsLast email 62 days ago
- ESElena SokolovaNeighbor · thinking of sellingLast call 38 days ago
Save the details before you leave the driveway
Capture a note after a showing while the conversation’s fresh. Scan a business card at the open house before it disappears into the car.
Use Dex on iPhone or Android between appointments, then open it on the web, Mac or Windows when you’re back at your desk.
Give your sphere the follow-up it needs
Use Dex alongside your lead CRM: keep incoming leads there and give past clients a regular place in your week.
| Dex | Lead-gen CRM | Spreadsheet | |
|---|---|---|---|
| Built for | Past clients and your sphere of influence | Lead generation and conversion | A contact list you maintain |
| Personal message history | iMessage via Mac; WhatsApp 1:1 | Typically uses its own number | Add your own notes |
| Getting started | Phone contact sync or CSV import | Start with your lead sources | Add names and contact details |
| Follow-up | Reminders per contact or group | Lead follow-up workflows | Maintain your own follow-up dates |
| When you change brokerages | Your account; export contacts any time | Check account ownership and export terms | Keep a copy of your contact list |
| Price | From $12/mo, billed annually | About $69 to $400+ per agent per month | Depends on the software you use |
Bring your contacts. Start with one follow-up.
Miss Contactually?
Import your old CSV export. Buckets map to groups with a keep-in-touch frequency, the daily dashboard to your Keep-in-touch list, and ScaleMail to mail merge on Professional.
Import a CSVLiving in a spreadsheet or your phone?
Sync phone contacts both ways or import a CSV. Connect Gmail and Google Calendar for email and meeting history, then choose who to stay in touch with.
See available integrationsUsing your brokerage’s CRM?
Keep it for incoming leads. Give your sphere an account you own in Dex, with contacts you can export any time, including when you change brokerages.
Read the sphere of influence guideDex is the personal/professional CRM solution I've wanted to exist for years, but hasn't until now. I was a Contactually user in the past and have tried spreadsheets, Airtable, Pipedrive and so on - and nothing is close to Dex's focus when it comes to personal CRM.
Ari Newman
Co-Founder & Managing Director, Massive Capital Partners
Keep your sphere close for $12 a month
Start with the past clients you’ve been meaning to call and uncover your next opportunity. No demo call or setup fee.
FrequentlyAsked Questions
Choose around the business you already have. Follow Up Boss, Lofty and BoldTrail are built for lead generation and follow-up.
If you work mostly through past clients and referrals, Dex gives those relationships a place of their own. Keep contact history and notes together, then set reminders to reach out. Plans start at $12 a month billed annually.
Dex can cover your relationship follow-up if you need contact history, notes and reminders for past clients and your sphere.
Keep a lead CRM if you need lead routing, dialers or drip campaigns. Dex doesn’t provide those features, IDX websites or transaction management. You can use it alongside your existing CRM.
Lead-generation CRMs commonly cost about $69 to $400+ per agent per month.
Dex Premium is $12 a month billed annually or $20 month to month. Professional is $20 a month billed annually. Both include a 7-day free trial, with a card required. Cancel any time. Compare plans.
Check who owns the account and whether you can export your contacts before you build your sphere there.
With Dex, you own your account and can export contacts at any time. Keep your brokerage’s CRM for leads if it suits you, and use Dex for the relationships you want to carry through your career.
Compass acquired Contactually in 2019 and shut it down on March 31, 2022.
Dex covers its core relationship follow-up tools: Buckets map to groups with a keep-in-touch frequency, the daily dashboard maps to your Keep-in-touch list, and ScaleMail maps to mail merge on Professional. Import a CSV of your old contacts to get started.
Your sphere of influence is the people who know you and could turn to you when real estate comes up. That includes past clients and neighbors, along with referral partners such as lenders and inspectors.
Start with the relationships you already have. Our guide explains how to build and stay in touch with your sphere.
Try monthly for your closest relationships, quarterly for past clients and twice a year for your wider sphere. Treat that as a starting point and adjust for each person.
Set a keep-in-touch frequency per contact or group in Dex, plus specific-date reminders for home anniversaries. Find more ideas in our real estate networking guide.
Yes, if you’re willing to maintain contact notes and follow-up dates yourself. There’s no magic number of contacts where a spreadsheet stops being useful.
When you want synced interaction history and keep-in-touch reminders, import your sheet into Dex as a CSV.
Dex syncs iMessage and phone call history through the Dex desktop app on a Mac. WhatsApp 1:1 chats sync through the WhatsApp integration. There’s no Android SMS sync.
Dex also syncs Gmail and Google Calendar. Outlook email and calendar sync require Professional.
Professional includes mail merge: one personalized email to a group, such as a market update for past clients.
Dex doesn’t run drip campaigns. Copilot can draft individual messages, but you edit and send them yourself.
Yes. Premium and Professional both include a 7-day free trial. A card is required, and you can cancel any time.
Signup is self-serve, with no demo call or setup fee. Start with a few past clients and try the follow-up routine yourself.
Don’t let the closing
be your last conversation.
Start your free trial with a past client you’ve been meaning to call.
Get started for free30,000+ people use Dex to improve relationships