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Client-Only Mode for Manual Engagement Tracking (KIT-Focused CRM)

Feature Request

Details:

Some users want to use Dex primarily as a lightweight, client-focused CRM, centered on Keep-in-Touch (KIT) reminders and manual engagement tracking — without relying on social, email, or LinkedIn automations.

Use case:

Track a small, rotating set of active clients

Log meetings, calls, and emails manually

Use KIT reminders to ensure thoughtful follow-up

No need for:

LinkedIn sync

Social graph imports

Automatic contact creation

Contacts are added intentionally and limited to clients only

Constraints today:

Users who rely on Outlook Desktop (IMAP) or non-web email clients can’t benefit from Dex’s automation

Value of Dex becomes clear only after weeks of manual KIT usage, not within a 7-day trial

Dex is positioned as a broad relationship manager, while this audience wants a focused client-engagement tool

Requested enhancements (conceptual):

A “Client Mode” or configuration focused on:

Manual interactions

KIT-first workflows

Reduced emphasis on social/email sync

Positioning or onboarding that supports manual-first CRM usage

Consideration of:

Longer evaluation periods for manual workflows

A lighter-weight plan or mode for client-only use cases

Posted by CJ ·
Status: Open2 comments

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Comments2

  • Dex Operations

    Team•

    Oct 6

    Requested again by a new subscriber who wants to add and manage contacts by hand for now, without connecting any email, calendar or social account. Setup on both web and mobile asked them to connect an integration before they could continue, and the mobile app still asked after they had set up contact sync on their computer. They expected to be able to skip that step and go straight to manual use.

  • Dex Operations

    Team•

    Aug 24

    Another signup hit this on day one. They wanted to enter contacts and notes by hand and connect nothing at all, and the connect step in setup requires at least one account before the rest of the app unlocks, with no way to skip it. Because account settings sit behind that same gate, they could not reach the cancellation screen either and had to email support. This one cost a subscription within hours of signup.