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2 articles tagged “dex” — show all articles.

Cover Image for Personal CRM for Professionals: How 7 Careers Grow Their Network and Close More

Personal CRM for Professionals: How 7 Careers Grow Their Network and Close More

A personal CRM organizes your relationships, not just your deals. See how seven professionals (founders, recruiters, consultants, realtors, investors, job seekers and community builders) use a personal CRM to grow their network, stay organized and win more, plus ten of the best personal CRM tools to know in 2026.

Daniel Vieira Costa ·
Cover Image for What Is a Personal CRM? Who Needs One and How Trevally Compares to Dex

What Is a Personal CRM? Who Needs One and How Trevally Compares to Dex

A personal CRM keeps your relationships (not sales deals) organized: who you know, how you met, what you've exchanged and when to reach out again. This guide explains what a personal CRM is, who genuinely needs one and why, and compares two different philosophies: Dex, built around LinkedIn and thoughtful notes, and Trevally, built around your email.

Daniel Vieira Costa ·