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Compare HubSpot vs Dex on features, pricing, and reminders to find the best personal CRM for networking. Try Dex free.</p><div class="mt-7 flex items-center justify-center"><div class="flex items-center gap-3"><div class="flex -space-x-2"><img src="https://images.ctfassets.net/u17em9tc1vdb/RacnIvwnQBt4f4HYakQtE/0f41ada489cb644696275e9efb41136d/1600144512732.jpeg?fm=webp&amp;q=75&amp;w=96" alt="Kevin Sun" loading="lazy" decoding="async" class="size-7 rounded-full border-2 border-background object-cover"/></div><span class="text-sm text-muted-foreground"><a class="transition-colors hover:text-foreground hover:underline" href="/blog/author/kevin">Kevin Sun</a></span></div></div></header></div><div class="relative w-full overflow-x-clip"><div class="mx-auto max-w-[1200px] px-6"><div class="relative mx-auto w-full max-w-[920px]"><img src="/assets/support-blob-poLR68_C.webp" alt="" aria-hidden="true" class="pointer-events-none absolute -top-[100px] -right-[140px] w-[440px] max-w-none select-none"/><img src="/assets/support-blob-poLR68_C.webp" alt="" aria-hidden="true" class="pointer-events-none absolute -bottom-[150px] -left-[130px] w-[440px] max-w-none select-none"/><div class="relative h-[280px] w-full overflow-hidden rounded-2xl bg-blue-50 sm:h-[400px]"><img src="https://images.ctfassets.net/u17em9tc1vdb/5AfIh6mSsW1IxqJOajqf5u/614fff7da79676efe28b2dc5de3ae0e3/Blog-Pictures--25--1.png?fm=webp&amp;q=75&amp;w=1200" alt="Hubspot vs Dex as a Personal CRM in 2026" decoding="async" class="size-full object-cover"/></div></div></div></div><div class="relative z-10 mx-auto mt-16 max-w-[1200px] px-6 pb-20"><div class="flex flex-col gap-12 lg:flex-row lg:gap-28"><aside class="lg:-ml-8 lg:w-[220px] lg:shrink-0"><div class="lg:sticky lg:top-[120px]"><nav aria-label="Article sections" class="flex flex-col border-l border-border/60"><a href="#what-is-hubspot" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 font-medium text-foreground"><span class="absolute -left-px top-1/2 -mt-2 h-4 w-[2px] rounded-full bg-primary" aria-hidden="true"></span><span class="line-clamp-1">What is HubSpot?</span></a><a href="#what-is-dex" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">What is Dex?</span></a><a href="#where-hubspot-and-dex-actually-differ" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Where HubSpot and Dex Actually Differ</span></a><a href="#why-reminders-make-or-break-a-personal-crm" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Why Reminders Make or Break a Personal CRM</span></a><a href="#feature-comparison-at-a-glance" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Feature Comparison at a Glance</span></a><a href="#personal-crm-pricing-hubspot-vs-dex-in-2026" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Personal CRM Pricing: HubSpot vs. Dex in 2026</span></a><a href="#when-hubspot-makes-sense" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">When HubSpot Makes Sense</span></a><a href="#when-dex-makes-sense" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">When Dex Makes Sense</span></a><a href="#the-bottom-line-choosing-the-right-personal-crm" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">The Bottom Line: Choosing the Right Personal CRM</span></a><a href="#frequently-asked-questions" class="relative block py-1.5 text-xs leading-tight transition-colors pl-4 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Frequently Asked Questions</span></a>
24<a href="#is-hubspot-good-for-a-personal-crm" class="relative block py-1.5 text-xs leading-tight transition-colors pl-8 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Is HubSpot good for a personal CRM?</span></a><a href="#what-is-the-best-personal-crm-for-linkedin-users" class="relative block py-1.5 text-xs leading-tight transition-colors pl-8 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">What is the best personal CRM for LinkedIn users?</span></a><a href="#does-hubspot-send-automatic-reminders-to-stay-in-touch-with-contacts" class="relative block py-1.5 text-xs leading-tight transition-colors pl-8 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Does HubSpot send automatic reminders to stay in touch with contacts?</span></a><a href="#is-dex-a-good-hubspot-alternative-for-networking" class="relative block py-1.5 text-xs leading-tight transition-colors pl-8 text-neutral-700 hover:text-foreground"><span class="line-clamp-1">Is Dex a good HubSpot alternative for networking?</span></a></nav></div></aside><div class="flex flex-1 flex-col gap-6 lg:max-w-[640px]"><p class="text-base leading-normal text-muted-foreground">Most professionals have a version of this problem: a contact list that keeps growing and relationships that keep going quiet. You leave a conference with 20 new connections. Three months later you couldn&#x27;t name five of them. The people you meant to follow up with are buried in your inbox, your LinkedIn, or a notes app you stopped opening.</p><p class="text-base leading-normal text-muted-foreground">A <a href="/blog/personal-relationship-manager/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">personal CRM</a> is the fix. It keeps track of who you know, when you last talked, and prompts you before a relationship goes cold. The real question is which personal CRM to use.</p><p class="text-base leading-normal text-muted-foreground">HubSpot comes up constantly in this conversation because it&#x27;s free, well-known, and technically handles contacts. But using HubSpot for personal use means adapting a sales and marketing platform built for businesses managing customers, not individuals managing relationships. Dex was built specifically for personal networking. This post breaks down the real differences so you can decide which one actually fits how you work.</p><h2 id="what-is-hubspot" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">What is HubSpot?</h2><p class="text-base leading-normal text-muted-foreground"><a href="https://www.hubspot.com/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">HubSpot</a> started as an inbound marketing tool and has expanded into a full business platform covering sales pipelines, deal tracking, marketing automation, customer service, and commerce. Its main value is integration: email marketing, sales automation, customer support, website analytics, and CRM all in one ecosystem.</p><p class="text-base leading-normal text-muted-foreground">The free plan is genuinely useful for small businesses. You get unlimited contact records, deal pipeline visualization, email tracking when you connect Gmail or Outlook, basic landing pages, and live chat. For a tiny sales team or a freelancer managing client relationships, that&#x27;s enough to get started.</p><figure class="my-2 overflow-hidden rounded-xl bg-blue-50/40"><img src="https://images.ctfassets.net/u17em9tc1vdb/H0RdzglUT7bYw3T5vHNwf/a018548b9c2afd2ea3f0698411b4ae9e/CleanShot-2026-03-17-at-21.49.39.png?fm=webp&amp;q=75&amp;w=1200" srcSet="https://images.ctfassets.net/u17em9tc1vdb/H0RdzglUT7bYw3T5vHNwf/a018548b9c2afd2ea3f0698411b4ae9e/CleanShot-2026-03-17-at-21.49.39.png?fm=webp&amp;q=75&amp;w=480 480w, https://images.ctfassets.net/u17em9tc1vdb/H0RdzglUT7bYw3T5vHNwf/a018548b9c2afd2ea3f0698411b4ae9e/CleanShot-2026-03-17-at-21.49.39.png?fm=webp&amp;q=75&amp;w=768 768w, https://images.ctfassets.net/u17em9tc1vdb/H0RdzglUT7bYw3T5vHNwf/a018548b9c2afd2ea3f0698411b4ae9e/CleanShot-2026-03-17-at-21.49.39.png?fm=webp&amp;q=75&amp;w=1200 1200w, https://images.ctfassets.net/u17em9tc1vdb/H0RdzglUT7bYw3T5vHNwf/a018548b9c2afd2ea3f0698411b4ae9e/CleanShot-2026-03-17-at-21.49.39.png?fm=webp&amp;q=75&amp;w=1600 1600w" sizes="(min-width: 768px) 640px, 100vw" alt="CleanShot-2026-03-17-at-21.49.39.png" width="1522" height="733" loading="lazy" decoding="async" class="h-auto w-full"/></figure><p class="text-base leading-normal text-muted-foreground"><em class="italic"><em class="italic">Image: from hubspot.com</em></em></p><p class="text-base leading-normal text-muted-foreground">The problems show up when you look at the limits. The free plan is now capped at 2 seats, has no email sequences, no workflow automation, and limited reporting. Deduplication requires the Professional tier of the Sales Hub, which starts at $90/user/month. And the platform itself is complex by design. HubSpot has <a href="https://academy.hubspot.com/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">dedicated certification programs</a>
24 and onboarding guides for a reason: this is enterprise software with a free tier, not a lightweight tool with an upgrade path.</p><p class="text-base leading-normal text-muted-foreground">For personal networking specifically, there&#x27;s a more fundamental issue. HubSpot&#x27;s entire logic is built around sales activities: deals, pipelines, lead stages, customer renewals. Users who have tried managing personal relationships in HubSpot consistently report the same thing — it&#x27;s built for deals, not people. The concepts don&#x27;t map cleanly, and you end up forcing informal contacts into a framework designed for customers. If you&#x27;ve felt that friction, you&#x27;re not alone. It&#x27;s the most common reason people start looking for a HubSpot alternative that&#x27;s actually designed for personal relationship management. HubSpot for personal use can work in theory, but in practice, it fights you every step of the way.</p><h2 id="what-is-dex" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9"><strong class="font-semibold text-foreground">What is Dex?</strong></h2><p class="text-base leading-normal text-muted-foreground">Dex is a personal CRM born out of the question: why isn&#x27;t there an app for that? The tools that existed for managing relationships. <a href="/blog/airtable-vs-dex-2021/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">Airtable</a>, <a href="/blog/notion-vs-dex/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">Notion</a>, and HubSpot were either manual and tedious or built around sales pipelines that didn&#x27;t fit. </p><p class="text-base leading-normal text-muted-foreground"><a href="https://getdex.com/about/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">Founded in 2019</a>, Dex is the simple, modern rolodex with no deals, no pipelines, just relationships. Available as a web app, <a href="https://getdex.com/browser-extension/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">browser extension</a>, and <a href="https://getdex.com/mobile/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">mobile app</a>, Dex keeps you in touch, remembers where you left off, and makes sure no relationship goes cold.</p><p class="text-base leading-normal text-muted-foreground">That origin shows in how the product works. Dex pulls in contacts from LinkedIn, Gmail, Outlook, Facebook, iCloud, and your phone, and syncs job changes from LinkedIn automatically so your records stay current without manual updates. </p><figure class="my-2 overflow-hidden rounded-xl bg-blue-50/40"><img src="https://images.ctfassets.net/u17em9tc1vdb/6ce9h2TeZL27htmdTYjkqZ/256f83cf044ab095153c3b1b9e002397/Adding-from-linkedin3.gif?fm=webp&amp;q=75&amp;w=1200" srcSet="https://images.ctfassets.net/u17em9tc1vdb/6ce9h2TeZL27htmdTYjkqZ/256f83cf044ab095153c3b1b9e002397/Adding-from-linkedin3.gif?fm=webp&amp;q=75&amp;w=480 480w, https://images.ctfassets.net/u17em9tc1vdb/6ce9h2TeZL27htmdTYjkqZ/256f83cf044ab095153c3b1b9e002397/Adding-from-linkedin3.gif?fm=webp&amp;q=75&amp;w=768 768w, https://images.ctfassets.net/u17em9tc1vdb/6ce9h2TeZL27htmdTYjkqZ/256f83cf044ab095153c3b1b9e002397/Adding-from-linkedin3.gif?fm=webp&amp;q=75&amp;w=1200 1200w, https://images.ctfassets.net/u17em9tc1vdb/6ce9h2TeZL27htmdTYjkqZ/256f83cf044ab095153c3b1b9e002397/Adding-from-linkedin3.gif?fm=webp&amp;q=75&amp;w=1600 1600w" sizes="(min-width: 768px) 640px, 100vw" alt="Adding-from-linkedin3.gif" width="832" height="480" loading="lazy" decoding="async" class="h-auto w-full"/></figure><p class="text-base leading-normal text-muted-foreground"><em class="italic"><em class="italic">Adding a contact to Dex from LinkedIn via Browser extension+ Setting KIT frequency</em></em></p><p class="text-base leading-normal text-muted-foreground">The AI Copilot handles contact updates and reminders in plain language. Before a meeting, Dex emails you a brief covering the attendees, your past interactions, and relevant notes. You can <a href="https://getdex.com/docs/ai/messaging-dex" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">text Dex directly via SMS or WhatsApp</a> to log a note or set a reminder without opening the app.</p><p class="text-base leading-normal text-muted-foreground">There&#x27;s also a<a href="https://getdex.com/docs/workflows/card-scanner" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80"> business card scanner</a>, a<a href="https://getdex.com/docs/workflows/keep-in-touch" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80"> Kanban-style keep-in-touch board</a>, an interactive network map, and a<a href="https://getdex.com/browser-extension/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80"> browser extension</a> that works inside LinkedIn, Gmail, and Instagram. The extension lets you add someone, leave a note, or draft a LinkedIn reply with one-click suggestions, all without leaving the page.</p><p class="text-base leading-normal text-muted-foreground">Pricing is $12/month for Premium. The Professional plan at $20/month adds <a href="https://getdex.com/docs/integrationsandfeatures/syncfeatures/sync-linkedin" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">LinkedIn sync</a> for up to 9,000 connections, bulk email, Outlook integration, multiple email accounts, and API access. There&#x27;s a free plan to get started.</p><h2 id="where-hubspot-and-dex-actually-differ" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">Where HubSpot and Dex Actually Differ</h2><p class="text-base leading-normal text-muted-foreground"><strong class="font-semibold text-foreground">
24Contact capture and social sync</strong> — Dex imports directly from LinkedIn, Facebook, Instagram, X, and more. It also syncs job changes automatically. HubSpot connects Gmail and Outlook and has over 1,900 third-party integrations, but there&#x27;s no straightforward way to import from social networks, and importing birthdays or profile pictures isn&#x27;t possible.</p><p class="text-base leading-normal text-muted-foreground"><strong class="font-semibold text-foreground">Reminders and follow-ups</strong> — This is the biggest gap between these two tools. Dex monitors your interaction history and tells you when it&#x27;s been too long since you talked to someone. Birthday reminders work out of the box. HubSpot has task reminders and workflow notifications, but they&#x27;re built around sales activities: deal stages, lead follow-ups, customer renewals. There&#x27;s no concept of personal relationship frequency that the system tracks on its own.</p><p class="text-base leading-normal text-muted-foreground"><strong class="font-semibold text-foreground">Mobile experience</strong> — Both have mobile apps. Dex&#x27;s is <a href="/blog/6-top-personal-crm-software-with-mobile-apps/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">built around relationship management</a>: swipe to dismiss reminders, log notes from your phone, get push notifications for keep-in-touch prompts. HubSpot&#x27;s mobile app is built for pipeline and data management. Working in a mobile spreadsheet to manage personal relationships is frustrating and time-consuming.</p><p class="text-base leading-normal text-muted-foreground"><strong class="font-semibold text-foreground">Complexity and setup</strong> — HubSpot has a real learning curve. The platform is designed for teams with defined sales processes, and navigating it for simple personal networking means working around a lot of features that don&#x27;t apply. Dex is ready to use after connecting your accounts. No configuration, no pipeline setup, no custom fields to define.</p><p class="text-base leading-normal text-muted-foreground"><strong class="font-semibold text-foreground">Cost at scale</strong> — HubSpot&#x27;s free plan covers the basics but most features people actually need — deduplication, email sequences, automation, advanced reporting — sit behind paid plans that start at $15/user/month and climb quickly. According to <a href="https://www.hubspot.com/pricing/sales" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">HubSpot&#x27;s own pricing page</a>, automation depth, AI agents, and scalable workflows are largely gated behind paid tiers. Many users outgrow the free plan faster than expected.</p><h2 id="why-reminders-make-or-break-a-personal-crm" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">Why Reminders Make or Break a Personal CRM</h2><p class="text-base leading-normal text-muted-foreground">A personal CRM that doesn&#x27;t remind you to reach out is just a contact database.</p><p class="text-base leading-normal text-muted-foreground">The thing that makes a <a href="https://getdex.com/guides/finding-the-right-personal-crm/" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">personal CRM actually useful</a> is proactive nudges. Dex surfaces the right people at the right time, automatically. It reminds you when you haven&#x27;t spoken to someone in months, flags an upcoming birthday, alerts you before a meeting, and prompts you to follow up when a contact&#x27;s gone cold.</p><figure class="my-2 overflow-hidden rounded-xl bg-blue-50/40"><img src="https://images.ctfassets.net/u17em9tc1vdb/5NUsbdZdK4JYLLpJ4fLpJf/cd3bb94d355c0cc429bb3057d2127bed/Pre-meeting-Brief-2.png?fm=webp&amp;q=75&amp;w=1200" srcSet="https://images.ctfassets.net/u17em9tc1vdb/5NUsbdZdK4JYLLpJ4fLpJf/cd3bb94d355c0cc429bb3057d2127bed/Pre-meeting-Brief-2.png?fm=webp&amp;q=75&amp;w=480 480w, https://images.ctfassets.net/u17em9tc1vdb/5NUsbdZdK4JYLLpJ4fLpJf/cd3bb94d355c0cc429bb3057d2127bed/Pre-meeting-Brief-2.png?fm=webp&amp;q=75&amp;w=768 768w, https://images.ctfassets.net/u17em9tc1vdb/5NUsbdZdK4JYLLpJ4fLpJf/cd3bb94d355c0cc429bb3057d2127bed/Pre-meeting-Brief-2.png?fm=webp&amp;q=75&amp;w=1200 1200w, https://images.ctfassets.net/u17em9tc1vdb/5NUsbdZdK4JYLLpJ4fLpJf/cd3bb94d355c0cc429bb3057d2127bed/Pre-meeting-Brief-2.png?fm=webp&amp;q=75&amp;w=1600 1600w" sizes="(min-width: 768px) 640px, 100vw" alt="Pre-meeting-Brief-2.png" width="920" height="600" loading="lazy" decoding="async" class="h-auto w-full"/></figure><p class="text-base leading-normal text-muted-foreground"><em class="italic"><em class="italic">Dex Pre-Meeting Briefs</em></em></p><p class="text-base leading-normal text-muted-foreground">HubSpot can send task reminders, but someone has to create those tasks first. The system doesn&#x27;t monitor relationship health on its own. For a sales team working structured follow-up cadences, that&#x27;s fine. For someone using HubSpot for personal use and trying to stay in touch with a broad network, it means the CRM only w
24orks if you remember to use it, which is the exact problem you were trying to solve.</p><p class="text-base leading-normal text-muted-foreground">Research backs this up. <a href="https://royalsocietypublishing.org/doi/10.1098/rspb.2004.2970" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">Robin Dunbar&#x27;s work on social networks</a> shows that humans can maintain roughly 150 stable relationships, but only with consistent effort. A personal CRM with automatic reminders reduces the cognitive load of maintaining those connections. Without them, contacts quietly decay, and you end up rebuilding relationships from scratch instead of picking up where you left off.</p><h2 id="feature-comparison-at-a-glance" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9"><strong class="font-semibold text-foreground">Feature Comparison at a Glance</strong></h2><figure class="my-2 overflow-hidden rounded-xl bg-blue-50/40"><img src="https://images.ctfassets.net/u17em9tc1vdb/24ZkTxT0D7XfT8gB7jP3xw/4543b862ff6efb13d0f28fef0998af4e/3bfb5cefea5dcef0.png?fm=webp&amp;q=75&amp;w=1200" srcSet="https://images.ctfassets.net/u17em9tc1vdb/24ZkTxT0D7XfT8gB7jP3xw/4543b862ff6efb13d0f28fef0998af4e/3bfb5cefea5dcef0.png?fm=webp&amp;q=75&amp;w=480 480w, https://images.ctfassets.net/u17em9tc1vdb/24ZkTxT0D7XfT8gB7jP3xw/4543b862ff6efb13d0f28fef0998af4e/3bfb5cefea5dcef0.png?fm=webp&amp;q=75&amp;w=768 768w, https://images.ctfassets.net/u17em9tc1vdb/24ZkTxT0D7XfT8gB7jP3xw/4543b862ff6efb13d0f28fef0998af4e/3bfb5cefea5dcef0.png?fm=webp&amp;q=75&amp;w=1200 1200w, https://images.ctfassets.net/u17em9tc1vdb/24ZkTxT0D7XfT8gB7jP3xw/4543b862ff6efb13d0f28fef0998af4e/3bfb5cefea5dcef0.png?fm=webp&amp;q=75&amp;w=1600 1600w" sizes="(min-width: 768px) 640px, 100vw" alt="3bfb5cefea5dcef0.png" width="1294" height="1580" loading="lazy" decoding="async" class="h-auto w-full"/></figure><p class="text-base leading-normal text-muted-foreground"><em class="italic"><em class="italic">Dex vs Hubspot in a glance</em></em></p><h2 id="personal-crm-pricing-hubspot-vs-dex-in-2026" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9"><strong class="font-semibold text-foreground">Personal CRM Pricing: HubSpot vs. Dex in 2026</strong></h2><div class="overflow-x-auto"><table class="w-full border-collapse text-sm"><tbody><tr class="border-b border-border/70"><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground"></p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">HubSpot</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">Dex</p></td></tr><tr class="border-b border-border/70"><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">Free tier</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">Basic contact management, email tracking, 1 pipeline (2 seats max)</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">Free plan to get started</p></td></tr><tr class="border-b border-border/70"><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">Starter / Premium</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">$15/user/month (Sales Hub Starter)</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">$12/month — AI briefs, keep-in-touch reminders, calendar sync, social integrations, mobile app</p></td></tr><tr class="border-b border-border/70"><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">Professional</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">$90/user/month + mandatory $3,500 onboarding fee — adds deduplication, email sequences, AI features</p></td><td class="border border-border/70 px-3 py-2 align-top text-muted-foreground"><p class="text-base leading-normal text-muted-foreground">$20/month — LinkedIn sync (up to 9,000 connections), bulk email, Outlook integration, multiple email accounts, API access</p></td></tr></tbody></table></div><p class="text-base leading-normal text-muted-foreground">For most people exploring HubSpot for personal use, the free tier looks appealing until you hit the walls. No deduplication. No email sequences. No reminders for relationship maintenance. The features that would actually make it work for personal networking are locked behind plans designed for sales teams with much larger budgets.</p><h2 id="when-hubspot-makes-sense" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">When HubSpot Makes Sense</h2><p class="text-base leading-normal text-muted-foreground">HubSpot makes sense when your needs are actually business-oriented. If you&#x27;re a freelancer or small business owner who needs to track client deals alongside personal contacts, the free plan handles both in one place. If your company already runs on HubSpot and 
24you want to fold personal networking into the same system, that&#x27;s a reasonable choice. If you&#x27;re already using a business CRM like HubSpot for work, it can make sense to pick a personal CRM that feeds into it rather than replacing it entirely.</p><p class="text-base leading-normal text-muted-foreground">The email tracking and Gmail integration are solid. For light contact management on top of a business workflow, HubSpot for personal use is workable on the free plan. Just know that the tool is designed around sales processes, and personal relationship management will always feel like an afterthought.</p><h2 id="when-dex-makes-sense" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">When Dex Makes Sense</h2><p class="text-base leading-normal text-muted-foreground">Dex wins for <a href="/blog/linkedin-networking-tips/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">LinkedIn-heavy networkers</a>. If most of your relationship-building happens on LinkedIn and email, and you want a system that tracks all of it automatically, Dex is the better fit. It&#x27;s particularly useful for founders, recruiters, investors, <a href="/blog/5-best-personal-crms-for-freelancers-to-win-more-clients/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">consultants and freelancers</a>, and solopreneurs who meet a lot of people and need a system that does the remembering for them.</p><p class="text-base leading-normal text-muted-foreground">The browser extension is the easiest entry point: add someone from LinkedIn in seconds without leaving the page, set a reminder, and move on. The pre-meeting brief means you walk into calls prepared. The SMS and WhatsApp interface lets you log notes on your phone right after meeting someone. The network map gives you a visual overview of who you know and where the gaps are.</p><p class="text-base leading-normal text-muted-foreground">If you&#x27;re looking for a HubSpot alternative that&#x27;s actually built for personal relationships rather than sales pipelines, Dex is the most practical option. None of it requires ongoing maintenance once your accounts are connected.</p><h2 id="the-bottom-line-choosing-the-right-personal-crm" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">The Bottom Line: Choosing the Right Personal CRM</h2><p class="text-base leading-normal text-muted-foreground">Picking the right personal CRM comes down to what you&#x27;re actually trying to do. HubSpot is a powerful business CRM with a generous free plan, and it&#x27;s the right call if your primary need is managing a sales pipeline with some personal contacts mixed in. But it wasn&#x27;t built for personal relationship management, and that shows up in the missing social integrations, the absence of keep-in-touch reminders, and a setup process designed for sales teams.</p><p class="text-base leading-normal text-muted-foreground">Dex was built for the specific problem of keeping up with people. It connects to where your relationships already live — LinkedIn, email, social, your calendar — and handles the parts most people skip: logging interactions, remembering to follow up, keeping contact details current. For founders, consultants, recruiters, and anyone whose network is a core part of how they work, that&#x27;s the difference between a tool that collects dust and one you actually use.</p><p class="text-base leading-normal text-muted-foreground">If your network matters to your career, a purpose-built personal CRM will outperform a repurposed sales tool every time. <a href="https://getdex.com" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">Start using Dex for free</a> and see the difference in your first week.</p><hr class="border-border/70"/><h2 id="frequently-asked-questions" class="scroll-mt-32 font-display text-[26px] font-semibold leading-[34px] tracking-[-0.01em] text-foreground sm:text-[30px] sm:leading-9">Frequently Asked Questions</h2><h3 id="is-hubspot-good-for-a-personal-crm" class="scroll-mt-32 text-lg font-semibold leading-normal text-foreground">Is HubSpot good for a personal CRM?</h3><p class="text-base leading-normal text-muted-foreground">For light use, HubSpot&#x27;s free plan can serve as a basic contact manager. But the platform is designed around sales pipelines and business workflows, so you&#x27;ll constantly be navigating features that don&#x27;t apply to personal networking. It has no LinkedIn sync, no automatic keep-in-touch reminders, and no personal relationship logic. Most people who try HubSpot for personal use end up either abandoning it or switching to a <a href="/blog/top-10-best-personal-crm-apps-in-2026-to-up-your-networking-game/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">dedicated personal CRM</a>.</p><h3 id="what-is-the-best-personal-crm-for-linkedin-users" class="scroll-mt-32 text-lg font-semibold leading-normal text-foreground">What is the best personal CRM for LinkedIn users?</h3><p class="text-base leading-normal text-muted-foreground">Dex has the deepest LinkedIn integration of any <a href="/blog/top-10-best-personal-crm-apps-in-2026-to-up-your-networking-game/" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">personal CRM on the market</a>: automatic job change sync, a browser extension for adding contacts directly from profiles, LinkedIn message sync that updates your last interaction automatically, and one-click LinkedIn reply drafting. For anyone whose network lives primarily on 
24LinkedIn, it&#x27;s the most practical option available.</p><h3 id="does-hubspot-send-automatic-reminders-to-stay-in-touch-with-contacts" class="scroll-mt-32 text-lg font-semibold leading-normal text-foreground">Does HubSpot send automatic reminders to stay in touch with contacts?</h3><p class="text-base leading-normal text-muted-foreground">Not for personal relationships. HubSpot has task reminders tied to deals and sales activities, but there&#x27;s no built-in system that monitors how long it&#x27;s been since you talked to someone in your personal network and prompts you to reach out. That requires manual task creation every time, which most people stop doing after a few weeks. Purpose-built personal CRM tools like Dex handle this with <a href="https://getdex.com/docs/workflows/keep-in-touch" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">automated keep-in-touch reminders</a> that track your interaction history and nudge you at the right time.</p><h3 id="is-dex-a-good-hubspot-alternative-for-networking" class="scroll-mt-32 text-lg font-semibold leading-normal text-foreground">Is Dex a good HubSpot alternative for networking?</h3><p class="text-base leading-normal text-muted-foreground">Yes. If you&#x27;ve been trying to use HubSpot for personal networking and finding it clunky, Dex is the most common HubSpot alternative people switch to. It replaces the manual task-creation workflow with automatic relationship tracking, adds LinkedIn and social integrations HubSpot doesn&#x27;t offer, and costs a fraction of HubSpot&#x27;s paid plans. The <a href="https://getdex.com" target="_blank" rel="noopener noreferrer" class="font-medium text-primary underline underline-offset-2 transition-colors hover:text-primary/80">free plan</a> lets you test it without commitment.</p></div></div></div></article><section class="relative bg-background pt-8 pb-24"><div class="mx-auto max-w-[1100px] px-6"><div class="flex flex-col items-center text-center"><span class="text-[11px] font-medium uppercase tracking-wide text-neutral-500">Keep reading</span><h2 class="font-display mt-2 text-[26px] font-semibold leading-9 tracking-[-0.02em] text-foreground sm:text-[30px]">More from Dex</h2></div><div class="mt-10 grid gap-6 sm:grid-cols-2 lg:grid-cols-3"><div class="group/card relative flex flex-col overflow-hidden rounded-xl border border-border/80 bg-card shadow-xs transition-shadow duration-150 hover:border-border hover:shadow-sm" style="opacity:0"><a aria-label="Dex vs Follow Up Boss: Choosing the Right CRM for Real Estate Agents in 2026" class="absolute inset-0 z-10 rounded-xl" href="/blog/dex-vs-follow-up-boss"></a><div class="relative grid h-[160px] w-full place-items-center overflow-hidden bg-blue-50/60"><img src="https://images.ctfassets.net/u17em9tc1vdb/5Mt0T5YgCaNfWEeBHgK7jC/910ac27026048cf5ac963ccc7cfc3948/Mesh__7_.png?fm=webp&amp;q=75&amp;w=1200&amp;w=768" alt="" loading="lazy" decoding="async" class="size-full object-cover"/></div><div class="relative flex flex-1 flex-col gap-3 p-6"><a class="inline-flex h-5 w-fit items-center rounded-md bg-blue-50 px-1.5 text-xs font-medium uppercase tracking-wide text-primary transition-colors hover:bg-blue-100 border border-blue-100 relative z-20 active" href="/blog" data-status="active" aria-current="page">Blog</a><h3 class="line-clamp-3 font-sans text-xl font-semibold tracking-tighter leading-6 text-foreground">Dex vs Follow Up Boss: Choosing the Right CRM for Real Estate Agents in 2026</h3><div class="relative z-20 flex flex-wrap gap-1.5"><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/crm">CRM</a><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/product-reviews">Product Reviews</a><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/personal-crm">Personal CRM</a></div><div class="mt-auto pt-3 text-xs text-neutral-500"><span>Kevin Sun</span><span class="mx-1.5">·</span><span>Sep 29, 2026</span><span class="mx-1.5">·</span><span>10<!-- --> min read</span></div></div></div><div class="group/card relative flex flex-col overflow-hidden rounded-xl border border-border/80 bg-card shadow-xs transition-shadow duration-150 hover:border-border hover:shadow-sm" style="opacity:0"><a aria-label="Referral Partners for Real Estate Agents: Who They Are and How to Keep Them Sending Business" class="absolute inset-0 z-10 rounded-xl" href="/blog/referral-partners-for-real-estate-agents"></a><div class="relative grid h-[160px] w-full place-items-center overflow-hidden bg-blue-50/60"><img src="https://images.ctfassets.net/u17em9tc1vdb/7nN2panSrUypgYJRiXnPAR/5738c5ba28100d6d1fc4757b9959a5ab/referral-partners-for-real-estate-agents-hero.jpg?fm=webp&amp;q=75&amp;w=1200&amp;w=768" alt="" loading="lazy" decoding="async" class="size-full object-cover"/>
24</div><div class="relative flex flex-1 flex-col gap-3 p-6"><a class="inline-flex h-5 w-fit items-center rounded-md bg-blue-50 px-1.5 text-xs font-medium uppercase tracking-wide text-primary transition-colors hover:bg-blue-100 border border-blue-100 relative z-20 active" href="/blog" data-status="active" aria-current="page">Blog</a><h3 class="line-clamp-3 font-sans text-xl font-semibold tracking-tighter leading-6 text-foreground">Referral Partners for Real Estate Agents: Who They Are and How to Keep Them Sending Business</h3><div class="relative z-20 flex flex-wrap gap-1.5"><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/networking">Networking</a><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/personal-crm">Personal CRM</a></div><div class="mt-auto pt-3 text-xs text-neutral-500"><span>Kevin Sun</span><span class="mx-1.5">·</span><span>Sep 26, 2026</span><span class="mx-1.5">·</span><span>5<!-- --> min read</span></div></div></div><div class="group/card relative flex flex-col overflow-hidden rounded-xl border border-border/80 bg-card shadow-xs transition-shadow duration-150 hover:border-border hover:shadow-sm" style="opacity:0"><a aria-label="Real Estate Sphere of Influence: How to Build One and Actually Maintain It" class="absolute inset-0 z-10 rounded-xl" href="/blog/real-estate-sphere-of-influence"></a><div class="relative grid h-[160px] w-full place-items-center overflow-hidden bg-blue-50/60"><img src="https://images.ctfassets.net/u17em9tc1vdb/25LKNA9PIqRlEJKORCD4qB/a38b3eec598f3c018ed67f15ad89c5a2/real-estate-sphere-of-influence-hero.jpg?fm=webp&amp;q=75&amp;w=1200&amp;w=768" alt="" loading="lazy" decoding="async" class="size-full object-cover"/></div><div class="relative flex flex-1 flex-col gap-3 p-6"><a class="inline-flex h-5 w-fit items-center rounded-md bg-blue-50 px-1.5 text-xs font-medium uppercase tracking-wide text-primary transition-colors hover:bg-blue-100 border border-blue-100 relative z-20 active" href="/blog" data-status="active" aria-current="page">Blog</a><h3 class="line-clamp-3 font-sans text-xl font-semibold tracking-tighter leading-6 text-foreground">Real Estate Sphere of Influence: How to Build One and Actually Maintain It</h3><div class="relative z-20 flex flex-wrap gap-1.5"><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/networking">Networking</a><a class="inline-flex h-5 items-center rounded-md bg-muted px-1.5 text-[11px] font-medium text-muted-foreground transition-colors hover:bg-blue-50 hover:text-primary" href="/blog/tag/personal-crm">Personal CRM</a></div><div class="mt-auto pt-3 text-xs text-neutral-500"><span>Kevin Sun</span><span class="mx-1.5">·</span><span>Sep 26, 2026</span><span class="mx-1.5">·</span><span>5<!-- --> min read</span></div></div></div></div></div></section>
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alt="Dex" class="h-6 w-auto"/></div><nav aria-labelledby="footer-nav-heading"><h2 id="footer-nav-heading" class="sr-only">Site navigation</h2><div class="grid grid-cols-2 gap-[71px] lg:grid-cols-4"><div class="space-y-12"><div><h3 class="text-sm text-neutral-500">Product</h3><ul class="mt-3 space-y-1"><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/product-overview">Product Overview</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/ai-agents">Dex for Agents</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/browser-extension">Browser Extension</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/mobile">Mobile App</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/desktop">Desktop App</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" 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text-neutral-700 transition-colors hover:text-foreground" href="/guides/organizing-your-job-search">Organizing your job search</a></li></ul></div></div><div class="space-y-12"><div><h3 class="text-sm text-neutral-500">Comparisons</h3><ul class="mt-3 space-y-1"><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground active" href="/blog/hubspot-vs-dex" data-status="active" aria-current="page">Dex vs HubSpot</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/dex-vs-clay">Dex vs Clay</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/notion-vs-dex">Dex vs Notion</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/dex-vs-folk">Dex vs Folk</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/dex-vs-attio">Dex vs Attio</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/dex-vs-google-contacts">Dex vs Google Contacts</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/dex-vs-orvo">Dex vs Orvo</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/blog/dex-vs-contacts-contact-management-app">Dex vs Contacts+</a></li></ul></div></div><div class="space-y-12"><div><h3 class="text-sm text-neutral-500">Company</h3><ul class="mt-3 space-y-1"><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/about">About</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground active" href="/blog" data-status="active" aria-current="page">Blog</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/ambassador">Dex Ambassador Program</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/termsofservice">Terms of Service</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/privacypolicy">Privacy Policy</a></li><li><a href="https://docs.google.com/forms/d/e/1FAIpQLSeSdI6ouP1cIoufV79xV3tbcjv6FBuw1rDkkJbDK2T6tpdErg/viewform?usp=sf_link" class="text-sm text-neutral-700 transition-colors hover:text-foreground">Vulnerability Disclosure Program</a></li><li><a href="https://www.sec.gov/Archives/edgar/data/1900769/000190076923000002/dexformc-ar.pdf" class="text-sm text-neutral-700 transition-colors hover:text-foreground">From C-AR</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/testimonials">Testimonials</a></li></ul></div><div><h3 class="text-sm text-neutral-500">Support</h3><ul class="mt-3 space-y-1"><li><a href="https://getdex.com/docs" class="text-sm text-neutral-700 transition-colors hover:text-foreground">Documentation</a></li><li><a href="https://getdex.com/docs/get-started" class="text-sm text-neutral-700 transition-colors hover:text-foreground">Getting Started with Dex</a></li><li><a class="text-sm text-neutral-700 transition-colors hover:text-foreground" href="/support">Support</a></li><li><a href="mailto:[email protected]" class="text-sm text-neutral-700 transition-colors hover:text-foreground">Contact Us</a></li></ul></div><div class="flex flex-col items-start gap-3"><a href="https://apps.apple.com/app/id1472132715" target="_blank" rel="noopener noreferrer" aria-label="Download on the App Store" class="block transition-opacity hover:opacity-90"><img 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24,matches:$R[10]=[$R[11]={i:"__root__�",u:1790794565429,s:"success",ssr:!0},$R[12]={i:"�blog�$slug�blog�hubspot-vs-dex",u:1790794566016,s:"success",l:$R[13]={item:$R[14]={type:"blog",slug:"hubspot-vs-dex",href:"/blog/hubspot-vs-dex",title:"Hubspot vs Dex as a Personal CRM in 2026",excerpt:"Can you use HubSpot for personal use? Compare HubSpot vs Dex on features, pricing, and reminders to find the best personal CRM for networking. Try Dex free.",body:$R[15]={data:$R[16]={},content:$R[17]=[$R[18]={data:$R[19]={},content:$R[20]=[$R[21]={data:$R[22]={},marks:$R[23]=[],value:"Most professionals have a version of this problem: a contact list that keeps growing and relationships that keep going quiet. You leave a conference with 20 new connections. Three months later you couldn't name five of them. The people you meant to follow up with are buried in your inbox, your LinkedIn, or a notes app you stopped opening.",nodeType:"text"}],nodeType:"paragraph"},$R[24]={data:$R[25]={},content:$R[26]=[$R[27]={data:$R[28]={},marks:$R[29]=[],value:"A ",nodeType:"text"},$R[30]={data:$R[31]={uri:"/blog/personal-relationship-manager/"},content:$R[32]=[$R[33]={data:$R[34]={},marks:$R[35]=[],value:"personal CRM",nodeType:"text"}],nodeType:"hyperlink"},$R[36]={data:$R[37]={},marks:$R[38]=[],value:" is the fix. It keeps track of who you know, when you last talked, and prompts you before a relationship goes cold. The real question is which personal CRM to use.",nodeType:"text"}],nodeType:"paragraph"},$R[39]={data:$R[40]={},content:$R[41]=[$R[42]={data:$R[43]={},marks:$R[44]=[],value:"HubSpot comes up constantly in this conversation because it's free, well-known, and technically handles contacts. But using HubSpot for personal use means adapting a sales and marketing platform built for businesses managing customers, not individuals managing relationships. Dex was built specifically for personal networking. This post breaks down the real differences so you can decide which one actually fits how you work.",nodeType:"text"}],nodeType:"paragraph"},$R[45]={data:$R[46]={},content:$R[47]=[$R[48]={data:$R[49]={},marks:$R[50]=[],value:"What is HubSpot?",nodeType:"text"}],nodeType:"heading-2"},$R[51]={data:$R[52]={},content:$R[53]=[$R[54]={data:$R[55]={uri:"https://www.hubspot.com/"},content:$R[56]=[$R[57]={data:$R[58]={},marks:$R[59]=[],value:"HubSpot",nodeType:"text"}],nodeType:"hyperlink"},$R[60]={data:$R[61]={},marks:$R[62]=[],value:" started as an inbound marketing tool and has expanded into a full business platform covering sales pipelines, deal tracking, marketing automation, customer service, and commerce. Its main value is integration: email marketing, sales automation, customer support, website analytics, and CRM all in one ecosystem.",nodeType:"text"}],nodeType:"paragraph"},$R[63]={data:$R[64]={},content:$R[65]=[$R[66]={data:$R[67]={},marks:$R[68]=[],value:"The free plan is genuinely useful for small businesses. You get unlimited contact records, deal pipeline visualization, email tracking when you connect Gmail or Outlook, basic landing pages, and live chat. For a tiny sales team or a freelancer managing client relationships, that's enough to get started.",nodeType:"text"}],nodeType:"paragraph"},$R[69]={data:$R[70]={target:$R[71]={metadata:$R[72]={tags:$R[73]=[],concepts:$R[74]=[]},sys:$R[75]={space:$R[76]={sys:$R[77]={type:"Link",linkType:"Space",id:"u17em9tc1vdb"}},id:"H0RdzglUT7bYw3T5vHNwf",type:"Asset",createdAt:"2026-06-05T23:43:06.171Z",updatedAt:"2026-06-05T23:43:06.171Z",environment:$R[78]={sys:$R[79]={id:"master",type:"Link",linkType:"Environment"}},publishedVersion:2,revision:1,locale:"en-US"},fields:$R[80]={title:"CleanShot-2026-03-17-at-21.49.39.png",file:$R[81]={url:"//images.ctfassets.net/u17em9tc1vdb/H0RdzglUT7bYw3T5vHNwf/a018548b9c2afd2ea3f0698411b4ae9e/CleanShot-2026-03-17-at-21.49.39.png",details:$R[82]={size:671313,image:$R[83]={width:1522,height:733}},fileName:"CleanShot-2026-03-17-at-21.49.39.png",contentType:"image/png"}}}},content:$R[84]=[],nodeType:"embedded-asset-block"},$R[85]={data:$R[86]={},content:$R[87]=[$R[88]={data:$R[89]={},marks:$R[90]=[$R[91]={type:"italic"},$R[92]={type:"italic"}],value:"Image: from hubspot.com",nodeType:"text"}],nodeType:"paragraph"},$R[93]={data:$R[94]={},content:$R[95]=[$R[96]={data:$R[97]={},marks:$R[98]=[],value:"The problems show up when you look at the limits. The free plan is now capped at 2 seats, has no email sequences, no workflow automation, and limited reporting. Deduplication requires the Professional tier of the Sales Hub, which starts at $90/user/month. And the platform itself is complex by design. HubSpot has ",nodeType:"text"},$R[99]={data:$R[100]={uri:"https://academy.hubspot.com/"},content:$R[101]=[$R[102]={data:$R[103]={},marks:$R[104]=[],value:"dedicated certification programs",nodeType:"text"}],nodeType:"hyperlink"},$R[105]={data:$R[106]={},marks:$R[107]=[],value:" and onboarding guides for a reason: this is enterprise softw
24are with a free tier, not a lightweight tool with an upgrade path.",nodeType:"text"}],nodeType:"paragraph"},$R[108]={data:$R[109]={},content:$R[110]=[$R[111]={data:$R[112]={},marks:$R[113]=[],value:"For personal networking specifically, there's a more fundamental issue. HubSpot's entire logic is built around sales activities: deals, pipelines, lead stages, customer renewals. Users who have tried managing personal relationships in HubSpot consistently report the same thing — it's built for deals, not people. The concepts don't map cleanly, and you end up forcing informal contacts into a framework designed for customers. If you've felt that friction, you're not alone. It's the most common reason people start looking for a HubSpot alternative that's actually designed for personal relationship management. HubSpot for personal use can work in theory, but in practice, it fights you every step of the way.",nodeType:"text"}],nodeType:"paragraph"},$R[114]={data:$R[115]={},content:$R[116]=[$R[117]={data:$R[118]={},marks:$R[119]=[$R[120]={type:"bold"}],value:"What is Dex?",nodeType:"text"}],nodeType:"heading-2"},$R[121]={data:$R[122]={},content:$R[123]=[$R[124]={data:$R[125]={},marks:$R[126]=[],value:"Dex is a personal CRM born out of the question: why isn't there an app for that? The tools that existed for managing relationships. 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Before a meeting, Dex emails you a brief covering the attendees, your past interactions, and relevant notes. 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24,marks:$R[264]=[],value:"LinkedIn sync",nodeType:"text"}],nodeType:"hyperlink"},$R[265]={data:$R[266]={},marks:$R[267]=[],value:" for up to 9,000 connections, bulk email, Outlook integration, multiple email accounts, and API access. There's a free plan to get started.",nodeType:"text"}],nodeType:"paragraph"},$R[268]={data:$R[269]={},content:$R[270]=[$R[271]={data:$R[272]={},marks:$R[273]=[],value:"Where HubSpot and Dex Actually Differ",nodeType:"text"}],nodeType:"heading-2"},$R[274]={data:$R[275]={},content:$R[276]=[$R[277]={data:$R[278]={},marks:$R[279]=[$R[280]={type:"bold"}],value:"Contact capture and social sync",nodeType:"text"},$R[281]={data:$R[282]={},marks:$R[283]=[],value:" — Dex imports directly from LinkedIn, Facebook, Instagram, X, and more. It also syncs job changes automatically. 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There's no concept of personal relationship frequency that the system tracks on its own.",nodeType:"text"}],nodeType:"paragraph"},$R[294]={data:$R[295]={},content:$R[296]=[$R[297]={data:$R[298]={},marks:$R[299]=[$R[300]={type:"bold"}],value:"Mobile experience",nodeType:"text"},$R[301]={data:$R[302]={},marks:$R[303]=[],value:" — Both have mobile apps. Dex's is ",nodeType:"text"},$R[304]={data:$R[305]={uri:"/blog/6-top-personal-crm-software-with-mobile-apps/"},content:$R[306]=[$R[307]={data:$R[308]={},marks:$R[309]=[],value:"built around relationship management",nodeType:"text"}],nodeType:"hyperlink"},$R[310]={data:$R[311]={},marks:$R[312]=[],value:": swipe to dismiss reminders, log notes from your phone, get push notifications for keep-in-touch prompts. HubSpot's mobile app is built for pipeline and data management. Working in a mobile spreadsheet to manage personal relationships is frustrating and time-consuming.",nodeType:"text"}],nodeType:"paragraph"},$R[313]={data:$R[314]={},content:$R[315]=[$R[316]={data:$R[317]={},marks:$R[318]=[$R[319]={type:"bold"}],value:"Complexity and setup",nodeType:"text"},$R[320]={data:$R[321]={},marks:$R[322]=[],value:" — HubSpot has a real learning curve. The platform is designed for teams with defined sales processes, and navigating it for simple personal networking means working around a lot of features that don't apply. Dex is ready to use after connecting your accounts. No configuration, no pipeline setup, no custom fields to define.",nodeType:"text"}],nodeType:"paragraph"},$R[323]={data:$R[324]={},content:$R[325]=[$R[326]={data:$R[327]={},marks:$R[328]=[$R[329]={type:"bold"}],value:"Cost at scale",nodeType:"text"},$R[330]={data:$R[331]={},marks:$R[332]=[],value:" — HubSpot's free plan covers the basics but most features people actually need — deduplication, email sequences, automation, advanced reporting — sit behind paid plans that start at $15/user/month and climb quickly. According to ",nodeType:"text"},$R[333]={data:$R[334]={uri:"https://www.hubspot.com/pricing/sales"},content:$R[335]=[$R[336]={data:$R[337]={},marks:$R[338]=[],value:"HubSpot's own pricing page",nodeType:"text"}],nodeType:"hyperlink"},$R[339]={data:$R[340]={},marks:$R[341]=[],value:", automation depth, AI agents, and scalable workflows are largely gated behind paid tiers. Many users outgrow the free plan faster than expected.",nodeType:"text"}],nodeType:"paragraph"},$R[342]={data:$R[343]={},content:$R[344]=[$R[345]={data:$R[346]={},marks:$R[347]=[],value:"Why Reminders Make or Break a Personal CRM",nodeType:"text"}],nodeType:"heading-2"},$R[348]={data:$R[349]={},content:$R[350]=[$R[351]={data:$R[352]={},marks:$R[353]=[],value:"A personal CRM that doesn't remind you to reach out is just a contact database.",nodeType:"text"}],nodeType:"paragraph"},$R[354]={data:$R[355]={},content:$R[356]=[$R[357]={data:$R[358]={},marks:$R[359]=[],value:"The thing that makes a ",nodeType:"text"},$R[360]={data:$R[361]={uri:"https://getdex.com/guides/finding-the-right-personal-crm/"},content:$R[362]=[$R[363]={data:$R[364]={},marks:$R[365]=[],value:"personal CRM actually useful",nodeType:"text"}],nodeType:"hyperlink"},$R[366]={data:$R[367]={},marks:$R[368]=[],value:" is proactive nudges. Dex surfaces the right people at the right time, automatically. 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No deduplication. No email sequences. No reminders for relationship maintenance. The features that would actually make it work for personal networking are locked behind plans designed for sales teams with much larger budgets.",nodeType:"text"}],nodeType:"paragraph"},$R[581]={data:$R[582]={},content:$R[583]=[$R[584]={data:$R[585]={},marks:$R[586]=[],value:"When HubSpot Makes Sense",nodeType:"text"}],nodeType:"heading-2"},$R[587]={data:$R[588]={},content:$R[589]=[$R[590]={data:$R[591]={},marks:$R[592]=[],value:"HubSpot makes sense when your needs are actually business-oriented. If you're a freelancer or small business owner who needs to track client deals alongside personal contacts, the free plan handles both in one place. If your company already runs on HubSpot and you want to fold personal networking into the same system, that's a reasonable choice. 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It's particularly useful for founders, recruiters, investors, ",nodeType:"text"},$R[620]={data:$R[621]={uri:"/blog/5-best-personal-crms-for-freelancers-to-win-more-clients/"},content:$R[622]=[$R[623]={data:$R[624]={},marks:$R[625]=[],value:"consultants and freelancers",nodeType:"text"}],nodeType:"hyperlink"},$R[626]={data:$R[627]={},marks:$R[628]=[],value:", and solopreneurs who meet a lot of people and need a system that does the remembering for them.",nodeType:"text"}],nodeType:"paragraph"},$R[629]={data:$R[630]={},content:$R[631]=[$R[632]={data:$R[633]={},marks:$R[634]=[],value:"The browser extension is the easiest entry point: add someone from LinkedIn in seconds without leaving the page, set a reminder, and move on. The pre-meeting brief means you walk into calls prepared. The SMS and WhatsApp interface lets you log notes on your phone right after meeting someone. The network map gives you a visual overview of who you know and where the gaps are.",nodeType:"text"}],nodeType:"paragraph"},$R[635]={data:$R[636]={},content:$R[637]=[$R[638]={data:$R[639]={},marks:$R[640]=[],value:"If you're looking for a HubSpot alternative that's actually built for personal relationships rather than sales pipelines, Dex is the most practical option. None of it requires ongoing maintenance once your accounts are connected.",nodeType:"text"}],nodeType:"paragraph"},$R[641]={data:$R[642]={},content:$R[643]=[$R[644]={data:$R[645]={},marks:$R[646]=[],value:"The Bottom Line: Choosing the Right Personal CRM",nodeType:"text"}],nodeType:"heading-2"},$R[647]={data:$R[648]={},content:$R[649]=[$R[650]={data:$R[651]={},marks:$R[652]=[],value:"Picking the right personal CRM comes down to what you're actually trying to do. HubSpot is a powerful business CRM with a generous free plan, and it's the right call if your primary need is managing a sales pipeline with some personal contacts mixed in. But it wasn't built for personal relationship management, and that shows up in the missing social integrations, the absence of keep-in-touch reminders, and a setup process designed for sales teams.",nodeType:"text"}],nodeType:"paragraph"},$R[653]={data:$R[654]={},content:$R[655]=[$R[656]={data:$R[657]={},marks:$R[658]=[],value:"Dex was built for the specific problem of keeping up with people. It connects to where your relationships already live — LinkedIn, email, social, your calendar — and handles the parts most people skip: logging interactions, remembering to follow up, keeping contact details current. For founders, consultants, recruiters, and anyone whose network is a core part of how they work, that's the difference between a tool that c
24ollects dust and one you actually use.",nodeType:"text"}],nodeType:"paragraph"},$R[659]={data:$R[660]={},content:$R[661]=[$R[662]={data:$R[663]={},marks:$R[664]=[],value:"If your network matters to your career, a purpose-built personal CRM will outperform a repurposed sales tool every time. ",nodeType:"text"},$R[665]={data:$R[666]={uri:"https://getdex.com"},content:$R[667]=[$R[668]={data:$R[669]={},marks:$R[670]=[],value:"Start using Dex for free",nodeType:"text"}],nodeType:"hyperlink"},$R[671]={data:$R[672]={},marks:$R[673]=[],value:" and see the difference in your first week.",nodeType:"text"}],nodeType:"paragraph"},$R[674]={data:$R[675]={},content:$R[676]=[],nodeType:"hr"},$R[677]={data:$R[678]={},content:$R[679]=[$R[680]={data:$R[681]={},marks:$R[682]=[],value:"Frequently Asked Questions",nodeType:"text"}],nodeType:"heading-2"},$R[683]={data:$R[684]={},content:$R[685]=[$R[686]={data:$R[687]={},marks:$R[688]=[],value:"Is HubSpot good for a personal CRM?",nodeType:"text"}],nodeType:"heading-3"},$R[689]={data:$R[690]={},content:$R[691]=[$R[692]={data:$R[693]={},marks:$R[694]=[],value:"For light use, HubSpot's free plan can serve as a basic contact manager. But the platform is designed around sales pipelines and business workflows, so you'll constantly be navigating features that don't apply to personal networking. It has no LinkedIn sync, no automatic keep-in-touch reminders, and no personal relationship logic. Most people who try HubSpot for personal use end up either abandoning it or switching to a ",nodeType:"text"},$R[695]={data:$R[696]={uri:"/blog/top-10-best-personal-crm-apps-in-2026-to-up-your-networking-game/"},content:$R[697]=[$R[698]={data:$R[699]={},marks:$R[700]=[],value:"dedicated personal CRM",nodeType:"text"}],nodeType:"hyperlink"},$R[701]={data:$R[702]={},marks:$R[703]=[],value:".",nodeType:"text"}],nodeType:"paragraph"},$R[704]={data:$R[705]={},content:$R[706]=[$R[707]={data:$R[708]={},marks:$R[709]=[],value:"What is the best personal CRM for LinkedIn users?",nodeType:"text"}],nodeType:"heading-3"},$R[710]={data:$R[711]={},content:$R[712]=[$R[713]={data:$R[714]={},marks:$R[715]=[],value:"Dex has the deepest LinkedIn integration of any ",nodeType:"text"},$R[716]={data:$R[717]={uri:"/blog/top-10-best-personal-crm-apps-in-2026-to-up-your-networking-game/"},content:$R[718]=[$R[719]={data:$R[720]={},marks:$R[721]=[],value:"personal CRM on the market",nodeType:"text"}],nodeType:"hyperlink"},$R[722]={data:$R[723]={},marks:$R[724]=[],value:": automatic job change sync, a browser extension for adding contacts directly from profiles, LinkedIn message sync that updates your last interaction automatically, and one-click LinkedIn reply drafting. For anyone whose network lives primarily on LinkedIn, it's the most practical option available.",nodeType:"text"}],nodeType:"paragraph"},$R[725]={data:$R[726]={},content:$R[727]=[$R[728]={data:$R[729]={},marks:$R[730]=[],value:"Does HubSpot send automatic reminders to stay in touch with contacts?",nodeType:"text"}],nodeType:"heading-3"},$R[731]={data:$R[732]={},content:$R[733]=[$R[734]={data:$R[735]={},marks:$R[736]=[],value:"Not for personal relationships. HubSpot has task reminders tied to deals and sales activities, but there's no built-in system that monitors how long it's been since you talked to someone in your personal network and prompts you to reach out. That requires manual task creation every time, which most people stop doing after a few weeks. Purpose-built personal CRM tools like Dex handle this with ",nodeType:"text"},$R[737]={data:$R[738]={uri:"https://getdex.com/docs/workflows/keep-in-touch"},content:$R[739]=[$R[740]={data:$R[741]={},marks:$R[742]=[],value:"automated keep-in-touch reminders",nodeType:"text"}],nodeType:"hyperlink"},$R[743]={data:$R[744]={},marks:$R[745]=[],value:" that track your interaction history and nudge you at the right time.",nodeType:"text"}],nodeType:"paragraph"},$R[746]={data:$R[747]={},content:$R[748]=[$R[749]={data:$R[750]={},marks:$R[751]=[],value:"Is Dex a good HubSpot alternative for networking?",nodeType:"text"}],nodeType:"heading-3"},$R[752]={data:$R[753]={},content:$R[754]=[$R[755]={data:$R[756]={},marks:$R[757]=[],value:"Yes. If you've been trying to use HubSpot for personal networking and finding it clunky, Dex is the most common HubSpot alternative people switch to. It replaces the manual task-creation workflow with automatic relationship tracking, adds LinkedIn and social integrations HubSpot doesn't offer, and costs a fraction of HubSpot's paid plans. The ",nodeType:"text"},$R[758]={data:$R[759]={uri:"https://getdex.com"},content:$R[760]=[$R[761]={data:$R[762]={},marks:$R[763]=[],value:"free plan",nodeType:"text"}],nodeType:"hyperlink"},$R[764]={data:$R[765]={},marks:$R[766]=[],value:" lets you test it without commitment.",nodeType:"text"}],nodeType:"paragraph"}],nodeType:"document"},authors:$R[767]=[$R[768]={name:"Kevin Sun",slug:"kevin",avatarUrl:"https://images.ctfassets.net/u17em9tc1vdb/RacnIvwnQBt4f4HYakQtE/0f41ada489cb644696275e9efb41136d/1600144512732.jpeg?fm=webp&q=75&w=96",twitter:"kevnsn",bio:"Kevin Sun is the founder of Dex, a Y Combinator (S19) company building a personal CRM. Before Dex, he founded RiskDV and worked as a software engineer at Amazon and Infer. He studied Applied Math at Harvard and is based in San Francisco."}],publishedAt:"2026-03-16T18:47:00.000Z",updatedAt:"2026-03-17T14:24:51.000Z",readMinutes:9,featured:!0,featureImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/5AfIh6mSsW1IxqJOajqf5u/614fff7da79676efe28b2dc5de3ae0e3/Blog-Pictures--25--1.png?fm=webp&q=75&w=1200",tags:$R[769]=[$R[770]={name:"Personal CRM",slug:"personal-crm"}],seo:$R[771]={title:"HubSpot for Personal Use vs Dex: Best CRM in 2026? | Dex",de
24scription:"Can you use HubSpot for personal use? Compare HubSpot vs Dex on features, pricing, and reminders to find the best personal CRM for networking. Try Dex free.",canonicalUrl:"https://getdex.com/blog/hubspot-vs-dex/",ogTitle:"HubSpot for Personal Use vs Dex: Best CRM in 2026? | Dex",ogDescription:"Can you use HubSpot for personal use? Compare HubSpot vs Dex on features, pricing, and reminders to find the best personal CRM for networking. Try Dex free.",ogImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/5AfIh6mSsW1IxqJOajqf5u/614fff7da79676efe28b2dc5de3ae0e3/Blog-Pictures--25--1.png?fm=webp&q=75&w=1200",ogImageAlt:"Blog-Pictures--25--1.png",twitterTitle:"HubSpot for Personal Use vs Dex: Best CRM in 2026? | Dex",twitterDescription:"Can you use HubSpot for personal use? Compare HubSpot vs Dex on features, pricing, and reminders to find the best personal CRM for networking. Try Dex free.",twitterImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/5AfIh6mSsW1IxqJOajqf5u/614fff7da79676efe28b2dc5de3ae0e3/Blog-Pictures--25--1.png?fm=webp&q=75&w=1200",twitterImageAlt:"Blog-Pictures--25--1.png",jsonLdSchema:void 0}},related:$R[772]=[$R[773]={type:"blog",slug:"dex-vs-follow-up-boss",href:"/blog/dex-vs-follow-up-boss",title:"Dex vs Follow Up Boss: Choosing the Right CRM for Real Estate Agents in 2026",excerpt:"Follow Up Boss is a lead-conversion CRM from $58 per user per month on annual billing. Dex is $12 a month and built for the people you already know. For a real estate agent, the split is whether the contact is a new lead or a past client.",body:$R[774]={nodeType:"document",data:$R[775]={},content:$R[776]=[$R[777]={nodeType:"paragraph",data:$R[778]={},content:$R[779]=[$R[780]={nodeType:"text",value:"If you're a real estate agent, there's a good chance you already pay for Follow Up Boss, or your team lead does. It's the CRM most agents hear about first, and for catching and converting new leads it's hard to beat.",marks:$R[781]=[],data:$R[782]={}}]},$R[783]={nodeType:"paragraph",data:$R[784]={},content:$R[785]=[$R[786]={nodeType:"text",value:"Then a deal closes. The buyer who texted you six times a day goes quiet, the contact drops out of the active pipeline, and three years later they list with the agent who sent a birthday text. ",marks:$R[787]=[],data:$R[788]={}},$R[789]={nodeType:"hyperlink",data:$R[790]={uri:"https://getdex.com/"},content:$R[791]=[$R[792]={nodeType:"text",value:"Dex",marks:$R[793]=[],data:$R[794]={}}]},$R[795]={nodeType:"text",value:" and ",marks:$R[796]=[],data:$R[797]={}},$R[798]={nodeType:"hyperlink",data:$R[799]={uri:"https://www.followupboss.com/"},content:$R[800]=[$R[801]={nodeType:"text",value:"Follow Up Boss",marks:$R[802]=[],data:$R[803]={}}]},$R[804]={nodeType:"text",value:" both belong in the sphere of CRMs (the former being ",marks:$R[805]=[],data:$R[806]={}},$R[807]={nodeType:"hyperlink",data:$R[808]={uri:"https://getdex.com/guides/finding-the-right-personal-crm"},content:$R[809]=[$R[810]={nodeType:"text",value:"a personal CRM",marks:$R[811]=[],data:$R[812]={}}]},$R[813]={nodeType:"text",value:"), but they're built for opposite ends of that story. Follow Up Boss is built around the lead. Dex is built around the person, and how long it's been since you talked.",marks:$R[814]=[],data:$R[815]={}}]},$R[816]={nodeType:"paragraph",data:$R[817]={},content:$R[818]=[$R[819]={nodeType:"text",value:"This comparison is for agents deciding where their past clients, sphere, and referral partners should live. If you only buy leads and never look back, you can skip to the pricing section.",marks:$R[820]=[],data:$R[821]={}}]},$R[822]={nodeType:"blockquote",data:$R[823]={},content:$R[824]=[$R[825]={nodeType:"paragraph",data:$R[826]={},content:$R[827]=[$R[828]={nodeType:"text",value:"A note before we start:",marks:$R[829]=[$R[830]={type:"bold"}],data:$R[831]={}}]},$R[832]={nodeType:"paragraph",data:$R[833]={},content:$R[834]=[$R[835]={nodeType:"text",value:"We are building Dex, so read this with that in mind. We've tried to be straight about where Follow Up Boss is the better tool, and there are real cases where it is.",marks:$R[836]=[],data:$R[837]={}}]}]},$R[838]={nodeType:"heading-2",data:$R[839]={},content:$R[840]=[$R[841]={nodeType:"text",value:"Fast facts",marks:$R[842]=[],data:$R[843]={}}]},$R[844]={nodeType:"unordered-list",data:$R[845]={},content:$R[846]=[$R[847]={nodeType:"list-item",data:$R[848]={},content:$R[849]=[$R[850]={nodeType:"paragraph",data:$R[851]={},content:$R[852]=[$R[853]={nodeType:"text",value:"",marks:$R[854]=[],data:$R[855]={}},$R[856]={nodeType:"hyperlink",data:$R[857]={uri:"https://www.followupboss.com/pricing"},content:$R[858]=[$R[859]={nodeType:"text",value:"Follow Up Boss",marks:$R[860]=[],data:$R[861]={}}]},$R[862]={nodeType:"text",value:" is a lead-conversion CRM for real estate agents and team
24s. Grow is $69 per user per month, or $58 on annual billing, with calling as a $39 add-on ($33 annual). Pro is $499 a month for 10 users. There's a 14-day free trial. ",marks:$R[863]=[],data:$R[864]={}}]}]},$R[865]={nodeType:"list-item",data:$R[866]={},content:$R[867]=[$R[868]={nodeType:"paragraph",data:$R[869]={},content:$R[870]=[$R[871]={nodeType:"text",value:"",marks:$R[872]=[],data:$R[873]={}},$R[874]={nodeType:"hyperlink",data:$R[875]={uri:"https://getdex.com/pricing/"},content:$R[876]=[$R[877]={nodeType:"text",value:"Dex",marks:$R[878]=[],data:$R[879]={}}]},$R[880]={nodeType:"text",value:" is a personal CRM at $12/month for Premium and $20/month for Professional on annual billing, with a 7-day free trial.",marks:$R[881]=[],data:$R[882]={}}]}]},$R[883]={nodeType:"list-item",data:$R[884]={},content:$R[885]=[$R[886]={nodeType:"paragraph",data:$R[887]={},content:$R[888]=[$R[889]={nodeType:"text",value:"Follow Up Boss routes leads from more than 200 sources and automates follow-up with Action Plans. Dex has no lead routing, drip campaigns, or dialer.",marks:$R[890]=[],data:$R[891]={}}]}]},$R[892]={nodeType:"list-item",data:$R[893]={},content:$R[894]=[$R[895]={nodeType:"paragraph",data:$R[896]={},content:$R[897]=[$R[898]={nodeType:"text",value:"Dex puts each past client on a keep-in-touch cadence and pulls conversations from email, calendar, LinkedIn, and WhatsApp. That's the job that starts after closing.",marks:$R[899]=[],data:$R[900]={}}]}]},$R[901]={nodeType:"list-item",data:$R[902]={},content:$R[903]=[$R[904]={nodeType:"paragraph",data:$R[905]={},content:$R[906]=[$R[907]={nodeType:"text",value:"They work together: keep Follow Up Boss for leads and let Dex own the person once the deal closes.\\",marks:$R[908]=[],data:$R[909]={}}]}]}]},$R[910]={nodeType:"paragraph",data:$R[911]={},content:$R[912]=[$R[913]={nodeType:"text",value:"",marks:$R[914]=[],data:$R[915]={}}]},$R[916]={nodeType:"heading-2",data:$R[917]={},content:$R[918]=[$R[919]={nodeType:"text",value:"Dex and Follow Up Boss for real estate agents",marks:$R[920]=[],data:$R[921]={}}]},$R[922]={nodeType:"heading-3",data:$R[923]={},content:$R[924]=[$R[925]={nodeType:"text",value:"",marks:$R[926]=[],data:$R[927]={}},$R[928]={nodeType:"hyperlink",data:$R[929]={uri:"https://www.followupboss.com/"},content:$R[930]=[$R[931]={nodeType:"text",value:"Follow Up Boss",marks:$R[932]=[],data:$R[933]={}}]},$R[934]={nodeType:"text",value:" - from $58 per user/month, paid annually",marks:$R[935]=[],data:$R[936]={}}]},$R[937]={nodeType:"embedded-asset-block",data:$R[938]={target:$R[939]={metadata:$R[940]={tags:$R[941]=[],concepts:$R[942]=[]},sys:$R[943]={space:$R[944]={sys:$R[945]={type:"Link",linkType:"Space",id:"u17em9tc1vdb"}},id:"74tharlscsdTfXbx8HtMCw",type:"Asset",createdAt:"2026-09-30T14:33:16.535Z",updatedAt:"2026-09-30T14:33:16.535Z",environment:$R[946]={sys:$R[947]={id:"master",type:"Link",linkType:"Environment"}},publishedVersion:3,revision:1,locale:"en-US"},fields:$R[948]={title:"follow-up-boss-homepage",file:$R[949]={url:"//images.ctfassets.net/u17em9tc1vdb/74tharlscsdTfXbx8HtMCw/2371de8f5fac265213c844bb8efded0b/follow-up-boss-homepage.jpg",details:$R[950]={size:99463,image:$R[951]={width:1440,height:723}},fileName:"follow-up-boss-homepage.jpg",contentType:"image/jpeg"}}}},content:$R[952]=[]},$R[953]={nodeType:"paragraph",data:$R[954]={},content:$R[955]=[$R[956]={nodeType:"text",value:"Follow Up Boss's homepage. Photo taken from: followupboss.com",marks:$R[957]=[$R[958]={type:"italic"},$R[959]={type:"superscript"}],data:$R[960]={}}]},$R[961]={nodeType:"paragraph",data:$R[962]={},content:$R[963]=[$R[964]={nodeType:"text",value:"Follow Up Boss calls itself \"the real estate operating system,\" and the homepage says 36 of the 50 highest-volume teams in the US use it. Zillow Group bought the company in December 2023 (",marks:$R[965]=[],data:$R[966]={}},$R[967]={nodeType:"hyperlink",data:$R[968]={uri:"https://www.sec.gov/Archives/edgar/data/1617640/000161764025000016/z-20241231.htm"},content:$R[969]=[$R[970]={nodeType:"text",value:"Zillow Group 10-K",marks:$R[971]=[],data:$R[972]={}}]},$R[973]={nodeType:"text",value:"), and the logo now reads \"fub by Zillow.\" Zillow said at the time that Follow Up Boss would stay a standalone brand and that subscriber data stays in Follow Up Boss (",marks:$R[974]=[],data:$R[975]={}},$R[976]={nodeType:"hyperlink",data:$R[977]={uri:"https://www.zillow.com/news/zillow-group-to-acquire-follow-up-boss/"},content:$R[978]=[$R[979]={nodeType:"text",value:"Zillow",marks:$R[980]=[],data:$R[981]={}}
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24,content:$R[1037]=[$R[1038]={nodeType:"text",value:"Dex's landing page. Photo taken from: getdex.com",marks:$R[1039]=[$R[1040]={type:"italic"},$R[1041]={type:"superscript"}],data:$R[1042]={}}]},$R[1043]={nodeType:"paragraph",data:$R[1044]={},content:$R[1045]=[$R[1046]={nodeType:"text",value:"Dex is a personal CRM. It pulls contacts and conversations from Gmail, Outlook, Google Calendar, LinkedIn, WhatsApp, iMessage, and more (see: ",marks:$R[1047]=[],data:$R[1048]={}},$R[1049]={nodeType:"hyperlink",data:$R[1050]={uri:"https://getdex.com/integrations/"},content:$R[1051]=[$R[1052]={nodeType:"text",value:"integrations",marks:$R[1053]=[],data:$R[1054]={}}]},$R[1055]={nodeType:"text",value:"), merges them into one timeline per person, then puts a keep-in-touch cadence on the people who matter.",marks:$R[1056]=[],data:$R[1057]={}}]},$R[1058]={nodeType:"paragraph",data:$R[1059]={},content:$R[1060]=[$R[1061]={nodeType:"text",value:"For an agent, that means past clients on a 90-day cadence, top referral partners on 30, and the wider sphere twice a year. You set the rhythm once on a drag-and-drop board and Dex tells you who's due. Reminders can repeat every year, so every closing anniversary comes back on its own.",marks:$R[1062]=[],data:$R[1063]={}}]},$R[1064]={nodeType:"paragraph",data:$R[1065]={},content:$R[1066]=[$R[1067]={nodeType:"text",value:"The newer features cover most of an agent's week. At an open house, the rebuilt card scanner turns a business card into a contact almost instantly. ",marks:$R[1068]=[],data:$R[1069]={}}]},$R[1070]={nodeType:"embedded-asset-block",data:$R[1071]={target:$R[1072]={metadata:$R[1073]={tags:$R[1074]=[],concepts:$R[1075]=[]},sys:$R[1076]={space:$R[1077]={sys:$R[1078]={type:"Link",linkType:"Space",id:"u17em9tc1vdb"}},id:"4C5zRHMHYV1wDozbWuNJGc",type:"Asset",createdAt:"2026-09-01T15:15:33.193Z",updatedAt:"2026-09-01T15:15:33.193Z",environment:$R[1079]={sys:$R[1080]={id:"master",type:"Link",linkType:"Environment"}},publishedVersion:3,revision:1,locale:"en-US"},fields:$R[1081]={title:"card=scanner",description:"",file:$R[1082]={url:"//images.ctfassets.net/u17em9tc1vdb/4C5zRHMHYV1wDozbWuNJGc/e5809461b5fb6697f06fe054a500948b/card_scanner.gif",details:$R[1083]={size:2294150,image:$R[1084]={width:852,height:480}},fileName:"card=scanner.gif",contentType:"image/gif"}}}},content:$R[1085]=[]},$R[1086]={nodeType:"paragraph",data:$R[1087]={},content:$R[1088]=[$R[1089]={nodeType:"text",value:"After a showing, you can ",marks:$R[1090]=[],data:$R[1091]={}},$R[1092]={nodeType:"hyperlink",data:$R[1093]={uri:"https://youtube.com/shorts/uMtpYFZlpMo?si=kAPOyDWEHoWxWKnW"},content:$R[1094]=[$R[1095]={nodeType:"text",value:"dictate a voice note",marks:$R[1096]=[],data:$R[1097]={}}]},$R[1098]={nodeType:"text",value:" in the car, and one-click AI Cleanup turns it into a proper note before you forget what the buyer said about the kitchen. ",marks:$R[1099]=[],data:$R[1100]={}}]},$R[1101]={nodeType:"embedded-asset-block",data:$R[1102]={target:$R[1103]={metadata:$R[1104]={tags:$R[1105]=[],concepts:$R[1106]=[]},sys:$R[1107]={space:$R[1108]={sys:$R[1109]={type:"Link",linkType:"Space",id:"u17em9tc1vdb"}},id:"79jLlAAfb1Ddy5gHbFf9OW",type:"Asset",createdAt:"2026-02-26T14:36:02.899Z",updatedAt:"2026-02-26T14:36:02.899Z",environment:$R[1110]={sys:$R[1111]={id:"master",type:"Link",linkType:"Environment"}},publishedVersion:4,revision:1,locale:"en-US"},fields:$R[1112]={title:"Note creation + AI Cleanup",description:"",file:$R[1113]={url:"//images.ctfassets.net/u17em9tc1vdb/79jLlAAfb1Ddy5gHbFf9OW/e71cc64dd1c75bda44a18a336cccca5f/CleanShot_2026-02-07_at_02.31.55.png",details:$R[1114]={size:234544,image:$R[1115]={width:951,height:630}},fileName:"CleanShot 2026-02-07 at 02.31.55.png",contentType:"image/png"}}}},content:$R[1116]=[]},$R[1117]={nodeType:"paragraph",data:$R[1118]={},content:$R[1119]=[$R[1120]={nodeType:"text",value:"When someone new turns up on LinkedIn or Instagram, you can ",marks:$R[1121]=[],data:$R[1122]={}},$R[1123]={nodeType:"hyperlink",data:$R[1124]={uri:"https://www.youtube.com/shorts/dcIxmi4VAPA"},content:$R[1125]=[$R[1126]={nodeType:"text",value:"share their profile straight into Dex",marks:$R[1127]=[],data:$R[1128]={}}]},$R[1129]={nodeType:"text",value:" instead of copying details across.",marks:$R[1130]=[],data:$R[1131]={}}]},$R[1132]={nodeType:"paragraph",data:$R[1133]={},content:$R[1134]=[$R[1135]={nodeType:"text",value:"When you take a listing, filter the map view by group to see only your farm or your past clients nearby before the just-listed note goes out. ",marks:$R[1136]=[],data:$R[1137]={}}]}
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Dex doesn't place calls.",marks:$R[2389]=[],data:$R[2390]={}}]},$R[2391]={nodeType:"heading-2",data:$R[2392]={},content:$R[2393]=[$R[2394]={nodeType:"text",value:"Who this isn't for",marks:$R[2395]=[],data:$R[2396]={}}]},$R[2397]={nodeType:"unordered-list",data:$R[2398]={},content:$R[2399]=[$R[2400]={nodeType:"list-item",data:$R[2401]={},content:$R[2402]=[$R[2403]={nodeType:"paragraph",data:$R[2404]={},content:$R[2405]=[$R[2406]={nodeType:"text",value:"If you're a real estate investor tracking brokers, lenders, and sellers, read our ",marks:$R[2407]=[],data:$R[2408]={}},$R[2409]={nodeType:"hyperlink",data:$R[2410]={uri:"https://getdex.com/blog/dex-vs-affinity-crm-real-estate-investors/"},content:$R[2411]=[$R[2412]={nodeType:"text",value:"Dex vs Affinity comparison",marks:$R[2413]=[],data:$R[2414]={}}]},$R[2415]={nodeType:"text",value:" instead.",marks:$R[2416]=[],data:$R[2417]={}}]}]},$R[2418]={nodeType:"list-item",data:$R[2419]={},content:$R[2420]=[$R[2421]={nodeType:"paragraph",data:$R[2422]={},content:$R[2423]=[$R[2424]={nodeType:"text",value:"If your brokerage requires every contact to live in the company CRM, a second system just creates a second copy to go stale.",marks:$R[2425]=[],data:$R[2426]={}}]}]},$R[2427]={nodeType:"list-item",data:$R[2428]={},content:$R[2429]=[$R[2430]={nodeType:"paragraph",data:$R[2431]={},content:$R[2432]=[$R[2433]={nodeType:"text",value:"If you're a newer agent with a few dozen contacts you know by first name, your phone's contacts app is fine for now.",marks:$R[2434]=[],data:$R[2435]={}}]}]},$R[2436]={nodeType:"list-item",data:$R[2437]={}
24,content:$R[2438]=[$R[2439]={nodeType:"paragraph",data:$R[2440]={},content:$R[2441]=[$R[2442]={nodeType:"text",value:"If you manage tenants and leases, that's property management software. Neither tool does it.",marks:$R[2443]=[],data:$R[2444]={}}]}]}]},$R[2445]={nodeType:"heading-2",data:$R[2446]={},content:$R[2447]=[$R[2448]={nodeType:"text",value:"Choosing a CRM as a real estate agent",marks:$R[2449]=[],data:$R[2450]={}}]},$R[2451]={nodeType:"paragraph",data:$R[2452]={},content:$R[2453]=[$R[2454]={nodeType:"text",value:"Follow Up Boss is a strong lead-conversion CRM, starting at $58 per user per month, and it's the right tool for agents and teams that buy leads. Dex is $12 a month and handles what happens after closing: a cadence per past client, yearly house-iversary reminders, and one timeline across email, LinkedIn, WhatsApp, and iMessage.",marks:$R[2455]=[],data:$R[2456]={}}]},$R[2457]={nodeType:"paragraph",data:$R[2458]={},content:$R[2459]=[$R[2460]={nodeType:"text",value:"You don't have to pick one. Keep Follow Up Boss for new inquiries and active deals, and let Dex own the person once the deal closes. The rule that makes it work is simple: closing hands the contact over. If the same client lives in both systems with no owner, both copies go stale.",marks:$R[2461]=[],data:$R[2462]={}}]},$R[2463]={nodeType:"paragraph",data:$R[2464]={},content:$R[2465]=[$R[2466]={nodeType:"text",value:"Sellers in NAR's 2025 Profile had owned their homes for a median of 11 years before selling (",marks:$R[2467]=[],data:$R[2468]={}},$R[2469]={nodeType:"hyperlink",data:$R[2470]={uri:"https://www.nar.realtor/news/economists-outlook/top-10-takeaways-from-nars-2025-profile-of-home-buyers-and-sellers"},content:$R[2471]=[$R[2472]={nodeType:"text",value:"NAR",marks:$R[2473]=[],data:$R[2474]={}}]},$R[2475]={nodeType:"text",value:"). Staying in touch for that long takes a system built for it. ",marks:$R[2476]=[],data:$R[2477]={}},$R[2478]={nodeType:"hyperlink",data:$R[2479]={uri:"https://getdex.com/pricing/"},content:$R[2480]=[$R[2481]={nodeType:"text",value:"Start your free 7-day Dex trial.",marks:$R[2482]=[$R[2483]={type:"bold"}],data:$R[2484]={}}]},$R[2485]={nodeType:"text",value:"",marks:$R[2486]=[],data:$R[2487]={}}]},$R[2488]={nodeType:"hr",data:$R[2489]={},content:$R[2490]=[]},$R[2491]={nodeType:"heading-2",data:$R[2492]={},content:$R[2493]=[$R[2494]={nodeType:"text",value:"Frequently asked questions",marks:$R[2495]=[],data:$R[2496]={}}]},$R[2497]={nodeType:"heading-4",data:$R[2498]={},content:$R[2499]=[$R[2500]={nodeType:"text",value:"How much does Follow Up Boss cost?",marks:$R[2501]=[],data:$R[2502]={}}]},$R[2503]={nodeType:"paragraph",data:$R[2504]={},content:$R[2505]=[$R[2506]={nodeType:"text",value:"Follow Up Boss Grow is $69 per user per month, or $58 on annual billing, and calling is a $39 add-on ($33 annual). Pro is $499 a month for 10 users and Platform is $1,000 a month for 30 users, with lower prices on annual billing. Every plan has a 14-day free trial and no contract.",marks:$R[2507]=[],data:$R[2508]={}}]},$R[2509]={nodeType:"heading-4",data:$R[2510]={},content:$R[2511]=[$R[2512]={nodeType:"text",value:"Is Follow Up Boss a personal CRM?",marks:$R[2513]=[],data:$R[2514]={}}]},$R[2515]={nodeType:"paragraph",data:$R[2516]={},content:$R[2517]=[$R[2518]={nodeType:"text",value:"No. Follow Up Boss is a real estate lead CRM built around lead routing, automated follow-up, and team reporting. A personal CRM like Dex is built around people and how long it's been since you talked, with keep-in-touch cadences and dated reminders.",marks:$R[2519]=[],data:$R[2520]={}}
24]},$R[2521]={nodeType:"heading-4",data:$R[2522]={},content:$R[2523]=[$R[2524]={nodeType:"text",value:"Can I use Dex alongside Follow Up Boss?",marks:$R[2525]=[],data:$R[2526]={}}]},$R[2527]={nodeType:"paragraph",data:$R[2528]={},content:$R[2529]=[$R[2530]={nodeType:"text",value:"Yes. Follow Up Boss handles new inquiries and active deals, and Dex holds past clients, your sphere, and referral partners after closing. Decide that closing hands the contact over so you don't end up with two copies.",marks:$R[2531]=[],data:$R[2532]={}}]},$R[2533]={nodeType:"heading-4",data:$R[2534]={},content:$R[2535]=[$R[2536]={nodeType:"text",value:"What is the best Follow Up Boss alternative for past clients?",marks:$R[2537]=[],data:$R[2538]={}}]},$R[2539]={nodeType:"paragraph",data:$R[2540]={},content:$R[2541]=[$R[2542]={nodeType:"text",value:"For agents whose business comes mostly from repeat clients and referrals, Dex covers the part Follow Up Boss isn't built for: a keep-in-touch cadence per person, yearly reminders for closing anniversaries, and conversation history from email, LinkedIn, WhatsApp, and iMessage. It costs $12 a month on annual billing. Our ",marks:$R[2543]=[],data:$R[2544]={}},$R[2545]={nodeType:"hyperlink",data:$R[2546]={uri:"https://getdex.com/blog/best-personal-crm-for-real-estate-agents/"},content:$R[2547]=[$R[2548]={nodeType:"text",value:"roundup of personal CRMs for real estate agents",marks:$R[2549]=[],data:$R[2550]={}}]},$R[2551]={nodeType:"text",value:" compares the other options.",marks:$R[2552]=[],data:$R[2553]={}}]},$R[2554]={nodeType:"heading-4",data:$R[2555]={},content:$R[2556]=[$R[2557]={nodeType:"text",value:"Who owns Follow Up Boss?",marks:$R[2558]=[],data:$R[2559]={}}]},$R[2560]={nodeType:"paragraph",data:$R[2561]={},content:$R[2562]=[$R[2563]={nodeType:"text",value:"Zillow Group acquired Follow Up Boss in December 2023. Zillow said Follow Up Boss would continue as a standalone brand and that the data subscribers enter stays in Follow Up Boss and belongs to them.",marks:$R[2564]=[],data:$R[2565]={}}]},$R[2566]={nodeType:"heading-4",data:$R[2567]={},content:$R[2568]=[$R[2569]={nodeType:"text",value:"How often should real estate agents contact past clients?",marks:$R[2570]=[],data:$R[2571]={}}]},$R[2572]={nodeType:"paragraph",data:$R[2573]={},content:$R[2574]=[$R[2575]={nodeType:"text",value:"A personal touch every quarter plus the closing anniversary and birthday works for most agents. Our guide on ",marks:$R[2576]=[],data:$R[2577]={}},$R[2578]={nodeType:"hyperlink",data:$R[2579]={uri:"https://getdex.com/blog/how-to-follow-up-with-past-clients/"},content:$R[2580]=[$R[2581]={nodeType:"text",value:"how to follow up with past clients",marks:$R[2582]=[],data:$R[2583]={}}]},$R[2584]={nodeType:"text",value:" has a year-one schedule and templates.",marks:$R[2585]=[],data:$R[2586]={}}]},$R[2587]={nodeType:"hr",data:$R[2588]={},content:$R[2589]=[]},$R[2590]={nodeType:"paragraph",data:$R[2591]={},content:$R[2592]=[$R[2593]={nodeType:"text",value:"Related reading:",marks:$R[2594]=[$R[2595]={type:"bold"}],data:$R[2596]={}},$R[2597]={nodeType:"text",value:" ",marks:$R[2598]=[],data:$R[2599]={}},$R[2600]={nodeType:"hyperlink",data:$R[2601]={uri:"https://getdex.com/guides/real-estate-networking"},content:$R[2602]=[$R[2603]={nodeType:"text",value:"The Real Estate Agent's Guide to Sphere, Past Clients & Referral Partners",marks:$R[2604]=[],data:$R[2605]={}}]},$R[2606]={nodeType:"text",value:" · ",marks:$R[2607]=[],data:$R[2608]={}},$R[2609]={nodeType:"hyperlink",data:$R[2610]={uri:"https://getdex.com/blog/real-estate-sphere-of-influence/"},content:$R[2611]=[$R[2612]={nodeType:"text",value:"Real estate sphere of influence",marks:$R[2613]=[],data:$R[2614]={}}]},$R[2615]={nodeType:"text",value:" · ",marks:$R[2616]=[],data:$R[2617]={}},$R[2618]={nodeType:"hyperlink",data:$R[2619]={uri:"https://getdex.com/blog/referral-partners-for-real-estate-agents/"},content:$R[2620]=[$R[2621]={nodeType:"text",value:"Referral partners for real estate agents",marks:$R[2622]=[],data:$R[2623]={}}]},$R[2624]={nodeType:"text",value:" · ",marks:$R[2625]=[],data:$R[2626]={}},$R[2627]={nodeType:"hyperlink",data:$R[2628]={uri:"https://getdex.com/blog/dex-vs-cloze/"},content:$R[2629]=[$R[2630]={nodeType:"text",value:"Dex vs Cloze",marks:$R[2631]=[],data:$R[2632]={}}]}
24,$R[2633]={nodeType:"text",value:"",marks:$R[2634]=[],data:$R[2635]={}}]}]},authors:$R[2636]=[$R[2637]={name:"Kevin Sun",slug:"kevin",avatarUrl:"https://images.ctfassets.net/u17em9tc1vdb/RacnIvwnQBt4f4HYakQtE/0f41ada489cb644696275e9efb41136d/1600144512732.jpeg?fm=webp&q=75&w=96",twitter:"kevnsn",bio:"Kevin Sun is the founder of Dex, a Y Combinator (S19) company building a personal CRM. Before Dex, he founded RiskDV and worked as a software engineer at Amazon and Infer. He studied Applied Math at Harvard and is based in San Francisco."}],publishedAt:"2026-09-30T00:00+08:00",updatedAt:void 0,readMinutes:10,featured:!1,featureImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/5Mt0T5YgCaNfWEeBHgK7jC/910ac27026048cf5ac963ccc7cfc3948/Mesh__7_.png?fm=webp&q=75&w=1200",tags:$R[2638]=[$R[2639]={name:"CRM",slug:"crm"},$R[2640]={name:"Product Reviews",slug:"product-reviews"},$R[2641]={name:"Personal CRM",slug:"personal-crm"}],seo:$R[2642]={title:"Dex vs Follow Up Boss: CRM for Real Estate Agents in 2026",description:"Follow Up Boss starts at $58 per user a month and is built to convert leads. Dex is $12 a month and built for past clients. Here's how they compare.",canonicalUrl:"https://getdex.com/blog/dex-vs-follow-up-boss",ogTitle:"Dex vs Follow Up Boss: CRM for Real Estate Agents in 2026",ogDescription:"Follow Up Boss starts at $58 per user a month and is built to convert leads. Dex is $12 a month and built for past clients. Here's how they compare.",ogImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/5Mt0T5YgCaNfWEeBHgK7jC/910ac27026048cf5ac963ccc7cfc3948/Mesh__7_.png?fm=webp&q=75&w=1200",ogImageAlt:"dexvsfollowupboss",twitterTitle:"Dex vs Follow Up Boss: CRM for Real Estate Agents in 2026",twitterDescription:"Follow Up Boss starts at $58 per user a month and is built to convert leads. Dex is $12 a month and built for past clients. Here's how they compare.",twitterImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/5Mt0T5YgCaNfWEeBHgK7jC/910ac27026048cf5ac963ccc7cfc3948/Mesh__7_.png?fm=webp&q=75&w=1200",twitterImageAlt:"dexvsfollowupboss",jsonLdSchema:"[{\"@context\":\"https://schema.org\",\"@type\":\"Article\",\"headline\":\"Dex vs Follow Up Boss: Choosing the Right CRM for Real Estate Agents in 2026\",\"description\":\"Follow Up Boss starts at $58 per user a month and is built to convert leads. Dex is $12 a month and built for past clients. Here's how they compare.\",\"author\":{\"@type\":\"Organization\",\"name\":\"Dex\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"Dex\"},\"mainEntityOfPage\":\"https://getdex.com/blog/dex-vs-follow-up-boss\"},{\"@context\":\"https://schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"How much does Follow Up Boss cost?\",\"acceptedA
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24nswer\":{\"@type\":\"Answer\",\"text\":\"For agents whose business comes mostly from repeat clients and referrals, Dex covers the part Follow Up Boss isn't built for: a keep-in-touch cadence per person, yearly reminders for closing anniversaries, and conversation history from email, LinkedIn, WhatsApp, and iMessage. It costs $12 a month on annual billing.\"}},{\"@type\":\"Question\",\"name\":\"Who owns Follow Up Boss?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Zillow Group acquired Follow Up Boss in December 2023. Zillow said Follow Up Boss would continue as a standalone brand and that the data subscribers enter stays in Follow Up Boss and belongs to them.\"}},{\"@type\":\"Question\",\"name\":\"How often should real estate agents contact past clients?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A personal touch every quarter plus the closing anniversary and birthday works for most agents. Consistency over years matters more than intensity right after closing.\"}}]}]"}},$R[2643]={type:"blog",slug:"referral-partners-for-real-estate-agents",href:"/blog/referral-partners-for-real-estate-agents",title:"Referral Partners for Real Estate Agents: Who They Are and How to Keep Them Sending Business",excerpt:"Lenders, inspectors, attorneys, contractors. How to choose referral partners, make the relationship genuinely two-way, and keep it alive past the first few months.",body:$R[2644]={nodeType:"document",data:$R[2645]={},content:$R[2646]=[$R[2647]={nodeType:"paragraph",data:$R[2648]={},content:$R[2649]=[$R[2650]={nodeType:"text",value:"Most agents have referral partners in the way most people have a gym membership. It exists, it was set up with enthusiasm, and it has not been used since spring.",marks:$R[2651]=[],data:$R[2652]={}}]},$R[2653]={nodeType:"paragraph",data:$R[2654]={},content:$R[2655]=[$R[2656]={nodeType:"text",value:"The partnerships that work are not the ones with the best intentions at the start. They are the ones somebody kept track of.",marks:$R[2657]=[],data:$R[2658]={}}]},$R[2659]={nodeType:"heading-2",data:$R[2660]={},content:$R[2661]=[$R[2662]={nodeType:"text",value:"Who counts as a referral partner",marks:$R[2663]=[],data:$R[2664]={}}]},$R[2665]={nodeType:"paragraph",data:$R[2666]={},content:$R[2667]=[$R[2668]={nodeType:"text",value:"The obvious ones sit in the transaction with you.",marks:$R[2669]=[],data:$R[2670]={}}]},$R[2671]={nodeType:"paragraph",data:$R[2672]={},content:$R[2673]=[$R[2674]={nodeType:"text",value:"Loan officers.",marks:$R[2675]=[$R[2676]={type:"bold"}],data:$R[2677]={}},$R[2678]={nodeType:"text",value:" The most valuable partner most agents have, because their client is your client at almost exactly the same moment. A good LO is also a serious networker in their own right, which means their network becomes reachable to you.",marks:$R[2679]=[],data:$R[2680]={}}]},$R[2681]={nodeType:"paragraph",data:$R[2682]={},content:$R[2683]=[$R[2684]={nodeType:"text",value:"Inspectors, appraisers, title and escrow.",marks:$R[2685]=[$R[2686]={type:"bold"}],data:$R[2687]={}},$R[2688]={nodeType:"text",value:" Frequent contact, natural trust, and they see buyers early.",marks:$R[2689]=[],data:$R[2690]={}}]},$R[2691]={nodeType:"paragraph",data:$R[2692]={},content:$R[2693]=[$R[2694]={nodeType:"text",value:"Real estate attorneys.",marks:$R[2695]=[$R[2696]={type:"bold"}],data:$R[2697]={}},$R[2698]={nodeType:"text",value:" Depending on your state, they may be in every deal, and they also handle probate, divorce and estate work, which is where a lot of unlisted sellers first appear.",marks:$R[2699]=[],data:$R[2700]={}}]},$R[2701]={nodeType:"paragraph",data:$R[2702]={},content:$R[2703]=[$R[2704]={nodeType:"text",value:"Then the ones around the edges of the transaction, which agents underuse.",marks:$R[2705]=[],data:$R[2706]={}}]},$R[2707]={nodeType:"paragraph",data:$R[2708]={},content:$R[2709]=[$R[2710]={nodeType:"text",value:"Contractors, roofers, plumbers, electricians.",marks:$R[2711]=[$R[2712]={type:"bold"}],data:$R[2713]={}},$R[2714]={nodeType:"text",value:" They are inside people's houses having conversations about whether to fix it or sell it.",marks:$R[2715]=[],data:$R[2716]={}}]},$R[2717]={nodeType:"paragraph",data:$R[2718]={},content:$R[2719]=[$R[2720]={nodeType:"text",value:"Stagers, photographers, organizers, moving companies.",marks:$R[2721]=[$R[2722]={type:"bold"}],data:$R[2723]={}},$R[2724]={nodeType:"text",value:" They work with people who have already decided to move.",marks:$R[2725]=[],data:$R[2726]={}}]},$R[2727]={nodeType:"paragraph",data:$R[2728]={},content:$R[2729]=[$R[2730]={nodeType:"text",value:"Property managers.",marks:$R[2731]=[$R[2732]={type:"bold"}],data:$R[2733]={}},$R[2734]={nodeType:"text",value:" Sitting on landlords who will eventually sell, and tenants who will eventually buy.",marks:$R[2735]=[],data:$R[2736]={}}]},$R[2737]={nodeType:"paragraph",data:$R[2738]={},content:$R[2739]=[$R[2740]={nodeType:"text",value:"And the one agents forget entirely: ",marks:$R[2741]=[],data:$R[2742]={}},$R[2743]={nodeType:"text",value:"other agents.",marks:$R[2744]=[$R[2745]={type:"bold"}],data:$R[2746]={}},$R[2747]={nodeType:"text",value:" Out-of-market referrals, relocation, and the agent who does not handle the price point or property type you specialize in. Referral fees make this the most directly measurable partnership on the list.",marks:$R[2748]=[],data:$R[2749]={}}]},$R[2750]={nodeType:"heading-2",data:$R[2751]={},content:$R[2752]=[$R[2753]={nodeType:"text",value:"Why most of these die",marks:$R[2754]=[],data:$R[2755]={}}]},$R[2756]={nodeType:"paragraph",data:$R[2757]={},content:$R[2758]=[$R[2759]={nodeType:"text",value:"Three failure modes, and they are all the same failure wearing different clothes.",marks:$R[2760]=[],data:$R[2761]={}}]},$R[2762]={nodeType:"paragraph",data:$R[2763]={},content:$R[2764]=[$R[2765]={nodeType:"text",value:"It only ever ran one way.",marks:$R[2766]=[$R[2767]={type:"bold"}],data:$R[2768]={}},$R[2769]={nodeType:"text",value:" You sent them four clients, they sent you none, and the imbalance went unspoken until you quietly stopped. Or the reverse, and they stopped. Nobody was tracking, so nobody noticed until it was already over.",marks:$R[2770]=[],data:$R[2771]={}}]},$R[2772]={nodeType:"paragraph",data:$R[2773]={},content:$R[2774]=[$R[2775]={nodeType:"text",value:"The relationship was only ever transactional.",marks:$R[2776]=[$R[2777]={type:"bold"}],data:$R[2778]={}},$R[2779]={nodeType:"text",value:" You spoke when a deal required it. When the deals paused, the relationship paused, and there was nothing else holding it up.",marks:$R[2780]=[],data:$R[2781]={}}]},$R[2782]={nodeType:"paragraph",data:$R[2783]={},content:$R[2784]=[$R[2785]={nodeType:"text",value:"Too many partners, none of them real.",marks:$R[2786]=[$R[2787]={type:"bold"}],data:$R[2788]={}},$R[2789]={nodeType:"text",value:" An agent collects fifteen \"partners\" at a networking event, none of whom they could describe in a sentence six months later. Three real partnerships are worth more than fifteen names.",marks:$R[2790]=[],data:$R[2791]={}}]},$R[2792]={nodeType:"heading-2",data:$R[2793]={},content:$R[2794]=[$R[2795]={nodeType:"text",value:"Choosing them",marks:$R[2796]=[],data:$R[2797]={}}]},$R[2798]={nodeType:"paragraph",data:$R[2799]={},content:$R[2800]=[$R[2801]={nodeType:"text",value:"Fewer, better. A working shortlist is one or tw
24o lenders, one inspector, one attorney, a couple of trades you would put your own name behind, and a handful of out-of-market agents.",marks:$R[2802]=[],data:$R[2803]={}}]},$R[2804]={nodeType:"paragraph",data:$R[2805]={},content:$R[2806]=[$R[2807]={nodeType:"text",value:"What to look for:",marks:$R[2808]=[],data:$R[2809]={}}]},$R[2810]={nodeType:"unordered-list",data:$R[2811]={},content:$R[2812]=[$R[2813]={nodeType:"list-item",data:$R[2814]={},content:$R[2815]=[$R[2816]={nodeType:"paragraph",data:$R[2817]={},content:$R[2818]=[$R[2819]={nodeType:"text",value:"They would not embarrass you.",marks:$R[2820]=[$R[2821]={type:"bold"}],data:$R[2822]={}},$R[2823]={nodeType:"text",value:" Every referral is your reputation on loan. One bad inspector costs you a client relationship you spent years building.",marks:$R[2824]=[],data:$R[2825]={}}]}]},$R[2826]={nodeType:"list-item",data:$R[2827]={},content:$R[2828]=[$R[2829]={nodeType:"paragraph",data:$R[2830]={},content:$R[2831]=[$R[2832]={nodeType:"text",value:"They talk to the same people you want to reach.",marks:$R[2833]=[$R[2834]={type:"bold"}],data:$R[2835]={}},$R[2836]={nodeType:"text",value:" An LO who works with first-time buyers is the wrong partner if you list estates.",marks:$R[2837]=[],data:$R[2838]={}}]}]},$R[2839]={nodeType:"list-item",data:$R[2840]={},content:$R[2841]=[$R[2842]={nodeType:"paragraph",data:$R[2843]={},content:$R[2844]=[$R[2845]={nodeType:"text",value:"They understand reciprocity without a contract.",marks:$R[2846]=[$R[2847]={type:"bold"}],data:$R[2848]={}},$R[2849]={nodeType:"text",value:" You can usually tell within two conversations.",marks:$R[2850]=[],data:$R[2851]={}}]}]},$R[2852]={nodeType:"list-item",data:$R[2853]={},content:$R[2854]=[$R[2855]={nodeType:"paragraph",data:$R[2856]={},content:$R[2857]=[$R[2858]={nodeType:"text",value:"They are reachable.",marks:$R[2859]=[$R[2860]={type:"bold"}],data:$R[2861]={}},$R[2862]={nodeType:"text",value:" A brilliant partner who takes four days to answer is not a partner.",marks:$R[2863]=[],data:$R[2864]={}}]}]}]},$R[2865]={nodeType:"heading-2",data:$R[2866]={},content:$R[2867]=[$R[2868]={nodeType:"text",value:"Making it genuinely two-way",marks:$R[2869]=[],data:$R[2870]={}}]},$R[2871]={nodeType:"paragraph",data:$R[2872]={},content:$R[2873]=[$R[2874]={nodeType:"text",value:"The relationship survives on visible balance, which means somebody has to be keeping count. That is usually you.",marks:$R[2875]=[],data:$R[2876]={}}]},$R[2877]={nodeType:"paragraph",data:$R[2878]={},content:$R[2879]=[$R[2880]={nodeType:"text",value:"Track, per partner, who sent what and when. Not in your head. When you can see that you have sent Marcus three clients since February and received nothing, you have a real conversation instead of a slow resentment. Sometimes the answer is that he referred two people who never called you, which is information you would otherwise never have had.",marks:$R[2881]=[],data:$R[2882]={}}]},$R[2883]={nodeType:"paragraph",data:$R[2884]={},content:$R[2885]=[$R[2886]={nodeType:"text",value:"Close the loop out loud. When a referral turns into a deal, tell them. \"The Kowalskis closed. Thanks for that, it was a good fit.\" Most people never hear what happened to the person they sent, and hearing it makes them send more.",marks:$R[2887]=[],data:$R[2888]={}}]},$R[2889]={nodeType:"paragraph",data:$R[2890]={},content:$R[2891]=[$R[2892]={nodeType:"text",value:"Give first and keep giving. The partner who receives more than they send is rarely the one who ends the relationship.",marks:$R[2893]=[],data:$R[2894]={}}]},$R[2895]={nodeType:"heading-2",data:$R[2896]={},content:$R[2897]=[$R[2898]={nodeType:"text",value:"The contact cadence",marks:$R[2899]=[],data:$R[2900]={}}]},$R[2901]={nodeType:"paragraph",data:$R[2902]={},content:$R[2903]=[$R[2904]={nodeType:"text",value:"Partners need less contact than you would think, and more consistency than they usually get.",marks:$R[2905]=[],data:$R[2906]={}}]},$R[2907]={nodeType:"paragraph",data:$R[2908]={},content:$R[2909]=[$R[2910]={nodeType:"text",value:"Quarterly, at minimum.",marks:$R[2911]=[$R[2912]={type:"bold"}],data:$R[2913]={}},$R[2914]={nodeType:"text",value:" A real conversation, not a transaction. Coffee, a call, a message that is not about a file currently in progress.",marks:$R[2915]=[],data:$R[2916]={}}]},$R[2917]={nodeType:"paragraph",data:$R[2918]={},content:$R[2919]=[$R[2920]={nodeType:"text",value:"Once a year, a proper check.",marks:$R[2921]=[$R[2922]={type:"bold"}],data:$R[2923]={}},$R[2924]={nodeType:"text",value:" What did we send each other? Is this working for both of us? Awkward to say out loud, valuable every time.",marks:$R[2925]=[],data:$R[2926]={}}]},$R[2927]={nodeType:"paragraph",data:$R[2928]={},content:$R[2929]=[$R[2930]={nodeType:"text",value:"Immediately, on the loop-closing.",marks:$R[2931]=[$R[2932]={type:"bold"}],data:$R[2933]={}},$R[2934]={nodeType:"text",value:" Every time a referral lands or closes.",marks:$R[2935]=[],data:$R[2936]={}}]},$R[2937]={nodeType:"paragraph",data:$R[2938]={},content:$R[2939]=[$R[2940]={nodeType:"text",value:"Opportunistically.",marks:$R[2941]=[$R[2942]={type:"bold"}],data:$R[2943]={}},$R[2944]={nodeType:"text",value:" They got promoted, their firm was written up, their kid's team won something. Same as any relationship.",marks:$R[2945]=[],data:$R[2946]={}}]},$R[2947]={nodeType:"paragraph",data:$R[2948]={},content:$R[2949]=[$R[2950]={nodeType:"text",value:"If you have five partners, that is roughly twenty-five touches a year. Entirely manageable, and entirely dependent on something reminding you, because a partner who has gone quiet does not generate an alert the way a live deal does.",marks:$R[2951]=[],data:$R[2952]={}}]},$R[2953]={nodeType:"heading-2",data:$R[2954]={},content:$R[2955]=[$R[2956]={nodeType:"text",value:"Scripts",marks:$R[2957]=[],data:$R[2958]={}}]},$R[2959]={nodeType:"paragraph",data:$R[2960]={},content:$R[2961]=[$R[2962]={nodeType:"text",value:"Opening one up:",marks:$R[2963]=[$R[2964]={type:"bold"}],data:$R[2965]={}},$R[2966]={nodeType:"text",value:" \"You've come up twice from people I trust. I send a fair amount of [business type] and I'd rather send it to someone I've actually met. Can I buy you a coffee?\"",marks:$R[2967]=[],data:$R[2968]={}}]},$R[2969]={nodeType:"paragraph",data:$R[2970]={},content:$R[2971]=[$R[2972]={nodeType:"text",value:"Closing the loop:",marks:$R[2973]=[$R[2974]={type:"bold"}],data:$R[2975]={}}
24,$R[2976]={nodeType:"text",value:" \"The Kowalskis closed Friday. Thanks for sending them my way, that was a good fit. Anything on your side I can help with?\"",marks:$R[2977]=[],data:$R[2978]={}}]},$R[2979]={nodeType:"paragraph",data:$R[2980]={},content:$R[2981]=[$R[2982]={nodeType:"text",value:"The annual check:",marks:$R[2983]=[$R[2984]={type:"bold"}],data:$R[2985]={}},$R[2986]={nodeType:"text",value:" \"We've been sending each other business for a year now. I've sent you six, I think you've sent me two. Not a complaint, I just want to make sure this is working for you as well as it's working for me. Anything I could be doing differently?\"",marks:$R[2987]=[],data:$R[2988]={}}]},$R[2989]={nodeType:"paragraph",data:$R[2990]={},content:$R[2991]=[$R[2992]={nodeType:"text",value:"Reviving a quiet one:",marks:$R[2993]=[$R[2994]={type:"bold"}],data:$R[2995]={}},$R[2996]={nodeType:"text",value:" \"It's been a while and I don't think that's anybody's fault. I've got a couple of people who might need you this quarter. Still taking referrals?\"",marks:$R[2997]=[],data:$R[2998]={}}]},$R[2999]={nodeType:"heading-2",data:$R[3000]={},content:$R[3001]=[$R[3002]={nodeType:"text",value:"Ending one",marks:$R[3003]=[],data:$R[3004]={}}]},$R[3005]={nodeType:"paragraph",data:$R[3006]={},content:$R[3007]=[$R[3008]={nodeType:"text",value:"Some partnerships should end. A partner who does bad work, or who has taken referrals for two years and sent nothing back, is costing you.",marks:$R[3009]=[],data:$R[3010]={}}]},$R[3011]={nodeType:"paragraph",data:$R[3012]={},content:$R[3013]=[$R[3014]={nodeType:"text",value:"No confrontation needed. Stop sending, keep the relationship cordial, and if they ask, be honest: the fit has not been quite right. Do not be the agent who keeps referring to someone they have stopped trusting because the conversation feels awkward.",marks:$R[3015]=[],data:$R[3016]={}}]},$R[3017]={nodeType:"heading-2",data:$R[3018]={},content:$R[3019]=[$R[3020]={nodeType:"text",value:"The tracking problem",marks:$R[3021]=[],data:$R[3022]={}}]},$R[3023]={nodeType:"paragraph",data:$R[3024]={},content:$R[3025]=[$R[3026]={nodeType:"text",value:"All of this comes down to one question you should be able to answer in ten seconds: who have I sent business to, who has sent business to me, and who have I not spoken to in six months?",marks:$R[3027]=[],data:$R[3028]={}}]},$R[3029]={nodeType:"paragraph",data:$R[3030]={},content:$R[3031]=[$R[3032]={nodeType:"text",value:"Most agents cannot answer it, because the information is split between their transaction records, their email, and their memory. Lead CRMs do not solve it either, since a referral partner is not a lead and has no pipeline stage to live in.",marks:$R[3033]=[],data:$R[3034]={}}]},$R[3035]={nodeType:"paragraph",data:$R[3036]={},content:$R[3037]=[$R[3038]={nodeType:"text",value:"That is the layer Dex sits in: partners grouped, referrals noted in both directions, and a reminder when one of them has gone quiet for longer than you intended. For how referral partners fit alongside your sphere and past clients, read ",marks:$R[3039]=[],data:$R[3040]={}}
24,$R[3041]={nodeType:"hyperlink",data:$R[3042]={uri:"https://getdex.com/guides/real-estate-networking"},content:$R[3043]=[$R[3044]={nodeType:"text",value:"the real estate agent's guide to sphere, past clients and referral partners",marks:$R[3045]=[],data:$R[3046]={}}]},$R[3047]={nodeType:"text",value:".",marks:$R[3048]=[],data:$R[3049]={}}]},$R[3050]={nodeType:"heading-2",data:$R[3051]={},content:$R[3052]=[$R[3053]={nodeType:"text",value:"Start here",marks:$R[3054]=[],data:$R[3055]={}}]},$R[3056]={nodeType:"unordered-list",data:$R[3057]={},content:$R[3058]=[$R[3059]={nodeType:"list-item",data:$R[3060]={},content:$R[3061]=[$R[3062]={nodeType:"paragraph",data:$R[3063]={},content:$R[3064]=[$R[3065]={nodeType:"text",value:"Name your actual partners. Probably five, not fifteen.",marks:$R[3066]=[],data:$R[3067]={}}]}]},$R[3068]={nodeType:"list-item",data:$R[3069]={},content:$R[3070]=[$R[3071]={nodeType:"paragraph",data:$R[3072]={},content:$R[3073]=[$R[3074]={nodeType:"text",value:"Write down what each of you has sent the other in the last year.",marks:$R[3075]=[],data:$R[3076]={}}]}]},$R[3077]={nodeType:"list-item",data:$R[3078]={},content:$R[3079]=[$R[3080]={nodeType:"paragraph",data:$R[3081]={},content:$R[3082]=[$R[3083]={nodeType:"text",value:"Have the honest conversation with any relationship that has run one way.",marks:$R[3084]=[],data:$R[3085]={}}]}]},$R[3086]={nodeType:"list-item",data:$R[3087]={},content:$R[3088]=[$R[3089]={nodeType:"paragraph",data:$R[3090]={},content:$R[3091]=[$R[3092]={nodeType:"text",value:"Put a quarterly check-in on each of them.",marks:$R[3093]=[],data:$R[3094]={}}]}]},$R[3095]={nodeType:"list-item",data:$R[3096]={},content:$R[3097]=[$R[3098]={nodeType:"paragraph",data:$R[3099]={},content:$R[3100]=[$R[3101]={nodeType:"text",value:"Close the loop on the next referral you receive, the day it closes.",marks:$R[3102]=[],data:$R[3103]={}}]}]}]}]},authors:$R[3104]=[$R[3105]={name:"Kevin Sun",slug:"kevin",avatarUrl:"https://images.ctfassets.net/u17em9tc1vdb/RacnIvwnQBt4f4HYakQtE/0f41ada489cb644696275e9efb41136d/1600144512732.jpeg?fm=webp&q=75&w=96",twitter:"kevnsn",bio:"Kevin Sun is the founder of Dex, a Y Combinator (S19) company building a personal CRM. Before Dex, he founded RiskDV and worked as a software engineer at Amazon and Infer. He studied Applied Math at Harvard and is based in San Francisco."}],publishedAt:"2026-09-26T12:00:00+08:00",updatedAt:void 0,readMinutes:5,featured:!1,featureImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/7nN2panSrUypgYJRiXnPAR/5738c5ba28100d6d1fc4757b9959a5ab/referral-partners-for-real-estate-agents-hero.jpg?fm=webp&q=75&w=1200",tags:$R[3106]=[$R[3107]={name:"Networking",slug:"networking"},$R[3108]={name:"Personal CRM",slug:"personal-crm"}],seo:$R[3109]={title:"Referral Partners for Real Estate Agents: Keep Them Sending",description:"Lenders, inspectors, attorneys, contractors. How to choose referral partners, make the relationship genuinely two-way, and keep it alive past the first few months.",canonicalUrl:"https://getdex.com/blog/referral-partners-for-real-estate-agents",ogTitle:"Referral Partners for Real Estate Agents: Keep Them Sending",ogDescription:"Who counts as a referral partner, how to keep it two-way, and scripts for opening, closing the loop and the annual check.",ogImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/7nN2panSrUypgYJRiXnPAR/5738c5ba28100d6d1fc4757b9959a5ab/referral-partners-for-real-estate-agents-hero.jpg?fm=webp&q=75&w=1200",ogImageAlt:"Two professionals shaking hands over coffee at a table.",twitterTitle:"Referral Partners for Real Estate Agents: Keep Them Sending",twitterDescription:"Who counts as a referral partner, how to keep it two-way, and scripts for opening, closing the loop and the annual check.",twitterImageUrl:"https://images.ctfassets.net/u17em9tc1vdb/7nN2panSrUypgYJRiXnPAR/5738c5ba28100d6d1fc4757b9959a5ab/referral-partners-for-real-estate-agents-hero.jpg?fm=webp&q=75&w=1200",twitterImageAlt:"Two professionals shaking hands over coffee at a table.",jsonLdSchema:void 0}},$R[3110]={type:"blog",slug:"real-estate-sphere-of-influence",href:"/blog/real-estate-sphere-of-influence",title:"Real Estate Sphere of Influence: How to Build One and Actually Maintain It",excerpt:"Your sphere of influence is the cheapest source of business you have. How to build the list, tier it, and keep it warm without relying on a CRM built for leads.",body:$R[3111]={nodeType:"document",data:$R[3112]={},content:$R[3113]=[$R[3114]={nodeType:"paragraph",data:$R[3115]={},content:$R[3116]=[$R[3117]={nodeType:"text",value:"Every agent has been told to \"work your sphere.\" Almost nobody is told what that actually means on a Tuesday afternoon when you have three showings and a stack of disclosures to review.",marks:$R[3118]=[],data:$R[3119]={}}]},$R[3120]={nodeType:"paragraph",data:$R[3121]={},content:$R[3122]=[$R[3123]={nodeType:"text",value:"So here is the practical version: what a sphere of influence is, how to build one that isn't just a phone contact list, and how to keep it alive when your calendar is against you.",marks:$R[3124]=[],data:$R[3125]={}}]},$R[3126]={nodeType:"heading-2",data:$R[3127]={}
24,content:$R[3128]=[$R[3129]={nodeType:"text",value:"What a sphere of influence actually is",marks:$R[3130]=[],data:$R[3131]={}}]},$R[3132]={nodeType:"paragraph",data:$R[3133]={},content:$R[3134]=[$R[3135]={nodeType:"text",value:"Your sphere of influence, or SOI, is the set of people who would think of you if real estate came up in conversation.",marks:$R[3136]=[],data:$R[3137]={}}]},$R[3138]={nodeType:"paragraph",data:$R[3139]={},content:$R[3140]=[$R[3141]={nodeType:"text",value:"That is the whole test. Not whether they like you. Not whether they have your number saved. Whether your name surfaces when their coworker says \"we're thinking about selling.\"",marks:$R[3142]=[],data:$R[3143]={}}]},$R[3144]={nodeType:"paragraph",data:$R[3145]={},content:$R[3146]=[$R[3147]={nodeType:"text",value:"This definition matters because it rules things out. A lead who filled in a form on your website is not your sphere. They do not know you. A cold contact from a purchased list is not your sphere either. Your sphere is built from people who have some real reason to remember you: past clients, the people you knew before you got licensed, the professionals you have worked alongside, the neighbors you actually talk to.",marks:$R[3148]=[],data:$R[3149]={}}]},$R[3150]={nodeType:"paragraph",data:$R[3151]={},content:$R[3152]=[$R[3153]={nodeType:"text",value:"It is smaller than most agents assume and more valuable than most agents treat it.",marks:$R[3154]=[],data:$R[3155]={}}]},$R[3156]={nodeType:"heading-2",data:$R[3157]={},content:$R[3158]=[$R[3159]={nodeType:"text",value:"Why most SOI lists die within a year",marks:$R[3160]=[],data:$R[3161]={}}]},$R[3162]={nodeType:"paragraph",data:$R[3163]={},content:$R[3164]=[$R[3165]={nodeType:"text",value:"The usual failure looks like this. An agent gets serious about their sphere, exports their phone contacts, drops 600 names into their CRM, tags them all \"SOI,\" and feels organized.",marks:$R[3166]=[],data:$R[3167]={}}]},$R[3168]={nodeType:"paragraph",data:$R[3169]={},content:$R[3170]=[$R[3171]={nodeType:"text",value:"Then nothing happens, for three reasons.",marks:$R[3172]=[],data:$R[3173]={}}]},$R[3174]={nodeType:"paragraph",data:$R[3175]={},content:$R[3176]=[$R[3177]={nodeType:"text",value:"The list has no shape. Six hundred undifferentiated names is not a list you can act on. There is no obvious place to start, so you start nowhere.",marks:$R[3178]=[],data:$R[3179]={}}]},$R[3180]={nodeType:"paragraph",data:$R[3181]={},content:$R[3182]=[$R[3183]={nodeType:"text",value:"The CRM is built for a different job. Lead CRMs are designed to move strangers through a pipeline toward a transaction. Your sphere is not in a pipeline. Someone who bought a house from you four years ago is not at any stage. The softw
24are has no good place to put them, so they sit in a list nobody opens.",marks:$R[3184]=[],data:$R[3185]={}}]},$R[3186]={nodeType:"paragraph",data:$R[3187]={},content:$R[3188]=[$R[3189]={nodeType:"text",value:"And the follow-up depends on you remembering. Which works for two weeks. Then a deal blows up, and three months later you notice you have contacted nobody.",marks:$R[3190]=[],data:$R[3191]={}}]},$R[3192]={nodeType:"heading-2",data:$R[3193]={},content:$R[3194]=[$R[3195]={nodeType:"text",value:"Building the list",marks:$R[3196]=[],data:$R[3197]={}}]},$R[3198]={nodeType:"paragraph",data:$R[3199]={},content:$R[3200]=[$R[3201]={nodeType:"text",value:"Start with the people who have the strongest reason to remember you and work outward.",marks:$R[3202]=[],data:$R[3203]={}}]},$R[3204]={nodeType:"paragraph",data:$R[3205]={},content:$R[3206]=[$R[3207]={nodeType:"text",value:"Past clients.",marks:$R[3208]=[$R[3209]={type:"bold"}],data:$R[3210]={}},$R[3211]={nodeType:"text",value:" Everyone you have closed with. Pull them from your transaction records rather than your phone, because phone contacts miss the spouse whose number you never saved.",marks:$R[3212]=[],data:$R[3213]={}}]},$R[3214]={nodeType:"paragraph",data:$R[3215]={},content:$R[3216]=[$R[3217]={nodeType:"text",value:"People you knew before real estate.",marks:$R[3218]=[$R[3219]={type:"bold"}],data:$R[3220]={}},$R[3221]={nodeType:"text",value:" Former colleagues, university friends, your old team, people from whatever you did before you got licensed. This group is usually the most underworked. They know you well and have no idea what your business looks like now.",marks:$R[3222]=[],data:$R[3223]={}}]},$R[3224]={nodeType:"paragraph",data:$R[3225]={},content:$R[3226]=[$R[3227]={nodeType:"text",value:"Community and personal.",marks:$R[3228]=[$R[3229]={type:"bold"}],data:$R[3230]={}},$R[3231]={nodeType:"text",value:" Neighbors, your gym, your kids' school, the people at whatever you do on weekends. Not everyone. The ones you would actually stop and talk to.",marks:$R[3232]=[],data:$R[3233]={}}]},$R[3234]={nodeType:"paragraph",data:$R[3235]={},content:$R[3236]=[$R[3237]={nodeType:"text",value:"Professional contacts.",marks:$R[3238]=[$R[3239]={type:"bold"}],data:$R[3240]={}},$R[3241]={nodeType:"text",value:" Lenders, inspectors, attorneys, contractors, stagers, other agents. These overlap with referral partners, which deserve their own approach, but they belong in the sphere too.",marks:$R[3242]=[],data:$R[3243]={}}]},$R[3244]={nodeType:"paragraph",data:$R[3245]={},content:$R[3246]=[$R[3247]={nodeType:"text",value:"Two rules while you build. First, capture how you know each person as you add them, not later. \"Met at Danielle's housewarming, has a boat\" is worth more in two years than a correctly formatted job title. Second, do not filter for who seems likely to move. You cannot predict that, and the person who refers you three clients is often someone who will never sell anything themselves.",marks:$R[3248]=[],data:$R[3249]={}}]},$R[3250]={nodeType:"heading-2",data:$R[3251]={},content:$R[3252]=[$R[3253]={nodeType:"text",value:"Tier it, or it stays unusable",marks:$R[3254]=[],data:$R[3255]={}}]},$R[3256]={nodeType:"paragraph",data:$R[3257]={},content:$R[3258]=[$R[3259]={nodeType:"text",value:"Once the names are in, sort them into three groups. This is the step that turns a list into something you can work.",marks:$R[3260]=[],data:$R[3261]={}}]},$R[3262]={nodeType:"paragraph",data:$R[3263]={},content:$R[3264]=[$R[3265]={nodeType:"text",value:"Tier 1, roughly 20 to 50 people.",marks:$R[3266]=[$R[3267]={type:"bold"}],data:$R[3268]={}},$R[3269]={nodeType:"text",value:" Close relationships and past clients who have already referred you, or obviously would. These get real, individual contact several times a year.",marks:$R[3270]=[],data:$R[3271]={}}]},$R[3272]={nodeType:"paragraph",data:$R[3273]={},content:$R[3274]=[$R[3275]={nodeType:"text",value:"Tier 2, maybe 100 to 200.",marks:$R[3276]=[$R[3277]={type:"bold"}],data:$R[3278]={}},$R[3279]={nodeType:"text",value:" People who know you well enough to think of you, but who are not close. A couple of meaningful touches a year.",marks:$R[3280]=[],data:$R[3281]={}}]},$R[3282]={nodeType:"paragraph",data:$R[3283]={},content:$R[3284]=[$R[3285]={nodeType:"text",value:"Tier 3, everyone else.",marks:$R[3286]=[$R[3287]={type:"bold"}],data:$R[3288]={}},$R[3289]={nodeType:"text",value:" Light contact. An occasional useful update. No pressure to do more.",marks:$R[3290]=[],data:$R[3291]={}}
24]},$R[3292]={nodeType:"paragraph",data:$R[3293]={},content:$R[3294]=[$R[3295]={nodeType:"text",value:"Most agents try to treat 600 people like Tier 1, fail, and then treat all 600 like Tier 3. Tiering lets you spend your attention where it does something.",marks:$R[3296]=[],data:$R[3297]={}}]},$R[3298]={nodeType:"heading-2",data:$R[3299]={},content:$R[3300]=[$R[3301]={nodeType:"text",value:"The maintenance problem",marks:$R[3302]=[],data:$R[3303]={}}]},$R[3304]={nodeType:"paragraph",data:$R[3305]={},content:$R[3306]=[$R[3307]={nodeType:"text",value:"Here is where sphere advice usually falls apart. Building the list is a one-weekend job. Maintaining it is a forever job, and forever jobs lose to whatever is urgent today.",marks:$R[3308]=[],data:$R[3309]={}}]},$R[3310]={nodeType:"paragraph",data:$R[3311]={},content:$R[3312]=[$R[3313]={nodeType:"text",value:"The only systems that survive are the ones that do not rely on you remembering.",marks:$R[3314]=[],data:$R[3315]={}}]},$R[3316]={nodeType:"paragraph",data:$R[3317]={},content:$R[3318]=[$R[3319]={nodeType:"text",value:"That means your contacts need to carry the dates that matter: close date, birthday, when you last spoke, anything the person told you that has a timeline attached. It means something needs to surface those dates without you going looking. And it means the weekly commitment has to be small enough that it happens on a bad week, not just a good one.",marks:$R[3320]=[],data:$R[3321]={}}]},$R[3322]={nodeType:"paragraph",data:$R[3323]={},content:$R[3324]=[$R[3325]={nodeType:"text",value:"Twenty minutes, once a week, is enough for a Tier 1 list. Five or six real messages. Not a campaign. A short list of people you were going to lose touch with, and a reason to say something.",marks:$R[3326]=[],data:$R[3327]={}}]},$R[3328]={nodeType:"heading-2",data:$R[3329]={},content:$R[3330]=[$R[3331]={nodeType:"text",value:"What to actually say",marks:$R[3332]=[],data:$R[3333]={}}]},$R[3334]={nodeType:"paragraph",data:$R[3335]={},content:$R[3336]=[$R[3337]={nodeType:"text",value:"The blank-message problem kills more follow-up than lack of time does. A few openers that are not awkward:",marks:$R[3338]=[],data:$R[3339]={}}]},$R[3340]={nodeType:"paragraph",data:$R[3341]={},content:$R[3342]=[$R[3343]={nodeType:"text",value:"Anniversary of their close.",marks:$R[3344]=[$R[3345]={type:"bold"}],data:$R[3346]={}},$R[3347]={nodeType:"text",value:" \"Four years in the house today. Still glad you went with the one with the terrible kitchen?\" Specific, easy to answer, no ask.",marks:$R[3348]=[],data:$R[3349]={}}]},$R[3350]={nodeType:"paragraph",data:$R[3351]={},content:$R[3352]=[$R[3353]={nodeType:"text",value:"Something that reminded you of them.",marks:$R[3354]=[$R[3355]={type:"bold"}],data:$R[3356]={}},$R[3357]={nodeType:"text",value:" Article, listing, restaurant opening in their neighborhood. Works because it is true.",marks:$R[3358]=[],data:$R[3359]={}}]},$R[3360]={nodeType:"paragraph",data:$R[3361]={},content:$R[3362]=[$R[3363]={nodeType:"text",value:"A genuine question.",marks:$R[3364]=[$R[3365]={type:"bold"}],data:$R[3366]={}},$R[3367]={nodeType:"text",value:" \"How did the basement thing turn out?\" Requires you to have written down that there was a basement thing, which is the whole argument for keeping notes.",marks:$R[3368]=[],data:$R[3369]={}}]},$R[3370]={nodeType:"paragraph",data:$R[3371]={},content:$R[3372]=[$R[3373]={nodeType:"text",value:"A market note about their actual house.",marks:$R[3374]=[$R[3375]={type:"bold"}],data:$R[3376]={}},$R[3377]={nodeType:"text",value:" Not a market report. What two similar houses on their street just sold for.",marks:$R[3378]=[],data:$R[3379]={}}]},$R[3380]={nodeType:"paragraph",data:$R[3381]={},content:$R[3382]=[$R[3383]={nodeType:"text",value:"None of these ask for anything. The referral comes later, from the fact that you are the agent they have spoken to most recently.",marks:$R[3384]=[],data:$R[3385]={}}]},$R[3386]={nodeType:"heading-2",data:$R[3387]={},content:$R[3388]=[$R[3389]={nodeType:"text",value:"Where a personal CRM fits",marks:$R[3390]=[],data:$R[3391]={}}]},$R[3392]={nodeType:"paragraph",data:$R[3393]={},content:$R[3394]=[$R[3395]={nodeType:"text",value:"Your lead CRM should keep doing its job. Pipeline, drips, new inquiries, transaction management. That is 
24what it is for.",marks:$R[3396]=[],data:$R[3397]={}}]},$R[3398]={nodeType:"paragraph",data:$R[3399]={},content:$R[3400]=[$R[3401]={nodeType:"text",value:"What it does not do well is hold a few hundred relationships with no transaction attached and tell you who is drifting. That is a different tool, which is the gap Dex fills: your sphere in one place, with the dates and details that matter, and a nudge when someone you care about has gone quiet for too long.",marks:$R[3402]=[],data:$R[3403]={}}]},$R[3404]={nodeType:"paragraph",data:$R[3405]={},content:$R[3406]=[$R[3407]={nodeType:"text",value:"The system is not complicated. A list with shape, the details written down, and something that reminds you before too much time has passed. 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