--- title: "Dex for Teams: Relationship Intelligence CRM" description: "Dex for Teams is a shared workspace that shows who on your team knows whom and keeps one timeline per contact, while each person’s own Dex stays private." canonical: https://getdex.com/teams/ source: https://getdex.com/llms.txt --- # Dex for Teams Relationship intelligence, now available for your entire team. - Start a free trial (14 days): https://getdex.com/app?trialcode=NEWUSER - Book a demo: https://calendly.com/dex-for-teams/dex-for-teams - Watch the overview: https://www.youtube.com/watch?v=ma24jUe427M ## Your own Dex, plus a workspace for the team Everyone on the team keeps their own Dex. The workspace is a separate space you add to it: you choose which accounts it sees and which contacts and groups go into it, and your teammates do the same. Ask the workspace about a person or a company and it answers with who on the team knows them, who talked to them last, and the history so far. The intro that used to take three messages takes one search. ## Who knows whom Search any person or company to see which teammates are connected and when they last talked. Warm intros stop depending on someone remembering to ask around. ## One timeline for the whole team Emails, meetings and notes from everyone who works a relationship show up in one shared timeline, so nobody walks into a call without context. ## Privacy you control Personal Dex stays private. Each person chooses whether the workspace sees only email subjects and metadata, or the full content. Notes can be shared or kept private. ## LinkedIn, synced for the team Each member connects their own LinkedIn, and the workspace refreshes about every two days, so your shared network stays current. ## Keep in touch, together Set reminders for the team or just for yourself, so key relationships don’t go cold when someone is busy. ## Works with your AI tools Connect the workspace to your AI assistant through the Dex MCP server, and ask about your team’s network from the tools you already use. ## Get started in three steps 1. **Start a free trial** Start a 14-day free trial of Dex, no card needed. Your own Dex comes first; the workspace is a separate space you add to it. https://getdex.com/app?trialcode=NEWUSER 2. **Create a workspace** In Dex, go to Settings, then Team, and create a workspace for your company. https://getdex.com/app/settings/team 3. **Add accounts and invite your team** Choose which of your accounts the workspace sees, and at what level, then invite teammates by email. Each of them makes the same choices for their own accounts. https://www.youtube.com/watch?v=ma24jUe427M ## Your team’s data, protected Dex is funded by subscriptions, not ads, and never sells your data. A workspace holds only what each member chooses to share, and each member can change that at any time. - **Hosted with SOC 2 and ISO 27001 certified providers** Servers and databases run in the US with providers audited to both standards. - **Encrypted in transit and at rest** Every request uses TLS, and stored data is encrypted at the storage level with AES-256. - **Roles for the whole team** Owner, admin, member and viewer roles set who can add and edit in the workspace and who can only read. Security details: https://getdex.com/security/ ## Frequently asked questions ### What is Dex for Teams? Dex for Teams is the multi-user version of Dex. It gives a team a shared workspace for relationship intelligence and CRM, so everyone can see who knows whom and how the team has stayed in touch with each contact. ### How is Dex for Teams different from Personal Dex? Personal Dex stays private to its owner. A workspace is a separate, shared space for the team. Contacts and groups only go into it when someone chooses to add them. ### How is Dex for Teams different from a sales CRM? Sales CRMs like HubSpot and Salesforce are organized around deals: pipelines, stages and forecasts. Dex for Teams is organized around people. It shows who on your team knows whom, keeps one timeline per relationship and reminds you to keep in touch. For teams whose business runs on relationships rather than a pipeline, Dex for Teams can replace the sales CRM. Teams that still need deal stages can run both. ### What can my team see from my inbox? Each person chooses for themselves. The workspace can see either just the subject line and metadata of emails, or the full content. Nothing from a Personal Dex is shared unless that person adds it. ### Can I keep notes private? Yes. Each note can be shared with the workspace or kept private. ### How do I find out who on my team knows someone? Search a person or company in the workspace to see which teammates have a connection and when they last spoke with them. Shared contacts show the team’s full timeline in one place. ### How does LinkedIn sync work for a team? Each member connects their own LinkedIn, and the workspace syncs about every two days, so the team’s shared network stays up to date without anyone doing it by hand. ### Does Dex for Teams work with AI tools? Yes. Workspaces connect to AI assistants through the [Dex MCP server](https://getdex.com/ai-agents/), so a team can ask about its shared network from the AI tools it already uses. ### How much does Dex for Teams cost? The Team plan is $40 per user per month, billed monthly. [Email us](mailto:kevin@getdex.com?subject=Dex%20for%20Teams%20pricing) to set up your team, or to ask about pricing for a larger one. ### Is there a free trial? Yes. [Start a 14-day free trial of Dex](https://getdex.com/app?trialcode=NEWUSER), no card needed, then create a workspace from Settings, then Team, and invite your team. ### Can I book a demo or ask a question? Yes. [Book a short demo with our team](https://calendly.com/dex-for-teams/dex-for-teams), or [email us](mailto:kevin@getdex.com?subject=Dex%20for%20Teams%20question) and we’ll get back to you.